PRIVACY POLICY

Last updated July 01, 2026

This Privacy Notice for Legal Templates Inc. (” we ,” ” us ,” or ” our “), describes how and why we might access, collect, store, use, and/or share (” process “) your personal information when you use our services (” Services “), including when you:

Visit our website at https://legaltemplates.net or any website of ours that links to this Privacy Notice
Engage with us in other related ways, including any marketing or events

Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices. We are responsible for making decisions about how your personal information is processed. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at [email protected] .

SUMMARY OF KEY POINTS

This summary provides key points from our Privacy Notice, but you can find out more details about any of these topics by clicking the link following each key point or by using our table of contents below to find the section you are looking for.

What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use. Learn more about personal information you disclose to us .

Do we process any sensitive personal information? Some of the information may be considered “special” or “sensitive” in certain jurisdictions, for example your racial or ethnic origins, sexual orientation, and religious beliefs. We may process sensitive personal information when necessary with your consent or as otherwise permitted by applicable law. Learn more about sensitive information we process .

Do we collect any information from third parties? We do not collect any information from third parties.

How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent. We process your information only when we have a valid legal reason to do so. Learn more about how we process your information .

In what situations and with which types of parties do we share personal information? We may share information in specific situations and with specific categories of third parties. Learn more about when and with whom we share your personal information .

How do we keep your information safe? We have adequate organizational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Learn more about how we keep your information safe .

What are your rights? Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information. Learn more about your privacy rights .

How do you exercise your rights? The easiest way to exercise your rights is by visiting https://legaltemplates.net/app/dashboard/account/privacy , or by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.

Want to learn more about what we do with any information we collect? Review the Privacy Notice in full .

1. WHAT INFORMATION DO WE COLLECT?

2. HOW DO WE PROCESS YOUR INFORMATION?

3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR PERSONAL INFORMATION?

4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

6. DO WE OFFER ARTIFICIAL INTELLIGENCE-BASED PRODUCTS?

7. HOW DO WE HANDLE YOUR SOCIAL LOGINS?

8. IS YOUR INFORMATION TRANSFERRED INTERNATIONALLY?

9. HOW LONG DO WE KEEP YOUR INFORMATION?

10. HOW DO WE KEEP YOUR INFORMATION SAFE?

11. DO WE COLLECT INFORMATION FROM MINORS?

12. WHAT ARE YOUR PRIVACY RIGHTS?

13. CONTROLS FOR DO-NOT-TRACK FEATURES

14. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

15. HOW WE USE INFORMATION YOU ENTER INTO LEGAL DOCUMENT TEMPLATES

16. BUSINESS PROCESS OUTSOURCING AND DATA PROCESSING

17. COOKIE CONSENT AND CALIFORNIA TRACKING TECHNOLOGIES

18. DETAILED DATA RETENTION SCHEDULE

19. ADDITIONAL RIGHTS FOR CALIFORNIA RESIDENTS

20. DO WE MAKE UPDATES TO THIS NOTICE?

21. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

22. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?

1. WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us

In Short: We collect personal information that you provide to us.

We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.

Personal Information Provided by You. The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

data collected from surveys
financial information (credit card number, purchase history, invoices)
email addresses
names
passwords
contact or authentication data
billing addresses
legal document template field inputs (names, addresses, beneficiary details, asset descriptions, executor information, and other details entered by users to populate their legal documents)
user id and account identifiers
phone numbers

Sensitive Information. When necessary, with your consent or as otherwise permitted by applicable law, we process the following categories of sensitive information:

health data
financial data

Payment Data. We may collect data necessary to process your payment if you choose to make purchases, such as your payment instrument number, and the security code associated with your payment instrument. All payment data is handled and stored by Authorize.net, CCBill and Stripe. You may find their privacy notice link(s) here: https://www.authorize.net/en-anz/about-us/privacy.html , https://ccbill.com/cs/acf/html/privacy_policy-english.html and https://stripe.com/privacy .

Social Media Login Data. We may provide you with the option to register with us using your existing social media account details, like your Facebook, X, or other social media account. If you choose to register in this way, we will collect certain profile information about you from the social media provider, as described in the section called ” HOW DO WE HANDLE YOUR SOCIAL LOGINS? ” below.

All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information.

Information automatically collected

In Short: Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics — is collected automatically when you visit our Services.

We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.

Like many businesses, we also collect information through cookies and similar technologies. You can find out more about this in our Cookie Notice: https://app.termly.io/document/cookie-policy/fd407df4-a837-465b-8478-c734585eeb14 .

