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    Privacy policy

    Last Updated: August 14, 2025

    1. Introduction

    Your privacy is important to BetterEstate. We are committed to ensuring that your personal information is kept secure and handled in line with this Privacy Policy. This policy describes how Cyver Technologies Inc. (“BetterEstate”, “we”, “us” or “our”) collects, uses, discloses, and protects your information when you use our websites, mobile applications, and related services (collectively, the “Services”). By using our Services, you agree to the practices described in this Privacy Policy. If you do not agree with any part of this policy, please do not use the Services.

    This Privacy Policy is incorporated into our Terms of Service. If you have any questions about this policy or our data practices, please contact us at admin@betterestate.co.

    2. Information We Collect

    We collect personal and usage information about you in several ways:

    Information You Provide Directly: When you use BetterEstate, you may give us information such as:

    • Contact and Account Information: Your name, email address, phone number, postal address, and account login credentials.

    • Estate Planning Details: Information you input into estate planning documents (e.g. names of family members or beneficiaries, assets and property details, guardians or executors you name, charitable preferences).

    • Payment Information: If you make a purchase, our payment processor will collect your payment card details (we only receive confirmation of payment, not your full card number).

    • Communications: The content of your communications with us, such as customer support requests or feedback you provide.

    • Other Information: Any other information you choose to provide, such as responses to surveys or documents you upload. This could include sensitive personal information you include in your estate plan (which we will handle in accordance with applicable law and your consent).

    • Information About Third Parties: Such as beneficiaries, executors, guardians, and family members. You are responsible for ensuring you have the appropriate authority and consent before providing this information to us.

    Information Collected Automatically: When you interact with our Services, we and our third-party partners automatically collect certain data through cookies and similar technologies:

    • Device and Usage Data: Details about your device and how you use our Services. This includes IP address, browser type, device identifiers, operating system, pages or features you access, time and date of visits, and referral links.

    • Location Information: We may derive your general location (city, state, or country) from your IP address for fraud prevention and regional content customization.

    • Cookies and Tracking: We use cookies and similar tracking technologies to remember your preferences and understand usage of our Services. You can set your browser to refuse or alert you about cookies, but some parts of our Services may not function properly without them.

    • Session Replay Technologies: We may use session replay tools to record on-screen interactions for quality assurance, support, compliance, and to improve our Services.

    Information from Third Parties:

    • Designations in Estate Plans: If someone uses our Services to designate you (for example, naming you as a beneficiary or executor), we may collect the information about you that they provide.

    • Marketing or Referral Partners: We might receive your information from partners or affiliates that assist us with marketing or refer you to our Services, in accordance with applicable law.

    • Financial Data Aggregation (if applicable): If you link a financial account through a third-party service (such as Plaid), you are providing information directly to that third party, and their privacy policy will govern their handling of your data.

    • Public Sources: Where permitted by law, we may receive information from public records or databases to supplement our records.

    • Text Messaging: If you choose to receive SMS communications from us, we will collect and store your mobile number and your consent to receive such messages. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. It is collected solely for the purpose of delivering requested text messages and is handled separately from other data you provide.


    3. How We Use Your Information

    We use the collected information for the following purposes:

    • Provide and Improve Services: To deliver the Services you request, such as generating your estate planning documents, maintaining your account, and providing customer support. This also includes processing transactions, verifying your identity, and improving platform functionality and user experience. At your express request, our authorized support personnel may access your account to view or modify your information and documents. These interactions may be recorded for quality assurance and compliance purposes.

    • Communicate with You: To send you service-related communications, such as confirmations, updates, reminders, or changes to our terms or policies, and to respond to your inquiries or support requests.

    • Marketing and Offers: To send you newsletters, offers, or promotions about new features or services that may interest you, or about products and services of our partners, in accordance with your communication preferences and applicable law. You can opt out of marketing emails as described in “Your Rights and Choices.”

    • Personalization: To tailor your experience of our Services.

    • Analytics and Product Development: To analyze usage and improve our offerings.

    • Legal and Security: To maintain security, prevent fraud, enforce our Terms, and comply with legal obligations.

    • Other Purposes with Consent: If we intend to use your information for a purpose not listed here, we will explain it and, if required, obtain your consent.

    Use of Artificial Intelligence: BetterEstate uses AI-powered tools to assist with certain aspects of the Services, including document drafting assistance, error checks for completeness and consistency, conversational support, marketing assistance, and document analysis when you or an authorized representative uploads documents. We do not use your personal information to train or fine-tune external AI models. AI tools are used under strict privacy and security protocols, and any outputs may contain errors. You are responsible for reviewing AI-generated content for accuracy and suitability before use.

    4. Sharing of Information with Third Parties

    We do not sell your personal information for monetary value. However, certain data sharing with partners may be considered a “sale” or “share” under applicable privacy laws. You may opt out of such sharing as described in “Your Rights and Choices.”

    We may share your information with:

    • Service Providers: For business operations such as hosting, storage, payment processing, marketing, analytics, security, and legal services.

