Privacy policy.

Updated December 20, 2024

1. Introduction

Welcome to www.hellolegado.com. Your privacy is paramount to us, and we are committed to ensuring your information is handled responsibly and securely. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information. By accessing this website, you accept and agree to the terms of this Privacy Policy. If you disagree with any part of this policy, please discontinue use of the website.

2. Information We Collect and How We Use It

 A. Information Collection

i. Information You Provide Directly  

When you use our services or interact with us, we may collect:

  • Contact Information: Such as your name, email address, phone number, and physical address.

  • Account and Payment Information: Username, password, and payment details, managed through a secure third-party payment processor.

  • Identification: Government-issued identifiers, e.g., driver’s license or similar, for verification purposes.

  • Documents and Content: Information you input or upload in relation to estate planning, including sensitive personal data where applicable.

ii. Information Collected Automatically  

When you interact with our website, we may use cookies and similar technologies to gather:

  • Device and Usage Information: IP address, browser type, operating system, referring URLs, and session data.

  • Interaction Data: Website usage patterns, time spent on pages, and other user interaction metrics.

iii. Information from Third Parties  

With your consent, we may obtain information from trusted third-party partners to supplement your profile or enhance the services provided.

 B. How We Use Your Information

We use your information to:

  • Generate and manage your estate planning documents.

  • Deliver customer support and respond to inquiries.

  • Improve and customize our website and services.

  • Fulfill legal obligations, prevent fraud, and protect user safety.

3. Data Security and Retention

We employ robust security protocols to safeguard your information against unauthorized access or disclosure. While we endeavor to secure your information, please note that no method of electronic transmission is entirely secure, and we encourage users to protect their credentials.

  • Data Retention: We retain personal information as long as necessary to provide our services or meet legal requirements. After this period, we securely delete or anonymize the data.

4. Sharing and Disclosures

We may disclose your personal information under the following circumstances:

  • Service Providers: To facilitate our services, we may share your information with trusted third-party providers, such as payment processors and document custodians, who perform services on our behalf.

  • Legal Compliance: We will disclose information as required by law, legal process, or government requests, or to protect our rights, enforce policies, or prevent fraud.

  • Corporate Changes: In the event of a business reorganization, merger, or sale, we may transfer data to the acquiring entity under strict confidentiality agreements.

5. Your Rights and Choices

Depending on your jurisdiction, you may exercise the following rights regarding your personal information:

  • Access: Request access to the personal information we hold about you.

  • Correction: Request that we correct inaccurate information.

  • Deletion: Request deletion of your personal data, subject to exceptions required by law.

  • Data Portability: Request a copy of your data in a structured format.

To exercise these rights, please contact us at the information provided below. We may request verification of your identity before processing your request, in compliance with applicable laws.

6. Attorney-Client Relationship and Liability Limitations

The attorney-client relationship formed through this platform is expressly limited to the creation and review of estate planning documents. The assigned attorney's role is restricted to reviewing forms and documents generated by www.hellolegado.com, and does not extend beyond this scope of services.

  • Scope and Limitation of Liability: www.hellolegado.com and its affiliated attorneys expressly limit liability to services directly provided through the platform. By using our platform, you acknowledge that any legal advice or services rendered are specific to the document preparation process and do not constitute comprehensive legal representation.

  • Compensation Disclosure: Attorneys affiliated with www.hellolegado.com receive compensation through the platform only for their limited role in document creation. Any additional services or engagements would require a separate agreement.

7. California Residents’ Privacy Rights

California residents are entitled to specific rights under the California Consumer Privacy Act (CCPA) and other applicable laws.

A. CCPA Rights - California residents may request:

  • Right to Know: Information about categories of data collected, sources, purposes, and third-party disclosures over the preceding 12 months.

  • Right to Delete: The deletion of personal information, where not exempted by law (e.g., required for ongoing services or compliance).

  • Right to Opt-Out of Sale: While www.hellolegado.com does not sell personal information for monetary gain, California residents may opt out of any future “sales” of personal data as defined under the CCPA by using our "Do Not Sell My Personal Information" link or contacting us directly.

 B. Sensitive Data Handling

We observe strict protocols for managing sensitive information as required by California law. Sensitive personal information, such as identification numbers and financial data, is managed with enhanced protections and is shared only as permitted or required by law.

 C. Financial Incentives

Occasionally, we may offer incentives, such as discounts or promotions, which may involve collecting personal information. Participation in these incentives is voluntary, and users can withdraw consent at any time.

 8. Changes to this Policy

We reserve the right to update or modify this Privacy Policy to reflect changes in the law, our practices, or the services we offer. Any material changes will be communicated to users through the website or via email. By continuing to use the website after such updates, you consent to the revised terms of the Privacy Policy.

 9. Contact Information

For any questions, to exercise your rights, or for more information about this Privacy Policy, please contact us:

Email: support@hellolegado.com or 1-833-453-4236