The information we collect includes:

Log and Usage Data. Log and usage data is service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services and which we record in log files. Depending on how you interact with us, this log data may include your IP address, device information, browser type, and settings and information about your activity in the Services (such as the date/time stamps associated with your usage, pages and files viewed, searches, and other actions you take such as which features you use), device event information (such as system activity, error reports (sometimes called “crash dumps”), and hardware settings).
Device Data. We collect device data such as information about your computer, phone, tablet, or other device you use to access the Services. Depending on the device used, this device data may include information such as your IP address (or proxy server), device and application identification numbers, location, browser type, hardware model, Internet service provider and/or mobile carrier, operating system, and system configuration information.
Location Data. We collect location data such as information about your device’s location, which can be either precise or imprecise. How much information we collect depends on the type and settings of the device you use to access the Services. For example, we may use GPS and other technologies to collect geolocation data that tells us your current location (based on your IP address). You can opt out of allowing us to collect this information either by refusing access to the information or by disabling your Location setting on your device. However, if you choose to opt out, you may not be able to use certain aspects of the Services.
Behavioral and interaction data . Keypress events, scroll behavior, click paths, page views, session recordings, A/B test interactions, and form completion patterns collected via analytics and optimization tools including Heap, VWO, and Microsoft Clarity.

Google API

Our use of information received from Google APIs will adhere to Google API Services User Data Policy , including the Limited Use requirements .

2. HOW DO WE PROCESS YOUR INFORMATION?

In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We process the personal information for the following purposes listed below. We may also process your information for other purposes only with your prior explicit consent.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including:

To facilitate account creation and authentication and otherwise manage user accounts. We may process your information so you can create and log in to your account, as well as keep your account in working order.
To deliver and facilitate delivery of services to the user. We may process your information to provide you with the requested service.
To respond to user inquiries/offer support to users. We may process your information to respond to your inquiries and solve any potential issues you might have with the requested service.
To send administrative information to you. We may process your information to send you details about our products and services, changes to our terms and policies, and other similar information.
To fulfill and manage your orders. We may process your information to fulfill and manage your orders, payments, returns, and exchanges made through the Services.
To request feedback. We may process your information when necessary to request feedback and to contact you about your use of our Services.
To send you marketing and promotional communications. We may process the personal information you send to us for our marketing purposes, if this is in accordance with your marketing preferences. You can opt out of our marketing emails at any time. For more information, see ” WHAT ARE YOUR PRIVACY RIGHTS? ” below.
To protect our Services. We may process your information as part of our efforts to keep our Services safe and secure, including fraud monitoring and prevention.
To identify usage trends. We may process information about how you use our Services to better understand how they are being used so we can improve them.
To determine the effectiveness of our marketing and promotional campaigns. We may process your information to better understand how to provide marketing and promotional campaigns that are most relevant to you.
To save or protect an individual’s vital interest. We may process your information when necessary to save or protect an individual’s vital interest, such as to prevent harm.
Account creation, authentication, and document access . We use your personal information to create and manage your account, authenticate your identity when you log in, and retrieve and display the legal document template data you have previously saved, including any information you have entered into document fields, so that your documents are populated correctly each time you access them.
To analyze user behavior and improve our services . We use behavioral data including page views, click patterns, session data, and document builder interactions to understand how users engage with our services, improve product features, optimize conversion flows, and inform content and template development. This processing is based on our legitimate interest in providing an effective and continuously improving service.

3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR INFORMATION?

In Short: We only process your personal information when we believe it is necessary and we have a valid legal reason (i.e., legal basis) to do so under applicable law, like with your consent, to comply with laws, to provide you with services to enter into or fulfill our contractual obligations, to protect your rights, or to fulfill our legitimate business interests.

If you are located in the EU or UK, this section applies to you.

The General Data Protection Regulation (GDPR) and UK GDPR require us to explain the valid legal bases we rely on in order to process your personal information. As such, we may rely on the following legal bases to process your personal information:

Consent. We may process your information if you have given us permission (i.e., consent) to use your personal information for a specific purpose. You can withdraw your consent at any time. Learn more about withdrawing your consent .
Performance of a Contract. We may process your personal information when we believe it is necessary to fulfill our contractual obligations to you, including providing our Services or at your request prior to entering into a contract with you.
Legitimate Interests. We may process your information when we believe it is reasonably necessary to achieve our legitimate business interests and those interests do not outweigh your interests and fundamental rights and freedoms. For example, we may process your personal information for some of the purposes described in order to:
Send users information about special offers and discounts on our products and services
Analyze how our Services are used so we can improve them to engage and retain users
Support our marketing activities
Diagnose problems and/or prevent fraudulent activities
Understand how our users use our products and services so we can improve user experience
analyze how users interact with our document builder and website features so we can improve the product experience, optimize user flows, and develop better legal document templates for our users.
Legal Obligations. We may process your information where we believe it is necessary for compliance with our legal obligations, such as to cooperate with a law enforcement body or regulatory agency, exercise or defend our legal rights, or disclose your information as evidence in litigation in which we are involved.
Vital Interests. We may process your information where we believe it is necessary to protect your vital interests or the vital interests of a third party, such as situations involving potential threats to the safety of any person.

If you are located in Canada, this section applies to you.

