These Terms of Service (“Terms”) are a legally binding agreement between you (“you,” “your,” or “User”) and Epsilon Technology LLC, doing business as EstateMap.ai (“EstateMap.ai,” “Company,” “we,” “us,” or “our”), governing your access to and use of our website, application, dashboard, artificial intelligence tools, document-generation workflows, document vault, asset-mapping tools, family-information tools, attorney-review workflows, subscription services, communications, and related products and services (collectively, the “Services”).
EstateMap.ai is a Texas-first technology platform designed to help users create, organize, visualize, store, manage, and update estate-planning information, asset information, family information, digital asset information, documents, and related legacy-planning materials. At launch, the Services are designed primarily for Texas users and Texas estate-planning workflows unless we expressly state that another jurisdiction is supported.
Please read these Terms carefully. By creating an account, accessing the Services, clicking “I agree,” purchasing a subscription or service, uploading documents, generating documents, requesting review, or otherwise using the Services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree, do not use the Services.
1. Important Legal Notices
1.1 EstateMap.ai Is a Technology Platform
EstateMap.ai provides technology tools, guided workflows, educational information, document-organization tools, artificial intelligence-assisted features, document-generation tools, and optional attorney-review pathways. EstateMap.ai is not a substitute for individualized legal advice from a licensed attorney.
A separate written attorney-client engagement agreement is required before any attorney-client relationship is formed or any legal services are provided. Your use of EstateMap.ai, creation of an account, payment for platform access, submission of information, use of AI tools, generation of documents, or request for review does not create an attorney-client relationship, does not constitute legal representation, and does not make EstateMap.ai your lawyer.
1.2 No Legal, Tax, Financial, or Investment Advice
The Services may provide information, explanations, prompts, checklists, summaries, draft documents, AI-assisted responses, or workflow recommendations related to estate planning and legacy organization. This content is provided for informational, organizational, and self-help purposes only.
EstateMap.ai does not provide legal, tax, financial, investment, accounting, insurance, fiduciary, real-estate, or professional advice unless provided separately by a properly licensed professional under a separate written engagement.
You should consult a qualified attorney, tax advisor, financial advisor, accountant, insurance professional, or other appropriate professional before relying on documents, recommendations, or information for important decisions.
1.3 No Guarantee That Documents Are Valid, Complete, or Appropriate
Estate planning is highly fact-specific and jurisdiction-specific. Laws change. Your family, assets, beneficiaries, legal status, tax circumstances, and planning goals may require provisions that EstateMap.ai does not generate or identify.
We do not guarantee that any document generated, stored, uploaded, edited, or reviewed through the Services is valid, enforceable, complete, properly executed, properly witnessed, properly notarized, tax-efficient, suitable for your needs, or accepted by any court, financial institution, government agency, custodian, fiduciary, beneficiary, or third party.
1.4 Execution Requirements Are Your Responsibility
Estate-planning documents may require strict signing, witnessing, notarization, delivery, storage, and other formalities. At launch, EstateMap.ai does not provide notary services, e-signature services, identity verification, remote online notarization, or document-execution services. EstateMap.ai does not ensure that your documents are properly executed, witnessed, notarized, delivered, recorded, funded, or legally effective.
You are responsible for understanding and satisfying all applicable legal requirements, including requirements for wills, trusts, powers of attorney, healthcare directives, beneficiary designations, deeds, business interests, digital assets, and other estate-planning instruments.
1.5 Emergency and Time-Sensitive Matters
The Services are not intended for emergencies or urgent legal, financial, tax, healthcare, or estate-planning needs. Do not rely on the Services for emergency estate planning, imminent incapacity, imminent death, litigation deadlines, tax deadlines, court deadlines, healthcare emergencies, or crisis situations.
If you have an urgent need, contact a licensed attorney or appropriate professional immediately.
2. Eligibility
You must be at least 18 years old and capable of entering into a legally binding contract to use the Services.
By using the Services, you represent and warrant that:
You are at least 18 years old;
You have the legal capacity and authority to agree to these Terms;
You will provide accurate and complete information;
You will use the Services only for lawful purposes;
You will not use the Services on behalf of another person unless you are legally authorized to do so; and
Your use of the Services does not violate any applicable law, contract, court order, fiduciary duty, professional duty, or third-party right.
3. Account Registration and Security
To access certain Services, you may need to create an account. You agree to provide accurate, current, and complete account information and to keep that information updated.
You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. You agree to notify us promptly at team@getestateplan.com if you suspect unauthorized access, account compromise, data loss, or other security concerns.
We are not responsible for losses arising from unauthorized account access caused by your failure to protect your credentials, devices, email account, two-factor authentication methods, or other security measures.
We reserve the right to suspend, restrict, or terminate accounts that we believe are inaccurate, fraudulent, compromised, unlawful, abusive, or otherwise in violation of these Terms.
4. Description of Services
EstateMap.ai may provide some or all of the following features:
Estate-planning intake workflows;
AI-assisted estate-planning education, explanations, and drafting support;
Will, trust, power of attorney, directive, and related document-generation tools;
Asset mapping and asset inventory tools;
Beneficiary, fiduciary, guardian, family-member, and contact-management tools;
Digital asset and online-account organization tools;
Document vault, upload, storage, and categorization features;
Estate-planning checklists and progress dashboards;
Optional attorney-review request workflows;
Administrative dashboards for review and support;
Subscription and payment services;
Notifications, reminders, and support communications; and
Other related services we may offer from time to time.
We may modify, suspend, discontinue, limit, replace, or remove any feature at any time, subject to applicable law and any express obligations in your subscription plan.
5. User Information and User Content
5.1 User Content Defined
“User Content” means any information, data, text, files, documents, images, records, communications, prompts, AI inputs, estate-planning details, family information, asset information, beneficiary information, fiduciary information, digital asset information, account information, notes, feedback, or other materials that you submit, upload, create, generate, store, transmit, or otherwise make available through the Services.
5.2 Your Responsibility for User Content
You are solely responsible for your User Content. You represent and warrant that:
Your User Content is accurate, complete, and current to the best of your knowledge;
You have the right and authority to provide your User Content;
Your User Content does not violate any law, contract, court order, privacy right, intellectual-property right, fiduciary duty, professional duty, or third-party right;
You will not provide false, misleading, fraudulent, defamatory, unlawful, or harmful information;
You will not upload malware, corrupted files, malicious code, or harmful materials; and
You will not provide information about another person unless you are authorized to do so.
EstateMap.ai is not responsible for errors, omissions, inaccuracies, or legal consequences resulting from incorrect, incomplete, outdated, or unauthorized information you provide.
