How eLegacy collects, uses, and protects your information.
Last updated: August 2026
Your privacy matters.
At eLegacy, we understand that you’re trusting us with some of the most personal and important information you own. We believe that trust should be earned through transparency, responsible data practices, and giving you meaningful control over your information.
This Privacy Policy explains what information we collect, why we collect it, how it is used, and the choices available to you. Our goal is to make these practices easy to understand so you can make informed decisions about using the platform.
Throughout eLegacy, we strive to collect only the information needed to provide and improve our services while helping you organize, protect, and maintain your estate planning information.
Because eLegacy continues to evolve, this Privacy Policy may be updated periodically to reflect new features, legal requirements, or improvements to our services. When significant changes are made, we will provide appropriate notice within the platform or by other reasonable means.
By using eLegacy, you acknowledge that you have read and understand this Privacy Policy.
Everything we do is guided by a few simple principles:
Good to Know
Privacy and security work together. Our Privacy Policy explains how information is collected and used, while our Security page explains how that information is protected throughout the platform.
To provide eLegacy’s services, we collect information that helps you create, organize, maintain, and securely manage your estate plan.
The information you choose to provide depends on how you use the platform and the features you decide to use. Some information is required to create and manage your account, while other information is optional and entered only if it supports your estate planning needs.
Information you may provide includes:
Some features also generate system information that helps operate the platform, such as account preferences, document activity, security events, and estate progress.
We collect only the information necessary to provide, improve, secure, and support the services you choose to use.
You decide what information you add to your estate.
Many areas of eLegacy are optional, allowing you to organize only the information that is relevant to your personal circumstances. You may also update, modify, or remove much of your information as your estate plan evolves.
Good to Know
eLegacy does not require every user to complete every section of the platform. You remain in control of what information you choose to organize, and many features can be used independently based on your individual needs.
The information you provide helps eLegacy deliver the features and services you choose to use.
Our primary purpose for collecting information is to help you organize, maintain, and securely manage your estate plan while providing the tools needed to support you throughout your estate planning journey.
Depending on how you use the platform, your information may be used to:
We do not use your personal estate information to build public profiles or sell your personal information to third parties.
Whenever new features are introduced, we evaluate how information is used to help ensure those features remain consistent with our commitment to privacy and user control.
We believe information should have a purpose.
For that reason, we strive to collect and use information only when it supports the services you request or helps us improve the security, reliability, and functionality of the platform.
Good to Know
Many platform improvements are based on understanding how features are used—not on reading the personal contents of your estate documents. Whenever possible, improvements are informed by system behavior, performance metrics, and user feedback rather than the substance of your personal information.
eLegacy includes AI-assisted features that help generate estate planning documents and provide guidance throughout the estate planning process.
These features use the information you choose to provide, together with your responses during AI-guided interviews and any optional instructions you submit, to generate personalized draft documents and recommendations.
AI-generated content is intended to assist you in preparing estate planning documents. It is not a substitute for independent legal advice, financial advice, or tax advice. Depending on your individual circumstances, you may wish to consult a qualified professional before relying on any generated document.
You remain responsible for reviewing all generated content to ensure it accurately reflects your wishes before using, signing, or sharing any document.
When you choose to use AI-assisted features, the information you provide may be used to:
AI processing occurs only when you intentionally use AI-powered features within the platform.
You decide when AI is used.
Using AI-assisted features is optional, and you choose what information to provide during the document generation process. You may revise your information, regenerate documents, or edit generated content before deciding whether to use it.
Good to Know
Special Instructions that you voluntarily provide during document generation are used to help personalize the draft documents you request. They are intended to supplement the structured information you’ve entered elsewhere in your estate plan—not replace it.
eLegacy allows you to securely upload, organize, and manage documents that support your estate plan.
Depending on how you use the platform, these may include legal documents, identity documents, financial records, insurance information, tax records, and other files you choose to store.
Documents remain associated with your account and, where applicable, with the specific person, asset, policy, or estate record to which they relate. This organization helps make information easier to locate and maintain over time.
AI-generated estate planning documents that you choose to save are also stored as part of your estate records, allowing you to review, update, and regenerate documents as your estate plan evolves.
Examples include:
You decide which documents to upload and maintain within your estate.
The documents and files you upload remain your information.
eLegacy stores and organizes these materials to provide the services you request. We do not claim ownership of the documents you create or upload. You may update, replace, or remove documents as your estate plan changes, subject to applicable legal, operational, and account management requirements.