We may process your information if you have given us specific permission (i.e., express consent) to use your personal information for a specific purpose, or in situations where your permission can be inferred (i.e., implied consent). You can withdraw your consent at any time.

In some exceptional cases, we may be legally permitted under applicable law to process your information without your consent, including, for example:

If collection is clearly in the interests of an individual and consent cannot be obtained in a timely way
For investigations and fraud detection and prevention
For business transactions provided certain conditions are met
If it is contained in a witness statement and the collection is necessary to assess, process, or settle an insurance claim
For identifying injured, ill, or deceased persons and communicating with next of kin
If we have reasonable grounds to believe an individual has been, is, or may be victim of financial abuse
If it is reasonable to expect collection and use with consent would compromise the availability or the accuracy of the information and the collection is reasonable for purposes related to investigating a breach of an agreement or a contravention of the laws of Canada or a province
If disclosure is required to comply with a subpoena, warrant, court order, or rules of the court relating to the production of records
If it was produced by an individual in the course of their employment, business, or profession and the collection is consistent with the purposes for which the information was produced
If the collection is solely for journalistic, artistic, or literary purposes
If the information is publicly available and is specified by the regulations
We may disclose de-identified information for approved research or statistics projects, subject to ethics oversight and confidentiality commitments

4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

In Short: We may share information in specific situations described in this section and/or with the following categories of third parties.

Vendors, Consultants, and Other Third-Party Service Providers. We may share your data with third-party vendors, service providers, contractors, or agents (” third parties “) who perform services for us or on our behalf and require access to such information to do that work. We have contracts in place with our third parties, which are designed to help safeguard your personal information. This means that they cannot do anything with your personal information unless we have instructed them to do it. They will also not share your personal information with any organization apart from us. They also commit to protect the data they hold on our behalf and to retain it for the period we instruct.

The categories of third parties we may share personal information with are as follows:

Ad Networks
Cloud Computing Services
Data Analytics Services
Data Storage Service Providers
Finance & Accounting Tools
Performance Monitoring Tools
Sales & Marketing Tools
User Account Registration & Authentication Services
AI Platforms
Communication & Collaboration Tools
Payment Processors
Product Engineering & Design Tools
Affiliate Marketing Programs
Website Hosting Service Providers
Business Process Outsourcing Providers

We also may need to share your personal information in the following situations:

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.
Affiliates. We may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Notice. Affiliates include our parent company and any subsidiaries, joint venture partners, or other companies that we control or that are under common control with us.
Business Partners. We may share your information with our business partners to offer you certain products, services, or promotions.

5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

In Short: We may use cookies and other tracking technologies to collect and store your information.

We may use cookies and similar tracking technologies (like web beacons and pixels) to gather information when you interact with our Services. Some online tracking technologies help us maintain the security of our Services and your account, prevent crashes, fix bugs, save your preferences, and assist with basic site functions.

We also permit third parties and service providers to use online tracking technologies on our Services for analytics and advertising, including to help manage and display advertisements, to tailor advertisements to your interests, or to send abandoned shopping cart reminders (depending on your communication preferences). The third parties and service providers use their technology to provide advertising about products and services tailored to your interests which may appear either on our Services or on other websites.

To the extent these online tracking technologies are deemed to be a “sale”/”sharing” (which includes targeted advertising, as defined under the applicable laws) under applicable US state laws, you can opt out of these online tracking technologies by submitting a request as described below under section ” DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS? ”

Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Notice: https://app.termly.io/document/cookie-policy/fd407df4-a837-465b-8478-c734585eeb14 .

Google Analytics

We may share your information with Google Analytics to track and analyze the use of the Services. The Google Analytics Advertising Features that we may use include: Google Display Network Impressions Reporting and Google Analytics Demographics and Interests Reporting. To opt out of being tracked by Google Analytics across the Services, visit https://tools.google.com/dlpage/gaoptout . You can opt out of Google Analytics Advertising Features through Ads Settings and Ad Settings for mobile apps. Other opt out means include http://optout.networkadvertising.org/ and http://www.networkadvertising.org/mobile-choice . For more information on the privacy practices of Google, please visit the Google Privacy & Terms page .

6. DO WE OFFER ARTIFICIAL INTELLIGENCE-BASED PRODUCTS?

In Short: We offer products, features, or tools powered by artificial intelligence, machine learning, or similar technologies.

As part of our Services, we offer products, features, or tools powered by artificial intelligence, machine learning, or similar technologies (collectively, “AI Products”). These tools are designed to enhance your experience and provide you with innovative solutions. The terms in this Privacy Notice govern your use of the AI Products within our Services.

Use of AI Technologies

We provide the AI Products through third-party service providers (“AI Service Providers”), including OpenAI. As outlined in this Privacy Notice, your input, output, and personal information will be shared with and processed by these AI Service Providers to enable your use of our AI Products for purposes outlined in ” WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR PERSONAL INFORMATION? ” You must not use the AI Products in any way that violates the terms or policies of any AI Service Provider.