5.3 Information About Other People
Estate-planning workflows may require information about spouses, children, dependents, beneficiaries, heirs, executors, trustees, guardians, agents, business partners, professional advisors, or other third parties.
If you provide information about another person, you represent that you have a lawful basis and appropriate authority to provide that information. You are responsible for any notices, consents, or permissions required by law or contract.
5.4 License to User Content
You retain ownership of your User Content. You grant EstateMap.ai a limited, non-exclusive, worldwide, royalty-free license to host, store, process, reproduce, display, transmit, modify, format, generate outputs from, analyze, and otherwise use your User Content solely as reasonably necessary to:
Provide, maintain, secure, and improve the Services;
Generate, organize, store, and display documents, dashboards, asset maps, checklists, summaries, and outputs;
Provide AI-assisted features;
Process transactions;
Provide customer support;
Facilitate attorney-review or professional-review workflows you request, if available and separately agreed;
Comply with law;
Enforce these Terms; and
Protect the Services, users, EstateMap.ai, and others.
This license continues for as long as necessary to provide the Services and for any retention period permitted or required by law, backup practices, dispute-resolution needs, security obligations, or compliance requirements.
5.5 Feedback
If you provide suggestions, ideas, comments, improvements, or feedback about the Services, you grant EstateMap.ai a perpetual, irrevocable, worldwide, royalty-free license to use, modify, commercialize, and incorporate that feedback without restriction or compensation to you.
6. Artificial Intelligence Features
6.1 AI-Assisted Tools
The Services may include AI-assisted tools that help users answer questions, summarize information, generate drafts, classify documents, create checklists, identify missing information, organize assets, explain estate-planning concepts, or support other workflows.
AI-assisted tools are probabilistic and may produce inaccurate, incomplete, outdated, inconsistent, biased, irrelevant, or inappropriate outputs. You should not rely on AI outputs as legal advice, professional advice, or a substitute for human review.
6.2 User Review Required
You are responsible for reviewing all AI-generated or AI-assisted outputs before relying on them, sharing them, signing them, submitting them, or using them for any legal, financial, tax, personal, or estate-planning purpose.
EstateMap.ai does not guarantee that AI-generated outputs are accurate, valid, enforceable, compliant with law, suitable for your circumstances, or free from errors.
6.3 No Attorney-Client Relationship Through AI
Interacting with an AI assistant, chatbot, intake workflow, document generator, dashboard, or automated review tool does not create an attorney-client relationship and does not constitute legal advice from an attorney.
6.4 AI Inputs and Sensitive Information
You should not submit unnecessary sensitive information to AI-assisted tools. You should not submit passwords, private keys, seed phrases, full Social Security numbers, full financial account credentials, or other highly sensitive credentials unless a specific feature expressly requires such information and we provide appropriate safeguards and disclosures.
EstateMap.ai strongly discourages users from uploading or entering cryptocurrency seed phrases, private keys, account passwords, or credentials that would allow direct access to financial or digital assets.
6.5 Third-Party AI Providers
EstateMap.ai may use third-party AI infrastructure providers to provide AI-assisted features. Your use of AI-assisted features may involve processing by those providers. Our Privacy Policy describes how we process personal information in connection with AI-assisted features.
7. Attorney Review and Professional Services
7.1 Optional Attorney Review
EstateMap.ai may offer users the ability to request attorney review or professional review of certain documents, information, or workflows. Attorney review may be provided by EstateMap.ai-affiliated attorneys, independent attorneys, third-party law firms, or other professional providers, depending on the service offered.
Attorney review is not included unless expressly stated in the applicable plan, checkout page, separate written attorney-client engagement agreement, or written confirmation. Even if an attorney-review option is offered through the platform, a separate written engagement agreement is required before any attorney-client relationship or legal-service obligation is formed.
7.2 Separate Engagement Required
An attorney-client relationship is formed only if and when:
A licensed attorney or law firm agrees to represent you;
You satisfy any required conflict checks, jurisdictional checks, intake requirements, and other professional-responsibility requirements;
You accept a separate written attorney-client engagement agreement; and
Any required fees, retainers, or service conditions are satisfied.
Submitting information through EstateMap.ai, requesting review, messaging support, using AI tools, paying for platform access, or uploading documents does not by itself create an attorney-client relationship.
7.3 Conflicts and Declined Representation
An attorney or law firm may decline to represent you for any reason permitted by law, including conflicts of interest, jurisdictional limitations, insufficient information, incomplete intake, professional-responsibility concerns, capacity issues, or the nature of your matter.
If representation is declined, you are responsible for seeking other legal counsel if needed.
7.4 Limited Scope Review
Any attorney review offered through the Services may be limited in scope. For example, attorney review may be limited to reviewing a generated document for apparent completeness based on information you provided and may not include tax planning, trust funding, probate avoidance, Medicaid planning, special-needs planning, business succession planning, complex asset planning, international planning, blended-family planning, litigation analysis, or other advanced legal services unless expressly included in a written engagement.
7.5 No Guarantee of Outcome
Attorney review, professional review, or use of the Services does not guarantee any legal, tax, financial, court, probate, family, beneficiary, fiduciary, or estate-planning outcome.
8. Document Generation, Storage, and Execution
8.1 Document Drafts
Documents generated through the Services are drafts unless and until properly reviewed, finalized, executed, witnessed, notarized, delivered, recorded, funded, or otherwise made legally effective as required by applicable law.
You are responsible for ensuring that any document accurately reflects your wishes and circumstances before signing or using it.
8.2 Jurisdictional Limitations
Estate-planning laws vary by state and jurisdiction. At launch, the Services are Texas-first and are designed primarily for Texas estate-planning workflows unless we expressly identify another supported jurisdiction. The Services may not support all jurisdictions, may support only certain document types, and may not account for all jurisdiction-specific requirements.
You must not use documents generated for Texas in another jurisdiction, or documents generated for one jurisdiction in another jurisdiction, without appropriate legal review.
8.3 Document Vault
The document vault and storage features are designed to help you organize and access documents. They are not a substitute for maintaining your own secure copies, originals, executed originals, backups, or records.
EstateMap.ai does not guarantee uninterrupted access, permanent storage, acceptance by third parties, or preservation of original legal effect. You should download and maintain independent copies of important documents.
8.4 Original Documents
Certain legal documents may require original signatures, original wet-ink copies, notarized originals, witnessed originals, recorded copies, or other formalities. Uploading a copy to EstateMap.ai does not necessarily make the uploaded copy legally operative or sufficient.
