Privacy Policy
Last Updated: February 06, 2026
By accessing or using the Services, you acknowledge that you have read and understand this Policy and agree to the collection, use, disclosure, and retention of your information as described herein. If you do not agree with this Policy, you should not access or use the Services.
Definitions
This Privacy Policy (“Policy”) describes how EstateScribe, LLC (“EstateScribe,” “we,” “us,” or “our”) collects, uses, discloses, retains, and protects information in connection with your use of our websites, applications, services, and related offerings (collectively, the “Services”). This Policy applies to all users of the Services, including attorneys, law firm personnel, clients of attorneys, and other individuals (“you” or “your”).
1. INFORMATION WE COLLECT
We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or entity.
1.1 Personal Information
Full name
Email address
Phone number
Date of birth
Marital status
Address (street, city, state, postal code, country)
1.2 Professional Information (Attorneys)
Law firm name
Jurisdiction of licensure
1.3 Estate Planning Information
Asset information (e.g., real property, bank accounts, investment accounts, retirement accounts, insurance policies)
Beneficiary names and distribution allocations
Trust names and associated fiduciary details
Estate planning preferences (executors, healthcare directives, powers of attorney)
1.4 Legal Documents
Intake forms, interviews, wills, trusts, powers of attorney, and other estate planning documents
Document metadata (creation dates, modification history)
1.5 Technical Information
Authentication tokens
System access logs
IP addresses and device information
1.6 Profile Images
Optional user profile pictures
2. HOW WE COLLECT INFORMATION
We collect information in the following ways:
When you create an account
When you complete intake forms or interviews
When you upload documents or update your profile
When you use the Services or communicate with us
Automatically, through system logs and platform usage data
3. HOW WE USE INFORMATION
We may use your information for the following purposes:
To provide, maintain, and improve the Service
To generate estate planning documents and support attorney workflows
To manage user accounts and deliver customer support
To ensure accuracy and compliance of legal documents
To prevent fraud, unauthorized access, and other security threats
To send service-related notifications
To analyze, develop, and improve products and services using aggregated and anonymized data
We do not sell your personal information.
4. LEGAL BASIS FOR PROCESSING (WHERE APPLICABLE)
To the extent required by applicable law, we process personal information based on your consent, performance of a contract with you, compliance with legal obligations, or our legitimate interests in providing and improving our Services.
5. DISCLOSURE OF INFORMATION
We may disclose information as follows:
With service providers who perform services on our behalf and under confidentiality obligations
To comply with legal obligations or respond to lawful requests by public authorities
To enforce our agreements, policies, or rights
In connection with a reorganization, merger, acquisition, or sale of assets
We do not sell or rent your personal information to unaffiliated third parties.
6. DATA STORAGE AND SECURITY
Your information is stored and processed in the United States on cloud infrastructure. We implement a variety of administrative, technical, and physical security measures designed to protect your information, including encryption, secure credential management, role-based access control, multi-factor authentication, and continuous monitoring.
7. DATA RETENTION
We retain personal information as long as necessary to fulfill the purposes described in this Policy and to comply with applicable legal, regulatory, or professional obligations.
8. YOUR RIGHTS
Subject to applicable law and professional constraints:
You may request access to your personal information
You may request correction of inaccurate information
You may request deletion of personal information (subject to retention requirements)
You may request export of your data in a portable format
You may object to certain data processing activities
Requests may be submitted to privacy@estatescribe.io.
Certain information may be subject to attorney-client privilege or legal retention requirements
9. CONFIDENTIALITY AND ATTORNEY-CLIENT DATA
Information stored within the platform may be subject to attorney-client privilege or confidentiality obligations. EstateScribe acts as a service provider, and attorneys remain responsible for determining privileged status and compliance with applicable ethical rules.
10. INTERNATIONAL DATA TRANSFERS
The Services are operated from within the United States. By using the Services, you consent to transfer, processing, and storage of your information in the United States.
11. CHILDREN
The Services are not intended for individuals under the age of 13. We do not knowingly collect information from children under the age of 13.