Our AI Products

Our AI Products are designed for the following functions:

AI applications
Text analysis

How We Process Your Data Using AI

All personal information processed using our AI Products is handled in line with our Privacy Notice and our agreement with third parties. This ensures high security and safeguards your personal information throughout the process, giving you peace of mind about your data’s safety.

How to Opt Out

We believe in giving you the power to decide how your data is used. To opt out of AI processing of your personal information, you can:

Visit https://legaltemplates.net/app/dashboard/account/privacy to manage your AI data processing preferences or submit a request to opt out of AI-powered features
Log in to your account settings and update your user account
Contact us at [email protected]

Document Processing and OpenAI

Where you use AI-powered features in connection with your legal documents, the content of those documents — including any personal information you have entered into document fields — may be processed by OpenAI as our service provider. OpenAI processes this data solely to provide the AI feature you have requested and is bound by data processing agreements consistent with this Privacy Notice. OpenAI does not use your document content to train its models. For more information, see OpenAI’s privacy policy at https://openai.com/policies/privacy-policy.

7. HOW DO WE HANDLE YOUR SOCIAL LOGINS?

In Short: If you choose to register or log in to our Services using a social media account, we may have access to certain information about you.

Our Services offer you the ability to register and log in using your third-party social media account details (like your Facebook or X logins). Where you choose to do this, we will receive certain profile information about you from your social media provider. The profile information we receive may vary depending on the social media provider concerned, but will often include your name, email address, friends list, and profile picture, as well as other information you choose to make public on such a social media platform.

We will use the information we receive only for the purposes that are described in this Privacy Notice or that are otherwise made clear to you on the relevant Services. Please note that we do not control, and are not responsible for, other uses of your personal information by your third-party social media provider. We recommend that you review their privacy notice to understand how they collect, use, and share your personal information, and how you can set your privacy preferences on their sites and apps.

8. IS YOUR INFORMATION TRANSFERRED INTERNATIONALLY?

In Short: We may transfer, store, and process your information in countries other than your own.

Our servers are located in the United States. Regardless of your location, please be aware that your information may be transferred to, stored by, and processed by us in our facilities and in the facilities of the third parties with whom we may share your personal information (see ” WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION? ” above), including facilities in the United States, Taiwan, United Kingdom, India, Singapore, and other countries.

If you are a resident in the European Economic Area (EEA), United Kingdom (UK), or Switzerland, then these countries may not necessarily have data protection laws or other similar laws as comprehensive as those in your country. However, we will take all necessary measures to protect your personal information in accordance with this Privacy Notice and applicable law.

European Commission’s Standard Contractual Clauses:

We have implemented measures to protect your personal information, including by using the European Commission’s Standard Contractual Clauses for transfers of personal information between our group companies and between us and our third-party providers. These clauses require all recipients to protect all personal information that they process originating from the EEA or UK in accordance with European data protection laws and regulations. Our Standard Contractual Clauses can be provided upon request. We have implemented similar appropriate safeguards with our third-party service providers and partners and further details can be provided upon request.

9. HOW LONG DO WE KEEP YOUR INFORMATION?

In Short: We keep your information for as long as necessary to fulfill the purposes outlined in this Privacy Notice unless otherwise required by law.

We will only keep your personal information for as long as it is necessary for the purposes set out in this Privacy Notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements). No purpose in this notice will require us keeping your personal information for longer than eighty four (84) months past the start of the idle period of the user’s account.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

10. HOW DO WE KEEP YOUR INFORMATION SAFE?

In Short: We aim to protect your personal information through a system of organizational and technical security measures.

We have implemented appropriate and reasonable technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Although we will do our best to protect your personal information, transmission of personal information to and from our Services is at your own risk. You should only access the Services within a secure environment.

11. DO WE COLLECT INFORMATION FROM MINORS?

In Short: We do not knowingly collect data from or market to children under 18 years of age or the equivalent age as specified by law in your jurisdiction.

We do not knowingly collect, solicit data from, or market to children under 18 years of age or the equivalent age as specified by law in your jurisdiction, nor do we knowingly sell such personal information. By using the Services, you represent that you are at least 18 or the equivalent age as specified by law in your jurisdiction or that you are the parent or guardian of such a minor and consent to such minor dependent’s use of the Services. If we learn that personal information from users less than 18 years of age or the equivalent age as specified by law in your jurisdiction has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we may have collected from children under age 18 or the equivalent age as specified by law in your jurisdiction, please contact us at [email protected] .

12. WHAT ARE YOUR PRIVACY RIGHTS?

In Short: Depending on your state of residence in the US or in some regions, such as the European Economic Area (EEA), United Kingdom (UK), Switzerland, and Canada, you have rights that allow you greater access to and control over your personal information. You may review, change, or terminate your account at any time, depending on your country, province, or state of residence.

