Last Updated: October 21, 2025

This Privacy Policy describes how Estate Doc Prep (“we,” “us,” or “our”), collects, uses, and shares information about you when you visit our website at https://estatedocprep.com (collectively, the “Website”).

 

1. Information We Collect

 

We may collect the following types of information:

Information You Provide Directly:

• Your name, email address, phone number, and postal address when you contact us through forms, subscribe to our newsletter, or engage with our services, such as creating a Living Trust.
• Any details and documentation you submit through our platform to create your customized estate planning documents.
• Payment information, such as credit card details, processed securely through our PCI-compliant third-party payment processor. We do not store your full payment card details on our servers.

Information We Collect Automatically:

• Log Files: Your Internet Protocol (IP) address, browser type and version, operating system, referring website, pages visited on our Website, visit date and time, and time spent on pages.
• Cookies and Similar Technologies: We use essential cookies for website functionality, analytics cookies (like Google Analytics) to analyze user behavior, and advertising cookies for personalized ads. You can manage cookie preferences via your cookie consent banner or browser settings.
• Device Information: Details about your device, such as device model and unique identifiers.
• Location Information: We may infer your general location from your IP address.

 

2. How We Use Your Information

 

We may use your information to:

• Operate, maintain, and secure our Website and document creation platform.
• Generate, customize, and deliver your attorney-drafted estate planning documents, such as your Living Trust.
• Respond to inquiries, provide customer support, and process requests.
• Send newsletters, marketing communications, and promotional offers about our services. You can opt out by clicking the “unsubscribe” link in emails or contacting us.
• Process transactions, fulfill service orders, and manage your account.
• Analyze user interactions to improve Website content and functionality.
• Detect, prevent, and address technical issues, security vulnerabilities, or fraudulent activities.
• Enforce our Website Terms of Service and other agreements.

 

3. How We Share Your Information

 

We may share your information in the following cases:

• Service Providers: We engage third parties for services like website hosting, data analysis, email marketing, payment processing, customer relationship management (CRM), and analytics. These providers are contractually required to protect your information.
• Attorneys: Information related to the creation and drafting of your estate plan may be securely shared with our network of expert estate planning attorneys for review and compliance.
• Business Transfers: If we undergo a merger, acquisition, or asset sale, your information may be transferred.
• Legal Compliance: We may disclose information to comply with laws, regulations, legal processes, or to protect our legal rights.
• With Your Consent: We will share your information with third parties when you explicitly consent.
• Aggregated or Anonymized Data: We may share non-identifying, aggregated data for analytics or research purposes.

 

4. Your Choices and Rights

 

• Access and Correction: You may access or correct your personal information via your account settings (if applicable) or by contacting us.
• Opt-Out of Marketing: Unsubscribe from promotional emails using the “unsubscribe” link or by contacting us.
• Additional Rights: Under certain data protection laws (e.g., GDPR, CCPA, if applicable), you may have rights to erase data, restrict processing, or request data portability. Contact us to exercise these rights.
• Cookies: Manage cookie preferences through your cookie consent banner or your browser settings.

 

5. Data Retention

 

We retain your information only as long as needed to fulfill the purposes outlined in this Policy, including providing your estate planning service, meeting legal obligations, resolving disputes, or enforcing agreements.

 

6. Security

 

We use reasonable technical, administrative, and physical measures (including encryption, firewalls, and SSL technology) to protect your information. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

 

7. International Data Transfers

 

Your information may be transferred to jurisdictions with different privacy laws, such as the United States, where our service providers may be located. We implement safeguards to ensure adequate protection for your information in these jurisdictions.

 

8. Children’s Privacy

 

Our Website is not intended for children under 16. We do not knowingly collect their information.

 

9. Links to Other Websites

 

Our Website may link to third-party sites we do not control. We are not responsible for their privacy practices.

 

10. Changes to this Privacy Policy

 

We may update this Policy to reflect changes in practices or legal requirements. Updates will be posted here with a revised “Last Updated” date.

 

Contact Us

 

For questions or requests about this Privacy Policy or our data practices, contact us at:

• Email: [email protected]
• Phone:(818) 298-9041
• Mail: Estate Doc Prep
• 567 Sespe Ave Suit D Fillmore CA 93015