Privacy Policy

Last updated December 6, 2021

Just In Case Estates is dedicated to bringing you simple, affordable, and convenient ways to create and manage your estate plan online. When our clients and prospective clients (“you”) use our sites and applications, we may obtain data from and about you and your devices. We are dedicated to treating your personal information with care and respect. Our privacy policy is designed to provide transparency into our privacy practices and principles in a format that our clients can navigate, read, and understand. Our privacy policy explains:

  • The Scope of this Privacy Policy
  • The Types of Information We Collect
  • How We Collect Your Information
  • How We Use Your Information
  • When We May Share Your Information with Other Entities
  • Your Control and Choices
  • Our Data Security, Integrity, and Retention Practices
  • Data Transfers, Storage, and Processing
  • California Residents Rights
  • Definitions and Terms in this Policy

If we change or update our privacy policy, we will post those changes on this page and update the “Last Updated” date at the top of the page. If you have a comment or question about this privacy policy, please contact our support team at

Scope of this Privacy Policy

The scope of this Privacy Policy covers both your use of the Just In Case Estates website and any other ways in which you may interact with Just In Case Estates, such as when you speak to us on the phone or when you interact with applications we make available on third-party sites or platforms. We follow this privacy policy in accordance with applicable laws in the places where we operate. In some cases, we may provide additional data privacy notices specific to certain products, practices, or regions. Those terms are to be read in conjunction with this policy.

Please keep in mind that when you provide information to us on a third-party site or platform (for example, via our applications), the information you provide may be separately collected by the third-party site or platform. The information that we collect is covered by this privacy policy, and the information the third-party or platform collects is subject to the third-party site or platform’s privacy policy. Please also keep in mind that our sites and applications may contain links to external sites not owned or controlled by us, and we are not responsible for the practices of those sites. We encourage you to be aware when you leave our sites or applications and to read the privacy policies of other sites that may collect your personal information.

The Types of Information We Collect

We collect two basic types of information – personal information (as defined in this policy) and anonymous information (as defined in this policy) – and we may use personal and anonymous information to create a third type of information, aggregate information (also defined in this policy). In particular, we collect:

Registration information you provide when you create an account, enter a promotion, or link your profile on a third-party site or platform with your registration account, such as your first and last name, country of residence, gender, date of birth, email address, username, and password

  • Identifiers and other information that you provide when using our do-it-yourself estate planning tools, as well as activity information about your use, and the use by any person(s) you authorize through your account, of our sites and applications
  • Information sent either one-to-one or within a limited group using our message, chat, post, phone calls, or similar functionality, where we are permitted by applicable law to collect this information
  • Internet activity and network information, which may include IP address, browsing history, search history, information about the device you are using to access our website or applications, or information regarding your interaction with our website, applications, or advertisements
  • When we send you an email, we may also collect information, including about how you interact with that email
  • Information we obtain from a third party, such as a site or platform provider, about use of our applications on third-party platforms or devices

How We Collect Your Information

  • We collect information you provide to us when you request or purchase products, services, or information from us, register with us, participate in public forums or other activities on our sites and applications, respond to surveys, message or call our customer support team, or otherwise interact with us using one or more devices.
  • We collect information through a variety of digital technologies, such as cookies, Flash cookies, pixels, tags, software development kits, application program interfaces, and Web beacons, including when you visit our sites and applications, whether or not you are logged in or registered. Please visit our Interest-Based Advertising page for further information, including how to disable cookies and otherwise make choices with respect to such data collection
  • We collect information using analytics tools, including when you visit ours sites and applications or use our applications or interact with our advertisements on third-party sites or platforms
  • We acquire information from other trusted sources to update or supplement the information you provided or we collect automatically, such as when we validate postal address information using third-party services.

