Privacy Policy

1. Introduction

At HeirLight, your privacy is our priority. This document outlines how we handle your personal information when you engage with our website (heirlight.com), mobile application, and any related services or communications (together, the “Services”).

By using HeirLight, you acknowledge and agree to the practices outlined here. If you disagree, please discontinue use of the Services.

This Privacy Policy is part of our Terms of Service. "HeirLight," "we," "our," and "us" refer to HeirLight, Inc. Questions? Contact us at: legal@heirlight.com.

California residents, see Section 8 for specific disclosures.

2. Information We Collect

We collect personal data in three primary ways:

Direct Input: When you interact with our app, fill out forms, or contact support, you may provide personal details like your name, email, address, identification, and uploaded documents.
Automatic Collection: We gather device and usage data (e.g., IP address, browser info, feature use, city/state location) via cookies and analytics tools.
Third-Party Sources: We may receive your info through integrations, referrals, or marketing platforms—only when permitted.

3. How We Use Your Data

We process your information for:

Creating your Will, maintaining your account, and delivering support
Communicating about your documents, updates, and important notices
Tailoring content, services, and marketing (with your consent)
Improving service functionality, reliability, and personalization
Preventing misuse or fraud, and ensuring legal compliance
Fulfilling any other purpose you authorize

We may utilize AI tools to assist in providing these services and may combine collected data across devices or sources. We also de-identify or aggregate data for analysis or product development.

4. When We Share Your Information

Your information may be shared with:

Vendors & service providers (e.g., document processors, AI tools, hosting platforms, customer support)
Affiliated entities or contractors
Authorities if required by law or to protect rights and safety
Partners when you opt to connect with them (e.g., through shared access or integrations)
Advertisers/Analytics providers (with notice and opt-out options)
Other parties in business transfers such as mergers
In anonymized or aggregated form, for insight and benchmarking

We do not sell your personal data for profit but may disclose it in ways considered "sales" or "sharing" under certain privacy laws.

5. Analytics & Targeted Advertising

We use cookies and similar tech (e.g., Meta Pixel, Google Ads) to understand how users engage with our product and to deliver more relevant outreach. You can disable cookies via your browser settings, though this may impact site functionality.

We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve and market our products/services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimization, fraud/security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.

Our advertising partners may use hashed contact data to match you to relevant content across other platforms. For broader info on ad tracking, visit the Digital Advertising Alliance or Network Advertising Initiative websites.

6. Children’s Data

HeirLight is designed for adults 18 and older. We do not knowingly collect data from minors. Info related to your children may be inputted as part of your estate plan—with your consent—and is used solely for that purpose.

7. Your Rights and Preferences

Depending on where you live, you may have the right to:

Access, correct, or delete your personal data
Learn how we collect and share your information
Opt out of promotional messages or targeted advertising
Revoke consent for specific processing activities
Appeal our response to a prior request

We may need to verify your identity before fulfilling your request. To contact us, email legal@heirlight.com. To opt out of promotional messages, unsubscribe via email footer or email optout@heirlight.com.

8. California Privacy Rights

We comply with the California Consumer Privacy Act (CCPA), which gives CA residents the right to:

Request access to or deletion of their data
Opt out of data “sales” or “sharing”
Limit use of sensitive personal data
Participate in incentive programs voluntarily

We may offer discounts or promotions in exchange for information—these are optional and governed by specific terms. To opt out, contact optout@heirlight.com. We do not respond to browser-based opt-out signals.

We do not knowingly sell information of users under 16.

9. International Data Transfers

HeirLight operates from the U.S., and your data may be stored or processed here or in other countries by partners acting on our behalf.

10. Data Security

We implement physical, technical, and administrative measures to safeguard your data, and we host our services via Amazon Web Services (AWS), which maintains strong infrastructure certifications. Still, no system is 100% secure—please protect your credentials.

11. Data Retention

We retain your data only as long as it serves the stated purposes, or as required by law. When deletion is requested or required, we will securely dispose of or anonymize the data wherever possible.

12. Employee & Applicant Data

To understand how we manage information related to job applicants or team members, please contact us at legal@heirlight.com.

13. Updates to This Policy

This policy may be revised from time to time. When we make significant updates, we’ll post them on our site and notify you where required.

14. Contact

Questions or concerns? Reach us at:

legal@heirlight.com — for privacy-related questions or rights requests
optout@heirlight.com — to opt out of promotions or targeted advertising