In some regions (like the EEA, UK, Switzerland, and Canada), you have certain rights under applicable data protection laws. These may include the right (i) to request access and obtain a copy of your personal information, (ii) to request rectification or erasure; (iii) to restrict the processing of your personal information; (iv) if applicable, to data portability; and (v) not to be subject to automated decision-making. If a decision that produces legal or similarly significant effects is made solely by automated means, we will inform you, explain the main factors, and offer a simple way to request human review. In certain circumstances, you may also have the right to object to the processing of your personal information. You can make such a request by contacting us by using the contact details provided in the section ” HOW CAN YOU CONTACT US ABOUT THIS NOTICE? ” below.

We will consider and act upon any request in accordance with applicable data protection laws.

If you are located in the EEA or UK and you believe we are unlawfully processing your personal information, you also have the right to complain to your Member State data protection authority or UK data protection authority .

If you are located in Switzerland, you may contact the Federal Data Protection and Information Commissioner .

Withdrawing your consent: If we are relying on your consent to process your personal information, which may be express and/or implied consent depending on the applicable law, you have the right to withdraw your consent at any time. You can withdraw your consent at any time by contacting us by using the contact details provided in the section ” HOW CAN YOU CONTACT US ABOUT THIS NOTICE? ” below or updating your preferences.

However, please note that this will not affect the lawfulness of the processing before its withdrawal nor, when applicable law allows, will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.

Opting out of marketing and promotional communications: You can unsubscribe from our marketing and promotional communications at any time by clicking on the unsubscribe link in the emails that we send, Visit https://legaltemplates.net/app/dashboard/account/privacy to Opt-out, Log in to your account and update your communication preferences under Account Settings., or by contacting us using the details provided in the section ” HOW CAN YOU CONTACT US ABOUT THIS NOTICE? ” below. You will then be removed from the marketing lists. However, we may still communicate with you — for example, to send you service-related messages that are necessary for the administration and use of your account, to respond to service requests, or for other non-marketing purposes.

Account Information

If you would at any time like to review or change the information in your account or terminate your account, you can:

Log in to your account settings and update your user account.
Contact us using the contact information provided.
Visit https://legaltemplates.net/app/dashboard/account/privacy to submit a data deletion request or manage your privacy preferences.

Upon your request to terminate your account, we will deactivate or delete your account and information from our active databases. However, we may retain some information in our files to prevent fraud, troubleshoot problems, assist with any investigations, enforce our legal terms and/or comply with applicable legal requirements.

Cookies and similar technologies: Most Web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove cookies and to reject cookies. If you choose to remove cookies or reject cookies, this could affect certain features or services of our Services. For further information, please see our Cookie Notice: https://app.termly.io/document/cookie-policy/fd407df4-a837-465b-8478-c734585eeb14 .

If you have questions or comments about your privacy rights, you may email us at [email protected] .

13. CONTROLS FOR DO-NOT-TRACK FEATURES

Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track (“DNT”) feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. At this stage, no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online. If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this Privacy Notice.

California law requires us to let you know how we respond to web browser DNT signals. Because there currently is not an industry or legal standard for recognizing or honoring DNT signals, we do not respond to them at this time.

Global Privacy Control: We recognize and honor Global Privacy Control (GPC) signals. If you use a browser or extension that supports GPC, we will treat this as a valid request to opt out of the sale or sharing of your personal information for targeted advertising purposes under applicable state privacy laws, including the California Consumer Privacy Act (CCPA). When we detect a GPC signal from your browser, we will automatically apply your opt-out preference without requiring you to take any additional action. For more information about GPC and how to enable it, visit globalprivacycontrol.org .

14. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

In Short: If you are a resident of California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, or Virginia, you may have the right to request access to and receive details about the personal information we maintain about you and how we have processed it, correct inaccuracies, get a copy of, or delete your personal information. You may also have the right to withdraw your consent to our processing of your personal information. These rights may be limited in some circumstances by applicable law. More information is provided below.

Categories of Personal Information We Collect

The table below shows the categories of personal information we have collected in the past twelve (12) months. The table includes illustrative examples of each category and does not reflect the personal information we collect from you. For a comprehensive inventory of all personal information we process, please refer to the section ” WHAT INFORMATION DO WE COLLECT? ”

Category	Examples	Collected
A. Identifiers	Contact details, such as real name, alias, postal address, telephone or mobile contact number, unique personal identifier, online identifier, Internet Protocol address, email address, and account name	YES
B. Personal information as defined in the California Customer Records statute	Name, contact information, education, employment, employment history, and financial information	YES
C. Protected classification characteristics under state or federal law	Gender, age, date of birth, race and ethnicity, national origin, marital status, and other demographic data	NO
D. Commercial information	Transaction information, purchase history, financial details, and payment information	YES
E. Biometric information	Fingerprints and voiceprints	NO
F. Internet or other similar network activity	Browsing history, search history, online behavior, interest data, and interactions with our and other websites, applications, systems, and advertisements	YES
G. Geolocation data	Device location	YES
H. Audio, electronic, sensory, or similar information	Images and audio, video or call recordings created in connection with our business activities	NO
I. Professional or employment-related information	Business contact details in order to provide you our Services at a business level or job title, work history, and professional qualifications if you apply for a job with us	NO
J. Education Information	Student records and directory information	NO
K. Inferences drawn from collected personal information	Inferences drawn from any of the collected personal information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics	YES
L. Sensitive personal Information	Account login information, financial information including account access details and health data	YES