8.5 Beneficiary Designations and External Accounts
EstateMap.ai may help you track or organize beneficiary designations, financial accounts, insurance policies, retirement accounts, transfer-on-death designations, payable-on-death designations, digital assets, business interests, and other assets. EstateMap.ai generally does not change beneficiary designations, retitle assets, fund trusts, transfer property, update external accounts, or notify custodians unless expressly stated in a specific service.
You are responsible for completing any required external forms, filings, account updates, retitling, deeds, trust funding, beneficiary designations, custodian notices, or other actions.
9. Payments, Subscriptions, Renewals, and Refunds
9.1 Paid Services
Certain Services may require payment, including subscriptions, document packages, attorney-review requests, notary services, premium features, or other paid offerings. Prices, features, and billing terms will be disclosed at checkout or in the applicable order page.
9.2 Payment Authorization
By providing a payment method, you authorize EstateMap.ai and its payment processors to charge all applicable fees, taxes, subscription amounts, renewal fees, and other charges associated with your purchase.
You represent that you are authorized to use the payment method provided.
9.3 Subscriptions and Automatic Renewal
If you purchase a subscription, your subscription will automatically renew at the end of each subscription period unless you cancel before the renewal date, unless otherwise stated at checkout.
You authorize us to charge your payment method for recurring subscription fees until cancellation. Renewal terms, billing frequency, and cancellation instructions will be provided through the Services or at checkout. You are responsible for reviewing your subscription terms before purchase and before each renewal.
9.4 Cancellation
You may cancel your subscription through the self-service cancellation tools in your account settings. Cancellation will take effect at the end of the then-current billing period unless otherwise stated. If self-service cancellation is unavailable due to a technical issue, you may contact [billing@estatemap.ai] for assistance before the renewal date.
Canceling a subscription may limit or remove access to premium features, document generation, document vault features, attorney-review workflows, AI features, or other Services.
9.5 Refunds
Unless otherwise required by law or expressly stated in writing, fees are non-refundable. We may choose to provide refunds, credits, or exceptions in our sole discretion, but doing so in one instance does not obligate us to do so in the future.
Attorney-review fees, filing fees, third-party fees, and completed service fees may be non-refundable once work begins or a third-party cost is incurred. At launch, EstateMap.ai does not provide notary services, e-signature services, identity verification, or remote online notarization.
9.6 Price Changes
We may change prices, subscription plans, features, and billing terms from time to time. We will provide notice of material price changes where required by law. Price changes will generally apply at the start of the next billing period unless otherwise disclosed.
9.7 Taxes
Fees are exclusive of taxes unless stated otherwise. You are responsible for applicable taxes, duties, levies, or governmental assessments associated with your purchase.
10. Acceptable Use
You agree not to:
Use the Services for unlawful, fraudulent, misleading, abusive, or harmful purposes;
Use the Services to impersonate another person or misrepresent your identity or authority;
Submit false, inaccurate, incomplete, or unauthorized information;
Upload malware, viruses, ransomware, spyware, corrupted files, or harmful code;
Attempt to gain unauthorized access to the Services, accounts, systems, networks, or data;
Interfere with or disrupt the Services;
Reverse engineer, decompile, disassemble, scrape, crawl, copy, or exploit the Services except as permitted by law;
Use automated tools, bots, or scripts to access the Services without permission;
Use the Services to develop competing products or services;
Violate intellectual-property rights, privacy rights, publicity rights, fiduciary duties, professional duties, or contractual obligations;
Upload or process information you are not authorized to provide;
Use the Services for legal matters involving fraud, concealment, coercion, elder abuse, undue influence, money laundering, sanctions evasion, tax evasion, asset hiding, or other unlawful conduct;
Use the Services to create documents for another person without proper authority;
Sell, resell, lease, sublicense, or commercially exploit the Services without our written consent;
Remove or obscure proprietary notices;
Circumvent security, access controls, usage limits, payment systems, or technical restrictions; or
Encourage or assist others in doing any of the above.
We reserve the right to investigate and take appropriate action for violations, including suspending or terminating access, removing content, notifying law enforcement or regulators, and pursuing legal remedies.
11. Intellectual Property
11.1 EstateMap.ai Property
The Services, including software, design, interfaces, workflows, templates, forms, prompts, dashboards, text, graphics, logos, trademarks, service marks, trade dress, databases, compilations, documentation, and other content provided by EstateMap.ai, are owned by EstateMap.ai or its licensors and are protected by intellectual-property and other laws.
Except for the limited rights expressly granted in these Terms, we reserve all rights in and to the Services.
11.2 Limited License to Use the Services
Subject to your compliance with these Terms and payment of applicable fees, EstateMap.ai grants you a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to access and use the Services for your personal, household, internal, or authorized estate-planning purposes.
11.3 Templates and Generated Documents
Subject to your compliance with these Terms and payment of applicable fees, you may use documents generated for you through the Services for your personal estate-planning purposes. You may not copy, resell, publish, distribute, commercialize, or create derivative products from EstateMap.ai templates, workflows, forms, or document-generation systems.
11.4 Trademarks
EstateMap.ai, the EstateMap.ai logo, and related names, marks, graphics, and branding are trademarks or service marks of EstateMap.ai. You may not use our marks without prior written permission.
12. Privacy
Our Privacy Policy explains how we collect, use, disclose, and protect information. By using the Services, you acknowledge our Privacy Policy.
Because estate-planning information may be sensitive, you should carefully review the Privacy Policy before submitting information to the Services.
13. Third-Party Services
The Services may integrate with, link to, or rely on third-party services, including payment processors, cloud providers, AI providers, analytics providers, email providers, SMS providers, attorneys, law firms, or other professional service providers. At launch, EstateMap.ai does not provide notary services, e-signature services, identity verification, or remote online notarization.
Third-party services may be subject to separate terms, privacy policies, fees, limitations, and practices. EstateMap.ai is not responsible for third-party services, and your use of third-party services is at your own risk.
We do not control and are not liable for third-party websites, services, products, advice, actions, omissions, data practices, security practices, availability, or performance.
14. Disclaimers
TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICES ARE PROVIDED ON AN “AS IS,” “AS AVAILABLE,” AND “WITH ALL FAULTS” BASIS.
ESTATEMAP.AI DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, QUIET ENJOYMENT, AVAILABILITY, SECURITY, RELIABILITY, AND COURSE OF DEALING OR USAGE OF TRADE.
