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Privacy Policy



Protecting the privacy of your information is essential to how Estate Mentors works. We do our very best to make sure your information is secure and private. This statement outlines the collection and usage of the information you submit to Estate Mentors. By using Estate Mentors, you consent to the privacy practices described herein.


Collection and Use of Your Personal Information

Estate Mentors collects and stores the personally identifiable information required to deliver estate planning services. We use your personal information to create your customized estate planning documents and send you action item notifications and service updates so that your estate plan is appropriately funded, optimized and always up to date.

Estate Mentors may share your data with trusted partners. Estate Mentors will not use or disclose your personal information without your explicit consent. Estate Mentors may disclose personal information to third parties if you have requested or authorized the disclosure of such personal information. Estate Mentors will, if required by law, disclose your personal information to comply with

legal process served upon Estate Mentors, protect and defend Estate Mentors or to protect the personal safety of other Estate Mentors users or the general public.

Estate Mentors may collect information regarding the software and hardware systems of your personal computing devices. We may collect time of usage and access, where you were referred from, what browser you use, and your IP address. This information is used by Estate Mentors for the operation of the service, to maintain or improve the quality of the service, analyze trends and understand more clearly the way the website is used.


Mobile device identification information

When you connect to Estate Mentors on your internet-enabled mobile device, if your service provider uniquely identifies the device, Estate Mentors will receive this information. Estate Mentors may use your unique mobile device identification information to offer you extended services and/or functionality. Certain services may

require our collection from you of the number for your mobile device. Additionally, through the use of your mobile device, we may collect your phone number and/or name. We may associate that information to the mobile device identification information and other information we have collected from and about you.



In the regular course of business, Estate Mentors may monitor and record phone conversations or email communications between you and Estate Mentors employees for training and quality assurance purposes.


Electronic Communications

We may receive a confirmation when you open or click on content in an email from us, which helps us make our communications to you more useful and interesting.


Use of Cookies

Estate Mentors uses cookies to personalize your online experience and save you time. Cookies record and store information so that when you return to Estate Mentors your data can be seamlessly retrieved. You have the ability to accept or decline cookies. If you choose to decline cookies, many of Estate Mentors’ interactive features may not function as designed.


Modifying Your Data

Once you have registered with Estate Mentors, you have unrestricted access to your account and can modify or revise your data as you see fit. While we display only your most current data, due to the long-term nature of estate planning services, we do not delete outdated information for active accounts but preserve all

user-supplied data as long as you are an active user of Estate Mentors.


Termination of Service

Upon termination of your Estate Mentors account, for whatever reason, your account is closed, and hard copies of your current estate planning documents are sent as PDF documents attached to the email in your profile. Estate Mentors shall have no responsibility for the security of your documents once your termination email has been sent. All personal information, data and documents stored on our servers are

retained for three years from the date of termination, at which time everything in your file is deleted in its entirety.


Sharing Information with Essential Service Providers and Internal Employees We limit access to your personal and financial information to only those employees with authorized access. Companies that provide essential support services to Estate Mentors (such as printers, marketing companies and participating attorneys) have access to your data. Service companies only have access to the information they require to do their job. They are not authorized to use your information for any other purpose. Even though we require third parties who perform services for Estate Mentors to agree to keep your information confidential, Estate Mentors cannot guarantee that third parties will not misuse your data. Sharing Information with Participating Attorneys An attorney is responsible for every estate plan created using Estate Mentors. The attorney responsible for your file has unlimited access to

all the information, data and documents in your account.


Potential Loss of Attorney-Client Privilege

The American judicial system is founded on the assumption that all communication between you and your attorney is considered privileged and confidential. Even though Estate Mentors is essential to how the attorney responsible for your estate plan practices law, and therefore information shared with Estate Mentors technically qualifies for attorney-client privilege, no guarantee can be made that information you provide Estate Mentors will be considered privileged. If you had a non-attorney advisor, such as your financial advisor or CPA, assist you as you used Estate Mentors, then it is possible that your advisor's involvement in the process may cause information in Estate Mentors to lose its privileged status.


Communication Between Married Individuals Not Treated as Confidential as

Between Spouses

Any communication from husband and/or wife will be fully and freely disclosed to the other and no information will be kept confidential as between spouses. Should the two of you ever become involved in any lawsuit against the other, either of you may compel

Estate Mentors to testify in court as to any communication, data, etc. provided by either of you to Estate Mentors. Estate Mentors dually and equally represents the interest of both husband and wife. If the interests of the husband or wife differ from the other spouse, then you should not use Estate Mentors.



In the event Estate Mentors declares bankruptcy, insolvency, reorganization,

receivership, or assignment for the benefit of creditors, we may not be able to control how your personal information is treated, transferred, or used. If such an event occurs, your personally identifiable information may be treated like any other asset and sold, transferred, or shared with third parties without notice to you or your consent. Evaluation of Privacy Protection Practices

At least annually our operations and business practices are reviewed for compliance with corporate policies and procedures governing the security and confidentiality.


Modification of Privacy Policy

Estate Mentors reserves the right to change the terms of our Privacy Policy. A notice will appear at login, or sent via email, whenever we modify Estate Mentors’ Privacy Policy. Your continued use of Estate Mentors following a post of modification to Privacy Policy shall constitute your agreement to said modifications. If you have any questions about our Privacy Policy, contact Estate Mentors at


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