1. Scope
This Legacywyse Privacy Policy explains how LegacyWyse LLC ("Legacywyse," "we," "us," or "our") collects, uses, discloses, and protects information in connection with Legacywyse, including legacywyse.com and any related estate workflow, document, signing, inventory, financial-account, communication, and support services that link to this policy (collectively, the "Estate Service").
This policy applies only to Legacywyse. It does not apply to the Cresio commercial real estate product or other Cresio products unless those products link to this policy.
The Estate Service is designed for U.S. users and is currently focused on Texas estate workflows. If you access the Estate Service from outside the United States, you understand that your information may be processed and stored in the United States.
2. Information We Collect and Why
The information we collect depends on how you use the Estate Service. The table below summarizes the main categories.
Category
Account and contact data
Examples
Name, email, phone, profile, authentication status, settings
Main purposes
Account creation, sign-in, security, support, notices
Categories disclosed to
Authentication, hosting, email, support, security providers
Sensitive data
Usually no
Category
Estate and probate data
Examples
Decedent details, death dates, county, family relationships, will/trust answers, creditor and Medicaid indicators, task progress
Main purposes
Estate plan, path recommendation, checklist, documents, personalization
Categories disclosed to
Hosting, storage, document, AI, support, and security providers where needed
Sensitive data
Sometimes
Category
Document and signature data
Examples
Drafts, uploads, field values, signed and unsigned PDFs, signature image, consent records, verification ID, IP address, user agent
Main purposes
Document generation, signing, evidence, audit, support
Categories disclosed to
Hosting, storage, document, signing, support, and security providers
Sensitive data
Sometimes
Category
Inventory, photo, and family-review data
Examples
Asset descriptions, values, locations, photos, sale status, recipient names/emails, preferences, notes, allocation decisions
Main purposes
Inventory, valuation support, listing drafts, family review, reports, allocation workflow
Categories disclosed to
Hosting, storage, email, AI, image, search, listing, support, security providers, and invited recipients
Sensitive data
Sometimes
Category
eBay connection and listing data
Examples
eBay user ID and username, OAuth tokens and scopes, seller policies, inventory location, listing and offer IDs, listing details and photos, order ID, sale price, and sale date
Main purposes
Connect an eBay account, create and manage listings, confirm sales, and update estate inventory
Categories disclosed to
eBay, hosting, storage, security, and support providers
Sensitive data
Sometimes
Category
Financial and transaction data
Examples
Institution, account names/masks, balances, transactions, provider authorization data, routing/account details, check images, payouts, provider status
Main purposes
Account linking, transaction sync, subscription review, operating-account workflows, check deposit, compliance
Categories disclosed to
Financial, banking, payment, check-deposit, compliance, hosting, storage, support, and security providers
Sensitive data
Yes
Category
Communications data
Examples
Support messages, transactional email logs, delivery status, failure details
Main purposes
Support, notices, troubleshooting, fraud prevention
Categories disclosed to
Email, support, hosting, logging, and security providers
Sensitive data
Sometimes
Category
Technical and security data
Examples
IP address, device/browser data, logs, errors, timestamps, access events
Main purposes
Security, diagnostics, fraud prevention, product operation, legal compliance
Categories disclosed to
Hosting, analytics/logging, security, and support providers
Sensitive data
Sometimes
| Category | Examples | Main purposes | Categories disclosed to | Sensitive data |
|---|---|---|---|---|
| Account and contact data | Name, email, phone, profile, authentication status, settings | Account creation, sign-in, security, support, notices | Authentication, hosting, email, support, security providers | Usually no |
| Estate and probate data | Decedent details, death dates, county, family relationships, will/trust answers, creditor and Medicaid indicators, task progress | Estate plan, path recommendation, checklist, documents, personalization | Hosting, storage, document, AI, support, and security providers where needed | Sometimes |
| Document and signature data | Drafts, uploads, field values, signed and unsigned PDFs, signature image, consent records, verification ID, IP address, user agent | Document generation, signing, evidence, audit, support | Hosting, storage, document, signing, support, and security providers | Sometimes |
