At Willfully, we are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Statement outlines how we collect, use, and safeguard your information when you use our services.

Information We Collect

Personal Information: When you register with Willfully, we may collect personal information such as your name, email address, phone number, and any other information you provide to us.

Client Information: As an estate planner using our service, you may provide information about your clients, including their names, contact details, and other relevant data necessary for the estate planning process.

Usage Data: We collect information about your interactions with our services, such as your activity on our platform, the features you use, and the time and date of your visits.

How We Use Your Information

To Provide and Improve Services: We use your information to operate, maintain, and improve our services. This includes using data to personalize your experience and to develop new features.

Communication: We may use your contact information to send you updates, newsletters, and other communications related to our services. You can opt-out of these communications at any time.

Support: Your information helps us respond to your inquiries, provide customer support, and resolve any issues you may encounter.

Sharing Your Information

With Your Clients: We only share client information with your explicit consent and as necessary to provide our services.

Service Providers: We may share your information with third-party service providers who assist us in operating our business, such as IT support, data storage, and communication services. These providers are bound by confidentiality agreements and are not permitted to use your information for any other purpose.

Legal Compliance: We may disclose your information if required to do so by law or in response to a valid request by governmental or regulatory authorities.

Data Security

We implement industry-standard security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Your Choices

Access and Update: You can access and update your personal information through your account settings on our platform.

Opt-Out: You may opt-out of receiving promotional communications from us by following the instructions in those communications or by contacting us directly.

Changes to This Privacy Statement

We may update this Privacy Statement from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the new Privacy Statement on our website and indicating the date of the last revision.