12. CHANGES TO THIS POLICY
We may modify this Policy at any time. When changes are made, we will update the “Effective Date” at the top of this Policy and, where required by law, provide additional notice. Your continued use of the Services following any change in this Policy signifies your acceptance of the updated terms.
13. CONTACT INFORMATION
If you have questions about this Policy, or how we collect, use, or process personal information, please contact:
EstateScribe, LLC
Email: privacy@estatescribe.io
We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or entity.
1.1 Personal Information
Full name
Email address
Phone number
Date of birth
Marital status
Address (street, city, state, postal code, country)
1.2 Professional Information (Attorneys)
Law firm name
Jurisdiction of licensure
1.3 Estate Planning Information
Asset information (e.g., real property, bank accounts, investment accounts, retirement accounts, insurance policies)
Beneficiary names and distribution allocations
Trust names and associated fiduciary details
Estate planning preferences (executors, healthcare directives, powers of attorney)
1.4 Legal Documents
Intake forms, interviews, wills, trusts, powers of attorney, and other estate planning documents
Document metadata (creation dates, modification history)
1.5 Technical Information
Authentication tokens
System access logs
IP addresses and device information
1.6 Profile Images
Optional user profile pictures
2. HOW WE COLLECT INFORMATION
We collect information in the following ways:
When you create an account
When you complete intake forms or interviews
When you upload documents or update your profile
When you use the Services or communicate with us
Automatically, through system logs and platform usage data
3. HOW WE USE INFORMATION
We may use your information for the following purposes:
To provide, maintain, and improve the Service
To generate estate planning documents and support attorney workflows
To manage user accounts and deliver customer support
To ensure accuracy and compliance of legal documents
To prevent fraud, unauthorized access, and other security threats
To send service-related notifications
To analyze, develop, and improve products and services using aggregated and anonymized data
We do not sell your personal information.
4. LEGAL BASIS FOR PROCESSING (WHERE APPLICABLE)
To the extent required by applicable law, we process personal information based on your consent, performance of a contract with you, compliance with legal obligations, or our legitimate interests in providing and improving our Services.
5. DISCLOSURE OF INFORMATION
We may disclose information as follows:
With service providers who perform services on our behalf and under confidentiality obligations
To comply with legal obligations or respond to lawful requests by public authorities
To enforce our agreements, policies, or rights
In connection with a reorganization, merger, acquisition, or sale of assets
We do not sell or rent your personal information to unaffiliated third parties.
6. DATA STORAGE AND SECURITY
Your information is stored and processed in the United States on cloud infrastructure. We implement a variety of administrative, technical, and physical security measures designed to protect your information, including encryption, secure credential management, role-based access control, multi-factor authentication, and continuous monitoring.
7. DATA RETENTION
We retain personal information as long as necessary to fulfill the purposes described in this Policy and to comply with applicable legal, regulatory, or professional obligations.
8. YOUR RIGHTS
Subject to applicable law and professional constraints:
You may request access to your personal information
You may request correction of inaccurate information
You may request deletion of personal information (subject to retention requirements)
You may request export of your data in a portable format
You may object to certain data processing activities
Requests may be submitted to privacy@estatescribe.io.
Certain information may be subject to attorney-client privilege or legal retention requirements
9. CONFIDENTIALITY AND ATTORNEY-CLIENT DATA
Information stored within the platform may be subject to attorney-client privilege or confidentiality obligations. EstateScribe acts as a service provider, and attorneys remain responsible for determining privileged status and compliance with applicable ethical rules.
10. INTERNATIONAL DATA TRANSFERS
The Services are operated from within the United States. By using the Services, you consent to transfer, processing, and storage of your information in the United States.
11. CHILDREN
The Services are not intended for individuals under the age of 13. We do not knowingly collect information from children under the age of 13.
12. CHANGES TO THIS POLICY
We may modify this Policy at any time. When changes are made, we will update the “Effective Date” at the top of this Policy and, where required by law, provide additional notice. Your continued use of the Services following any change in this Policy signifies your acceptance of the updated terms.
