Privacy Policy

We collect account information, contact details, authentication data, matter and intake information, uploaded documents, estate planning and probate details, trustee and beneficiary information, payment status, support communications, device data, usage logs, consent records, and security/audit events.

We use information to operate, secure, support, and improve EstateDraftFL and TrusteeClear; generate and review drafts; route law-firm workflows; process payments; send service communications; maintain audit trails; detect abuse; and comply with legal obligations.

We do not sell personal information.

AI features may process intake answers, document text, and matter context to organize information, surface issues, draft text, or support review workflows. AI output is not legal advice. Where provider controls are available, we configure AI processing to restrict training on customer content.

When a law firm uses EstateDraftFL or TrusteeClear for its clients, the firm is generally responsible for the client relationship and legal advice. LegalDraft Technologies LLC processes firm client data to provide the service, subject to the applicable firm agreement and data-processing terms.

The platform uses tenant isolation, Supabase Row-Level Security, encryption in transit, restricted service-role access, signed document access patterns, audit logging, security headers, and least-privilege operational practices. No online system can be guaranteed perfectly secure.

We share information with service providers that help operate the platform, such as hosting, database, AI, payment, email, analytics, security, and support providers. We may also share information when required by law, to protect rights or security, in connection with a business transaction, or with your direction or consent.

The current sub-processor register — each provider, what it does, what reaches it, and when it is used — is published at /legal/subprocessors.

We retain information for as long as needed to provide the service, maintain audit and consent records, support legal and security obligations, resolve disputes, and enforce agreements. We delete or de-identify information when it is no longer needed unless retention is required or permitted by law.

You may request access, correction, export, or deletion of personal information by contacting us. If your information is controlled by a law firm using the platform, we may direct your request to that firm.

Privacy questions or requests may be sent to privacy@estatedraftfl.com.