Estate Kit

Privacy Policy

Estate Kit Inc. ("Estate Kit," "we," "us," or "our") values your privacy. This Privacy Policy explains how we collect, use, store, share, and protect your personal information when you visit our website, estatekit.com ("Site"), or use our services ("Services"). We are committed to handling your personal information responsibly and transparently, in accordance with Canadian privacy laws.

1. Overview and Scope

This Privacy Policy covers:

  • What personal information we collect.
  • How we use and protect your personal information.
  • When and why we share personal information.
  • Your rights regarding your personal information.

This Privacy Policy does not apply to Estate Kit's employees, partners, consultants, or any other staff, nor to any information that is not defined as personal information under Canadian law.

2. What Information We Collect and Why

We collect personal information to provide and improve our Services. The type of information we collect depends on how you interact with us.

a. When You Create an Account

We collect:

  • Basic Information: First name, last name, email address, city, province, and country of residence, and gender.
  • Account Security: Password for securing your account.
  • Additional Details:
    • Whether you have an existing Will or Power of Attorney.
    • Whether you plan on working with a lawyer.
    • If you own a business, farm, or fishery.

Why We Collect This Information:

  • To create and manage your account securely.
  • To provide personalized recommendations for our Services.
  • To better understand customer needs and improve our Services.

b. When You Complete the Estate Kit Product

Estate Kit helps you organize and leave instructions across all areas of your life, including:

  • Personal, family, contacts, passwords, medical, employment, business, financial, property, tax, legal, insurance, dependents, pets, beneficiaries, funeral, and last words.

Why We Collect This Information:

  • To provide you with comprehensive estate organization and planning tools.
  • To allow you to share specific information with trusted contacts.
  • To enable your Executor or Power of Attorney to fulfill their duties.

Important: Providing this information is optional but not providing it may limit the functionality of our Services.

c. To Provide Content and Services

We use your information to:

  • Deliver our products and Services to you.
  • Process orders, selections, and instructions.
  • Customize your experience on our Site.
  • Notify you of updates, new features, or relevant Services.
  • Conduct analytics to improve our Site and Services.

d. To Process Payments and Authenticate Users

We use third-party service providers to:

  • Process Payments: Collect name, billing address, and payment details (card number, expiry date, security code).
  • Authenticate Users: Use Open Authorization (OAuth) based online authentication for added security.

e. When You Contact Us or Provide Feedback

We collect the information you provide when you:

  • Contact us with questions or inquiries.
  • Provide feedback, ratings, or reviews.

Why We Collect This Information:

  • To respond to your requests.
  • To improve our Services based on your feedback.

f. To Send Communications

We may send you:

  • Transactional Communications: Related to your account or orders.
  • Marketing Communications: Tailored updates or offers via email or SMS.

Your Choices:

  • You can unsubscribe from marketing emails at any time.
  • You will continue to receive transactional communications even if you unsubscribe from marketing messages.

3. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Improve your experience on our Site.
  • Remember your preferences and settings.
  • Collect data about your interactions for analytics and advertising.

Your Choices:

  • You can manage cookies through your browser settings.
  • Blocking cookies may impact the functionality of our Site.

4. How We Share Your Information

a. With Service Providers

We use trusted third-party service providers for:

  • Data hosting, certain site services, and storage.
  • Payment processing.
  • Marketing and communications.
  • Customer service and analytics.

Some of these service providers may be located outside of Canada, including in the United States. When your information is transferred outside Canada, it is protected in accordance with this Privacy Policy and applicable privacy laws. However, it may be accessible to courts, law-enforcement, or regulatory authorities in those jurisdictions.

b. During Business Transactions

Your personal information may be shared for:

  • Business mergers, acquisitions, or sales.
  • Financing, securitization, or other business transfers.

Our successors or assignees may use your information for similar purposes as those outlined in this Privacy Policy.

c. Legal Requirements and Protection

We may disclose personal information:

  • To comply with legal obligations or government requests.
  • To protect our rights, security, and property or that of our users, employees, and the public.
  • In connection with legal claims, investigations, or regulatory requests.

d. With Your Consent or At Your Request

We will share your personal information with third parties if:

  • You have given your consent.
  • You request us to share your information with any such third parties including trusted contacts, legal professionals, accountants, financial advisors, insurance providers, or charitable organizations.

5. Security of Personal Information

We implement physical, organizational, and technological measures to protect your personal information from unauthorized access, use, or disclosure.

  • Data is stored on secure servers managed by trusted service providers.
  • Access is limited to select Estate Kit employees and authorized service providers.
  • Estate Kit authorizes employees and service providers to have access to clients' personal information only on a need-to-know basis to fulfill their job requirements and provide customer service.

Your Responsibilities:

  • Use a unique, strong password.
  • Activate two-factor authentication.
  • Limit access to your devices and log out on shared devices.

6. Your Rights and Choices

You have the right to:

  • Access and Review: Request access to your personal information.
  • Correction: Request corrections to inaccurate information.
  • Deletion: Request deletion of your personal data (subject to any retention requirements that Estate Kit may have under applicable legislation).

To make any of these requests, please contact us at privacy@estatekit.com or via the Contact Us page on our Site. We may need to verify your identity before processing your request.

7. Data Retention

We retain your personal information only as long as necessary to:

9. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the Last Updated date. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your personal information.

10. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at: privacy@estatekit.com.