Privacy Policy

Information we collect

When you complete our questionnaire, we collect the information you enter: names, contact details, dates of birth, family information, beneficiary information, and descriptions of property. We also record the date and time you submit and the acknowledgments you confirm.

How we use it

We use your information only to communicate with you about your request and to prepare the documents you direct us to prepare. We do not sell your personal information.

Saved progress

Your in-progress answers are saved on our secure servers under a private, randomly generated resume link, and a copy is kept in your browser's local storage on your device. Anyone with your resume link can view and edit your unsubmitted answers, so please keep it private. You can clear the copy on your device at any time from the questionnaire.

Retention

We keep client records for [retention period], or longer if the law requires. You may ask us to delete an unsubmitted questionnaire by contacting us.

Your California privacy rights

You may request access to, correction of, or deletion of your personal information by contacting us at or .