Legacy Wills Privacy Policy
Last updated August 2024
This Privacy Policy outlines how Legacy Wills (“Legacy Wills”, “we”, “us”, or “our”) gathers, utilizes, maintains, discloses, and otherwise manages the personal information of its users (“you”) on its website at legacywill.ca (the “Website”) and the services we provide through the Website (“Services”).
1. Collection and Use of Personal Information
You can visit our Website without needing to submit any personal information. However, if you decide to use our Services, reach out with inquiries, or subscribe to our communications, we will request that you provide personal details. The specific information we ask for will depend on your method of engagement with us.
When You Create an Account
If you opt to set up an account, we will ask for your first name, last name, email address, and a password. Additionally, we will request further details to assess your eligibility for our services, including your age, marital status, province of residence, and basic information about your estate. This information helps us create your account and suggest relevant products and Services.
To Create a Will and Related Documents
If you utilize our Services to draft your will or Power of Attorney, you'll need to supply further information such as: details about your spouse and children (including their full names and dates of birth); information about your executor(s) and trustee(s); your final wishes, including specific gifts and donations; details about your estate and how you wish it to be divided and managed; your property wishes and health care preferences; and any other relevant information necessary for creating your will or related documents. We use this data solely for the purpose of generating your will and associated documents. Additionally, this information may help us better understand our clients and enhance our Services and Website, allowing us to personalize our communications. Certain questions can be skipped, and providing a list of assets and liabilities is optional and not required to create a will. When listing assets, do not include account numbers and passwords.
To Process Payments
We utilize a third-party payment processor to handle payments on our behalf. This provider collects your name, billing address, and payment card details (card number, expiration date, and security code) to process transactions for us.
When You Contact Us or Provide Feedback
If you reach out to us, we will gather the information you provide to address your question or request. Any ratings, reviews, or feedback you submit will be used to enhance our Services or Website and to develop new offerings.
To Send You Communications
We use your personal information to send communications, including personalized marketing messages and transactional emails. You can unsubscribe from marketing communications at any time using the provided unsubscribe option or by contacting us as detailed below. However, you may continue to receive transactional emails even if you have opted out of marketing messages. Additionally, we utilize personal information for standard business purposes such as maintaining records, enforcing our agreements, preventing fraud, securing our website, and fulfilling our legal and regulatory obligations.
2. When Personal Information Is Shared
Service Providers
We employ service providers to deliver certain services on our behalf, such as data hosting, payment processing, marketing and communications, analytics, and customer service. Some of these service providers may operate outside of Canada, including in the United States.
Referring Entities
If you register for our Services using a unique web address given to you by an entity with which Legacy Wills has a marketing agreement, we may share personal information with that entity to fulfill our reporting obligations.
Business Transactions
Personal information may be used and disclosed to parties involved in the financing, securitization, insurance, sale, assignment, or other disposal of all or part of our business or assets for the purpose of evaluating or executing the transaction. Our assignees or successors may use and disclose your personal information similarly to what is outlined in this Privacy Policy.
Legal
We and our service providers may disclose personal information in response to a search warrant or other legally valid inquiry or order, or as otherwise required or permitted by law, including foreign laws applicable to us or our service providers.
3. Our Website
When you visit our Website, we automatically collect your IP address, the date and time of your visit, the pages you access, the features you use, and the referring URLs. This information is utilized to enhance our Website and Services.
We also employ cookies and similar technologies to gather data about your visit, remember your preferences and settings while navigating our Website, and for security reasons.
Most web browsers allow you to manage your preferences. You can configure your browser to refuse cookies or delete specific cookies. Other technologies can be managed similarly through your browser settings. If you block cookies, you may not be able to use all features of our Website. For your convenience, we may provide links to other websites from our Website. We do not oversee and are not responsible for the handling of personal information by other websites. We encourage you to review the privacy policies of those sites before submitting any personal information.
Advertising and Analytics
We engage third-party providers, including Google Analytics, to gather information about your interactions with our Website, such as the features utilized and time spent on the site, to better understand our users and improve our Website. These services may use cookies, web beacons, and other storage technologies to collect or receive information from you and elsewhere online, using that data to provide measurement services and targeted advertising.
You can opt-out of Google Analytics here: https://tools.google.com/dlpage/gaoptout. You can opt-out of personalized advertising features from Google through Google Ads settings here: https://adssettings.google.com. Where applicable, you can opt-out of personalized ads from other advertising networks here: https://optout.aboutads.info.
You may also have the ability to manage personalized advertising on social media platforms through the privacy or advertising settings of the respective platforms.
To learn more about targeted advertising based on your online activities or to find out how to opt out of online behavioral advertising, visit youradchoices.ca or networkadvertising.org/choices.
4. Security of Personal Information
We have established physical, organizational, and technological security measures to safeguard the personal information under our control from unauthorized access, use, or disclosure. However, please be aware that no security measure can guarantee absolute protection.
The file containing your personal information is stored on secure servers hosted by our service provider. Access is restricted to Legacy Wills employees or service providers who need it for the purposes specified in this Privacy Policy. We retain personal information only as long as necessary to fulfill the purposes for which it was collected or to comply with legal obligations.
While Legacy Wills employees may access your personal information as described in this Privacy Policy, no employee can access your complete documents (including your will, Power of Attorney documents, and asset and liability list, if applicable) and other documents generated through your use of the Services.
5. Access and Correction
You can request access to or correction of your personal information held by us by writing to us (see the “Contact Us” section below). Your rights to access and correct your personal information are subject to applicable legal restrictions. We may ask for information to verify your identity before granting access or making corrections.
6. Privacy Policy Updates
This Privacy Policy is effective as of the Last Updated date stated above. We may revise or update this Privacy Policy from time to time. Any changes will be posted on our Website. We recommend that you review this Privacy Policy regularly for the latest information on our personal information practices.
7. Contact Us
If you need further information or clarification regarding our privacy policy, please feel free to reach out to our Privacy Officer at legacywillsonline@gmail.com