WITHOUT LIMITING THE FOREGOING, ESTATEMAP.AI DOES NOT WARRANT OR GUARANTEE THAT:
The Services will meet your needs or expectations;
The Services will be uninterrupted, secure, timely, accurate, complete, or error-free;
Documents generated through the Services will be valid, enforceable, complete, legally sufficient, or appropriate for your circumstances;
AI-generated outputs will be accurate, complete, current, lawful, or reliable;
Information stored in the Services will always be available or preserved;
Errors, defects, or vulnerabilities will be corrected;
The Services will be accepted by any court, agency, institution, custodian, attorney, fiduciary, beneficiary, or third party;
Use of the Services will prevent probate, disputes, taxes, litigation, incapacity issues, family conflict, asset loss, or other adverse outcomes; or
Any attorney, professional, or third-party provider will accept, complete, or approve your requested service.
Some jurisdictions do not allow certain disclaimers, so some of the above disclaimers may not apply to you.
15. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, ESTATEMAP.AI AND ITS OWNERS, OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, AFFILIATES, AGENTS, LICENSORS, SERVICE PROVIDERS, AND PARTNERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, PUNITIVE, OR ENHANCED DAMAGES, INCLUDING DAMAGES FOR LOST PROFITS, LOST REVENUE, LOST DATA, LOSS OF GOODWILL, BUSINESS INTERRUPTION, PERSONAL OR FAMILY DISPUTES, LEGAL DISPUTES, TAX CONSEQUENCES, ESTATE-PLANNING FAILURES, PROBATE OUTCOMES, ASSET LOSS, LOSS OF USE, OR COST OF SUBSTITUTE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, ESTATEMAP.AI’S TOTAL LIABILITY ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE GREATER OF:
The amount you paid to EstateMap.ai for the Services giving rise to the claim during the three (3) months before the event giving rise to liability; or
One hundred dollars ($100).
The limitations in this section apply to all theories of liability, including contract, tort, negligence, strict liability, warranty, statute, equity, or otherwise.
Some jurisdictions do not allow certain limitations of liability, so some limitations may not apply to you.
16. Indemnification
To the maximum extent permitted by law, you agree to defend, indemnify, and hold harmless EstateMap.ai and its owners, officers, directors, employees, contractors, affiliates, agents, licensors, service providers, and partners from and against any claims, demands, actions, damages, losses, liabilities, judgments, settlements, costs, and expenses, including reasonable attorneys’ fees, arising out of or relating to:
Your use or misuse of the Services;
Your User Content;
Your violation of these Terms;
Your violation of applicable law;
Your violation of another person’s rights;
Your unauthorized submission or use of another person’s information;
Your failure to properly review, execute, witness, notarize, deliver, record, fund, update, or preserve documents;
Your reliance on AI-generated outputs, draft documents, educational content, or workflow recommendations;
Your disputes with family members, beneficiaries, fiduciaries, heirs, attorneys, advisors, institutions, or third parties; or
Your fraud, misconduct, negligence, misrepresentation, or unauthorized acts.
We reserve the right to control the defense of any matter subject to indemnification, and you agree to cooperate with our defense.
17. Suspension and Termination
We may suspend, restrict, or terminate your access to the Services at any time if we believe:
You violated these Terms;
Your account is compromised or poses a security risk;
Your use is fraudulent, unlawful, abusive, or harmful;
You failed to pay applicable fees;
Continuing to provide Services creates legal, regulatory, security, professional-responsibility, or operational risk;
A third-party provider required for the Services is unavailable or terminates support; or
Termination is necessary to protect EstateMap.ai, users, or others.
You may stop using the Services at any time and may request account deletion as described in the Privacy Policy.
Upon termination, your right to access the Services will end. We may retain information as permitted or required by law, the Privacy Policy, backup practices, dispute-resolution needs, security obligations, or compliance requirements.
Sections that by their nature should survive termination will survive, including provisions relating to intellectual property, User Content licenses, disclaimers, limitation of liability, indemnification, dispute resolution, governing law, and miscellaneous terms.
18. Service Availability and Changes
We strive to provide reliable Services, but we do not guarantee continuous availability. The Services may be unavailable due to maintenance, updates, outages, third-party failures, security incidents, force majeure events, or other reasons.
We may modify, update, suspend, discontinue, or limit the Services or any feature at any time. We are not liable for any modification, suspension, discontinuation, or unavailability of the Services, except as expressly required by law.
19. Data Export and Account Closure
You are responsible for downloading and preserving copies of documents and information you need. EstateMap.ai is not a permanent archival service unless expressly stated in a paid plan.
Before closing your account, you should export or download important documents, generated materials, asset maps, family profiles, and other information.
After account closure, you may lose access to your documents and data, subject to any retention required or permitted by law.
20. Electronic Communications and E-Sign Consent
By using the Services, you consent to receive communications electronically, including emails, in-app messages, notices, disclosures, agreements, payment receipts, account alerts, and legal notices.
You agree that electronic communications satisfy any legal requirement that communications be in writing, to the extent permitted by law.
You may need a device, internet connection, supported browser, and ability to receive email to access electronic communications. You may withdraw consent to electronic communications by contacting us, but withdrawal may limit or terminate your ability to use the Services.
21. SMS and Text Messaging
If you provide a phone number and consent to SMS or text messages, we may send account, security, support, billing, reminder, marketing, or service-related messages. Message and data rates may apply. Message frequency may vary.
You may opt out of marketing text messages by following instructions in the message. We may still send non-marketing messages where permitted by law.
22. Beta Features and Early Access
We may offer beta, pilot, experimental, early-access, or preview features. These features may be incomplete, unstable, inaccurate, unsupported, or changed without notice.
Beta features are provided for evaluation only and may be subject to additional terms. We may modify, suspend, or discontinue beta features at any time.
23. Mobile Applications and App Stores
If you access the Services through a mobile application obtained from an app store, your use may also be subject to the terms and policies of the applicable app store. The app store provider is not responsible for the Services, support, claims, or liabilities related to EstateMap.ai, except as required by applicable app-store terms.
24. Copyright Complaints
If you believe content on the Services infringes your copyright, you may contact us at [legal@estatemap.ai] with:
Your name and contact information;
Identification of the copyrighted work;
Identification of the allegedly infringing material;
A statement that you have a good-faith belief the use is not authorized;
A statement that the information in your notice is accurate; and
Your physical or electronic signature.
We may remove or disable access to allegedly infringing content and may terminate repeat infringers where appropriate.
25. Dispute Resolution; Arbitration; Class Action Waiver
PLEASE READ THIS SECTION CAREFULLY. IT MAY REQUIRE YOU AND ESTATEMAP.AI TO RESOLVE DISPUTES THROUGH BINDING INDIVIDUAL ARBITRATION INSTEAD OF COURT AND MAY LIMIT THE MANNER IN WHICH YOU CAN SEEK RELIEF.
