Privacy Policy
Last Updated: January 10, 2026
1. Introduction
Plan Your After LLC (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our estate planning document generation service (the “Service”).
We recognize that estate planning involves highly sensitive personal information, including information about your family, finances, health preferences, and end-of-life wishes. We take this responsibility seriously and have implemented robust measures to protect your data.
By using the Service, you consent to the data practices described in this Privacy Policy. If you do not agree with our policies and practices, please do not use our Service.
2. Information We Collect
2.1 Information You Provide Directly
To create your estate planning documents, we collect the following categories of personal information:
| Category | Examples | Purpose |
|---|---|---|
| Identity Information | Full legal name, date of birth, marital status | Document creation, account management |
| Contact Information | Email address, mailing address, phone number | Account communication, document delivery |
| Family Information | Spouse/partner name, children's names, beneficiary information | Document creation (beneficiary designations) |
| Financial Information | Payment card details (processed by third-party) | Processing payments |
| Health Preferences | Healthcare directive choices, treatment preferences | Creating healthcare-related documents |
| Fiduciary Designations | Trustee names, agent names, executor names | Document creation (appointing fiduciaries) |
| State of Residence | State where you reside | Applying state-specific legal requirements |
2.2 Information Collected Automatically
When you access our Service, we automatically collect certain information, including:
- Device Information: Browser type, operating system, device identifiers
- Usage Information: Pages viewed, time spent on pages, click patterns
- Log Information: IP address, access times, referring URL
- Cookies and Similar Technologies: See Section 7 below
2.3 Information We Do NOT Collect
We do not collect Social Security Numbers. While some estate planning documents may reference SSNs, we do not require, store, or process this information. You may add this information to printed documents after download if needed.
3. How We Use Your Information
We use the information we collect to:
- Generate your personalized estate planning documents
- Create and manage your user account
- Process your payments
- Provide customer support and respond to your inquiries
- Send you important service-related communications
- Improve and optimize our Service
- Detect, prevent, and address technical issues or security threats
- Comply with legal obligations
We will never sell your personal information to third parties for marketing purposes.
4. How We Share Your Information
We may share your information only in the following limited circumstances:
- Service Providers: We share information with third-party service providers who perform services on our behalf, including payment processors (Stripe), cloud hosting providers (Amazon Web Services), and authentication services (Amazon Cognito). These providers are contractually obligated to protect your information and use it only for the services they provide to us.
- Legal Requirements: We may disclose your information if required by law, such as in response to a subpoena, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
- Business Transfers: If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control.
- With Your Consent: We may share your information with third parties when you explicitly consent to such sharing.
5. Data Security
We implement robust security measures to protect your personal information, including:
- Encryption: All data is encrypted in transit using TLS 1.2+ and at rest using AES-256 encryption
- Secure Infrastructure: Our services are hosted on Amazon Web Services with enterprise-grade security controls
- Access Controls: Strict access controls limit employee access to personal data on a need-to-know basis
- Regular Security Reviews: We conduct regular security assessments and updates
- Secure Authentication: User accounts are protected by industry-standard authentication mechanisms
While we strive to protect your personal information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to implementing and maintaining reasonable security practices.
6. Data Retention
We retain your personal information for as long as your account is active or as needed to provide you services. Specifically:
- Account Data: Retained while your account remains active
- Document Data: Retained while your account remains active so you can access, update, and regenerate your documents
- Payment Records: Retained for 7 years to comply with tax and accounting requirements
- Communication Records: Retained for 3 years for customer service purposes
You may request deletion of your account and associated data at any time (see Section 9). Upon account deletion, we will delete or anonymize your personal information within 30 days, except where retention is required by law or for legitimate business purposes.
7. Cookies and Tracking Technologies
We use cookies and similar technologies to:
- Essential Cookies: Required for the Service to function (authentication, security)
- Functionality Cookies: Remember your preferences and settings
- Analytics Cookies: Help us understand how users interact with our Service to improve it
We do not use cookies for third-party advertising. You can control cookies through your browser settings, but disabling essential cookies may prevent you from using certain features of the Service.
8. Your Privacy Rights
Depending on your location, you may have certain rights regarding your personal information:
8.1 Rights for All Users
- Access: Request a copy of the personal information we hold about you
- Correction: Request correction of inaccurate or incomplete information
- Deletion: Request deletion of your personal information
- Data Portability: Request your data in a structured, machine-readable format
8.2 California Residents (CCPA Rights)
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):
- Right to Know: You can request disclosure of the categories and specific pieces of personal information we collect, use, disclose, and sell
- Right to Delete: You can request deletion of your personal information, subject to certain exceptions
- Right to Opt-Out of Sale: We do not sell personal information, so this right does not apply
- Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights
To exercise these rights, contact us at privacy@planyourafter.com. We will respond to verifiable requests within 45 days.
9. Account Deletion
You may request deletion of your account and all associated personal information at any time by:
- Emailing us at privacy@planyourafter.com
- Using the account deletion feature in your account settings (when available)
Important: Before requesting deletion, we recommend downloading copies of all documents you have created, as they will be permanently deleted along with your account data. Account deletion is irreversible.
10. Children’s Privacy
The Service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information promptly. If you believe we have collected information from a child under 18, please contact us at privacy@planyourafter.com.
11. International Users
The Service is operated from the United States. If you access the Service from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country. By using the Service, you consent to the transfer of your information to the United States.
12. Third-Party Links
The Service may contain links to third-party websites or services that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party websites or services. We encourage you to review the privacy policy of every site you visit.
13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of material changes by:
- Posting the new Privacy Policy on this page
- Updating the “Last Updated” date
- Sending you an email notification for significant changes
Your continued use of the Service after any changes indicates your acceptance of the updated Privacy Policy.
14. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
Plan Your After LLC
Email: privacy@planyourafter.com
Website: www.planyourafter.com
For data protection inquiries or to exercise your privacy rights, please include “Privacy Request” in the subject line of your email.