Good to Know
Keeping your documents organized is just as important as creating them. Regularly reviewing uploaded files helps ensure your estate information remains current, complete, and available when needed.
To provide certain features and services, eLegacy works with carefully selected third-party service providers that perform specific functions on our behalf.
These providers help us deliver services such as secure payment processing, email delivery, authentication, cloud infrastructure, and other operational functions necessary to operate the platform.
We select service providers that support our commitment to protecting your information and require them to handle information in accordance with applicable contractual obligations and privacy requirements.
Third-party providers receive only the information reasonably necessary to perform the services they have been engaged to provide.
Depending on the features you use, eLegacy may utilize third-party providers for services such as:
Our use of third-party services may evolve over time as the platform grows and improves. We periodically review these relationships to help ensure they continue to meet our standards for security, privacy, and reliability.
Although certain services are provided by trusted third-party providers, eLegacy remains responsible for the overall experience we provide to our users.
We carefully evaluate the providers we choose and strive to work with organizations that share our commitment to protecting user information and maintaining dependable services.
Good to Know
Using specialized providers allows eLegacy to deliver secure, reliable features without requiring every service to be built from scratch. This approach helps us focus on improving the estate planning experience while working with trusted partners for specialized capabilities.
We believe you should have meaningful control over your personal information.
eLegacy is designed to give you the ability to access, review, update, and manage much of the information you provide throughout your estate planning journey.
Because your estate plan evolves over time, your information should be just as flexible.
Depending on your account and the features you use, you may be able to:
Some requests may require additional verification to help protect your information from unauthorized access.
Many features within eLegacy are optional.
You decide which information to provide, which features to use, and how you organize your estate. As your circumstances change, you remain free to update your information so your estate plan continues to reflect your wishes.
Good to Know
Protecting your privacy sometimes means verifying your identity before making certain account changes or fulfilling sensitive requests. These additional steps help protect your information from unauthorized access.
eLegacy is designed to help you maintain your estate plan over time. As a result, information is generally retained for as long as your account remains active or as long as it is reasonably necessary to provide the services you request.
The length of time information is retained may vary depending on the type of information, your account activity, applicable legal requirements, operational needs, and your requests regarding your account.
If you update or replace documents, earlier versions may be removed or retained for operational purposes where appropriate. Certain records may also be retained for security, fraud prevention, billing, dispute resolution, or to comply with applicable legal obligations.
When information is no longer needed for these purposes, we strive to securely remove or anonymize it in accordance with our data management practices.
Information may be retained based on factors such as:
Because estate planning is intended to support long-term planning, many users choose to maintain their information within eLegacy for many years.
Good to Know
Deleting or replacing information within your estate plan may not immediately remove every historical or operational record. Certain information may be retained for limited periods to support security, system integrity, legal obligations, or account administration.
You may choose to close your eLegacy account at any time.
If you decide to close your account, you may request that your account and associated information be deleted, subject to applicable legal, operational, security, and billing requirements.
Because eLegacy is designed to help manage important estate information, we encourage you to carefully consider any account deletion request and ensure you have exported or otherwise retained any information you may wish to keep before completing the process.
Certain information may be retained for limited periods where necessary to comply with legal obligations, resolve disputes, prevent fraud, maintain system integrity, or complete legitimate business operations.
Before requesting account deletion, you may wish to:
These steps can help ensure you do not unintentionally lose information you may need in the future.
Good to Know
Deleting your account does not necessarily remove every operational or legally required record immediately. Certain information may be retained for limited periods as described in the Data Retention section of this Privacy Policy.
If you have questions about this Privacy Policy, your personal information, or how eLegacy handles privacy-related matters, we're here to help.
Whether you have questions about your account, your privacy choices, or how your information is used within the platform, we encourage you to contact us.
For privacy-related questions or requests, please contact us through one of the following methods:
We strive to respond to privacy-related inquiries as promptly as reasonably possible.
Depending on your request and applicable laws, you may contact us regarding:
For your protection, we may ask you to verify your identity before fulfilling certain requests involving sensitive account information.
Thank you for taking the time to read our Privacy Policy.
We believe transparency is an important part of earning your trust, and we remain committed to protecting your information while helping you organize, maintain, and preserve your legacy for the people who matter most.