At Legacy Blueprint LLC (“Keepsake” or “we”), we are committed to safeguarding your ("user") privacy and ensuring that you are aware of how we collect and use your data. This Privacy Policy outlines how we collect, use, and share your personal information and informs you of your rights and options regarding your Personal Data. Personal Data means the information that may identify you as an individual such as the information listed in Section 3.

This Privacy Policy applies to the processing of Personal Data collected by us when you:

• Visit our websites that display or link to this Privacy Policy;
• Visit our branded social media pages;
• Receive communications from us, including emails, phone calls, texts, or faxes;
• Apply for employment opportunities with us;
• Visit third Party Links and Websites. Our Sites may contain links to and from the websites of third parties. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any data to these websites.

Our Role

Keepsake provides estate planning management software for estate planners, clients, and families (our “Services”). Unless stated otherwise, we are responsible for managing your Personal Data as outlined in this Privacy Policy.



Processing Activities Covered
This Privacy Policy applies to the processing of the information you give us when you use our Services, such as:
• Signing up for an online account;
• Inputting various information, documents, or other forms of media while using our Services;
• Inputting information through our online forms or surveys;
• Contacting us through our chat service, or contacting us by phone or email for information or customer service.


Information We Collect
We automatically collect the following information that your browser sends whenever you visit our Site located at hellokeepsake.com.
• Log data, such as your computer’s IP address, browser type, browser version;
• The pages of our Site that you visit;
• The time and date of your visit, the time spent on those pages and other statistics;
• Whether you reached our page via a social media or email campaign.


When you sign up for our Services, we collect the following types of information:
• Contact information, such as name, email, phone number, and address;
• Personal identifiers, such as demographic or nationality information, gender, language preferences, and date of birth;
• Online identifiers, such as Internet Protocol (“IP”) address, cookies, account username, and account password;
• Commercial and financial information, such as credit card information
• Visual information, such as profile pictures, videos, and photographs;
• Inferences drawn from any of the above information categories;


When you use our Services, you may voluntarily upload various types of information, including potentially sensitive personal information. Keepsake will take necessary steps to safeguard this information and ensure it is only used for the intended purpose, as outlined in section 4 below.


Examples of potentially sensitive personal information users may voluntarily upload include, but are not limited to:
• National or state identifiers;
• Account log-in information and passwords;
• Financial information;
• Insurance information;
• Professional, employment, or education information;
• Keys and codes;
• Legal information;
• Medical information;
• Health information, such as medical decisions in your advanced directive and medical records including and electronic Protected Health Information.


If you provide us or our service providers with any Personal Data relating to other individuals, you represent that you have the authority to do so, and, where required, have obtained the necessary consent, and acknowledge that it may be used in accordance with this Privacy Policy. If you believe that your Personal Data has been provided to us improperly or want to exercise your rights relating to your Personal Data, please contact us by using the information at the bottom of this Privacy Policy.




How Keepsake Uses Personal Data
At Keepsake, we collect and process your Personal Data to optimize our Services and your user experience. We assure you that neither our staff nor any third party can view or share the contents of your voluntarily inputted information while using our Services. While we interact with your Personal Data to ensure its security, any voluntarily uploaded information (after signing up for an online account) remains strictly private and confidential. We collect and process your Personal Data for the following purposes:


• Providing our Site and Services: We process your Personal Data in performing the Services and to fulfill our obligations under the applicable terms of use and service;


• Promoting the security of our Site and Services: We process your Personal Data by tracking the use of our website and services, creating aggregated non-personal data, verifying accounts and activity, investigating suspicious activity, and enforcing our terms and policies to the extent it is necessary for promoting the safety and security of the services, systems, and applications;


• Managing user registrations: If you have registered for an account with us, we process your Personal Data by managing your user account for the purpose of performing our contract with you according to applicable terms of service;