13. CONTACT INFORMATION
If you have questions about this Policy, or how we collect, use, or process personal information, please contact:
EstateScribe, LLC
Email: privacy@estatescribe.io
We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or entity.
1.1 Personal Information
Full name
Email address
Phone number
Date of birth
Marital status
Address (street, city, state, postal code, country)
1.2 Professional Information (Attorneys)
Law firm name
Jurisdiction of licensure
1.3 Estate Planning Information
Asset information (e.g., real property, bank accounts, investment accounts, retirement accounts, insurance policies)
Beneficiary names and distribution allocations
Trust names and associated fiduciary details
Estate planning preferences (executors, healthcare directives, powers of attorney)
1.4 Legal Documents
Intake forms, interviews, wills, trusts, powers of attorney, and other estate planning documents
Document metadata (creation dates, modification history)
1.5 Technical Information
Authentication tokens
System access logs
IP addresses and device information
1.6 Profile Images
Optional user profile pictures
2. HOW WE COLLECT INFORMATION
We collect information in the following ways:
When you create an account
When you complete intake forms or interviews
When you upload documents or update your profile
When you use the Services or communicate with us
Automatically, through system logs and platform usage data
3. HOW WE USE INFORMATION
We may use your information for the following purposes:
To provide, maintain, and improve the Service
To generate estate planning documents and support attorney workflows
To manage user accounts and deliver customer support
To ensure accuracy and compliance of legal documents
To prevent fraud, unauthorized access, and other security threats
To send service-related notifications
To analyze, develop, and improve products and services using aggregated and anonymized data
We do not sell your personal information.
4. LEGAL BASIS FOR PROCESSING (WHERE APPLICABLE)
To the extent required by applicable law, we process personal information based on your consent, performance of a contract with you, compliance with legal obligations, or our legitimate interests in providing and improving our Services.
5. DISCLOSURE OF INFORMATION
We may disclose information as follows:
With service providers who perform services on our behalf and under confidentiality obligations
To comply with legal obligations or respond to lawful requests by public authorities
To enforce our agreements, policies, or rights
In connection with a reorganization, merger, acquisition, or sale of assets
We do not sell or rent your personal information to unaffiliated third parties.
6. DATA STORAGE AND SECURITY
Your information is stored and processed in the United States on cloud infrastructure. We implement a variety of administrative, technical, and physical security measures designed to protect your information, including encryption, secure credential management, role-based access control, multi-factor authentication, and continuous monitoring.
7. DATA RETENTION
We retain personal information as long as necessary to fulfill the purposes described in this Policy and to comply with applicable legal, regulatory, or professional obligations.
8. YOUR RIGHTS
Subject to applicable law and professional constraints:
You may request access to your personal information
You may request correction of inaccurate information
You may request deletion of personal information (subject to retention requirements)
You may request export of your data in a portable format
You may object to certain data processing activities
Requests may be submitted to privacy@estatescribe.io.
Certain information may be subject to attorney-client privilege or legal retention requirements
9. CONFIDENTIALITY AND ATTORNEY-CLIENT DATA
Information stored within the platform may be subject to attorney-client privilege or confidentiality obligations. EstateScribe acts as a service provider, and attorneys remain responsible for determining privileged status and compliance with applicable ethical rules.
10. INTERNATIONAL DATA TRANSFERS
The Services are operated from within the United States. By using the Services, you consent to transfer, processing, and storage of your information in the United States.
11. CHILDREN
The Services are not intended for individuals under the age of 13. We do not knowingly collect information from children under the age of 13.
12. CHANGES TO THIS POLICY
We may modify this Policy at any time. When changes are made, we will update the “Effective Date” at the top of this Policy and, where required by law, provide additional notice. Your continued use of the Services following any change in this Policy signifies your acceptance of the updated terms.
13. CONTACT INFORMATION
If you have questions about this Policy, or how we collect, use, or process personal information, please contact:
EstateScribe, LLC
Email: privacy@estatescribe.io