Welcome to EverSettled.com ("EverSettled," "Company," "we," "our," or "us"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services (collectively, the "Services").
Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the site.
1. Information We Collect
Given the nature of the estate settlement services we provide, we collect several categories of sensitive personal and financial data:
- User Account Information: Name, email address, phone number, and role within the platform. We may also collect basic profile information like your name and email address from third-party services like Google or Apple when you sign up using those platforms.
- Deceased Information: Full name, date of birth, date and place of death, marital status, and encrypted Social Security Numbers (SSNs) or other identification details necessary for legal processes.
- Financial and Asset Data: Details regarding bank accounts, investment accounts, real estate properties, vehicles, life insurance policies, and personal property, including balances, appraisals, and account numbers.
- Estate Documentation: Uploaded legal documents such as death certificates, wills, trusts, deeds, titles, and financial statements.
- Beneficiary and Heir Information: Names, contact details, and inheritance percentages for individuals involved in the estate.
- Technical and Usage Data: IP addresses, user agents, and digital signatures collected during service agreement signing, as well as data from onboarding chat sessions.
- Financial Transaction Data: Payment information processed securely via our third-party payment providers when subscribing to our services.
2. How We Use Your Information
We use the highly sensitive information we collect strictly to facilitate the probate and estate settlement process:
- To manage and organize the estate settlement workflow and track task progress.
- To securely store and categorize essential estate documents.
- To generate comprehensive financial reports and asset inventories.
- To populate necessary legal forms and service agreements automatically.
- To facilitate onboarding and provide personalized guidance via chat sessions.
- To verify identity and validate electronic signatures on legal agreements.
- To process payments and manage your subscription plan.
- To communicate important updates regarding the estate process.
3. Sharing Your Information and Service Providers
We treat your data with the utmost confidentiality. We do not sell your personal or financial data. All data, including user account information, database records, and uploaded documents, is securely processed and stored on servers located entirely within the United States.
We may share information we have collected about you in certain situations. Your information may be disclosed as follows:
- By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others.
- Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
- Service Providers: We employ trusted third-party companies to facilitate our services. These third parties have access to your data only to perform tasks on our behalf and are obligated not to disclose or use it for any other purpose. Our specific service providers are:
- Supabase: Used for secure database management and user authentication.
- Stripe: Used for secure payment processing.
- Vercel: Used for website hosting and performance analytics.
- PostHog: Used for product analytics to improve the platform experience.
- Intercom: Used to provide customer support chat and messaging capabilities.
- Resend: Used for delivery of transactional emails and notifications.
- Google Cloud Services: Used for user authentication (OAuth 2.0), AI-assisted features, map/location services, and securing especially sensitive data. Data obtained through Google APIs is used only as described in this policy and is not shared with third parties for other purposes.
- Google Analytics: Used for tracking and reporting website traffic and user behavior.
- Google Ads: Used for delivering targeted advertisements and tracking conversion metrics from our ad campaigns.
- Microsoft Ads: Used for delivering targeted advertisements on Microsoft networks and tracking campaign conversions.
4. Cookies and Tracking Technologies
We and our third-party partners (such as Google and Microsoft) may use cookies, web beacons, tracking pixels, and other tracking technologies on the Services to help customize the Services, improve your experience, analyze trends, track users' movements around the website, and deliver targeted advertising. These technologies may collect usage data, track conversions, and gather demographic information. You can control the use of cookies at the individual browser level.
5. Data Security
We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.
6. Your Rights and Choices
Depending on your location, you may have the following rights regarding your personal information:
- The right to access the personal information we hold about you.
- The right to request the correction of inaccurate personal information.
- The right to request the deletion of your personal information.
- The right to object to the processing of your personal information.
If you wish to exercise any of these rights, please contact us using the information provided below.
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date and the updated version will be effective as soon as it is accessible. We encourage you to review this Privacy Policy frequently to be informed of how we are protecting your information.
8. Contact Information
If you have questions or comments about this Privacy Policy, please contact us at:
EverSettled
Email: info@eversettled.com
Website: https://www.eversettled.com