25.1 Informal Resolution First
Before filing a claim, you agree to first contact us at team@getestateplan.com and attempt to resolve the dispute informally. Your notice must include your name, account email, a description of the dispute, and the relief you seek.
We will attempt to resolve the dispute informally. If the dispute is not resolved within thirty (30) days after notice is received, either party may proceed as described below.
25.2 Binding Arbitration
Except for claims that qualify for small claims court, claims for injunctive or equitable relief relating to intellectual property or unauthorized access, or claims that cannot be arbitrated as a matter of law, any dispute, claim, or controversy arising out of or relating to these Terms or the Services will be resolved by binding individual arbitration.
The arbitration will be administered by the American Arbitration Association (“AAA”) under its applicable Consumer Arbitration Rules or Commercial Arbitration Rules, as applicable. The arbitration will be conducted by a single arbitrator.
The seat and venue of arbitration will be Bexar County, Texas, unless applicable law requires otherwise or the parties agree otherwise.
25.3 No Class Actions
You and EstateMap.ai agree that each may bring claims only in an individual capacity and not as a plaintiff, class member, or representative in any class, collective, consolidated, private attorney general, or representative proceeding.
The arbitrator may not consolidate claims or preside over any class, collective, consolidated, or representative proceeding unless both parties agree in writing.
25.4 Jury Trial Waiver
To the extent any dispute proceeds in court rather than arbitration, you and EstateMap.ai knowingly and voluntarily waive any right to a jury trial to the maximum extent permitted by law.
25.5 Small Claims
Either party may bring an individual claim in small claims court if the claim qualifies.
25.6 Injunctive Relief
Nothing in these Terms prevents either party from seeking temporary, preliminary, or permanent injunctive or equitable relief in court to protect intellectual property, confidential information, data security, account security, or unauthorized access to the Services.
25.7 Opt-Out of Arbitration
You may opt out of arbitration by sending written notice to team@getestateplan.com within thirty (30) days after first agreeing to these Terms. Your notice must include your name, account email, and a clear statement that you opt out of arbitration. Opting out of arbitration does not opt you out of any other part of these Terms.
26. Governing Law and Venue
These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles.
Subject to the arbitration provision above, the exclusive venue for any dispute arising out of or relating to these Terms or the Services will be the state or federal courts located in Bexar County, Texas, and you consent to personal jurisdiction in those courts.
27. Changes to These Terms
We may update these Terms from time to time. We will post the updated Terms with a revised “Last Updated” date. If we make material changes, we may provide additional notice, such as email or in-app notice.
Your continued use of the Services after updated Terms become effective means you accept the updated Terms. If you do not agree, you must stop using the Services.
28. Assignment
You may not assign or transfer these Terms or your rights or obligations under these Terms without our prior written consent.
We may assign or transfer these Terms, in whole or in part, without restriction, including in connection with a merger, acquisition, financing, reorganization, sale of assets, or by operation of law.
29. Force Majeure
EstateMap.ai will not be liable for delay or failure to perform resulting from causes beyond our reasonable control, including acts of God, natural disasters, war, terrorism, labor disputes, internet failures, utility failures, government actions, epidemics, pandemics, cyberattacks, third-party service failures, cloud-provider outages, payment-processor outages, AI-provider outages, or other events beyond our reasonable control.
30. Severability
If any provision of these Terms is found unenforceable, that provision will be modified to the minimum extent necessary to make it enforceable, or severed if modification is not possible. The remaining provisions will remain in full force and effect.
31. No Waiver
Our failure to enforce any provision of these Terms is not a waiver of our right to enforce that provision or any other provision later.
32. Entire Agreement
These Terms, together with the Privacy Policy and any additional terms, order forms, subscription terms, engagement agreements, or written agreements that expressly apply to specific Services, constitute the entire agreement between you and EstateMap.ai regarding the Services.
If there is a conflict between these Terms and a separate written attorney-client engagement agreement with a licensed attorney or law firm, the engagement agreement controls with respect to the attorney-client relationship and legal services covered by that agreement.
33. Contact Information
If you have questions about these Terms, contact us at:
Epsilon Technology LLC d/b/a EstateMap.ai
Email: team@getestateplan.com
Address: 5804 Babcock Rd. #810 San Antonio, Texas 78240
Website: https://estatemap.ai
This Privacy Policy explains how Epsilon Technology LLC, doing business as EstateMap.ai (“EstateMap.ai,” “Company,” “we,” “us,” or “our”), collects, uses, discloses, protects, and otherwise processes information when you access or use our website, application, dashboard, artificial intelligence tools, document-generation workflows, document vault, attorney-review features, payment flows, communications, and related services (collectively, the “Services”).
EstateMap.ai is a modern estate-planning and legacy-organization platform designed to help users create, organize, visualize, store, manage, and update estate-planning information, assets, family information, documents, digital assets, and related legacy-planning materials. Because the Services may involve sensitive personal, family, financial, legal, and estate-planning information, we take privacy seriously and have drafted this Privacy Policy to explain our practices clearly.
By using the Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with this Privacy Policy, do not use the Services.
1. Important Notices
1.1 EstateMap.ai Is Not a Law Firm Unless Separately Stated
EstateMap.ai provides technology tools, estate-planning workflows, document-organization tools, artificial intelligence-assisted features, and optional attorney-review pathways. Unless you separately enter into a written attorney-client engagement with a licensed attorney or law firm, your use of EstateMap.ai does not create an attorney-client relationship.
Information you provide through EstateMap.ai may be protected by our privacy and security practices, but it may not be protected by attorney-client privilege unless and until a separate attorney-client relationship is formed with a licensed attorney or law firm.
1.2 Sensitive Information
The Services may allow you to provide sensitive information, including information about your family, beneficiaries, assets, estate-planning wishes, financial accounts, digital assets, business interests, property, personal relationships, and uploaded documents. You should only provide information you are authorized to provide and that is reasonably necessary to use the Services.
1.3 Emergency and Time-Sensitive Matters
EstateMap.ai is not intended for emergency legal, financial, tax, healthcare, or estate-planning decisions. Do not rely on the Services for urgent legal deadlines, emergency estate-planning needs, healthcare emergencies, financial emergencies, or crisis situations.
2. Information We Collect
We collect information in several ways: information you provide directly, information collected automatically, information generated through your use of the Services, and information received from third parties or service providers.