We only collect sensitive personal information, as defined by applicable privacy laws or the purposes allowed by law or with your consent. Sensitive personal information may be used, or disclosed to a service provider or contractor, for additional, specified purposes. You may have the right to limit the use or disclosure of your sensitive personal information. We do not collect or process sensitive personal information for the purpose of inferring characteristics about you.

We may also collect other personal information outside of these categories through instances where you interact with us in person, online, or by phone or mail in the context of:

Receiving help through our customer support channels;
Participation in customer surveys or contests; and
Facilitation in the delivery of our Services and to respond to your inquiries.

We will use and retain the collected personal information as needed to provide the Services or for:

Category A – Up to 24 months after account inactivity for standard identifiers, after which accounts are deleted or anonymized. Financial identifiers are retained for up to 84 months (7 years) for legal compliance purposes. Email unsubscribe records are retained indefinitely to honor opt-out preferences.
Category B – Up to 84 months (7 years) depending on the category of information. Financial information is retained for 7 years for tax and legal compliance purposes. Other personal information is retained for up to 24 months of account inactivity, after which it is deleted or anonymized. eSign-related records may be retained for up to 7 years from document execution.
Category D – Up to 84 months (7 years) from the date of transaction, as required by US and Taiwan tax law and for chargeback defense purposes.
Category F – Up to 36 months, after which behavioral analytics data is automatically deleted or aggregated. Raw export files containing internet activity data are deleted within 1 month of analysis completion.
Category G – Up to 36 months, after which behavioral analytics data is automatically deleted or aggregated. Raw export files containing internet activity data are deleted within 1 month of analysis completion.
Category K – Up to 36 months, consistent with our analytics data retention period, after which inferred profiles and segmentation data are deleted or aggregated into anonymous form.
Category L – Account login credentials are retained for the duration of the account and deleted upon account deletion. Financial information entered into document templates is retained for up to 24 months of account inactivity, except where retention is required for legal compliance purposes, in which case up to 84 months. Health-related information entered into document templates is retained for the same period as the associated account per our standard retention schedule.

Sources of Personal Information

Learn more about the sources of personal information we collect in ” WHAT INFORMATION DO WE COLLECT? ”

How We Use and Share Personal Information

Learn more about how we use your personal information in the section, ” HOW DO WE PROCESS YOUR INFORMATION? ”

Will your information be shared with anyone else?

We may disclose your personal information with our service providers pursuant to a written contract between us and each service provider. Learn more about how we disclose personal information to in the section, ” WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION? ”

We may use your personal information for our own business purposes, such as for undertaking internal research for technological development and demonstration. This is not considered to be “selling” of your personal information.

We have not sold or shared any personal information to third parties for a business or commercial purpose in the preceding twelve (12) months. We have disclosed the following categories of personal information to third parties for a business or commercial purpose in the preceding twelve (12) months:

Category A. Identifiers
Category B. Personal information as defined in the California Customer Records law
Category D. Commercial information
Category F. Internet or other electronic network activity information
Category K. Inferences drawn from collected personal information
Category L. Sensitive personal information

The categories of third parties to whom we disclosed personal information for a business or commercial purpose can be found under ” WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION? ”

Your Rights

You have rights under certain US state data protection laws. However, these rights are not absolute, and in certain cases, we may decline your request as permitted by law. These rights include:

Right to know whether or not we are processing your personal data
Right to access your personal data
Right to correct inaccuracies in your personal data
Right to request the deletion of your personal data
Right to obtain a copy of the personal data you previously shared with us
Right to non-discrimination for exercising your rights
Right to opt out of the processing of your personal data if it is used for targeted advertising (or sharing as defined under California’s privacy law), the sale of personal data, or profiling in furtherance of decisions that produce legal or similarly significant effects (“profiling”)

Depending upon the state where you live, you may also have the following rights:

Right to access the categories of personal data being processed (as permitted by applicable law, including the privacy law in Minnesota)
Right to obtain a list of the categories of third parties to which we have disclosed personal data (as permitted by applicable law, including the privacy law in California, Delaware, and Maryland)
Right to obtain a list of specific third parties to which we have disclosed personal data (as permitted by applicable law, including the privacy law in Minnesota and Oregon)
Right to obtain a list of third parties to which we have sold personal data (as permitted by applicable law, including the privacy law in Connecticut)
Right to review, understand, question, and depending on where you live, correct how personal data has been profiled (as permitted by applicable law, including the privacy law in Connecticut and Minnesota)
Right to limit use and disclosure of sensitive personal data (as permitted by applicable law, including the privacy law in California)
Right to opt out of the collection of sensitive data and personal data collected through the operation of a voice or facial recognition feature (as permitted by applicable law, including the privacy law in Florida)

How to Exercise Your Rights

To exercise these rights, you can contact us by visiting https://legaltemplates.net/app/dashboard/account/privacy , by emailing us at [email protected] , by visiting https://legaltemplates.net/contact-us/ , or by referring to the contact details at the bottom of this document.