    • Business Partners and Affiliates: If you participate in a joint program, with your consent.

    • Shared Access and Delegates: If you grant a third party (e.g., financial advisor) access to your account, that access may extend to the third party’s authorized delegates. You are responsible for such authorizations, which you may revoke at any time.

    • Legal Compliance and Protection: When required by law or to protect rights, property, or safety.

    • Business Transfers: In a merger, acquisition, or sale of assets.

    • With Your Direction or Consent: For integrated third-party services at your request.

    • Aggregated/De-Identified Data: For lawful purposes where no individual is identifiable

    5. Online Analytics and Advertising

    We and our partners use cookies, pixels, and similar tools to:

    • Analyze usage patterns.

    • Provide relevant, personalized advertising (including retargeting and audience matching).

    • Deliver marketing messages on other sites or apps based on your interactions with BetterEstate.

    We may provide basic identifiers (such as email addresses) to advertising partners to match with their audiences for ad targeting. You can opt out via:

    • The Digital Advertising Alliance (DAA) opt-out page.

    • The Network Advertising Initiative (NAI) opt-out page.

    • Browser/device settings to limit ad tracking.

    • Global Privacy Control (GPC) signals where required by law.

    Opt-outs apply per browser and device.

    6. Children’s Privacy

    BetterEstate is not intended for use by individuals under the age of 18, and we do not knowingly allow minors under 18 to create accounts. We do not knowingly collect personal information from children under 13 without parental consent. If you are under 13, please do not use our Services or send us any personal information.

    In certain cases, parents or guardians using BetterEstate may provide information about their minor children as part of the estate planning process (for example, naming a child as a beneficiary or guardian). If you provide information about a child under the age of 13, you affirm that you are legally authorized to do so and have appropriate consent​. If we learn that we have collected personal information from a child under 13 without verification of parental consent, we will take steps to delete that information.

    7. Data Security

    We take data security seriously and implement appropriate technical and organizational measures to protect your personal information. These measures include encryption in transit, firewalls, and secure servers to store data. We also limit access to personal data to authorized personnel who need it to perform their job duties.

    However, please note that no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security of your data​. You are also responsible for keeping your account credentials secure. If you have reason to believe that your interaction with us is no longer secure (for example, if you suspect that your account has been compromised), please contact us immediately.

    8. Data Retention

    We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, as outlined in this Privacy Policy, and as required or permitted by law. This means we will keep your data for as long as you have an account or ongoing relationship with BetterEstate, and for a reasonable period thereafter to comply with our legal obligations (such as maintaining records for tax and accounting purposes), resolve disputes, and enforce our agreements.

    When we no longer need your personal information for the purposes described above, we will delete, anonymize, or aggregate it so that it can no longer be linked to you. Please note that we may be unable to completely remove all data in every instance due to technical constraints or if we are required to retain certain information by law. In such cases, we will ensure appropriate protections are in place and will isolate the data from any further use.

    9. User Rights and Choices

    You have certain rights and choices regarding your personal information:
    - Access and Correction: You may request access to the personal information we hold about you and ask that we correct or update any inaccuracies. Many details can be reviewed and updated by you directly through your BetterEstate account settings.
    - Deletion: You can request that we delete personal information we have collected from you. Note that we may need to retain some information for legal reasons or to complete transactions you initiated (for example, maintaining records of an estate plan you created), but we will honor deletion requests to the extent required by law.
    - Opt-Out of Marketing: If you no longer wish to receive marketing or promotional emails from us, you can opt out at any time by clicking the “unsubscribe” link in those emails or by contacting us. Even after you opt out of marketing, we may still send you transactional or informational messages (such as account notifications or legal updates)​.
    - Cookies & Analytics Choices: Most web browsers allow you to control cookies through the browser settings. You can also opt out of Google Analytics by using a browser add-on if you wish to prevent your data from being used by Google Analytics. For interest-based advertising, you can use industry opt-out tools such as the Digital Advertising Alliance (DAA) opt-out page or your device settings to limit ad tracking.
    - Do Not Track: Some browsers have “Do Not Track” features. At this time, BetterEstate’s Services do not respond to Do Not Track signals. However, we treat opt-out preference signals (such as the Global Privacy Control) in accordance with applicable laws, as described below in the California Privacy Rights section.

    - Right to Limit Sensitive Personal Information: California residents may request that we limit use/disclosure of sensitive personal information to uses necessary to perform the Services.

    - Appeal Rights: If we deny a privacy rights request, you may appeal by contacting us at admin@betterestate.co.

    - Global Privacy Control: We honor GPC browser signals where required by law.

    - Shine the Light: California residents may opt out of sharing personal information with third parties for direct marketing by contacting admin@betterestate.co.

    Exercising Your Rights: To exercise any of the rights above, please contact us using the information in the “Contact Us” section. We will respond to your request as required by applicable law. For your privacy and security, we may need to verify your identity (and residency, for certain requests) before processing your request, which could include asking you to provide information like your email address or other details. If you have an authorized agent submit a request on your behalf (available in some jurisdictions such as California), we will take steps to verify the agent’s authority and may still contact you to confirm the request.

