ESTATE ENGINE PRIVACY POLICY

Last Updated: August 22, 2026

Estate Engine, LLC (“Estate Engine,” “we,” “us,” or “our”) respects the privacy and confidentiality of the information entrusted to us.

This Privacy Policy explains how Estate Engine collects, uses, discloses, protects, and retains personal information when you visit the Estate Engine website, create or use an Estate Engine account, interact with us, or use the Estate Engine software platform and related services.

Estate Engine provides software to attorneys and law firms. Our customers use the platform to collect information from their clients and to prepare estate-planning documents. As explained below, information we process on behalf of a law firm is treated differently from information Estate Engine collects for its own business purposes.

1. SCOPE OF THIS PRIVACY POLICY

This Privacy Policy applies to:

(a) visitors to the Estate Engine website;

(b) attorneys, law firms, and other users who create or use an Estate Engine account;

(d) individuals who communicate directly with Estate Engine; and

(e) clients and prospective clients of law firms who provide information through Estate Engine at the direction of an Estate Engine customer.

For purposes of this Privacy Policy, the Estate Engine website, software platform, client intake tools, and related services are collectively the “Service.”

If Estate Engine and a customer have entered into a separate SaaS Service Agreement, data-processing agreement, or other written agreement concerning personal information, that agreement controls to the extent of an express conflict with this Privacy Policy.

2. OUR ROLE WHEN PROCESSING LAW-FIRM CLIENT INFORMATION

Estate Engine provides technology to attorneys and law firms. Estate Engine does not provide legal services and does not establish an attorney-client relationship with the individuals whose information is entered into the Service.

When an attorney or law firm uses Estate Engine to collect or process information about its clients or prospective clients, the attorney or law firm determines what information to collect and how that information will be used in providing legal services.

In that context, Estate Engine processes the information on behalf of and at the direction of the attorney or law firm.

We refer to information processed through the Service on behalf of an Estate Engine customer, including information concerning the customer’s clients and prospective clients, as “Customer Data.”

If you submitted information through an Estate Engine intake questionnaire or similar tool provided to you by your attorney or law firm, questions or requests concerning that information should generally be directed to that attorney or law firm. Estate Engine will assist its customers in responding to privacy requests when required by applicable law or our agreement with the customer.

3. INFORMATION WE COLLECT

The information we collect depends on how you interact with Estate Engine.

3.1 Account and Contact Information.

We may collect information such as:

(a) your name;

(b) law firm or organization name;

(d) telephone number;

(e) account credentials;

(f) account preferences; and

(g) other information you provide when creating or managing an account.

3.2 Customer Data and End Client Information.

Customers may use Estate Engine to collect, upload, store, process, and generate information relating to their legal matters.

Depending on the questionnaires, templates, and workflows selected or created by the customer, Customer Data may include:

(a) names and contact information;

(b) family and household information;

(d) asset, property, business, and financial information;

(e) estate-planning objectives and instructions;

(f) responses to intake questionnaires;

(g) documents and templates uploaded by customers;

(h) information used to populate legal documents;

(i) Generated Documents; and

(j) other information a customer elects to collect or process through the Service.

Estate Engine does not determine which End Client information a law firm should collect. The customer is responsible for configuring its intake process and determining what information is appropriate for its legal representation.

3.3 Payment and Transaction Information.

When a customer purchases the Service, payment information is processed through a third-party payment processor.

Estate Engine may receive and maintain transaction information such as the applicable Plan, payment status, transaction amount, billing date, and limited payment-method information provided by the payment processor.

3.4 Communications.

We collect information you provide when you:

(a) contact us;

(b) request a demonstration;

(d) participate in a free trial;

(e) respond to a survey;

(f) submit feedback; or

(g) otherwise communicate with Estate Engine.

3.5 Technical and Usage Information.

When you access the Website or Service, we may automatically receive certain technical information, including:

(a) Internet Protocol address;

(b) browser and device type;

(d) pages or features accessed;

(e) dates and times of access;

(f) referring pages;

(g) authentication and session information;

(h) error and diagnostic information; and

(i) other information concerning interaction with the Website or Service.

