Effective as of June 1, 2023, Estate Pilot Inc., (collectively, “Estate Pilot” or “we” or “us” or “our”) have updated our Privacy Notice (“Privacy Notice”).
Overview
At Estate Pilot, we respect the privacy rights of users and recognize the importance of protecting your information. This Privacy Notice explains how information (including personal data as defined under GDPR) is collected, retained, used, disclosed, and transferred by Estate Pilot and the available choices you have with regard to your personal information. This Privacy Notice applies to information collected, used or shared by Estate Pilot when you use or access our websites, products, or services (collectively, the "Estate Pilot Services"), including when you attend an Estate Pilot event or otherwise interact with us.
Business Accounts
If you use the Estate Pilot Services as part of a business, an entity, or a non-profit (collectively, “Organization”) that has an agreement with Estate Pilot, then the terms of that agreement between the Organization and Estate Pilot will supersede the Privacy Notice where the terms overlap.
Changes to This Notice
We may change this Privacy Notice from time to time. If we make any changes, we will revise the date at the top of this Privacy Notice. If there are material changes to this Privacy Notice, we may notify you or your Organization more directly by email or post a notice on Estate Pilot’s website prior to the changes becoming effective. We encourage you to periodically review our Privacy Notice to stay informed about our data protection practices and the ways you can help protect your privacy.
Collection of Information
Estate Pilot collects information in the following ways:
1. Information You Provide.
We collect the information you directly provide to Estate Pilot when you visit our websites or register for and/or use the Estate Pilot Services.
2. Information We Collect Automatically.
We collect information related to your usage of the Estate Pilot Services and the devices you use to access those Estate Pilot Services.
3. Information We Collect from Other Sources.
We collect information from third parties where you have provided us with access to information from those third parties.
In some situations, you can decline to provide information to Estate Pilot when asked for it. If you decline to provide information where Estate Pilot requires such information to operate the Estate Pilot Services and fulfill our obligations, you may not be able to use the applicable Estate Pilot Service(s). Situations where this may occur include:
Where Estate Pilot asks you to provide personal information to be able to add features or services to an existing account at your request;
Where Estate Pilot asks you to provide personal information to create an account; or
Where a third-party application on Estate Pilot asks you to provide information to use their feature or service.
There may be situations where you do not have the ability to decline to provide information. This includes where Estate Pilot automatically collects personal information through your use of Estate Pilot Services. For any questions about providing us with your personal information, please contact us at support@estatepilot.com
Learn More
We collect certain information in the following ways:
Information You Provide
We collect information directly from you when you: Register with Estate Pilot for an account, create or modify your profile and account, access and use the Estate Pilot Services (including but not limited to when you upload, download, collaborate on or share files or other information), use features of the Estate Pilot Services, participate in a questionnaire, promotion, activity or event, make a purchase, request customer support, or communicate with us via third-party social media, email, or phone. We also store the files or other information that you upload or provide to the Estate Pilot Services (“Content”) in order to provide you with the Estate Pilot Services.
The types of information we may collect directly from you include:
Your name;
User name;
Email address;
Your picture;
Postal address;
Phone number;
Information about your data storage preferences;
Employer’s name;
Job title;
Transactional information (including services purchased or subscribed to and billing address); as well as
Any contact or other information you choose to provide.
We also collect the information of third parties you provide to enable the use of certain functionality and features of the Estate Pilot Service. For example, if you invite a user into the Estate Pilot Service, we will collect the email address you provide in order to invite that user to collaborate on the Content you shared.
Information We Collect Automatically
Information We Collect Through Your Use of the Estate Pilot Services
Usage Information: We monitor user activity in connection with the Estate Pilot Services and collect information about the applications and features you use, the Estate Pilot website you visit, the sizes and names of the files or folders you upload, download, share, or access while using the Estate Pilot Services, the Content you access, and any actions taken in connection with the access and use of your information and Content in the Estate Pilot Services.
