Privacy.

• Searching asks for nothing about you. No account, no sign-up, no email to see the directory.
• We never sell or share personal information, for money or for anything else, and we do not run advertising or analytics trackers or behavioral advertising of any kind.
• There are exactly three places where you can give us personal information: an intake to a firm, sponsor checkout, and a correction or claim. Each is described below, in full.
• Ask us to delete anything we hold about you, at info@estateplan.now. We do not require an account, a reason, or a form.

Searching asks for no personal information: a place, a planning need and filters only choose which page to show you. Those choices are part of the page address, and are handled as described under server logs.

If you send an intake to a firm that receives them through EstatePlan.now, the intake page lists exactly what that firm receives before you send it: your name, email, phone number, city and state, the need and contact preference you chose, and any note you add.

• It goes to that one firm. Never to another firm, never to a lead broker, never to anyone else.
• We keep a copy to show you your status and to count completed intakes for the firm. The firm handles its copy under its own confidentiality and privacy practices.
• Do not put confidential details in it. Assets, beneficiaries, account numbers and disputes belong in the firm’s own engagement, not here. An intake is not covered by the attorney–client privilege — see section 4 of the terms of use.
• The preview under /demo stores a sample intake in your own browser only, and sends nothing anywhere.

Sponsor checkout is for law firms buying a sponsored listing. It asks for the buyer’s name and work email and the firm they are buying for. We use them to run the sponsorship and to contact the buyer about it.

Payment details are entered on Stripe’s checkout page and processed by Stripe; EstatePlan.now never receives card numbers. Stripe keeps a record of the purchase, including the name and email, under its own privacy policy. We record which version of the terms you accepted, and when, because that is what makes the agreement provable.

The correction and claim forms on a firm’s profile ask for your name and an email we can reply to, along with what you say should change and a source for it. We use them to check the submission against the firm’s own website and to reply to you. A submission is kept with the firm’s review record, so that we can show why a listing says what it says.

• To show photos and firms for your area on the homepage, we use the approximate city our hosting provider (Vercel) derives from your IP address as the page is requested. It picks which prepared version of the homepage to show, and offers a “Near you” shortcut under the search box. We do not store it.
• If you press “Use my location” in the search box, your browser asks your permission and then gives the site your position once. The site uses it only to open the nearest metro area or ZIP code page. The position is matched in your browser where possible; when the nearest listed area is far away it is sent to our own server in the page request and used only to choose that page. It is not stored, and nothing is sent to anyone else. Decline the prompt and nothing happens; type a place instead.

• epn_metro — when you search for a city, this first-party cookie remembers it. It holds only the metro area’s name (for example portland-or) and expires after a year. It only chooses the homepage version on your next visit.
• epn_variant — while we test whether the Experience Score works better as the lead of a result card or alongside its badges, this first-party cookie holds which version you see (a or b) so it stays the same across your visit. It expires after 90 days, carries no other information, and is not used for advertising. See the Experience Score methodology.
• Recent searches — the search box remembers your last three searches in your browser’s own storage, so you can return to them with one tap. That list never leaves your browser.
• No advertising or analytics cookies, and no third-party trackers. Stripe’s checkout page, on Stripe’s own domain, uses its own cookies to process payments and prevent fraud.

Clear your cookies and site data to remove all of it. Nothing on this site stops working if you do.

Your search choices (place, filters and service) are part of the page address. Like any page request, our hosting provider receives the address, your IP address and your browser type, and may keep them in standard request logs, which it processes to deliver and protect the site. We do not link them to an account or a profile, because there is no account to link them to.

• Vercel hosts the site and processes request data to deliver and protect it.
• Stripe processes sponsor payments and holds the purchase record.
• The firm you chose, for an intake you sent it, and only that firm.
• Nobody else. We do not sell or share personal information, we do not trade it, and we do not disclose it for anyone else’s advertising.

We may disclose information where the law requires it, in response to valid legal process, or where it is necessary to protect the safety or rights of a person or of the service. Where we are allowed to tell you about it, we will.

If the business is ever sold or merged, information may transfer with it, under this notice, and we will say so on the site before it happens.

• Intakes: 24 months from the day you send one, then deleted. Earlier if you ask.
• Corrections and claims: kept with the firm’s review record for as long as the listing shows the fact they support, because that is the audit trail for it. Your name and email are removed from that record on request.
• Sponsor records: for the life of the sponsorship and then as long as tax and accounting law requires us to keep the transaction, typically seven years.
• Server logs: on our hosting provider’s own schedule, which is short.

Wherever you live, you can ask us to tell you what we hold about you, to correct it, to delete it, or to send you a copy. Write to info@estateplan.now. We answer within 30 days. We will not charge you, will not make you create an account, and will not treat you differently for asking.

• We do not sell or share personal information as those words are used in California and other state privacy laws, and we have not in the past 12 months. There is nothing to opt out of.
• We do not profile you, do not make automated decisions about you, and do not use personal information to train models.
• Sensitive information: we do not ask for it. Do not put it in an intake note; it belongs in the firm’s own engagement.
• An authorized agent may make a request for you; we will ask for something showing you authorized them.
• If we say no to a request — for instance where we must keep a transaction record for tax law — we will tell you why, and what we did delete.
• Appeals. If you disagree with our answer, reply and say so; a second person looks at it and responds. Some states also let you complain to your attorney general.
• Once a firm has your intake, the firm holds its own copy under its own privacy practices. We will delete ours on request and tell you who to ask about theirs.

This site is for adults arranging their own affairs. It is not directed to children, and we do not knowingly collect personal information from anyone under 18. If you believe a child has sent us something, write to info@estateplan.now and we will delete it.

The site is served over HTTPS with a strict content security policy. Intake and sponsor data is limited to the fields listed above, held only as long as section 10 says, and reachable by as few people as possible. No system is perfectly secure, and we do not promise one is. If a breach affects your information, we will tell you and the regulators the law requires us to tell, without undue delay.

Found a vulnerability? Write to info@estateplan.now. Section 9 of the terms of use says how we treat good-faith research.

Every version of this notice carries a version number and the date it took effect, and what changed is summarized on the legal page. If a change materially affects how we handle information you already gave us, we will tell you before it takes effect — by email where we have your address, and on the site either way.

Questions about this notice, listing corrections or removal requests: info@estateplan.now.

• Terms of use — The agreement for using this site, reusing its data, and sending anything to us.
• Sponsorship and firm terms — What a firm buys, what it cannot buy, and how billing, cancellation and refunds work.
• Copyright and DMCA — How to report material on this site that infringes your copyright, and how we answer.