We use this information primarily to operate, secure, maintain, troubleshoot, and understand use of the Service.

4. HOW WE COLLECT INFORMATION

We may collect personal information:

(a) directly from you;

(b) from an Estate Engine customer or Authorized User;

(d) automatically through the Website or Service;

(e) from payment processors and other service providers; and

(f) from integrations or third-party services that a customer chooses to connect to Estate Engine.

5. HOW WE USE INFORMATION

We may use personal information to:

5.1 Provide the Service.

We use information to provide, configure, operate, maintain, and support the Service, including to:

(a) create and manage accounts;

(b) authenticate users;

(d) populate and generate documents from customer-selected templates and workflows;

(e) save information submitted through an intake process;

(f) provide customization and configuration services;

(g) facilitate customer-directed integrations; and

(h) provide technical support.

5.2 Process Payments.

We use account and transaction information to administer subscriptions, usage charges, billing, payments, refunds, and related financial records.

5.3 Communicate With Users.

We may use contact information to send:

(a) account and billing communications;

(b) security notices;

(d) responses to questions or support requests;

(e) information concerning changes to the Service or applicable agreements; and

(f) marketing or promotional communications where permitted by law.

You may unsubscribe from marketing communications at any time. Opting out of marketing communications does not prevent us from sending communications necessary to provide or administer the Service.

5.4 Maintain Security and Prevent Abuse.

We may use information to:

(a) authenticate users;

(b) enforce access permissions;

(d) prevent fraud, misuse, and security incidents;

(e) protect Estate Engine, our customers, End Clients, and others; and

(f) enforce our agreements and policies.

5.5 Maintain and Improve the Service.

We may use technical, usage, aggregated, or deidentified information to understand how the Service operates, diagnose problems, measure performance, improve functionality, and develop new features.

We do not use identifiable End Client information for advertising or marketing analytics.

5.6 Comply With Legal Obligations.

We may process information as reasonably necessary to comply with applicable law, legal process, governmental requests, tax and accounting obligations, and to establish, exercise, or defend legal claims.

6. ARTIFICIAL INTELLIGENCE AND MODEL TRAINING

Estate Engine does not use Customer Data to train artificial-intelligence or machine-learning models for Estate Engine or third parties.

We do not knowingly permit an artificial-intelligence provider to use Customer Data to train its models unless the applicable Estate Engine customer separately and expressly authorizes that use after receiving disclosure of the proposed use.

Estate Engine may introduce artificial-intelligence, machine-learning, or similar features in the future. If an AI-enabled feature processes Customer Data:

(a) we may provide the information necessary to operate that feature to an appropriate technology provider;

(b) the provider must be subject to appropriate confidentiality and security obligations;

(d) Estate Engine will provide reasonable disclosure concerning the feature before Customer Data is first processed through it.

The use of an AI-enabled feature will not change the attorney or law firm’s responsibility for reviewing and approving its legal work product.

7. HOW WE DISCLOSE INFORMATION

Estate Engine does not sell Customer Data.

Estate Engine does not disclose Customer Data to third parties for those third parties’ own advertising or marketing purposes.

We may disclose information in the following circumstances.

7.1 Service Providers.

We may provide information to companies that perform services on our behalf, including providers of:

(a) cloud hosting and data infrastructure;

(b) database and storage services;

(d) payment processing;

(e) email and communications services;

(f) software development and technical support;

(g) monitoring and error detection; and

(h) other services reasonably necessary to operate, secure, maintain, and support Estate Engine.

Service providers receive access only to information reasonably necessary to perform their services and are subject to applicable confidentiality and security obligations.

7.2 Customers and Authorized Users.

Information submitted by an End Client through an Estate Engine intake process is made available to the attorney or law firm that provided or authorized the applicable intake process and to Authorized Users designated by that customer.

Estate Engine does not independently determine who within a customer’s organization should have access to Customer Data.

