Privacy Policy

INTRODUCTION
Legacy Buddy LLC ("Legacy Buddy," "we," "us," or "our") is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our mobile application, or utilize our services (collectively, the "Platform").
By using our Platform, you consent to the data practices described in this Privacy Policy. If you do not agree with the practices described in this policy, you should not use our Platform.
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2. INFORMATION WE COLLECT
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2.1 Personal Information You Provide Directly
We collect information you voluntarily provide to us, including:
Account Information:
Name, email address, phone number
Username and password
Date of birth
Mailing address
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Estate Planning Information:
Family member details (names, relationships, ages)
Asset information (property, financial accounts, personal belongings)
Beneficiary and executor designations
Guardian preferences for minor children
Healthcare preferences and directives
Financial power of attorney designations
Special instructions and wishes
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Payment Information:
Billing address
Payment method details (processed securely through Stripe)
Purchase history and transaction records
Communication Information:
Customer support inquiries and correspondence
Survey responses and feedback
Marketing preferences
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Partner Program Information:
Professional credentials and qualifications
Tax identification numbers (for commission payments)
Banking information for payouts (processed through Stripe Connect)
Referral tracking data
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2.2 Information Collected Automatically
When you use our Platform, we may automatically collect:
Usage Information:
Pages visited and features used
Time spent on different sections
Click patterns and navigation paths
Search queries within our Platform
Document creation and modification history
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Device and Technical Information:
IP address and geographic location
Browser type and version
Operating system
Device identifiers
Screen resolution and device capabilities
Referring and exit pages
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Cookies and Similar Technologies:
Session cookies for functionality
Persistent cookies for preferences
Analytics cookies for performance monitoring
Marketing cookies (with your consent)
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2.3 Information from Third Parties
We may receive information about you from:
Stripe (payment processing and partner payouts)
Analytics service providers
Marketing and advertising partners
Partner referrals and affiliates
Public records (only as necessary for identity verification)
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3. HOW WE USE YOUR INFORMATION
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3.1 Primary Business Purposes
We use your information to:
Provide Our Services:
Create and customize estate planning documents
Store and manage your documents securely
Process payments and manage subscriptions
Provide customer support and assistance
Send important service-related communications
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Improve Our Platform:
Analyze usage patterns to enhance user experience
Develop new features and services
Monitor Platform performance and security
Conduct research and analytics
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Partner Program Management:
Track referrals and calculate commissions
Process partner payments through Stripe Connect
Provide partner dashboard functionality
Communicate program updates and information
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3.2 Communication Purposes
With your consent, we may use your information to:
Send educational content about estate planning
Provide updates about our services and features
Share relevant legal or regulatory changes
Send marketing communications and special offers
Conduct surveys and gather feedback
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3.3 Legal and Security Purposes
We may use your information to:
Comply with legal obligations and court orders
Protect against fraud and security threats
Enforce our Terms & Conditions
Respond to lawful requests from authorities
Protect our rights and property
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4. HOW WE SHARE YOUR INFORMATION
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4.1 We Do Not Sell Personal Information
Legacy Buddy does not sell, trade, or rent your personal information to third parties for their marketing purposes.
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4.2 Service Providers and Business Partners
We may share your information with trusted third parties who assist us in operating our Platform:
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Payment Processing:
Stripe: For processing payments and partner payouts
Banking partners: For transaction processing
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Technology Services:
Cloud hosting providers: For secure data storage
Analytics services: For Platform improvement (anonymized data)
Customer support tools: For service delivery
Email service providers: For communications
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Professional Services:
Legal counsel: For compliance and legal matters
Accounting services: For financial management
Security auditors: For platform security assessment
All service providers are contractually obligated to protect your information and use it only for specified purposes.
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4.3 Legal Requirements and Protection
We may disclose your information when required by law or to:
Comply with legal processes (subpoenas, court orders)
Protect against fraud or security threats
Enforce our Terms & Conditions
Protect the rights and safety of Legacy Buddy, users, or others
Respond to government requests or investigations
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4.4 Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity, subject to the same privacy protections.
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4.5 Consent-Based Sharing
We may share your information with your explicit consent for specific purposes you approve.
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5. DATA SECURITY AND STORAGE

5.1 Security Measures
We implement comprehensive security measures to protect your information:

Technical Safeguards:
SSL/TLS encryption for data transmission
AES-256 encryption for data storage
Multi-factor authentication options
Regular security audits and penetration testing
Intrusion detection and monitoring systems

Administrative Safeguards:
Employee access controls and training
Background checks for personnel with data access
Regular security policy updates
Incident response procedures

Physical Safeguards:
Secure data centers with access controls
Environmental monitoring and protection
Backup and disaster recovery systems

5.2 Data Retention
We retain your information for as long as necessary to:
Provide our services to you
Comply with legal obligations
Resolve disputes and enforce agreements
Maintain business records as required by law

Specific Retention Periods:
Account information: For the life of your account plus 7 years
Estate planning documents: Permanently (unless you request deletion)
Payment records: 7 years for tax and regulatory compliance
Marketing communications: Until you unsubscribe
Usage analytics: 2 years in anonymized form


5.3 Data Location
Your information is primarily stored in secure data centers located in the United States. Some service providers may process data internationally, but all are subject to adequate privacy protections.