We will honor your opt-out preferences if you enact the Global Privacy Control (GPC) opt-out signal on your browser.

Under certain US state data protection laws, you can designate an authorized agent to make a request on your behalf. We may deny a request from an authorized agent that does not submit proof that they have been validly authorized to act on your behalf in accordance with applicable laws.

Request Verification

Upon receiving your request, we will need to verify your identity to determine you are the same person about whom we have the information in our system. We will only use personal information provided in your request to verify your identity or authority to make the request. However, if we cannot verify your identity from the information already maintained by us, we may request that you provide additional information for the purposes of verifying your identity and for security or fraud-prevention purposes.If you submit the request through an authorized agent, we may need to collect additional information to verify your identity before processing your request and the agent will need to provide a written and signed permission from you to submit such request on your behalf.

Appeals

Under certain US state data protection laws, if we decline to take action regarding your request, you may appeal our decision by emailing us at [email protected] . We will inform you in writing of any action taken or not taken in response to the appeal, including a written explanation of the reasons for the decisions. If your appeal is denied, you may submit a complaint to your state attorney general.

California “Shine The Light” Law

California Civil Code Section 1798.83, also known as the “Shine The Light” law, permits our users who are California residents to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us by using the contact details provided in the section ” HOW CAN YOU CONTACT US ABOUT THIS NOTICE? ”

15. HOW WE USE INFORMATION YOU ENTER INTO LEGAL DOCUMENT TEMPLATES

When you use our document builder, you may voluntarily enter personal information into legal document template fields — such as names, addresses, beneficiary details, asset descriptions, executor information, financial account details, and health-related information — in order to create your legal documents. We store this information solely to display and populate your own documents when you log in. We do not use this information for any secondary purpose, including advertising, profiling, or behavioral analysis. We do not share the contents of your legal documents with any third party except where required by law or as necessary to provide the service (for example, where AI-powered features are used to assist with document review or summarization, in which case content may be processed by OpenAI acting as our service provider). Depending on the type of document you create, the information you enter may include details that are sensitive in nature, such as health directives, financial account information, or family arrangements contained in wills or powers of attorney. If you have questions about the information stored in connection with your documents, please contact us at [email protected].

16. BUSINESS PROCESS OUTSOURCING AND DATA PROCESSING

We engage a third-party business process outsourcing provider to deliver operational, engineering, product, marketing, and customer support services on our behalf. This provider acts as a data processor under a formal data processing agreement with Legal Templates Inc. and may access personal information only to the extent necessary to perform services directed by us. Our service provider is contractually prohibited from using your personal information for any purpose other than performing those services, from sharing your personal information with any third party without our prior written approval, and from combining your personal information with data from any other source. We retain the right to audit our service provider’s data processing activities and to require immediate cessation of any unauthorized processing. To the extent that your personal information constitutes personal information of California residents under CPRA, our service provider acts as a service provider as defined under that law and is bound by the corresponding restrictions.

17. COOKIE CONSENT AND CALIFORNIA TRACKING TECHNOLOGIES

If you are located in California, we present you with a cookie consent banner before activating any non-essential tracking technologies, including analytics cookies and advertising pixels. You may accept or decline non-essential cookies at any time. If you decline, tracking technologies that may be subject to the California Invasion of Privacy Act (CIPA) will not be activated on your device. You can update your cookie preferences at any time by clicking the cookie settings link in the footer of our website. We recognize and honor Global Privacy Control (GPC) signals. If you use a browser or extension that supports GPC, we will treat this as a valid request to opt out of the sale or sharing of your personal information for targeted advertising purposes under applicable state privacy laws. For full details of the cookies we use and their purposes, please see our Cookie Notice.

18. DETAILED DATA RETENTION SCHEDULE

We retain different categories of personal information for different periods depending on the purpose for which they were collected and our legal obligations.

Account data — signup only users (users who created an account but never paid or started a trial): we retain your personal information for 6 months from your last login, after which your account is deleted and your personal information is anonymized. No notification is sent prior to deletion.