• Handling contact and user support requests: If you fill out a web form or request user support, or if you contact us by other means, including via a phone call, we process your Personal Data to perform our contract with you and to the extent it is necessary for fulfilling your requests and communicating with you;


• Sending out invites or alerts: We process Personal Data when you send invitations that link our services to others, or when you instruct us to send you email or text notifications as part of our services;


• Managing payments: We process your Personal Data to verify and collect payments to the extent that doing so is necessary to complete a transaction and perform our contract with you;


• Developing and improving our website and services: We process your Personal Data to analyze trends and to track your usage of and interactions with our website and services to the extent it is necessary for developing and improving our website and services and providing our users with more relevant content and service offerings;


• Assessing and improving user experience: We process device and usage data, as described in Section 3 above, which in some cases may be associated with your Personal Data, to analyze trends and assess and improve the overall user experience to the extent it is necessary for developing and improving the service offering;


• Identifying user opportunities: We process your Personal Data to assess new potential user opportunities to ensure that we are meeting the demands of our users;


• Displaying personalized advertisements and content: We process your Personal Data to conduct marketing research, advertise to you, provide personalized information about us, and to provide other personalized content based upon your activities and interests (please see the "Your Privacy Rights and Additional Disclosures" section below to learn how you can control the processing of your Personal Data by Keepsake for personalized advertising purposes);


• Sending marketing communications: We will process your Personal Data or device and usage data, which in some cases may be associated with your Personal Data, to send you marketing information, product recommendations, and other non-transactional communications (e.g., marketing newsletters, SMS, or push notifications) about us and our affiliates and partners, including information about our products or promotions (please see the "Your Privacy Rights and Additional Disclosures" section below to learn how you can control the processing of your Personal Data by Keepsake for marketing purposes); and


• Complying with legal obligations: We process your Personal Data when cooperating with public and government authorities, courts or regulators in accordance with our legal obligations under applicable laws, to protect against misuse or abuse of our website, protect personal property or safety, pursue remedies available to us, limit our damages, comply with judicial proceedings, court orders or legal processes, respond to lawful requests, or for auditing purposes.


If we need to collect and process Personal Data by law, or under a contract we have entered into with you, and you fail to provide the required Personal Data when requested, we may not be able to fully perform our Services for you.


Data Sharing Disclosures

At Keepsake, we respect your privacy and want to ensure that you have control over your personal information. We assure you that neither our staff nor any third party can view or share the contents of your voluntarily inputted information while using our Services.

It's important to note that some of our products and services require sharing data with others, such as our affiliates, subsidiaries, and partners, but this sharing does not include your voluntarily uploaded information (after signing up for an online account). We may also share your information with external service providers who help us to offer and maintain our products and services.

We only share your data with others with your consent or as provided in this policy.

Our third-party service providers help us with various tasks, such as running and maintaining our services, performing content moderation and analytics, managing email and mobile messaging campaigns, and providing technical and customer support. Some of these external service providers may also collect limited information directly from you, but they do not share your financial information with us.

We may also aggregate and anonymize data to measure the success of our services and improve your experience. We may share this aggregated data with third parties or publish it, but it does not personally identify you.

We may share your personal data with third-party businesses if you sign up for our services using an invitation or code received from a partnered business.

In certain situations, we may be required to disclose your data in response to lawful requests by public authorities or to comply with any legal obligation. We may also share your data with professional advisers, such as lawyers, bankers, auditors, and insurers who provide consultancy, banking, legal, insurance, and accounting services.

Please note that our websites may contain links to and from third-party websites, which have their own privacy policies. We do not accept any responsibility or liability for these policies, so please review them before submitting any data.



Cookies

At Keepsake, we use cookies to enhance your experience while using our website and services. Cookies are small data files that are stored on your device and allow us to remember your preferences and actions. For example, cookies help us remember your login information and language preferences, so you don't have to re-enter them every time you visit our site. We also use Google Analytics to gather information about how users interact with our site, which helps us improve our services. Please note that if you choose to disable cookies, some of our website features may not work properly.