| Inventory, photo, and family-review data | Asset descriptions, values, locations, photos, sale status, recipient names/emails, preferences, notes, allocation decisions | Inventory, valuation support, listing drafts, family review, reports, allocation workflow | Hosting, storage, email, AI, image, search, listing, support, security providers, and invited recipients | Sometimes |
| eBay connection and listing data | eBay user ID and username, OAuth tokens and scopes, seller policies, inventory location, listing and offer IDs, listing details and photos, order ID, sale price, and sale date | Connect an eBay account, create and manage listings, confirm sales, and update estate inventory | eBay, hosting, storage, security, and support providers | Sometimes |
| Financial and transaction data | Institution, account names/masks, balances, transactions, provider authorization data, routing/account details, check images, payouts, provider status | Account linking, transaction sync, subscription review, operating-account workflows, check deposit, compliance | Financial, banking, payment, check-deposit, compliance, hosting, storage, support, and security providers | Yes |
| Communications data | Support messages, transactional email logs, delivery status, failure details | Support, notices, troubleshooting, fraud prevention | Email, support, hosting, logging, and security providers | Sometimes |
| Technical and security data | IP address, device/browser data, logs, errors, timestamps, access events | Security, diagnostics, fraud prevention, product operation, legal compliance | Hosting, analytics/logging, security, and support providers | Sometimes |
Some Estate workflows may involve sensitive information, including death information, family relationships, minor beneficiary indicators, health or Medicaid-related indicators, financial account data, government identification or tax-identification information, signatures, check images, and precise addresses or locations. Where required by law, we will ask for consent before processing sensitive personal information. Do not provide sensitive information about another person unless you have authority or consent to do so.
3. Sources of Information
We may collect information directly from you; from documents, photos, files, signatures, notes, and forms you upload or submit; from family-review recipients or collaborators you invite; from authentication, financial, banking, payment, check-deposit, compliance, AI, search, image, valuation, listing, email, hosting, storage, and infrastructure providers; from device, browser, server, security, and diagnostic logs; and from public or third-party sources you direct us to use or that are used to provide a feature.
4. How We Use Information
We use information to provide, operate, maintain, secure, debug, and improve the Estate Service; authenticate users; manage accounts; save and resume estate plans, checklist progress, documents, settings, inventory, and account information; generate document drafts, PDFs, reports, summaries, and workflow recommendations; support document upload, preview, editing, downloading, reopening, signing, evidence, and audit records; process inventory photos, valuation support, listing drafts, and asset disposition; link financial accounts, sync transactions, display balances, analyze recurring charges, support operating-account workflows, and process check-deposit or money-movement requests where available; send transactional emails and support responses; personalize workflows; prevent fraud, abuse, unauthorized access, and security incidents; comply with law and provider rules; enforce our terms; and develop, test, analyze, and improve the Estate Service using aggregated, de-identified, or otherwise non-identifying information.
5. AI and Provider Processing
Some features send information to third-party providers so the feature can work. Provider categories may include hosting, storage, authentication, security, analytics, logging, support, email delivery, AI processing, image processing, search, marketplace-data, document-processing, financial-account linking, banking, payment, check-deposit, compliance, and related infrastructure providers, depending on the feature you use.
We aim to send only the information reasonably needed to provide the requested feature. We do not intentionally use identifiable Estate Content to train our own general-purpose AI models without your permission. Where available, we configure or contract with AI providers so identifiable Estate Content is not used to train their general-purpose models. If a feature would require identifiable Estate Content to be used for model training, we will disclose that and request consent first.