2.1 Account and Contact Information
We may collect information such as:
Name;
Email address;
Phone number;
Mailing address;
Account login credentials;
Communication preferences;
Authentication information;
Customer support communications; and
Other information you provide when creating or managing your account.
2.2 Estate-Planning and Legacy Information
Depending on how you use the Services, we may collect information relating to:
Wills, trusts, powers of attorney, directives, or other estate-planning documents;
Beneficiaries, heirs, guardians, executors, trustees, agents, fiduciaries, and other people involved in your estate plan;
Family members and relationship information;
Asset categories and details, including real estate, bank accounts, investment accounts, retirement accounts, business interests, vehicles, insurance policies, personal property, collectibles, cryptocurrency, NFTs, digital assets, online accounts, and other property;
Debt, liabilities, obligations, and related financial information;
Estate-planning preferences, wishes, instructions, and notes;
Uploaded documents, files, images, PDFs, records, identification materials, account information, and other materials you choose to upload;
Notary-related information, where applicable;
Attorney-review requests and related communications; and
Any other information you choose to enter into the Services.
2.3 Payment and Billing Information
If you purchase a subscription, document package, attorney-review option, or other paid service, our payment processors may collect payment-related information such as:
Billing name and address;
Payment card details or other payment method information;
Transaction history;
Subscription plan;
Invoice and receipt information; and
Fraud-prevention signals.
We generally do not store full payment card numbers ourselves. Payment information is processed by third-party payment processors subject to their own terms and privacy policies.
2.4 Identity Verification and Notary-Related Information
If the Services include identity verification, notarization, e-signature, attorney review, or similar workflows, we or our service providers may collect information necessary to support those workflows, which may include:
Government identification information;
Signature information;
Identity-verification results;
Video, image, or audio information if required by a notary or identity-verification provider;
Authentication data;
Document-execution metadata; and
Related audit-trail information.
Certain notarization, e-signature, attorney-review, or identity-verification services may be provided by third-party providers or independent professionals. Their privacy practices may also apply.
2.5 Communications and Support Information
We collect information when you contact us, respond to surveys, interact with support, request attorney review, join a waitlist, subscribe to updates, submit feedback, or otherwise communicate with us. This may include message content, attachments, metadata, and related account information.
2.6 AI Inputs, Outputs, and Generated Content
The Services may include artificial intelligence-assisted features that help users summarize information, answer estate-planning questions, generate drafts, organize assets, create checklists, explain concepts, identify missing information, or otherwise assist with estate-planning workflows.
When you use AI-assisted features, we may process:
Prompts or questions you submit;
Information you provide to generate documents, summaries, checklists, or recommendations;
Uploaded documents or excerpts you choose to submit for AI-assisted processing;
AI-generated responses, draft language, summaries, classifications, or recommendations;
Feedback you provide about AI-generated results; and
Technical logs necessary to provide, monitor, secure, and improve AI-assisted functionality.
We do not intend for AI-assisted features to replace legal advice from a licensed attorney. AI-generated outputs may be incomplete, inaccurate, outdated, or inappropriate for your specific situation and should be reviewed carefully before use.
2.7 Usage, Device, and Technical Information
When you use the Services, we may automatically collect information such as:
IP address;
Device type;
Browser type;
Operating system;
Referring and exit pages;
Pages or screens viewed;
Clickstream data;
Session duration;
Search or navigation activity within the Services;
Approximate location derived from IP address;
Error logs;
Performance data;
Security logs;
Cookie identifiers and similar technologies; and
Other diagnostic or analytics information.
2.8 Cookies and Similar Technologies
We may use cookies, pixels, SDKs, local storage, and similar technologies to operate the Services, remember preferences, authenticate users, analyze usage, improve product performance, measure marketing effectiveness, prevent fraud, and support security.
You can control cookies through your browser settings. Some features may not function properly if cookies are disabled.
2.9 Information From Third Parties
We may receive information from third parties such as:
Payment processors;
Authentication providers;
Notary, e-signature, or identity-verification providers;
Analytics providers;
Advertising or marketing platforms;
Cloud hosting providers;
AI infrastructure providers;
Attorneys, law firms, or professional service providers involved in optional review workflows;
Referral partners;
Public databases or publicly available sources; and
Other users who invite you to participate in estate-planning, family, fiduciary, or account-related workflows.
3. How We Use Information
We may use information for the following purposes:
3.1 To Provide and Operate the Services
We use information to:
Create and manage accounts;
Provide access to dashboards, document tools, asset maps, document vaults, and user workflows;
Generate, organize, store, and display estate-planning information;
Support AI-assisted features;
Process payments and subscriptions;
Facilitate optional attorney review, notary, e-signature, or related workflows;
Provide customer support;
Send service-related notices;
Maintain records of user activity and document history; and
Provide features you request or enable.
3.2 To Personalize and Improve the Services
We may use information to:
Improve product design, usability, accuracy, and performance;
Develop new features;
Understand how users interact with the Services;
Customize dashboards, checklists, reminders, and recommendations;
Debug, test, and improve workflows;
Train support and operational processes;
Analyze aggregated and de-identified trends; and
Measure the effectiveness of product improvements.
3.3 To Provide AI-Assisted Features
We may use information you provide to AI-assisted features to:
Generate draft estate-planning language;
Summarize or categorize information;
Explain estate-planning concepts;
Identify missing or incomplete information;
Assist with asset mapping;
Help organize uploaded documents;
Provide educational or workflow-based guidance; and
Improve reliability, safety, and relevance of AI-assisted features.
Where we use third-party AI infrastructure providers, we require or configure those providers, where commercially available, to process information on our behalf and subject to appropriate contractual, confidentiality, security, and data-use restrictions. We do not knowingly permit third-party AI providers to use your personal estate-planning content to train their public foundation models unless you have expressly consented or unless otherwise disclosed at the point of collection.
3.4 To Communicate With You
We may use information to send:
Account notices;
Security alerts;
Product updates;
Subscription and billing notices;
Customer support responses;
Attorney-review or document-status notifications;
Administrative messages;
Legal notices;
Marketing communications, where permitted by law; and
Surveys or feedback requests.
You may opt out of non-essential marketing communications by following the unsubscribe instructions in the message or contacting us. We may still send transactional, legal, security, or account-related notices.
3.5 To Protect Users, the Company, and the Services
We may use information to:
Detect, prevent, investigate, or respond to fraud, abuse, security incidents, unauthorized access, or harmful activity;
Enforce our Terms of Service and other agreements;
Protect the rights, privacy, safety, and property of users, EstateMap.ai, and others;
Maintain backups and business continuity;
Verify identity or authority where necessary; and
Comply with applicable law, legal process, regulatory obligations, or lawful requests.