If you wish to change your cookie settings, you can usually find the option to do so in the settings or preferences menu of your web browser. We recommend referring to instructions on how to manage cookies on commonly used browsers.

We may also use targeted advertising cookies, such as Google Ads or Facebook Pixel, to deliver tailored advertising on our Sites and other websites that you may visit. You can learn more about how to control advertising cookies by visiting the Network Advertising Initiative's Consumer Opt-Out link, the Digital Advertising Alliance’s (DAA) Consumer Opt-Out link for browsers, or the DAA's opt-out link for mobile devices. Please note that opting out of personalized advertising may result in less relevant ads appearing to you.



“Do Not Track” Signals

Some web browsers offer a "Do Not Track" (DNT) feature, which allows users to inform websites and services that they do not want certain information about their webpage visits collected over time and across websites or online services. However, as the Internet industry is still working towards defining and complying with DNT, we do not currently recognize or respond to DNT signals initiated by browsers.



Security and Data Retention

At Keepsake, we take the security and confidentiality of your Personal Data very seriously. We use a variety of security measures, including encryption and access controls, to protect your information from unauthorized access and maintain its integrity. However, no website, application, or transmission can guarantee complete security, so while we have implemented reasonable procedures to protect your information, we cannot ensure or warrant the security of any information you transmit to us.

We retain your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, such as providing you with our Services. When your information is no longer necessary for these purposes, we delete it or keep it in a form that does not identify you, unless we are required by law to retain it for a longer period. Our retention period takes into account various factors, such as the type of products and services you've requested, the nature and length of our relationship with you, and any mandatory retention periods provided by law.



Your Privacy Rights and Additional Disclosures

9.1 For Keepsake Users in Certain U.S. States

At Keepsake, we are committed to protecting your privacy and providing you with transparency regarding your privacy rights. We want you to feel confident in exercising your rights under applicable law. If you have any questions about your privacy rights or would like to exercise any of these rights, please email us at team@hellokeepsake.com.




We rely on the following legal bases for collecting and using your Personal Data:

• Performance of a contract or taking action on your requests, such as processing your account registration, providing our products and services, and offering customer service.
• Legitimate business interests, such as fraud prevention, maintaining network and service security, direct marketing, and improving our products and services.
• Managing user registrations: If you have registered for an account with us, we process your Personal Data by managing your user account for the purpose of performing our contract with you according to applicable terms of service;
• Compliance with mandatory legal obligations, including the retention of administrative records, recording your requests to exercise your rights, and verifying your identity for such requests.
• Your consent, where we do not rely on another legal basis. You may withdraw your consent at any time.




Request for Information or Deletion: If you are a Keepsake user in certain U.S. states, you have the right to know whether we are processing your personal information and may request that we disclose certain information to you for the preceding 12 months. We may request verification of your identity for all requests for information. In responding to this right, we shall provide to you:

• The categories of personal information we collect about you.
• The categories of sources from which your personal information is collected.
• Managing user registrations: If you have registered for an account with us, we process your Personal Data by managing your user account for the purpose of performing our contract with you according to applicable terms of service;
• The business or commercial purpose(s) for collecting, selling, sharing, or disclosing your personal information, and the categories of personal information disclosed for such purpose(s).
• The categories of third parties with whom we share your personal information.
• The categories of personal information we have sold, if any, about you and the categories of third parties to whom your personal information was sold, by category or categories of personal information for each third party to whom the personal information was sold.
• The specific pieces of personal information we have collected about you.
• Additionally, you may have the right to request that we delete your personal information when you are no longer using our Services.




Request for Correction: As a Keepsake user in certain U.S. states, you have the right to request the correction or rectification of inaccurate information in your Personal Data.

Request for Portable Data: If you are a Keepsake user in certain U.S. states, you have the right to receive, in certain circumstances, a portable format that allows the data to be transmitted to another entity.

