AegisLegacy

Privacy Policy

This Privacy Policy describes how AegisLegacy ("we", "us", or "our") collects, uses, and discloses your information.

1. Information We Collect

We collect information you provide directly to us when you create an account, build your estate plan, or communicate with us or your attorney. This includes:

  • Account Information: Your name, email address, and password.
  • Estate Planning Data: Information about your family, assets, beneficiaries, and planning goals.
  • Communications: Messages and documents shared through the platform.

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services, including:

  • To operate and maintain your AegisLegacy account.
  • To enable collaboration between you and your designated attorney.
  • To generate AI-powered insights and draft documents as you request.
  • To respond to your comments, questions, and requests.

3. Data Sharing

We do not share your personal information with third parties except in the following circumstances:

  • With Your Attorney: When you link with an attorney, they can access the data and documents you choose to share with them.
  • For Legal Reasons: We may disclose information if we believe disclosure is in accordance with, or required by, any applicable law or legal process.

4. Data Security

We use industry-standard security measures to protect your information from unauthorized access, alteration, or destruction. We use Firebase, a Google product, for our database and authentication services, which provides robust security features.

5. Your Rights

You have the right to access, update, or delete your personal information. You can manage most of your information directly from your dashboard. To delete your account permanently, please use the account deletion feature in the settings.

6. Changes to This Policy

We may change this Privacy Policy from time to time. If we make changes, we will notify you by revising the date at the top of the policy and, in some cases, we may provide you with additional notice.

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