6. How We Disclose Information
We may disclose information:
- to vendors and service providers that help us provide, secure, support, and improve the Estate Service;
- to family members, beneficiaries, collaborators, advisors, attorneys, accountants, financial representatives, or other people you invite or authorize through the Estate Service;
- to financial institutions, financial technology providers, payment providers, check-deposit providers, compliance providers, and related parties when you use financial features;
- to comply with law, legal process, court orders, subpoenas, government requests, provider requirements, or financial-compliance obligations;
- to enforce our terms, prevent fraud or abuse, investigate security incidents, or protect rights, safety, property, and security;
- in connection with a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar transaction;
- as aggregated, de-identified, statistical, or otherwise non-identifying information.
Anyone with access to a secure review link may be able to view the information available through that link until it expires or is revoked. You are responsible for sending links only to intended recipients.
We will maintain and use de-identified information without attempting to reidentify it except as permitted by law, and we will require recipients of de-identified information to follow comparable restrictions.
7. No Sale, Targeted Advertising, or Covered Profiling
We do not knowingly sell Estate Service personal information as "sale" is defined by applicable state privacy laws. We do not process Estate Service personal information for targeted advertising or for profiling in furtherance of decisions that produce legal or similarly significant effects. If that changes, we will update this policy and provide required notices and opt-out rights before engaging in that processing.
8. Security and Retention
We use reasonable administrative, technical, and organizational safeguards designed to protect information in the Estate Service. No method of transmission, processing, authentication, storage, provider integration, or electronic signature is completely secure. You should protect your account credentials, devices, email account, authentication factors, and review links, and you should notify us promptly if you suspect unauthorized access.
We retain information for as long as reasonably necessary to provide the Estate Service, maintain your account, comply with law, resolve disputes, enforce terms, prevent fraud or abuse, support provider obligations, maintain security, keep backups, and preserve records reasonably needed for audit, evidence, financial, or legal purposes. Signed documents, consent records, signature evidence, financial-provider records, transaction records, audit logs, and security records may be retained longer than ordinary account content when needed for evidence, compliance, fraud prevention, or dispute resolution.
When you connect eBay, Legacywyse exchanges the eBay connection and listing data described above with eBay to provide the selling feature. Disconnecting revokes eBay access and clears the stored OAuth tokens and connected-account username and user ID from the connection record. We may retain listing and sale records when needed for estate accounting, support, security, legal obligations, or disputes. We delete eBay personal information when it is no longer needed, when you or eBay validly requests deletion, or when required by law or eBay rules, subject to documented legal retention obligations.
If we discover a security incident requiring notice, we will notify affected individuals, regulators, providers, and other parties as required by applicable law.
9. Your Choices and Privacy Rights
Depending on the feature and applicable law, you may be able to update account information, change security settings, delete or archive eligible documents and inventory items, revoke family-review links, disconnect linked financial accounts, opt out of non-transactional marketing emails if any are sent, and request access, correction, deletion, portability, or restriction of certain personal information.
Transactional and service emails, such as account, security, document, signing, family-review, support, and provider-status messages, may still be sent when necessary to provide the Estate Service.
Depending on where you live, you may have rights under state privacy laws, such as the right to know whether we process personal information about you, access that information, correct inaccuracies, delete information, obtain a copy of information you provided, and opt out of certain sales, targeted advertising, or covered profiling.
You may submit a privacy request by emailing legal@legacywyse.com. We may need to verify your identity and authority before fulfilling a request. If you submit a request on behalf of someone else, we may require proof that you are authorized to act for that person or estate.
If a state privacy law applies, we will respond within the period required by that law. For Texas residents exercising rights under the Texas Data Privacy and Security Act, we will generally respond within 45 days after receiving an authenticated request, unless an extension is permitted and needed. If we deny your request, you may appeal by replying to our decision email or contacting legal@legacywyse.com with the subject line "Privacy Appeal." If your appeal is denied and you are a Texas resident, you may submit a complaint to the Texas Attorney General.