Do Not Sell or Share My Personal Information: As a Keepsake user in certain U.S. states, you have the right to opt out of the sale or sharing of your personal information. We do not sell your Personal Data. However, we may use your Personal Data to provide personalized or targeted advertising. In such circumstances, you may have the right to direct us not to share your personal information for such purposes. If you wish to opt out of this sharing of your personal information for personalized or targeted advertising, you can adjust the settings in your browser.

Third-Party Marketing: If you are a Keepsake customer, you may request information regarding the disclosure of your personal information to third parties for the third parties' direct marketing purposes in accordance with California Civil Code Section 1798.83. To make such a request, please contact us using the contact details provided in the "Contact Us" section below.

Marketing: We may use your personal information to contact you with newsletters, marketing or promotional materials, and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe instructions provided in any email we send, or you can contact us using the contact details provided in the "Contact Us" section below. You will still continue to receive service-related messages concerning products and services you have purchased (unless we have indicated otherwise).

Limiting the Use of Sensitive Personal Information: As a Keepsake user in certain U.S. states, you have the right to direct us to use or disclose sensitive personal information only for providing goods or services, or as otherwise minimally permitted under applicable law. However, we do not use or disclose sensitive personal information for any purpose other than providing our goods and services to you, or as otherwise minimally permitted under applicable law.

Right to Equal Service & Price: Regardless of whether you choose to exercise your privacy rights or not, you have the right to receive equal service and price.

Verification Process for Exercising Rights: To safeguard the privacy of our consumers, we verify requests made to exercise privacy rights. This is to ensure that only you, or your authorized agent, can perform activities relating to your Personal Data. As part of the verification process, we may ask for additional information.

Appeal Process: If we decide not to act on your request to exercise your right, we will promptly provide you with a response explaining the reasons for not taking action. Depending on the jurisdiction, you may have the right to appeal our decision.

Exercising A Right: For guidance on how to exercise your rights, please refer to Section 9.3 below.

Authorized Agent: If you are an authorized agent wishing to exercise rights on behalf of a state resident, please contact us using the information in the "Contact Us" section below and provide us with a copy of the consumer's written authorization naming you as their agent. We may need to verify your identity and place of residence before processing your request.



9.2 For Data Subjects in the EEA and the U.K.:

Individuals residing in the European Economic Area and the United Kingdom (collectively referred to as "EEA" for the purpose of this section of the Privacy Policy), as well as certain other jurisdictions, are entitled to specific rights and disclosures concerning their Personal Data. Since Keepsake is a U.S. based company, we do not adhere to EEA privacy laws and therefore no EEA residents should use our Services.




9.3 How to Exercise Your Rights:

To exercise your rights, please contact us using the information provided in the "Contact Us" section below. We may process your Personal Data to respond to your rights requests. We will respond to all legitimate requests in a timely manner and in accordance with applicable laws, and we may contact you for additional information to fulfill your request or verify your identity.




Privacy of Minors

Our Services are not intended for use by individuals under the age of 16. We do not knowingly collect Personal Data from minors under the age of 16. If you become aware that a minor has provided us with Personal Data, please contact us using the information provided in this Privacy Policy. If we discover that Personal Data has been provided to us by a minor under the age of 16, we will take steps to remove such information and close that individual’s account.



Change in Ownership

In the event of a sale, acquisition, merger, reorganization, or other change in ownership, Personal Data may be transferred to a third party. If we sell, merge, or transfer any part of our business, your Personal Data may be included in the transferred assets.



Updates to this Policy

We reserve the right to modify our Privacy Policy at any time. We encourage you to review this Privacy Policy periodically to ensure that you are familiar with the most current version.



Contact Information

If you have any questions, concerns, or complaints about this Privacy Policy, please contact us using the contact details provided below:

Email: team@hellokeepsake.com