Privacy Policy

• Account info (like your name, email, and sign-in identifiers).
• Estate workspace content(things you add like tasks, documents, contacts, properties, invoices, notes, and metadata).
• Files you upload (documents and attachments you choose to store in LegatePro).
• Usage + device data (basic logs like pages viewed, feature usage, IP address, browser type, and timestamps). This helps with security and performance.

• We do not collect sensitive information unless you intentionally add it to your estate workspace.
• We do not sell your personal information.
• We do not use your private estate content to advertise to you.

• To provide and operate LegatePro.
• To secure accounts, prevent fraud, and monitor abuse.
• To provide customer support and respond to requests.
• To improve product quality (for example, fixing bugs and improving performance).

We share information only when needed to run the service, comply with the law, or protect LegatePro and our users.

• Service providers that help us operate the app (for example, hosting, databases, analytics, and payment processing). They are required to protect your data and use it only to provide services to us.
• Legal when required to comply with a lawful request.
• Safety to investigate fraud, abuse, or security incidents.

We keep your data for as long as your account is active or as needed to provide the service. You can request deletion, and we will delete or de-identify data unless we must keep it for legal, security, or operational reasons.

We use reasonable safeguards designed to protect your information. No method of transmission or storage is 100% secure, but we work to protect accounts, estate records, and collaboration activity through responsible operational and security practices.

We encourage users to maintain strong passwords, carefully manage estate access, and avoid sharing credentials with beneficiaries, family members, contractors, or advisors.

• Limit estate access to people with a legitimate administration purpose.
• Review beneficiary visibility before sharing estate updates.
• Maintain documentation for distributions, expenses, reimbursements, and decisions.
• Avoid relying on shared passwords, screenshots, or scattered communication channels.

• Access and update: You can review and update your account and estate data inside the app.
• Delete: You can request deletion of your account and associated data.
• Cookies: We may use cookies and similar technologies for sign-in, basic functionality, and security. You can control cookies through your browser settings.

LegatePro is not intended for children under 13 (or the age required by your local law). We do not knowingly collect personal information from children.

We may update this policy from time to time. If we make material changes, we will update the date above and may provide additional notice inside the product.

Questions or requests? Join us in our Discord support server.