3.6 For Legal and Compliance Purposes
We may use information to:
Maintain appropriate business records;
Respond to subpoenas, court orders, governmental requests, regulatory inquiries, or legal claims;
Establish, exercise, or defend legal rights;
Comply with tax, accounting, consumer-protection, privacy, data-security, and professional obligations;
Support dispute resolution; and
Conduct audits, risk assessments, and compliance reviews.
4. How We Disclose Information
We may disclose information as described below.
4.1 Service Providers and Vendors
We may disclose information to vendors and service providers that help us operate the Services, including providers of:
Cloud hosting and infrastructure;
Database and storage services;
Payment processing;
Authentication and account management;
Customer support;
Email, SMS, and communications;
Analytics;
Error monitoring and security;
AI infrastructure and model services;
Document generation;
E-signature, notarization, and identity verification;
Legal, accounting, compliance, and professional services; and
Other operational support.
These providers are authorized to process information as necessary to provide services to us and are subject to contractual, confidentiality, data-protection, or other restrictions where appropriate.
4.2 Attorneys, Law Firms, Notaries, and Professional Review Providers
If you request attorney review, notary services, professional review, or related services, we may disclose relevant information to licensed attorneys, law firms, notaries, or other professional providers involved in that workflow.
Those professionals may have their own legal, ethical, confidentiality, professional-responsibility, recordkeeping, and privacy obligations. If you enter into a separate attorney-client relationship with an attorney or law firm, that relationship will be governed by the applicable engagement agreement and professional rules.
4.3 Other Users or Authorized Participants
If you invite, designate, or authorize another person to access or participate in your account, estate plan, family profile, fiduciary workflow, beneficiary workflow, or document-sharing feature, we may disclose information consistent with your settings and instructions. You are responsible for ensuring that any person you invite or authorize is appropriate and legally permitted to receive the information.
4.4 Business Transfers
We may disclose or transfer information in connection with a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, dissolution, due diligence review, or similar transaction involving all or part of our business. If required by law, we will provide notice or obtain consent before transferring personal information in a materially different manner.
4.5 Legal, Safety, and Compliance Disclosures
We may disclose information when we believe disclosure is reasonably necessary to:
Comply with applicable law, subpoena, court order, legal process, or governmental request;
Enforce our agreements;
Protect the security or integrity of the Services;
Prevent fraud, abuse, unauthorized access, or illegal activity;
Protect the rights, safety, privacy, or property of EstateMap.ai, users, or others;
Establish, exercise, or defend legal claims; or
Comply with regulatory, tax, accounting, or professional obligations.
4.6 Aggregated, De-Identified, or Anonymized Information
We may disclose aggregated, de-identified, or anonymized information that does not reasonably identify you, such as usage trends, product analytics, benchmark data, or general insights about estate-planning workflows. We will not attempt to re-identify information that we have de-identified except as permitted by law, such as to test whether our de-identification processes comply with applicable requirements.
4.7 We Do Not Sell Estate-Planning Content
We do not sell your uploaded estate-planning documents, asset details, beneficiary information, family information, or legacy-planning content.
Depending on how privacy laws define “sale,” “sharing,” or “targeted advertising,” certain analytics, advertising, or marketing technologies used on our public website may be considered a sale, sharing, or processing for targeted advertising. Where required, we provide rights to opt out of those activities.
5. Sensitive Personal Information
EstateMap.ai may process sensitive personal information when necessary to provide the Services. Sensitive personal information may include, depending on your use of the Services:
Government identification information;
Financial account information;
Precise or approximate asset information;
Family relationship information;
Beneficiary and fiduciary information;
Information about minors or dependents that you provide;
Authentication credentials;
Estate-planning preferences;
Digital asset information;
Uploaded legal, financial, or personal documents; and
Other sensitive information you choose to provide.
We use sensitive personal information only as reasonably necessary to provide the Services, complete requested transactions, maintain security, comply with law, prevent fraud, support optional attorney-review or notary workflows, and as otherwise disclosed in this Privacy Policy or at the time of collection.
We do not use sensitive personal information for targeted advertising without consent where consent is required by applicable law.
6. Children’s Privacy
The Services are intended for adults who are at least 18 years old. We do not knowingly collect personal information directly from children under 13.
Users may provide information about children, dependents, guardians, beneficiaries, or family members as part of estate-planning workflows. If you provide information about a child or another person, you represent that you have the authority to provide that information and that it is accurate to the best of your knowledge.
If we learn that we have collected personal information directly from a child under 13 without appropriate consent, we will take reasonable steps to delete it.
7. Data Retention
We retain information for as long as reasonably necessary to provide the Services, maintain your account, comply with legal obligations, resolve disputes, enforce agreements, maintain backups, prevent fraud, support security, and fulfill the purposes described in this Privacy Policy.
Because estate-planning materials may be long-term by nature, account information, uploaded documents, generated documents, estate-planning content, asset-map information, and related records may be retained while your account remains active or as otherwise necessary to provide the Services.
You may request deletion of certain information as described below. We may retain information where permitted or required by law, including for legal, tax, accounting, security, fraud-prevention, backup, dispute-resolution, professional, or compliance purposes.
8. Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, and disclosure. These safeguards may include encryption, access controls, authentication procedures, secure cloud infrastructure, monitoring, logging, vendor review, and internal policies.
However, no method of transmission or storage is completely secure. We cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your login credentials and for promptly notifying us of any suspected unauthorized access to your account.
9. Your Privacy Choices
Depending on where you live and how you use the Services, you may have rights to:
Access personal information we maintain about you;
Confirm whether we process your personal information;
Correct inaccurate personal information;
Delete personal information;
Obtain a portable copy of personal information;
Opt out of certain processing for targeted advertising;
Opt out of certain sales or sharing of personal information;
Opt out of certain profiling that produces legal or similarly significant effects;
Limit certain uses or disclosures of sensitive personal information;
Withdraw consent where processing is based on consent;
Appeal a denied privacy request, where applicable; and
Designate an authorized agent, where applicable.
To exercise privacy rights, contact us at team@getestateplan.com or use any privacy request form made available through the Services.
We may need to verify your identity before responding to a request. We may decline or limit requests where permitted by law, including where we cannot verify your identity, where the request conflicts with legal obligations, where retention is necessary for security or fraud prevention, or where an exception applies.
10. U.S. State Privacy Rights
Certain U.S. state privacy laws provide additional rights to residents of those states. This section applies to the extent those laws apply to EstateMap.ai and your personal information.