Log Information: We may log information about you when you access and use the Estate Pilot Services, including: Your Internet Protocol ("IP") address, access times, browser type and language, Internet Service Provider ("ISP"), the Estate Pilot web pages that you visit, the Content you use, and the URL of the web page you visited before navigating to one of the Estate Pilot Services.
Device Information:We may collect information about any device (e.g., computers, mobile devices, etc.) used to access Estate Pilot Services, including: The hardware model, operating system and version, unique device identifiers, mobile network information, or platform information. If you experience an error or crash in any of the Estate Pilot Services, we may collect information (using first or third-party products) and logs from your device including information such as your device’s IP address, device name, operating system version, application configuration(s), the time and date, and other statistics.
Information Collected by Cookies and Similar Tracking Technologies: We (and the service providers working on our behalf) use various technologies to collect information. This may include saving cookies to your computer or mobile device.
Information We Collect from Other Sources
We may also obtain information from third party applications and combine that with other information we collect through the Estate Pilot Services. Any access or restrictions that we may have to such information from such a third party is in accordance with the privacy notice and authorization procedures determined by that third party.
Use of Information
Estate Pilot uses information collected for the purpose of providing the Estate Pilot Services. Estate Pilot will process and transfer information within and to the U.S. and other countries and territories from which Estate Pilot or its authorized third parties may operate, which may have different privacy laws from your country of residence.
Your information may be used for a variety of purposes, such as:
Provide, operate, maintain, and improve the Estate Pilot Services;
Enable you to access and use the Estate Pilot Services, including uploading, downloading, collaborating on and sharing Content
Send you technical notices, updates, security alerts, and support and administrative messages;
Provide and deliver the services and features you request, process and complete transactions and send you related information, including purchase confirmations and invoices;
Respond to your comments, questions, and requests, and provide customer service and support;
Communicate with you about services, features, surveys, newsletters, offers, promotions, contests and events, and provide other news or information about Estate Pilot and our select partners;
Monitor and analyze trends, usage, and activities in connection with the Estate Pilot Services and for sales, marketing or advertising purposes;
Investigate and prevent fraudulent transactions, unauthorized access to the Estate Pilot Services, and other illegal activities;
Personalize and improve the Estate Pilot Services, and provide Content, features, and/or advertisements that match your interests and preferences or otherwise customize your experience on the Estate Pilot Services;
Send you push notifications from time-to-time in order to update you related to the Estate Pilot Services.
Link or combine with other information we receive from third parties to help understand your needs and provide you with better service; and
Enable you to collaborate on and share files with users you designate.
Sharing and Disclosure of Information
We will not share personal information about you or any Content with any third parties, unless you allow it, as described in this Privacy Notice, or in connection with providing you the Estate Pilot Services. We may share information with (i) third parties and vendors or other services providers working on our behalf; (ii) the third-party Estate Pilot integrations or other third-party products that you choose to use while working with the Estate Pilot Services or (iii) when necessary, to protect the security and safety of our users or when required by law or a legal process.
We may share information about you as follows:
Vendors, Consultants, and Other Service Providers: We share information with third-party vendors, consultants, and other service providers who are working on our behalf and require access to your information to carry out that work, such as to process billing, provide customer support, etc. These service providers are authorized to use your information only as necessary to provide services to Estate Pilot and/or Estate Pilot Services.
We also share your information with third-party vendors to understand which areas and features of the Estate Pilot Services are most popular and/or to improve the overall effectiveness of Estate Pilot’s Services and features.Business Account: If you have an individual Estate Pilot account and your account email domain is owned or managed by your employer or another organization, your employer or that organization may be provided with access to information relating to your account.
For Collaboration: We share your information with third parties you choose when using collaboration or sharing features in the Estate Pilot Services. The personal information we may share includes: your name, email address, information from your profile and online account (including your photo), and any Content you choose to share will be shared with such third parties, and such third parties may communicate with you (such as by posting comments or emailing you) in connection with your use of the collaboration features of the Estate Pilot Services.
