Privacy Statement

Acknowledgement and Acceptance of Terms

Estate Helper is committed to protecting your privacy and keeping your personal and financial information secure. This Privacy Statement sets forth our current privacy practices with regard to the information we collect when you or your computer interact with our website. By accessing estatehelper.com, you acknowledge, fully understand, and accept Estate Helper's Privacy Statement and freely consent to the information collection and use practices described in this Website Privacy Statement. If you have questions about our Privacy Statement then please contact Customer Service.

Participating Merchant Policies

Related services and offerings with links from this website, including vendor sites, have their own privacy statements that can be viewed by clicking on the corresponding links within each respective website. Online merchants and others who participate in Estate Helper services are encouraged to participate in industry privacy initiatives and to take a responsible attitude towards consumer privacy. However, since we do not have direct control over the policies or practices of participating merchants and other third parties, we are not responsible for the privacy practices or contents of those sites. We recommend and encourage that you always review the privacy policies of merchants and other third parties before you provide any personal information or complete any transaction with such parties.

Information We Collect and How We Use It

Estate Helper collects certain information from and about its users three ways: directly from our Web Server logs, the user, and with Cookies.

Sensitive Personal Information

Because Estate Helper helps you prepare estate planning documents, we may collect categories of information that the California Consumer Privacy Act (CCPA/CPRA) treats as "sensitive personal information," including:

• Financial account information (such as bank, brokerage, retirement, or life insurance account details you enter to describe your assets)
• Information about your health or medical care (if you complete an Advance Health Care Directive)
• Information revealing your family relationships and household composition

We use sensitive personal information only for the purposes for which you provided it — namely, to generate your estate planning documents, provide customer support, and comply with legal obligations. We do not use sensitive personal information to infer characteristics about you, and we do not disclose it for any purpose other than those you have authorized. You may exercise your right to limit the use of sensitive personal information at any time via the "Your Privacy Rights" section below.

Web Server Logs

When you visit our Website, we may track information to administer the site and analyze its usage. Examples of information we may track include:

• Your Internet protocol address.
• The kind of browser or computer you use.
• Number of links you click within the site.
• State or country from which you accessed the site.
• Date and time of your visit.
• Name of your Internet service provider.
• Web page you linked to our site from.
• Pages you viewed on the site.

Use of Cookies

Estate Helper may use cookies to personalize or enhance your user experience. A cookie is a small text file that is placed on your hard disk by a Web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a Web Server in the domain that issued the cookie to you. If used, these cookies do not contain personally identifiable information.

One of the primary purposes of cookies is to provide a convenience feature to save you time. For example, if you personalize a web page, or navigate within a site, a cookie helps the site to recall your specific information on subsequent visits. Hence, this simplifies the process of delivering relevant content and eases site navigation by providing and saving your preferences and login information as well as providing personalized functionality.

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies. If you reject cookies by changing your browser settings then be aware that this may disable some of the functionality on our Website.

We use only first-party cookies that are essential to running the site and remembering your preferences. We do not use third-party analytics or advertising cookies.

Global Privacy Control

We recognize the Global Privacy Control (GPC) browser signal. If your browser sends a GPC signal when you visit our site, we treat it as a valid opt-out of the sale and sharing of your personal information for that browser session. If you are signed in when the signal is received, we also save the preference on your account so it applies to future visits.

You can enable GPC through browser extensions or a browser that supports it natively. Learn more at globalprivacycontrol.org.

Collection and Use of Personal Information

Visitors to our web site can register to purchase services. When our users register, we will request some personal information such as name, address, email, telephone number, account number and other relevant information. Techxcellence, LLC DBA EstateHelper.com collects information from visitors, users, and consumers who access various parts of our web site. Our primary goal in collecting personal information is to provide our users with a customized and efficient experience. We may also use your personal information to send you promotional materials about our services — see the "Marketing Communications" section below for details on how to opt out.

If you are purchasing a service, we will request billing details necessary to complete your purchase. Payment card information you enter at checkout is collected and processed by our third-party payment processor and is not stored on our servers — see the "Third-Party Service Providers" and "Data Retention" sections below. For other types of registrations, we will ask for the relevant information. You may also be asked to disclose personal information to us so that we can provide assistance and information to you. For example, such data may be warranted in order to provide online technical support and troubleshooting.