    10. Compliance with Privacy Laws

    California Privacy Rights

    If you are a California resident, you have specific privacy rights under the California Consumer Privacy Act (CCPA) (as amended by the CPRA) and other state laws. These rights include:
    - Right to Know: You can request to know the categories of personal information we have collected about you, the categories of sources of that information, the business or commercial purpose for collecting it, and the categories of third parties with whom we share personal information. You also have the right to request the specific pieces of personal information we have collected about you.
    - Right to Delete: You can ask us to delete personal information we have collected from you (subject to certain exceptions, such as if the information is required to complete a transaction or comply with a legal obligation)​.
    - Right to Correct: You have the right to request correction of inaccurate personal information that we maintain about you​.
    - Right to Opt-Out of Sale/Sharing: California law gives you the right to opt out of the “sale” of your personal information or the sharing of your personal information for targeted advertising purposes. As noted above, BetterEstate does not sell personal information for monetary value. However, we may share certain information with third-party partners for advertising or analytics, which could be considered a "sale" or "sharing" under California law​. You can request to opt out of such data sharing at any time by contacting us or by using a recognized opt-out preference signal in your browser (such as the Global Privacy Control).
    - Right to Non-Discrimination: We will not deny goods or services, charge different prices, or provide a different level of quality of services if you exercise any of your rights under CCPA. In other words, you will not be discriminated against for exercising your privacy rights.If you are a California resident and would like to exercise any of these rights, please contact us as described in the “Contact Us” section below. For certain requests, we will need to verify your identity and residency before fulfilling the request, which may involve asking you for additional information. If you have designated an authorized agent to make a request on your behalf, we will require proof of that authorization.Also, under California law, we do not knowingly sell the personal information of minors under 16 years of age without affirmative authorization​.

    European and Other International Data Subject Rights
    If you are located in the European Economic Area (EEA), United Kingdom, or another jurisdiction with data protection laws (such as the GDPR), you are entitled to additional rights regarding your personal data:
    - Right to Access: You can ask for a copy of the personal data we hold about you, and information about how we use it.
    - Right to Rectification: You can request that we correct any inaccurate or incomplete personal data we have about you.
    - Right to Erasure: You can ask us to delete your personal data under certain circumstances (for example, if the data is no longer necessary for the purposes for which it was collected, or if you have withdrawn your consent and no other legal basis for processing applies). This is also known as the “right to be forgotten.”
    - Right to Restrict Processing: You can request that we limit the processing of your personal data in certain situations, such as while we verify your data correction requests or consider your objections.
    - Right to Data Portability: You have the right to obtain your personal data in a structured, commonly used, machine-readable format, and to have that data transmitted to another controller where technically feasible.
    - Right to Object: You may object to our processing of your personal data in certain cases, especially if we are processing your data based on our legitimate interests or for direct marketing.
    - Right to Withdraw Consent: If we rely on your consent to process personal data, you have the right to withdraw that consent at any time. Withdrawal of consent will not affect the lawfulness of processing before the withdrawal.
    - Right to Lodge a Complaint: You have the right to lodge a complaint with a supervisory authority in your country if you believe we have infringed your data protection rights.

    Legal Basis for Processing: We process personal data of individuals in the EEA/UK on the following legal bases: to perform our contract with you (providing the Services), with your consent (for example, for marketing communications), to comply with our legal obligations, and for our legitimate interests (such as improving our Services and preventing fraud) while ensuring we do not override your data protection rights.

    International Data Transfers: BetterEstate is based in and operates from the United States. If you are using our Services from outside the U.S., be aware that your information will be transferred to and stored on servers in the United States or other jurisdictions where our service providers are located. These countries may not have the same data protection laws as your home country. However, we will take steps to ensure that your personal data receives an adequate level of protection in the jurisdictions where we process it. For example, if you are in the EEA or UK, we may rely on Standard Contractual Clauses or other approved mechanisms to legally transfer data to the U.S. By using our Services, you understand that your information will be transferred to our facilities (and those of our service providers) as necessary to provide you the Services.

    11. International Data Transfers

    BetterEstate is based in the United States. Your information may be stored or processed in the U.S. or other jurisdictions where our service providers operate. We take steps to ensure adequate protection for such transfers, including Standard Contractual Clauses where applicable.


    12. Changes to this Privacy Policy

    We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make changes, we will update the “Last Updated” date at the top of this policy. If the changes are significant, we may provide a more prominent notice (such as an email notification or a notice on our website). We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.Your continued use of the Services after any update to this Privacy Policy will constitute your acceptance of the changes, to the extent permitted by law.

    13. Contact Us

    If you have any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us at:

    Email: admin@betterestate.co
    Mail: BetterEstate, Attn: Privacy Team, 10811 Timber Cir, Dripping Springs, TX 78620, USA

    We will endeavor to respond to your inquiry promptly. If you contact us to exercise your privacy rights, please include your name, contact information, and a description of your request. We will guide you through the verification process and address your request in accordance with applicable law.