Privacy Policy

EstatelyDocs (the “Service”) is operated by ALG INNOVATION GROUP INC and is part of a platform of consumer informational and educational resources apps. This Privacy Policy explains how we collect, use, and protect information when you use the Service.

The Service provides informational and educational resources related to estate planning, trust administration, and probate. It is not a law firm and does not provide legal advice. Using the Service does not create an attorney-client relationship.

Account information: name, email address, and firm details you provide when registering.

Matter and document data: client names, asset details, intake responses, and generated document content you enter or upload.

Usage data: pages visited, features used, and device/browser information collected automatically.

Payment information: billing is processed through our payment provider; we do not store full card numbers.

To provide and maintain the Service, generate documents from your inputs, and manage your matters.

To communicate with you about your account, support requests, and service updates.

To improve, secure, and develop our educational and informational resources.

To comply with legal obligations and enforce our terms.

We use cookies and local storage to keep you signed in, remember preferences, and analyze usage. You can disable cookies in your browser, though some features may not function correctly.

We do not sell your personal information. We share data only with service providers who help us operate the platform (e.g., hosting, payments, email delivery) under contractual confidentiality obligations, or when required by law.

Firm administrators within your organization may access matter and document data associated with your firm.

We use administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Depending on your jurisdiction, you may have rights to access, correct, export, or delete your personal information, or to object to certain processing. To exercise these rights, contact us using the details on our Contact page.

The Service is not directed to children under 16, and we do not knowingly collect personal information from them. If you believe a child has provided us information, please contact us and we will delete it.

We retain your information for as long as your account is active or as needed to provide the Service, and thereafter as required by law or to resolve disputes.

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the “Last updated” date and, where appropriate, notifying you within the Service.

If you have questions about this Privacy Policy or your data, please contact us at info@alginnovationgroup.com or through our Contact page.