Privacy Policy

This Privacy Policy explains how PartnerCounsel.com and the Bloodline platform (collectively, the "Platform") collect, use, store, and share information when you visit our website, complete the estate planning questionnaire, communicate with us, or work with Succession Counsel PLLC (the "Firm") through the Platform.

We understand the information you share with us — your family, your assets, your wishes for incapacity and death — is among the most sensitive information you possess. We treat it accordingly.

We collect three categories of information:

(a) Information you provide directly. This includes account details (name, email), estate intake information (legal name, date of birth, marital status, family relationships, beneficiaries, fiduciary appointments, assets and liabilities, healthcare and end-of-life preferences, special instructions), uploaded documents, and messages you send through the Platform.

(b) Payment information. If you purchase services, payment card details are collected and processed directly by our payment processor, Stripe, Inc. We do not store full payment card numbers on our servers.

(c) Usage information. Standard web analytics data such as IP address, browser type, device type, pages viewed, and timestamps. This information helps us operate and improve the Platform.

We use the information we collect to:

• Provide, maintain, and improve the Platform;
• Generate draft estate planning documents based on the information you provide;
• Facilitate review of those drafts by attorneys at the Firm when you engage the Firm;
• Communicate with you about your account, your documents, and your questions;
• Process payments and prevent fraud;
• Comply with our legal obligations and enforce our Terms of Service.

The Platform uses AI-assisted document assembly to help organize your information into draft documents and to power our in-app assistant. When those services process your information, they do so on a transient, per-request basis to fulfill your request.

We do not use your intake information, document drafts, or messages to train AI models, and we contractually require that our service providers do not use your information to train their models either. Your information is used to serve you, not to improve general-purpose AI systems.

We rely on a small number of vetted service providers to operate the Platform — including providers that support hosting and infrastructure, payment processing, transactional email delivery, and AI-assisted document assembly. Each is bound by contractual confidentiality and data-protection obligations appropriate to the sensitivity of the information involved.

We do not sell your personal information, and we do not share it with advertisers or data brokers.

When you formally engage Succession Counsel PLLC under a written engagement letter, communications with the Firm and information you provide for the purpose of obtaining legal services are protected by the attorney-client privilege and the rules of professional conduct, in addition to this Privacy Policy. Until that engagement is formalized, information you submit through the Platform is treated as confidential under this Policy but is not protected by the attorney-client privilege.

We use industry-standard technical and organizational measures to protect your information, including encryption in transit, access controls, and audit logging. No system is perfectly secure, however, and we cannot guarantee absolute security. You are responsible for keeping your login credentials confidential.

We retain your information for as long as your account is active and as needed to provide the Platform. Documents prepared in connection with an attorney-client engagement are retained according to the Firm's professional recordkeeping obligations, which may extend beyond account closure.

You may request deletion of your account at any time using the account settings or by emailing admin@beckeresq.com. Some information may be retained where required by law or for the Firm's professional responsibility obligations.

You may:

• Access and update most of your information through your account;
• Request a copy of the information we hold about you;
• Request correction of inaccurate information;
• Request deletion of your account and associated information;
• Opt out of non-essential email communications at any time.

Depending on where you live, you may have additional rights under applicable data-protection laws. To exercise any of these rights, contact admin@beckeresq.com.

The Platform uses cookies and similar technologies to keep you logged in, remember your preferences, and measure how the Platform is used. You can control cookies through your browser settings, but disabling them may affect functionality.

The Platform is not directed to children under 18. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us so we can delete it.

We may update this Privacy Policy from time to time. Material changes will be reflected in the "Last updated" date above and, where appropriate, by notice within the Platform. Your continued use of the Platform after an update constitutes acceptance of the revised Policy.

Questions about this Privacy Policy may be sent to admin@beckeresq.com.