Privacy Policy

Personal information: Name, email address, phone number, and mailing address collected during intake and account creation.

Financial information: Asset descriptions, account information, and estate details you provide during the intake process to facilitate estate planning.

Family information: Beneficiary names, family structure, and relationship details shared during intake consultations.

Technical data: IP address, browser type, device information, and cookies used to operate and improve our platform.

• Provide estate planning consultation and document preparation services
• Communicate with you about your plan, consultations, and updates
• Assign and coordinate with your dedicated attorney
• Verify funded trust completion and maintain funding records
• Improve our platform and AI intake processes
• Comply with applicable legal obligations

Estate Guru: We share your information with Estate Guru for document preparation and attorney assignment. Estate Guru's privacy policy applies to their handling of your data.

Licensed attorneys: Your information is shared with the attorney assigned to your file for legal document preparation.

GoHighLevel / Assistable.ai: Our AI intake platform processes intake information under their respective privacy policies.

We do not sell your data to third parties for marketing or any other commercial purpose.

Our infrastructure is SOC 2 Type II compliant. Your data is encrypted in transit (TLS) and at rest. Access controls limit who within our organization can view your information. We conduct regular security reviews.

Access: Request a copy of the personal data we hold about you.

Correction: Request corrections to inaccurate or incomplete data.

Deletion: Request deletion of your data, subject to legal retention requirements (estate planning records may be retained per Arizona law).

To exercise any of these rights, contact privacy@tryestateplanning.ai.

We use cookies for session management, authentication, and analytics. Essential cookies cannot be disabled as they are required for the platform to function. Analytics cookies can be disabled in your browser settings without affecting core functionality.

Arizona law provides additional privacy protections for Arizona residents. If you are an Arizona resident and have questions about your rights under Arizona privacy law, contact us at privacy@tryestateplanning.ai.

Privacy Officer: privacy@tryestateplanning.ai

tryestateplanning.ai LLC · Arizona Alternative Business Structure