Effective date: September 14, 2026 · Version 2026-09-14

Consumer Privacy Policy

This Policy explains how Estateur handles information when you use its consumer estate-planning website and application.

1. Information we collect

We collect account and contact information; answers you provide about yourself, your family, property, fiduciaries, healthcare wishes, and beneficiaries; documents generated from those answers; purchase and limited payment metadata; agreement-acceptance records; support messages; and ordinary security and usage logs such as IP address, device, browser, pages requested, and timestamps. Stripe receives payment-card details directly; Estateur does not store full card numbers.

2. How we use information

We use information to create and secure your account; save and resume your intake across devices; prepare, check, store, and deliver your documents; provide signing instructions and requested reminders; process purchases; respond to support requests; prevent fraud and abuse; maintain audit and agreement records; and improve the Service.

We do not sell your personal information. We do not use your intake answers or generated documents to train third-party AI models.

3. Providers and disclosures

We disclose information only as needed to operate the Service, including to Anthropic for AI-assisted intake, drafting, and quality review; MongoDB Atlas for database hosting; Stripe for payments; Resend for transactional email; configured signing or notarization providers when you choose those services; and cloud infrastructure providers. We may also disclose information when required by law, to protect the Service or people from harm, or as part of a business transaction subject to appropriate safeguards.

If you affirmatively request an optional attorney plan review, we share the selected plan, the questions and scheduling preferences you submit, your state, and the contact information needed to arrange the meeting with the independent attorney matched to the request. We do not share that material with an attorney merely because you view the offer. The attorney handles the information under their own professional and legal obligations once matched.

4. Storage, security, and retention

Authenticated intake answers and generated documents are stored on the server, not in clear-text browser storage. We use encryption in transit, access controls, account-level data isolation, password hashing, and field-level encryption for designated sensitive fields. No system is completely secure, and we do not claim a security certification unless expressly stated.

We keep account and document data while your account is active and until you delete it or request account deletion, subject to legal, tax, fraud-prevention, dispute, and backup-retention needs. Agreement and purchase records may be retained longer where necessary.

5. Cookies, analytics, and choices

We use necessary cookies for sign-in and operation. Public pages may use analytics or advertising measurement tools; those tools are not applied to the contents of your intake or documents. You can update account information and request access, correction, export, or deletion by contacting us. Additional rights may apply based on where you live.

6. Changes and contact

We may update this Policy and will update the effective date and provide notice of material changes. Estateur operates in the United States, and information is processed in the United States and locations where its providers operate.

Estateur, 1 E. Erie St., Ste. 525, Chicago, IL 60611. Email: contact@estateur.com

Estateur is a software platform, not a law firm, and does not provide legal advice. Use of the Service does not create an attorney-client relationship.