Estate Plan Enroll
TRANSPARENCY & TRUST

Privacy Policy

Information in your workspace

The service processes account information, firm profiles, client contact details, and agreement content to provide document workflows. Firm records are restricted to authorized members of the relevant organization.

Service providers and retention

Authentication and storage are provided through Lovable Cloud. Any enabled email or payment provider processes information needed to deliver that service. A final retention schedule, privacy contact, and applicable data-subject request procedure must be approved before launch.