10. Cookies and Local Storage
The Estate Service uses essential cookies, local storage, session storage, and similar technologies for sign-in, security, session continuity, preferences, product functionality, and fraud prevention. Unsaved questionnaire answers may be temporarily stored in browser session storage before you create or sign in to an account. These features, and storage that remembers your cookie choices, remain available when you reject optional tracking.
For visits from the European Economic Area, United Kingdom, and Switzerland, optional analytics and ad measurement stay off until you allow them. Elsewhere, they are on by default unless you turn them off in Cookie settings. We use our hosting provider's country-level location information to apply these settings. If we cannot determine your region, we ask before enabling optional tracking. Saved choices apply in either case.
Analytics covers Google Analytics, Microsoft Clarity, and our browser activity and error reports. Google Analytics measures visits and selected actions. Clarity records clicks, scrolling, timing, and browser/device information on public Legacywyse pages and the questionnaire. We mask questionnaire content and do not enable Clarity recordings in private workspaces. Our signed-in usage reports contain selected actions and limited technical error details, not document, bank, or chat contents. Operational records needed to provide the service, including security, transaction, and signature evidence, are separate from optional usage reports.
Ad measurement is a separate optional choice. When allowed, Google Ads measures visits and signups associated with our ads. Google ad personalization and Microsoft advertising storage remain disabled. A browser Global Privacy Control signal keeps optional ad measurement off.
See [how Google uses information from sites that use its services](https://policies.google.com/technologies/partner-sites) and the [Microsoft Privacy Statement](https://privacy.microsoft.com/en-us/privacystatement) for their data practices.
Use Cookie settings in the footer to accept, reject, or change optional choices at any time. We remember your choice on this browser for 180 days when browser storage is available. If storage is unavailable, your choice applies to the current visit. Withdrawing consent stops subsequent optional event reporting and removes accessible first-party cookies for the declined categories; it does not erase information already collected. Clearing browser storage or using another browser may cause us to ask again.
Your browser may also let you block cookies or clear local storage. Clearing essential storage may affect authentication or saved state. Rejecting optional tracking through Cookie settings does not clear that essential storage. The Estate Service does not currently respond to legacy "Do Not Track" signals, which are different from Global Privacy Control.
11. Children and Minors
The Estate Service is not directed to children under 18, and children may not create accounts or use the Estate Service. We do not knowingly collect personal information directly from children under 13. If you believe a child under 13 provided personal information directly to us, contact legal@legacywyse.com.
Estate users may enter information about minor heirs, beneficiaries, dependents, or family members as part of an estate workflow. Do not provide information about a minor unless you have authority or consent to do so and the information is reasonably necessary for the estate matter.
12. Biometric Information
The Estate Service may process photos, document images, and signature images for inventory, document, and signing features. Legacywyse does not use those images to identify a person by biometric characteristics, face geometry, voiceprint, hand geometry, or similar biometric identifiers. If we add biometric-identification features in the future, we will update this policy and provide any required notice, consent, and retention terms before using those features.
13. Third-Party Links and International Users
The Estate Service may link to courts, county clerks, government resources, financial providers, and other third-party websites or services. We are not responsible for third-party privacy practices. You should review third-party privacy policies and terms before using them.
The Estate Service is operated from the United States and intended for U.S. users. If you access the Estate Service from outside the United States, you understand that your information may be transferred to, stored in, and processed in the United States, where privacy laws may differ from those in your jurisdiction.
14. Changes and Contact
We may update this policy from time to time. If changes are material, we will provide notice by posting the updated policy, updating the effective date, emailing you, or providing notice through the Estate Service. Your continued use of the Estate Service after an updated policy becomes effective means you acknowledge the updated policy.
Questions or privacy requests may be sent to:
LegacyWyse LLC
3100 Monticello Ave, Suite 105
Dallas, TX 75205
Email: legal@legacywyse.com
Website: https://legacywyse.com