6. YOUR PRIVACY RIGHTS AND CHOICES

6.1 Access and Correction
You have the right to:
Access your personal information we maintain
Request corrections to inaccurate information
Update your account information at any time
Download copies of your documents
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6.2 Communication Preferences
You can control communications by:
Updating your email preferences in your account settings
Unsubscribing from marketing emails using provided links
Contacting customer support to modify communication preferences
Opting out of certain types of communications
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6.3 Account Deletion
You may request deletion of your account by contacting customer support. Please note:
Document deletion is permanent and cannot be undone
Some information may be retained for legal compliance
Partner program data may be retained for tax reporting requirements
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6.4 Cookie Controls
You can manage cookies through:
Browser settings to block or delete cookies
Our cookie preference center (where available)
Third-party opt-out tools for advertising cookies
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6.5 State-Specific Rights
Depending on your state of residence, you may have additional rights:
California Residents (CCPA/CPRA):
Right to know what personal information is collected
Right to delete personal information
Right to correct inaccurate information
Right to opt-out of sale of personal information
Right to non-discrimination for exercising privacy rights
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Other State Rights:
Virginia, Colorado, Connecticut, and other states may provide similar rights
Contact us to exercise any applicable state-specific rights

7. CHILDREN'S PRIVACY
Our Platform is not intended for use by 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 information from a child under 18, we will take steps to delete such information promptly.

8. INTERNATIONAL USERS
Our services are intended for users located in the United States. If you access our Platform from outside the U.S., please be aware that your information may be transferred to, stored, and processed in the United States, where privacy laws may differ from those in your jurisdiction.
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9. THIRD-PARTY LINKS AND SERVICES
Our Platform may contain links to third-party websites or integrate with third-party services. This Privacy Policy does not apply to such third parties. We encourage you to review the privacy policies of any third-party services you access.
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10. PARTNER PROGRAM PRIVACY
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10.1 Partner Information
For Legacy Ambassadors and Legacy Professionals, we collect:
Contact and identification information
Professional credentials and qualifications
Tax and payment information
Referral tracking and commission data

10.2 Partner Responsibilities
Partners must:
Comply with applicable privacy laws when referring customers
Obtain appropriate consents for any customer information shared
Protect confidentiality of any customer information accessed
Follow our guidelines for marketing and communications

10.3 Customer Information Access
Legacy Professionals may have limited access to customer information for support purposes, subject to strict confidentiality obligations and access controls.
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11. DATA BREACH NOTIFICATION
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In the event of a data breach that may pose a risk to your personal information, we will:
Investigate and assess the scope of the breach
Take immediate steps to secure our systems
Notify affected users within 72 hours when feasible
Provide information about the breach and steps being taken
Cooperate with law enforcement and regulatory authorities as required

12. CALIFORNIA PRIVACY DISCLOSURES
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12.1 Categories of Information Collected
In the past 12 months, we have collected the following categories of personal information:
Identifiers (name, email, address, IP address)
Financial information (payment details, transaction history)
Personal characteristics (family relationships, estate planning preferences)
Commercial information (purchase history, preferences)
Internet activity (usage data, device information)
Professional information (for partners)

12.2 Sources of Information
We collect information from:
Directly from you
Automatically through our Platform
Third-party service providers
Partner referrals

12.3 Business Purposes for Collection
We use information for:
Providing estate planning services
Payment processing
Customer support
Platform improvement
Marketing (with consent)
Legal compliance

12.4 Information Sharing
We share information with:
Service providers
Professional service providers
As required by law
For business transfers (with notice)

13. UPDATES TO THIS PRIVACY POLICY
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We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by:
Posting the updated policy on our Platform
Sending email notification to registered users
Providing notice through our Platform interface
As otherwise required by applicable law
Your continued use of our Platform after any changes indicates your acceptance of the updated Privacy Policy.
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14. CONTACT INFORMATION
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14.1 Privacy Questions and Requests
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:
Email: privacy@legacybuddy.com
Phone: +1-615-623-5140
Mail:
Legacy Buddy LLC
Attn: Privacy Officer
1128 Bradley Drive, Franklin, Tennessee 37069
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14.2 Data Protection Officer
For complex privacy matters or formal complaints, you may contact our Data Protection Officer at dpo@legacybuddy.com.
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14.3 Response Time
We will respond to privacy requests within:
45 days for most requests
90 days for complex requests (with notice of extension)
As required by applicable state laws
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15. EFFECTIVE DATE
This Privacy Policy is effective as of 2nd June 2025 and was last updated on 2nd June 2025.Legacy Buddy LLC
1128 Bradley Drive, Franklin, Tennessee 37069
Email: support@legacybuddy.com
Website: www.legacybuddy.com
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By using our Platform, you acknowledge that you have read, understood, and agree to this Privacy Policy.