Privacy Policy

Last Updated: 1 September 2024

Introduction

Protecting your private information is our priority. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit our website and use our online platform to draft your will. By using our services, you consent to the collection and use of information in accordance with this policy, and you may withdraw your consent at any time.

Information Collection

We collect various types of information to create your estate planning documents and provide and improve our service (“User Data”).

Personal Identification Information: Name, address, date of birth, email.
Financial Information: Details on assets and investments.
Family Information: Data about family members and beneficiaries, including minors as required by legal documentation needs (e.g. full name, date of birth, relationship, and photos).
Legal Information: Details regarding your estate and will.
Technical Data: IP addresses, browser type, browser version, our service pages that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers, and other diagnostic data.
Cookies and Usage Data: We use cookies to track activity on our service and hold certain information. You have the right to refuse these cookies.

Use of Information

The collected information is used to:

Draft and manage your will and estate documents.
Provide and maintain our service.
Notify you about changes to our service.
Allow you to participate in interactive features when you choose to do so.
Provide customer care and support.
Provide analysis or valuable information so that we can improve our service.
Monitor the usage of our service.
Detect, prevent and address technical issues.

AI Assistant

Our AI Assistant is integral to providing support by answering questions about wills, estate planning, and the use of our service. In order to continually improve functionality and user experience, the AI Assistant records and stores interaction logs. These logs include data that can be linked back to individual users, and are used exclusively for the purposes of enhancing service quality and user support. We take stringent measures to protect and secure these logs, ensuring they are used responsibly and in accordance with our privacy commitments. We want you to be aware that your interactions with the AI Assistant are used constructively to improve your experience and the overall effectiveness of our service.

Information Sharing and Disclosure

We will never sell or rent User Data to anyone without their consent. By continuing to use the service you consent that your personal information may be shared with:

Payment Processors: We use third-party services like Stripe for payment processing. We do not store or collect your payment card details. That information is provided directly to our third-party payment processors whose use of your personal information is governed by their Privacy Policy.
Service Providers: To facilitate our service; to provide the service on our behalf; to perform service-related services; or to assist us in analysing how our service is used.
Legal Authorities: If required by law or in response to valid requests by public authorities (e.g. a court or a government agency).
Other Parties in Connection With Certain Business Transactions: In the event that we are involved in a merger, acquisition, or asset sale, your Personal Information may be transferred.
Designated Third Parties as Directed by You: Including executors, family members, charities, business advisors, and anyone you give access to your information.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Protection Officer

For questions related to the processing of your personal data, or to exercise your rights under GDPR, CCPA, and the Australian Privacy Act, you can contact our Data Protection Officer at support@willhero.com.

Security and Data Retention

We take the security of your personal information seriously and implement robust measures to protect it from unauthorised access, alteration, disclosure, or destruction. Specifically, all Personally Identifiable Information (PII) is encrypted during transmission and while it is stored on our systems (encrypted at rest). These security measures include advanced encryption technology to safeguard your data and secure the infrastructure and networks that process your personal information.

Data Retention: We retain personal information only for as long as is necessary to fulfil the purposes outlined in this privacy policy, unless a longer retention period is required or permitted by law. Once the retention period expires, personal information is securely deleted from our systems.

User Rights and Data Management

Under GDPR, CCPA, and the Australian Privacy Act, you have the right to access, update, or delete the personal information we hold about you. You can manage your information through the application settings. If you choose to delete your account, it will be permanently deleted after a 30-day retention period. You also have the right to data portability, meaning you may receive a copy of your data in a structured, commonly used, and machine-readable format.

Breach Notification

In the event of a data breach that is likely to result in a risk to your rights and freedoms, we will notify you and the appropriate authorities within 72 hours of becoming aware of the breach, as required by the GDPR.

Third-Party Services

Our service may contain links to other sites that are not operated by us. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Children's Privacy

Our service is not intended for use by anyone under the age of 18. While we do not knowingly collect personal information from children under 18, we do collect information about minors as provided by their legal guardians or parents. This information is necessary for the drafting of documents such as wills, where minors are named or involved. We are committed to protecting the privacy of minors and handle this information with the utmost care and in compliance with applicable laws.

Changes to this privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date at the top of this Privacy Policy.

Contact Us

If you have any questions about this Privacy Page, please contact us at support@willhero.com.