Heir Flow - Privacy Policy
Effective Date: January 8, 2026 Last Updated: January 8, 2026
At Heir Flow, we recognize that your estate planning involves some of the most intimate and sensitive details of your life—your family, your assets, and your final wishes. Our commitment to protecting your privacy is at the core of our business. This Privacy Policy outlines how we collect, safeguard, and manage your information when you use the Heir Flow platform, located at 4550 SW Betts Ave #1425 Beaverton, OR 97005.
By using our website, you consent to the data practices described in this policy.
1. INFORMATION CATEGORIES WE COLLECT
To provide a comprehensive self-service estate planning experience, we must collect information that identifies, relates to, or describes you ("Personal Information"). We collect this in the following ways:
A. Information You Voluntarily Provide
Account Credentials: Name, email address, and password created to secure your Heir Flow account.
Estate Planning Data: This includes highly specific details required to populate your legal documents, such as the names of your spouse, children, and beneficiaries; lists of assets; and the names of individuals you designate as executors, trustees, or guardians.
Payment Information: We use third-party, PCI-compliant processors to handle your payment data. We do not store your full credit card numbers on our servers.
Communications: Any information provided when you contact our support team or correspond with us.
B. Automated Data Collection
Technical Identifiers: IP addresses, browser types, and device identifiers.
Usage Patterns: Data on how you navigate our site, which features you use, and the time spent on various pages. This is collected via cookies and tracking technologies to optimize our user interface.
2. THE PURPOSE OF DATA PROCESSING
Heir Flow uses your information strictly for the following business purposes:
Document Generation: To transform your inputs into legally formatted documents (Wills, Trusts, Power of Attorney).
Identity Verification: To ensure that only you or your authorized representatives can access your private documents.
Operational Integrity: To detect, prevent, and mitigate fraudulent or illegal activities.
State-Specific Customization: To ensure the software logic applied to your documents aligns with the specific laws of your jurisdiction (e.g., Oregon-specific requirements).
Customer Communication: To provide updates regarding changes to estate law that may affect your existing documents or to provide technical support.
3. SHARING AND DISCLOSURE OF INFORMATION
Heir Flow does not sell your personal information or your estate data to third parties. We only share your information in these limited circumstances:
Authorized Service Providers: We share data with trusted vendors who perform services on our behalf, such as cloud hosting, analytics, and payment processing. These partners are contractually bound to maintain your data’s confidentiality.
Legal Successors and Nominees: If you utilize features that allow for "Successor Access," we will share your designated documents with the individuals you have named, but only upon the specific triggers (such as proof of death or incapacity) that you have configured.
Legal Compliance: We may disclose your data if required by law, such as to comply with a subpoena or similar legal process, or when we believe in good faith that disclosure is necessary to protect our rights or your safety.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred. You will be notified of any such change in ownership.
4. DATA SECURITY AND ENCRYPTION
Given the sensitivity of estate planning, Heir Flow employs industry-leading security protocols:
Encryption in Transit: All data sent between your browser and our servers is protected using Secure Socket Layer (SSL) and Transport Layer Security (TLS) technology.
Encryption at Rest: Your stored data and documents are encrypted using AES-256 bit encryption, the standard used by major financial institutions.
Anonymization: We periodically remove identifying markers from our analytical data so that usage trends cannot be linked back to an individual user.
5. YOUR PRIVACY RIGHTS AND CHOICES
Regardless of your location, Heir Flow offers the following controls over your data:
Access and Portability: You may download your generated documents and review the data you have provided at any time through your dashboard.
Correction: You have the right to edit your account profile and estate data to ensure your legal documents remain accurate.
Deletion: You may request the deletion of your account. Please note that deleting your account will result in the permanent loss of your saved documents and data, as we do not maintain "ghost" copies of deleted files.
Marketing Preferences: You may opt-out of promotional emails at any time by clicking the "Unsubscribe" link, though you will still receive essential service-related notifications.
6. RETENTION POLICIES
We retain your information for as long as your account is active or as needed to provide you with the services of the platform. Because estate planning is a long-term endeavor, we offer extended storage to ensure you can update your documents years into the future. If you choose to close your account, we will purge your identifiable data from our active systems within 30 days, unless a longer retention period is required by law.
7. COOKIES AND WEB TRACKING
Heir Flow uses "cookies" to enhance your experience. These allow us to remember where you left off in your document questionnaire. You can instruct your browser to refuse all cookies; however, if you do not accept cookies, you will be unable to use many portions of our self-service document engine.
8. CHILDREN'S PRIVACY
Our services are strictly for individuals 18 years of age and older. We do not knowingly collect personal information from children under 13. If we discover that a child has provided us with personal information, we will delete it immediately from our servers.
9. UPDATES TO THIS POLICY
As legal requirements and technology evolve, so will this policy. We reserve the right to modify this Privacy Policy at any time. If material changes are made, we will notify you via the email address on your account or through a notice on our homepage prior to the change becoming effective.
10. CONTACT HEIR FLOW
If you have any questions regarding this Privacy Policy, your data rights, or the security of your information, please contact our Privacy Officer at:
Heir Flow, 4550 SW Betts Ave #1425 Beaverton, OR 97005
Email: information@heirflow.net Website: https://heirflow.net
Phone: (503) 941-0132
Support Hours: Monday – Friday, 9:00 AM – 5:00 PM (PT)
By using the Heir Flow platform, you acknowledge that you have read and understood this Privacy Policy.
Heir Flow: Empowering your legacy to flow to the next generation.