We will not disclose personally identifiable information we collect from you to third parties without your permission except to the extent necessary including:

• To fulfill your service requests for services.
• To protect ourselves from liability.
• To respond to legal process or comply with law, or
• In connection with a merger, acquisition, or liquidation of the company.

Marketing Communications

We may send you promotional emails about our services, updates to your account, or information about new features. You can opt out of promotional emails at any time by clicking the "unsubscribe" link at the bottom of any promotional email, or by contacting us at [email protected].

Opting out of promotional communications does not affect transactional or service-related emails, such as account confirmations, password resets, purchase receipts, document-ready notifications, and legal or safety notices, which you will continue to receive because they are necessary to provide our services to you.

Referring Organizations

We do not currently participate in any referral program that shares your personal information with third-party organizations. If we introduce such a program in the future, we will update this Privacy Statement and, where required, obtain your consent before any such sharing.

Third-Party Service Providers

To operate our services, Estate Helper uses a limited number of third-party service providers who process personal information on our behalf. These providers are contractually restricted from using your data for any purpose other than providing the specific service to us. The categories of service providers we use include:

• Payment processing: handles the collection and processing of payment card information during checkout. Payment card details are collected and stored by our payment processor, not by us.
• Hosting and infrastructure: provides the servers, databases, and network infrastructure that host our website and store your account and questionnaire data.
• Email delivery: sends transactional and administrative emails to you (such as account confirmations, password resets, and receipts) on our behalf.

We do not share your personal information with any third party for that third party's own marketing purposes.

Email Open Tracking

When we send promotional emails, the message may contain a small invisible image (sometimes called a web beacon or tracking pixel) that lets us know when the email is opened. We use this information only in aggregate to measure the effectiveness of our email communications and improve them. We do not use these tracking mechanisms to collect personal information beyond the fact that the email was opened, and we do not permit third parties to place tracking mechanisms in our emails or on our website for their own advertising purposes. You can generally prevent this tracking by disabling images or "remote content" in your email client.

Security

Our site has industry standard security measures in place to protect the loss, misuse and alteration of the information under our control. While there is no such thing as "perfect security" on the Internet, we will take all reasonable steps to insure the safety of your personal information and are constantly working to incorporate the latest encryption and security devices in order to protect your information.

An SSL Encryption is utilized on all pages including where sensitive financial information is collected.

Protecting your information is a priority, and while no website can promise perfect security, we continuously work to keep your data safe with these measures.

Accessing Web Account Information

We will provide you with the means to ensure that your personal information is correct and current. You may review and update this information at any time by logging into your account. To protect your privacy and security, we will also take reasonable steps to verify your identity, such as a password and user name, before granting access to your data.

Data Retention

We retain your personal information for as long as your account with Estate Helper is active, and thereafter as needed to fulfill the purposes described in this Privacy Statement or to comply with our legal, tax, and audit obligations. Specifically:

• Account and questionnaire data: retained while your account is active. If you close your account, we will delete or anonymize this data within a reasonable period, unless retention is required by law.
• Generated legal documents: retained for up to seven (7) years after your purchase so they remain available for your reference and to comply with financial and tax record-keeping requirements.
• Purchase records: payment card details are processed by a third-party payment processor and are not stored on our servers. We retain purchase records (such as which service was purchased, the purchase date, and a payment reference token) for the period required by applicable tax, financial, and audit laws (typically three to seven years).
• Support and legal-request records: retained as long as needed to resolve the matter and defend against any claims that may arise.

You may request deletion of your personal information at any time using the "Your Privacy Rights" section below. Where deletion is not possible due to legal retention requirements, we will restrict further processing and delete the data once the retention period ends.

Children's Privacy

Our services are intended for adults and are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13 without verified parental consent, we will take steps to delete that information promptly. If you believe we may have collected such information, please contact us at [email protected].

Changes to This Statement

Estate Helper reserves the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page.

Your Privacy Rights

Contacting Us

If you have questions or concerns regarding this Privacy Statement, the practices of this site, or your dealings with this website, please contact us by email at [email protected], or send your comments to:

Estate Helper will use commercially reasonable efforts to promptly respond and resolve any problem or question.