Account data — paid or trial users: we retain your personal information for 24 months from the date your subscription expired or your trial ended. Before deletion, we will send you an email notification with a 30-day window to reactivate your account. After 24 months of inactivity your personal information is pseudonymized and your document content is deleted.

eSign documents and associated audit trail: if you have created at least one completed eSign document, your account and associated documents are exempt from the standard inactivity deletion schedule above. We retain eSign documents for a period of 5 to 7 years from the date of document execution, as executed agreements may have ongoing legal evidentiary value. The applicable period may vary depending on the document type — wills, powers of attorney, and long-term leases may require longer retention.

Financial and transaction records: we retain payment records, subscription records, and transaction data for 7 years from the date of the transaction. This retention is required by US tax law, applicable state law, and chargeback defense obligations.

Marketing communications: if you have subscribed to our marketing emails, we retain your email address for the duration of your subscription plus 12 months of inactivity. Your unsubscribe record is retained indefinitely to prevent us from re-adding you to marketing lists in error, as required by CAN-SPAM.

Customer support records: we retain support tickets and chat transcripts for 3 years after closure, subject to legal hold obligations.

You may request deletion of your personal information at any time by visiting https://legaltemplates.net/app/dashboard/account/privacy. Deletion requests are processed within 30 days (45 days maximum under CPRA). We may retain certain information where required by law even following a deletion request.

19. ADDITIONAL RIGHTS FOR CALIFORNIA RESIDENTS

If you are a California resident, the California Consumer Privacy Act as amended by the California Privacy Rights Act (CPRA) provides you with specific rights regarding your personal information.

You have the right to: know what personal information we collect, use, disclose, and sell about you; request deletion of your personal information, subject to certain exceptions; correct inaccurate personal information we hold about you; opt out of the sale or sharing of your personal information for targeted advertising purposes; and non-discrimination for exercising your privacy rights.

We do not sell your personal information. We do not share your personal information for cross-context behavioral advertising without your consent.

To exercise your rights, please visit https://legaltemplates.net/app/dashboard/account/privacy or email [email protected]. We will respond within 45 days. We may need to verify your identity before processing your request.

Authorized Agent: You may designate an authorized agent to make a request on your behalf. We may require written proof of the agent’s authorization and may verify your identity directly.

For more information about our data practices, including the categories of personal information we collect, the purposes for which we use it, and the categories of third parties with whom we share it, please see the relevant sections of this Privacy Notice.

20. DO WE MAKE UPDATES TO THIS NOTICE?

In Short: Yes, we will update this notice as necessary to stay compliant with relevant laws.

We may update this Privacy Notice from time to time. The updated version will be indicated by an updated “Revised” date at the top of this Privacy Notice. If we make material changes to this Privacy Notice, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification. We encourage you to review this Privacy Notice frequently to be informed of how we are protecting your information.

21. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

If you have questions or comments about this notice, you may contact our Data Protection Officer (DPO) by email at [email protected] , or contact us by post at:

Legal Templates Inc.

Data Protection Officer

8 the Green Ste. B

Dover, DE 19901

United States

22. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?

Based on the applicable laws of your country or state of residence in the US, you may have the right to request access to the personal information we collect from you, details about how we have processed it, correct inaccuracies, or delete your personal information. You may also have the right to withdraw your consent to our processing of your personal information. These rights may be limited in some circumstances by applicable law. To request to review, update, or delete your personal information, please visit: https://legaltemplates.net/app/dashboard/account/privacy .

PRIVACY POLICY

SUMMARY OF KEY POINTS

TABLE OF CONTENTS

1. WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us

Information automatically collected

Google API

2. HOW DO WE PROCESS YOUR INFORMATION?

3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR INFORMATION?

4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

Google Analytics

6. DO WE OFFER ARTIFICIAL INTELLIGENCE-BASED PRODUCTS?

7. HOW DO WE HANDLE YOUR SOCIAL LOGINS?

8. IS YOUR INFORMATION TRANSFERRED INTERNATIONALLY?

9. HOW LONG DO WE KEEP YOUR INFORMATION?

10. HOW DO WE KEEP YOUR INFORMATION SAFE?

11. DO WE COLLECT INFORMATION FROM MINORS?

12. WHAT ARE YOUR PRIVACY RIGHTS?

Account Information

13. CONTROLS FOR DO-NOT-TRACK FEATURES

14. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

Categories of Personal Information We Collect

Sources of Personal Information

How We Use and Share Personal Information

Your Rights

How to Exercise Your Rights

Request Verification

Appeals

California “Shine The Light” Law

15. HOW WE USE INFORMATION YOU ENTER INTO LEGAL DOCUMENT TEMPLATES

16. BUSINESS PROCESS OUTSOURCING AND DATA PROCESSING

17. COOKIE CONSENT AND CALIFORNIA TRACKING TECHNOLOGIES

18. DETAILED DATA RETENTION SCHEDULE

19. ADDITIONAL RIGHTS FOR CALIFORNIA RESIDENTS

20. DO WE MAKE UPDATES TO THIS NOTICE?

21. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

22. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?