7.3 Customer-Directed Integrations.

If a customer directs Estate Engine to connect the Service with another application or service, we may transmit information to or receive information from that service as necessary to provide the requested integration.

The third party’s own privacy practices may apply after information is transmitted to that service.

7.4 Legal and Safety Disclosures.

We may disclose information when we reasonably believe disclosure is necessary to:

(a) comply with applicable law or valid legal process;

(b) respond to a governmental or regulatory request;

(d) investigate fraud, abuse, or a security incident; or

(e) establish, exercise, or defend legal claims.

When legally permitted and reasonably practicable, we will seek to provide an affected customer notice before disclosing Customer Data in response to compulsory legal process.

7.5 Business Transactions.

Information may be disclosed or transferred in connection with a merger, financing, acquisition, reorganization, sale of assets, change of control, bankruptcy, or similar business transaction.

Any successor receiving Customer Data will remain subject to applicable contractual, confidentiality, and legal obligations concerning that information.

8. NO SALE OF CUSTOMER DATA

Estate Engine does not sell Customer Data for monetary consideration.

Estate Engine does not disclose Customer Data to third parties for their independent advertising or marketing purposes.

We also do not use End Client Data obtained through a law firm’s legal matters to create advertising profiles or target advertising to End Clients.

If Estate Engine’s practices materially change in a manner that creates a right to opt out of the sale, sharing, or use of personal information for targeted advertising under applicable law, we will provide the notices and choices required by that law before implementing the applicable practice.

9. COOKIES AND SIMILAR TECHNOLOGIES

The Website and Service may use cookies, local storage, and similar technologies.

These technologies may be used to:

(a) maintain user sessions;

(b) authenticate users;

(d) remember preferences;

(e) operate Website and Service functionality;

(f) diagnose technical problems; and

(g) understand general use of our Website and Service.

The public Website may also use analytics tools to help us understand Website traffic and improve the Website. Website analytics are separate from End Client Data collected through a law firm’s use of Estate Engine.

You may be able to control certain cookies through your browser settings. Disabling cookies necessary for authentication, security, or functionality may prevent portions of the Service from operating correctly.

10. SECURITY

Estate Engine maintains commercially reasonable administrative, technical, and organizational safeguards designed to protect Customer Data against unauthorized access, use, disclosure, alteration, or destruction.

Our safeguards include:

(a) encryption of Customer Data in transit;

(b) encryption of Customer Data at rest; and

We may change our security controls as technology, threats, and industry practices evolve.

No method of internet transmission, electronic storage, network operation, or software security is completely secure. We therefore cannot guarantee that a security incident will never occur.

Customers are also responsible for protecting their own devices, systems, account credentials, and Authorized User access.

11. SECURITY INCIDENTS

If Estate Engine confirms unauthorized access to Customer Data that materially compromises the confidentiality, integrity, or security of that information, we will investigate and take reasonable steps to contain and remediate the incident.

We will provide required notifications without unreasonable delay, subject to applicable law, reasonable investigative needs, and law-enforcement restrictions.

A notification of a security incident does not constitute an admission of fault or liability.

12. DATA RETENTION

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, our contractual obligations, legitimate business needs, and applicable legal requirements.

Retention periods vary depending on the type and purpose of the information.

12.1 Customer Data.

During an active account, Customer Data may be retained as necessary to provide the Service.

After termination or expiration of a customer account, Estate Engine may delete Customer Data after 30 days unless applicable law or a separate written agreement requires or permits a different retention period.

Customers are responsible for downloading or otherwise preserving information they are required to maintain before their access to the Service ends.

12.2 Backup Systems.

Information deleted from active systems may remain temporarily in routine backup, disaster-recovery, archival, or similar systems until those systems are overwritten or deleted in the ordinary course.

Information retained in backup systems remains subject to applicable confidentiality and security protections.

12.3 Business Records.

We may retain account, transaction, security, and business records for longer periods when reasonably necessary to:

(a) comply with legal, tax, accounting, or regulatory obligations;

(b) prevent fraud or abuse;

(d) resolve disputes; or

(e) establish or defend legal claims.

