Privacy Policy

Last updated: September 2, 2026

Welcome to Estate Link, an estate planning practice management platform. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit or use our services.

1. Scope

This Privacy Policy applies to visitors, customer administrators (law firms), and end users who access Estate Link, including prospects and clients who submit inquiry forms, use the client portal, or opt in to receive text messages from a law firm that uses Estate Link. It does not apply to third-party websites or services that integrate with Estate Link except to the extent we disclose use of those subprocessors below.

2. Information we collect

We may collect:

Account and firm information provided by law firm administrators
Client and matter information entered by firms in the course of using the service
Inquiry and intake information submitted through forms and the client portal
Payment-related information when Estate Link Payments is used (processed by providers)
SMS consent records and delivery metadata when SMS is enabled
Usage, device, and log data needed to operate and secure the service

3. How we use information

We use information to provide and improve Estate Link, support customers, secure the platform, communicate about the service, and comply with law. We do not sell personal information.

4. Sharing

We share information with service providers who help us operate Estate Link (for example hosting, email delivery, and SMS delivery), with the law firm that owns the relevant tenant data, and when required by law. Mobile numbers collected for SMS are not sold or shared with third parties or affiliates for their marketing or promotional purposes.

5. Security and retention

We use administrative, technical, and physical safeguards appropriate to the nature of the data, including encryption in transit (TLS) and at rest (AES-256). We retain information as needed to provide the service and meet legal obligations.

6. Your choices

Firm administrators control access within their tenant. Individuals may contact the firm that collected their information or email privacy@estatelink.com for requests we can reasonably fulfill as a processor or controller, as applicable.

7. SMS

Additional SMS-specific privacy terms are described on the SMS Privacy page.

8. Changes

We may update this Privacy Policy from time to time. The updated date above reflects the latest revision.