10.1 Texas Residents
If you are a Texas resident and the Texas Data Privacy and Security Act applies to our processing of your personal data, you may have rights to confirm whether we process your personal data, access your personal data, correct inaccuracies, delete personal data, obtain a portable copy of personal data, opt out of targeted advertising, opt out of the sale of personal data, and opt out of certain profiling.
Texas law may also allow you to appeal a denied request and may require recognition of certain authorized agent or universal opt-out signals where applicable.
10.2 California Residents
If you are a California resident and the California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies to our processing of your personal information, you may have rights to know/access, delete, correct, opt out of sale or sharing, limit the use and disclosure of sensitive personal information, and not be discriminated against for exercising privacy rights.
We do not sell your estate-planning documents or personal estate-planning content. If our public website uses advertising or analytics technologies that constitute “sharing” or “sale” under California law, you may opt out through available controls or by contacting us.
10.3 Colorado, Connecticut, Virginia, and Other State Residents
Residents of Colorado, Connecticut, Virginia, and other states with comprehensive privacy laws may have similar rights, including rights to access, correct, delete, obtain a portable copy, opt out of targeted advertising, opt out of sale, opt out of certain profiling, and appeal denied requests.
Where required, we will honor recognized universal opt-out signals, such as Global Privacy Control, for applicable browser-based opt-out rights.
10.4 Categories of Personal Information Collected
Depending on your use of the Services, we may collect the following categories of personal information:
Category Examples Sources Purposes Disclosures
Identifiers Name, email, phone number, address, account ID, IP address You, devices, service providers Account creation, communication, security, support Vendors, professional providers, legal disclosures
Customer records Billing information, transaction records, account history You, payment processors Payments, subscriptions, records Payment processors, vendors, legal disclosures
Protected classification information Family relationships, marital status if provided You Estate-planning workflows Vendors, attorney-review providers if requested
Commercial information Purchases, subscriptions, services requested You, payment processors Billing, account management, analytics Vendors, payment processors
Internet or network activity Device data, usage logs, cookie data, analytics Devices, cookies, service providers Security, analytics, service improvement Analytics/security vendors
Geolocation information Approximate location from IP address Devices/service providers Security, localization, analytics Vendors
Sensory data Video/audio/image information if notary or identity workflow is used You, service providers Identity verification, notarization, audit trail Notary/identity providers
Professional or employment information Business interests, company ownership, job-related information if provided You Estate-planning and asset mapping Vendors, attorney-review providers if requested
Sensitive personal information Financial account information, government ID, estate-planning content, family/beneficiary details, digital asset details You, service providers Providing Services, security, legal compliance, requested workflows Vendors, attorney-review/notary providers if requested
Inferences Preferences, estate-planning checklist status, product usage insights Services, analytics Personalization, product improvement Vendors
10.5 No Discrimination
We will not unlawfully discriminate against you for exercising your privacy rights. However, some information may be necessary to provide the Services. If you ask us to delete or stop processing information necessary to provide the Services, certain features may no longer be available.
11. Universal Opt-Out Signals and Do Not Track
Some browsers or extensions allow you to send privacy preference signals, such as Global Privacy Control. Where required by applicable law and technically feasible, we will honor recognized universal opt-out signals for applicable rights, such as opting out of sale, sharing, or targeted advertising.
The Services do not currently respond to all “Do Not Track” browser signals because no uniform standard has been adopted for such signals.
12. Third-Party Services and Links
The Services may contain links to third-party websites, integrations, payment processors, notary providers, law firms, attorneys, e-signature providers, identity-verification providers, or other services. We are not responsible for the privacy practices of third parties. Their privacy policies and terms govern their services.
13. Attorney Review and Professional Services
EstateMap.ai may allow you to request attorney review, professional review, or related services. Attorney review may be provided by EstateMap.ai-affiliated attorneys, third-party attorneys, independent law firms, or other professional providers, depending on the service structure disclosed to you.
If an attorney-client relationship is formed, the applicable attorney or law firm may collect, use, retain, and disclose information in accordance with the engagement agreement, professional rules, legal ethics obligations, and applicable law. EstateMap.ai’s role may be limited to technology, intake, workflow, payment, administrative, or document-management support unless otherwise stated.
14. AI and Automated Processing
EstateMap.ai may use AI-assisted tools and automated processing to help provide the Services. These tools may assist with intake, document generation, classification, summarization, checklist creation, asset mapping, educational explanations, error detection, and workflow recommendations.
AI-assisted tools do not replace human judgment, legal advice, tax advice, financial advice, or professional review. You are responsible for reviewing information and outputs carefully before relying on them.
We do not intentionally use AI-assisted tools to make decisions that produce legal or similarly significant effects without appropriate human involvement where required by law.
15. International Users
The Services are intended primarily for users located in the United States. If you access the Services from outside the United States, you understand that your information may be processed in the United States or other jurisdictions where we or our service providers operate. Privacy laws in those jurisdictions may differ from those in your location.
EstateMap.ai is not currently designed for estate planning outside the jurisdictions expressly supported by the Services.
16. Account Deletion and Data Export
You may request account deletion or data export by contacting us at [privacy@estatemap.ai] or through available account settings.
Before deleting an account or exporting information, we may verify your identity and authority. Deleting your account may permanently remove access to documents, asset maps, family profiles, AI-generated outputs, and other information stored in the Services, subject to retention permitted or required by law.
You are responsible for downloading and preserving copies of documents or information you need before closing your account.
17. Data Backups
Information deleted from active systems may remain in encrypted backups or disaster-recovery systems for a limited period. We will delete or isolate such information from backups in accordance with our ordinary backup retention practices, unless retention is required or permitted by law.
18. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted with a revised “Last Updated” date. If we make material changes, we may provide additional notice, such as by email, in-app notice, or other reasonable means.
Your continued use of the Services after an updated Privacy Policy becomes effective means you acknowledge the updated Privacy Policy.
19. Contact Us
If you have questions about this Privacy Policy or want to exercise privacy rights, contact us at:
Epsilon Technology LLC d/b/a EstateMap.ai
Email: team@getestateplan.com
Address: 5804 Babcock Rd. #810 San Antonio, Texas 78240
Website: https://estatemap.ai
For privacy requests, please include your name, email address associated with your account, the nature of your request, and any information reasonably necessary for us to verify and process the request.
EstateMap.ai is a technology platform, not a law firm. Use of the platform does not create an attorney-client relationship. Legal services, attorney review, or legal advice may be available separately through licensed attorneys where offered.
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