Privacy Policy

Last Updated: 3/1/2026

1. Information We Collect

We collect information that you provide directly to us when utilizing our platform to connect with an estate planning professional. This may include your name, email address, phone number, location, and estimated asset ranges for matching purposes.

2. How We Use Your Information

The primary purpose of collecting your information is to facilitate a connection between you and a licensed estate planning attorney in your jurisdiction. By submitting a consultation request, you expressly consent to having your provided information shared with a professional in our network so they may contact you regarding your legal needs.

3. Data Security

We implement appropriate technical and organizational security measures to protect your personal data against accidental or unlawful destruction, loss, alteration, and unauthorized disclosure or access.

4. Contact Us

If you have any questions about this Privacy Policy, please contact us via our Contact page.