Privacy Policy

1. Information We Collect

We collect information you provide directly to us, including:

• Account information (name, email, phone number)
• Professional information (bar number, firm name for attorneys)
• Estate planning information (assets, beneficiaries, goals)
• Financial information for tax simulations
• Documents and communications through the platform

2. How We Use Your Information

We use your information to:

• Provide and improve our services
• Generate personalized estate planning documents
• Facilitate communication between attorneys and clients
• Send important updates about your account and documents
• Comply with legal obligations

3. Data Security

We implement industry-standard security measures including encryption, secure data storage, and access controls. All data is stored in SOC 2 compliant infrastructure with row-level security policies to ensure data isolation between users.

4. Data Sharing

We do not sell your personal information. We may share your information with:

• Attorneys you engage through the platform
• Service providers who assist in operating our platform
• Law enforcement when required by law

5. Your Rights

You have the right to:

• Access your personal information
• Correct inaccurate information
• Request deletion of your data
• Export your data
• Opt-out of marketing communications

6. GDPR & CCPA Compliance

For users in the EU and California, we comply with GDPR and CCPA requirements. You have additional rights under these regulations, including the right to data portability and the right to object to processing.

7. Contact Us

For privacy-related questions or to exercise your rights, contact us at privacy@shieldforge.com