12.4 Deidentified Information.

We may retain aggregated or deidentified information that does not reasonably identify a customer or individual.

13. AGGREGATED AND DEIDENTIFIED INFORMATION

Estate Engine may create aggregated or deidentified information from information processed through the Service.

We may use this information for legitimate business purposes, including product improvement, security, performance measurement, operational planning, and understanding general use of the Service.

We will not intentionally attempt to reidentify information that we maintain as deidentified except when necessary to test whether our deidentification processes are effective or as otherwise permitted by applicable law.

14. PRIVACY RIGHTS

Depending on where you reside and which privacy laws apply to Estate Engine, you may have rights concerning personal information we maintain about you.

These rights may include the right to:

(a) confirm whether we process your personal information;

(b) obtain access to personal information;

(d) request deletion of personal information;

(e) obtain a portable copy of certain personal information;

(f) obtain information concerning categories of personal information we process or disclose;

(g) opt out of certain sales, targeted advertising, sharing, or profiling when applicable; and

(h) appeal a decision concerning a privacy request where applicable law provides an appeal right.

These rights are not absolute. Applicable law may permit or require us to deny or limit a request in certain circumstances.

We will not unlawfully discriminate against an individual for exercising an applicable privacy right.

15. PRIVACY REQUESTS INVOLVING LAW-FIRM CLIENT DATA

If Estate Engine maintains your information solely because your attorney or law firm uses Estate Engine, the attorney or law firm generally controls that information.

Please direct requests to access, correct, delete, or otherwise exercise rights concerning that information to the attorney or law firm with which you have a relationship.

If we receive a request concerning Customer Data directly from an End Client, we may refer the request to the applicable customer and assist that customer in responding as required by applicable law.

Estate Engine will not independently alter or delete Customer Data contrary to a customer’s instructions unless applicable law requires us to do so.

16. SUBMITTING A PRIVACY REQUEST

To submit a privacy request concerning information Estate Engine controls for its own business purposes, please contact us at:

Estate Engine, LLC
Privacy Email: [PRIVACY CONTACT EMAIL]
Location: Draper, Utah, United States

You may also contact us through the Contact page on the Estate Engine website.

We may need to verify your identity before completing a request. Verification may require information reasonably necessary to confirm that the request relates to you.

If an authorized agent submits a request on your behalf, we may require evidence of the agent’s authority and may separately verify your identity when permitted by law.

17. CHILDREN’S PRIVACY

The Website and Service are intended for use by adults, attorneys, law firms, and persons interacting with attorneys or law firms concerning legal services. Estate Engine is not directed to children under 13 and does not intend for children under 13 to create Estate Engine accounts or independently use the Service.

An adult End Client or law firm may provide information concerning children or other minors when that information is relevant to estate planning. Estate Engine processes that information on behalf of and at the direction of the applicable attorney or law firm.

If you believe a child has directly provided personal information to Estate Engine in a manner not authorized by a parent, guardian, attorney, or law firm, please contact us.

18. THIRD-PARTY WEBSITES AND SERVICES

The Website or Service may contain links to or integrations with third-party websites, applications, or services.

Estate Engine does not control the independent privacy practices of third parties. Information you provide directly to a third party is governed by that third party’s applicable terms and privacy policies.

19. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy as our Service, business practices, technology, or legal obligations change.

When we make changes, we will update the “Last Updated” date at the beginning of this Privacy Policy.

If a change materially affects how we use or disclose Customer Data, we will provide reasonable notice through the Website, Service, email, or another appropriate method before the change becomes effective when required by applicable law or our contractual obligations.

20. CONTACT US

Questions concerning this Privacy Policy or Estate Engine’s privacy practices may be directed to:

Estate Engine, LLC
Privacy Email: jake (at) estate-engine (dot) com
Draper, Utah, United States

You may also contact Estate Engine through the Contact page on our Website.

ESTATE ENGINE PRIVACY POLICY

Resources

About