How We Use Your Information

Consistent with applicable law and choices and controls that may be available to you, we may use information collected from you, or from devices associates with you, to perform any of the following activities or obligations:

  • Provide you with products and services that you request, view, engage with, or purchase
  • Communicate with you about your account or transactions with us
  • Send you offers and promotions for our products and services, or third-party offers
  • Personalize content and experiences
  • Provide you with targeted advertising based on your activity on our sites and applications and on third-party sites, applications, and platforms
  • Notify you of product updates or enhancements that may affect your estate plan, including, for example, updates to statutory forms or requirements that are incorporated in your estate plan

When We May Share Your Information with Other Entities

We will not share your personal information with a third party except in limited circumstances, which may include:

  • When you elect to allow us to share your personal information with another person or company so that they can send you offers and promotions about their products and services. For example, electing to share your information with a member of our third-party attorney network
  • When you direct us to share your personal information with third-party sites or platforms, such as social networking sites.
  • When companies perform services on our behalf, such as package delivery, marketing and advertising, and customer service. Please note that these companies are prohibited, however, from using your personal information for purposes other than those requested by us or required by law
  • When we share your personal information with third parties in connection with the sale or potential sale of a business, to protect our rights, to comply with legal process, or in other cases if we believe in good faith that disclosure is required by law

Please note that once we share your personal information with another company in the above circumstances, the information received by the other company is controlled by that company and becomes subject to the other company’s privacy practices.

Your Control and Choices

We provide you with the ability to exercise certain controls and choices regarding our collection, use, and sharing of your information. Your controls and choices include:

  • Correcting, updating, and deleting your registration account
  • Choosing or changing your choices for subscriptions, newsletters, and alerts
  • Choosing whether to receive from us offers and promotions for our products and services, or products and services that we think may be of interest to you
  • Choosing whether we share your personal information with other companies so they can send you offers and promotions about their products and services
  • Controlling targeted advertising you receive within applications by using the settings and choices made available to you through your device(s). For more information on specific controls, please visit our Interest-Based Advertising page
  • Requesting removal of your personal information from a public forum or one of our sites or application
  • Requesting access to the personal information we hold about you and that we amend or delete it

Please be aware that if you do not allow us to collect personal information from you, we may not be able to deliver certain experiences, products, and services to you.

If you have questions about the specific personal information about you that we process or retain, or your rights regarding that personal information, please contact our customer support team at

Our Data Security, Integrity, and Retention Policies and Practices

The security, integrity, and confidentiality of your information are extremely important to us. We take reasonable steps to maintain the safety of your information.

Our service is built on top of Amazon Web Services (AWS), which maintains ISO 27001 and SAS70 Type II certification for the AWS infrastructure, and is one of the premier leaders in managing and securing large scale data centers. More details about AWS security are available at

We use Stripe to process and store your credit card information. Stripe’s platform meets the highest certification standards to help keep payments safe, including AES encryption and isolated infrastructure for storing, decrypting, and transmitting card numbers. More details about Stripe security are available at

Please be aware that despite our best efforts, no security measures are perfect or impenetrable. Should we become aware of a security breach in one of our or our third-party’s systems that may affect the confidentiality of your personal information, we will promptly notify you with details of the issue and work with you to take corrective action.

Data Transfers, Storage, and Processing

We may transfer your personal information to third parties for purposes described in this privacy policy. Wherever your personal information is transferred, stored, or processed by us, we will take reasonable steps to safeguard the privacy of your personal information. These steps may include implementing standard contractual clauses recognized by law, obtaining your consent, or other lawful means of transferring personal information.

California Residents’ Rights

Notice to California Residents: If you are a California Resident, you may have certain additional privacy rights. Visit our Your California Privacy Rights page for more information, including how Authorized Agents may make certain requests on behalf of California Residents.

Definitions and Terms in this Policy

Anonymous Information means information that does not directly or indirectly identify, and cannot reasonably be used to identify, an individual client or person

Application means a program or service operated by us or on our behalf that may be displayed on various online, mobile, or other platforms and environments, including those operated by third parties, which permits us to interact with our clients and prospective clients

Data Processor is a person or entity that processes personal information on behalf of a data controller and is permitted to perform data processing only as directed by the data controller.

IP Address is associated with the access point through which you enter the Internet, which is typically controlled by your Internet Service Provider (ISP), your company, your university, or other organization. We may use IP addressees to collect information regarding the frequency with which our guests visit various parts of our site and applications, and we may combine IP addresses with personal information.

Personal Information means information that identifies (whether directly or indirectly) a particular individual, such as the individual’s name, postal address, email address, and telephone number. When anonymous information is directly or indirectly associated with personal information, the resulting information also is treated as personal information.


Just In Case Estates is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice. If you need legal advice, please use our legal expert matching service to connect with a qualified, licensed estate planning attorney near you.