Privacy Policy

Last updated: February 2026

1. Introduction

Your privacy is important to us. Probate Logix ("we," "our," or "us") strives to ensure your information is secure and handled appropriately in accordance with this policy. This Privacy Policy applies to the information we collect about you through our website, products, and services (collectively, the "Services").

This Privacy Policy is incorporated into our Terms of Service and governs your use of Probate Logix's Services. If you disagree with any aspect of this policy, please do not use the Services.

If you are a California resident, please see Section 11 below for additional disclosures required under California law.

2. Information We Collect

The information we collect about you depends on the Services you use, how you use them, and the information you provide to us. We collect information in three main ways:

A. Information You Provide Directly

When you use our Services, you may provide certain information to us, including:

  • Contact and Account Information: Name, email address, password, and login credentials when you create an account.
  • Estate Information: Details about the estate including state of residence, asset types and values, existence of wills or trusts, real property ownership, and family information relevant to probate assessment.
  • Payment Information: Credit card and billing information. Note: Your credit card information is processed by our payment processor (Stripe); we do not store this information directly.
  • Communication Data: Messages submitted to us through online forms, email, or customer support interactions.
  • Sensitive Personal Information: In certain circumstances, the estate information you provide may include sensitive personal information as defined under applicable privacy laws. We treat this information with heightened care and security measures.

B. Information We Collect Automatically

When you use our Services, we and our service providers may automatically collect certain information using cookies and similar technologies:

  • Device Data: IP address, browser type and language, operating system, device identifiers, and Internet connection type.
  • Usage Data: Pages visited, features used, actions taken within the service, dates and times of access, and referring website addresses.
  • Location Information: General location information (city and state) based on your IP address.

C. Information About Third Parties

Our Services may ask you to provide information about third parties, such as beneficiaries, executors, family members, or other individuals relevant to your probate assessment.

You are responsible for ensuring you have the appropriate authority and consent to provide this information to us. We ask all users not to share anyone's information without their knowledge or permission.

3. How We Use Your Information

  • To Provide Services: Generate your personalized probate assessment report, process payments, verify your identity, create and administer your account, and provide customer support.
  • To Communicate With You: Send transaction notifications, service updates, and respond to your inquiries.
  • To Improve Our Services: Understand how users interact with our Services, perform research and analytics, detect bugs, and develop new features.
  • For Security and Compliance: Detect and prevent fraud, protect against malicious activity, and comply with legal obligations.

4. Use of Artificial Intelligence

AI Disclosure: Probate Logix uses advanced technologies, including artificial intelligence and large language models, to generate your probate assessment reports.

  • We use AI to analyze the information you provide and generate personalized assessment reports.
  • We do not use your personal information to train external AI models.
  • All information processed by AI systems is handled in accordance with this Privacy Policy.
  • AI-generated content is reviewed for quality and accuracy before being included in your report.

5. Data Sharing and Disclosure

We do not sell your personal information. We may share your information only in the following circumstances:

  • Service Providers: With third-party vendors who perform services on our behalf, such as payment processing (Stripe), cloud hosting, and analytics. These providers are contractually obligated to protect your information.
  • Legal Requirements: When required by law, subpoena, or other legal process, or to respond to government requests.
  • Protection of Rights: To protect our rights, privacy, safety, or property, or that of our users or the public.
  • Business Transfers: In connection with a merger, acquisition, bankruptcy, or sale of assets, your information may be transferred as part of that transaction.
  • With Your Consent: We may share your information for other purposes with your explicit consent.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes:

  • Encryption of data in transit (TLS/SSL) and at rest
  • Regular security assessments and updates
  • Limited access to personal data by authorized personnel only
  • Secure payment processing through PCI-compliant providers
  • Secure authentication mechanisms

While we strive to protect your information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

7. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience, analyze usage patterns, and improve our Services. The types of cookies we use include:

  • Essential Cookies: Required for the operation of our Services, such as session management and authentication.
  • Analytics Cookies: Help us understand how users interact with our Services so we can improve functionality and user experience.
  • Preference Cookies: Remember your preferences and settings.

You can control cookie preferences through your browser settings. Please consult the "Help" section of your browser for more information. Note that disabling cookies may limit some features of our Services.

8. Data Retention

We retain your personal information for as long as necessary to provide our Services, fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.

When you request deletion of your account, we will delete or anonymize your personal information within a reasonable timeframe, except where retention is required by law or for legitimate business purposes.

9. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

  • Access: Request access to the personal information we hold about you.
  • Correction: Request correction of inaccurate or incomplete data.
  • Deletion: Request deletion of your personal data, subject to certain exceptions.
  • Data Portability: Request a copy of your data in a portable format.
  • Opt-Out: Opt out of marketing communications at any time by clicking "unsubscribe" in any email or contacting us.

To exercise these rights, please contact us at [email protected]. We will respond to your request within the timeframe required by applicable law.

10. International Data Transfers

Our Services are primarily operated in the United States. If you are accessing our Services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located.

By using our Services, you consent to the transfer of your information to the United States and other countries that may have different data protection laws than your country of residence.

11. Notice to California Residents

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

  • Right to Know: You have the right to request information about the categories and specific pieces of personal information we have collected about you, the sources of that information, the business purposes for collecting it, and the categories of third parties with whom we share it.
  • Right to Delete: You have the right to request deletion of your personal information, subject to certain exceptions.
  • Right to Correct: You have the right to request correction of inaccurate personal information.
  • Right to Opt-Out of Sale/Sharing: We do not sell your personal information or share it for cross-context behavioral advertising purposes.
  • Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

To exercise your California privacy rights, please contact us at [email protected]. We may need to verify your identity before processing your request.

Categories of Personal Information Collected: In the past 12 months, we have collected the following categories of personal information: identifiers (name, email, IP address), financial information (payment details via our processor), internet activity (browsing history on our site), geolocation data (general location from IP), and sensitive personal information (estate details you provide).

12. Children's Privacy

Our Services are not intended for children under 18 years of age. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information promptly.

13. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. When we make material changes, we will notify you by posting the new policy on our website and updating the "Last updated" date at the top of this page.

Your continued use of our Services after changes are posted constitutes acceptance of the updated policy. We encourage you to review this Privacy Policy periodically.

14. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or wish to exercise your privacy rights, please contact us at:

Email: [email protected]