Third Party Applications: Estate Pilot may provide you with opportunities to connect with third-party applications or services, such as through our Estate Pilot application partner ecosystem or integration partners. If you choose to use any third-party applications or services, we share information about you including your username and any Content you choose to use in connection with those applications and services, and such third parties may contact you directly.
Note, this Privacy Notice does not apply to your use of such third-party applications and services, and we are not responsible for how those third parties collect, use, and disclose your information and Content. We encourage you to review the privacy notices of those third parties before connecting to or using their applications or services to learn more about their information and privacy practices.
Compliance with Laws: We may disclose your information to a third party if (a) we believe that disclosure is reasonably necessary to comply with any applicable law, regulation, legal process, or governmental request; (b) to enforce our agreements and policies with our users and customers; (c) to protect the security or integrity of the Estate Pilot Services; (d) to protect Estate Pilot, our users and customers, or the public from harm or illegal activities; (e) to respond to an emergency which we believe in the good faith requires us to disclose information to assist in preventing the death or serious bodily injury of any person, or (f) to any other third party with your prior consent.
Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
Aggregated or Anonymized Data: We may also share aggregated or anonymized information that does not directly identify you with third parties.
Retention of Personal Information
We will retain your personal information for the period necessary to fulfill the purposes outlined in this Privacy Notice and in order to provide you the Estate Pilot Services, and for as long as your account is active or as needed to provide you services. We will also retain your information to comply with our legal obligations, resolve disputes, and enforce of our agreements.
Your Personal Information Choices
We understand that your personal information is important to you, and that is why you have choices in how your personal information is used and shared. You can exercise your data protection and privacy rights at any time by logging into your Estate Pilot account and updating your account or by contacting Estate Pilot at support@estatepilot.com.
Learn More
Account Information: You may update, or correct your personal information at any time by logging into your account and modifying your personal information, and you may delete your account by emailing us at support@estatepilot.com. You may also submit an access request by emailing support@estatepilot.com, and Estate Pilot will provide you with information about whether we hold, or process on behalf of a third party, any of your personal information. We will respond to your access request within 30 days.
Deactivating or Deleting Your Account: If you have an individual Estate Pilot account and wish to deactivate your account, note that we may retain certain information, including cached or archived copies, as required by law or for legitimate business purposes. If you have an Organization Estate Pilot account, please email support@estatepilot.com.
Cookies. Most web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove or reject browser cookies or to prompt you before accepting such a cookie. You also can directly opt out of certain third-party cookies. Please note that choosing to remove or reject certain cookies might adversely affect your use of Estate Pilot Services.
Links to Third-Party Websites: We may link to third-party websites in the Estate Pilot Services. When you click on a link to a third-party website from our website, your activity and use on the linked website is governed by that website’s policies, not by those of Estate Pilot. We encourage you to visit their websites and review their privacy and user policies.
Protection of Personal Information
Estate Pilot is committed to securing your personal information. We take appropriate technological and organizational measures to help protect your personal information from loss, theft, misuse and unauthorized access, disclosure, alteration and destruction. Estate Pilot complies with applicable data protection, privacy, and security breach notification laws.
Some of the ways in which Estate Pilot protects your personal information include:
We encrypt your documents.
We protect certain sensitive information with encryption during transmission over the public Internet.
We maintain compliance and security programs.
Our Policy Toward Children
The Estate Pilot Services are not directed to individuals under the age of 18 and we do not knowingly collect information from anyone under 18. If you become aware that a child has provided us with personal information, please contact us at support@estatepilot.com. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information as soon as possible.
Contacting Us
Please contact us at support@estatepilot.com if you:
Have questions about this Privacy Notice;
Wish to make a complaint or have a concern about our handling of your personal information; or
Want to report a possible breach of privacy laws.
Estate Pilot will respond to your inquiry within 30 days.