How LegacyPilot handles your information.
Estate planning involves deeply personal information. This policy explains what LegacyPilot collects, how it is used, and when it may be shared.
Last updated: April 30, 2026Privacy promise
Legacy Pilot LLC uses estate-planning information to help you build, review, store, and maintain your plan. We do not want sensitive family or financial information used in ways that surprise you.
Who we are
Legacy Pilot LLC is a Wyoming limited liability company. In this Privacy Policy, “LegacyPilot,” “we,” “us,” and “our” refer to Legacy Pilot LLC.
Information you provide
We may collect account details, contact information, household details, family and beneficiary information, asset information, trusted contact details, payment information, uploaded documents, and notes you choose to provide.
Sensitive estate-planning information
Estate planning can involve sensitive personal, financial, and family information. We use this information to provide the product, prepare summaries and document workflows, support attorney review, operate your vault, and improve the service.
AI-assisted features
LegacyPilot may use AI-assisted tools to organize your answers, identify missing information, draft summaries, explain documents, and prepare attorney review notes. We design these workflows to support review, not replace professional legal judgment.
How we use information
We use information to create and manage your account, provide estate-planning workflows, process payments, support attorney review, send reminders, protect the service, provide customer support, and comply with legal obligations.
Sharing information
We may share information with service providers, payment processors, attorney partners when you request review or consultation, trusted contacts you invite, advisors you authorize, and when required by law.
Your vault and trusted contacts
You control whom you invite to view parts of your vault. Choose trusted contacts carefully and review access regularly, especially after major life changes.
Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No system is perfectly secure, so you should use a strong password and enable additional security options when available.
Data choices
You may update account information, manage notification preferences, adjust trusted contact access, and request help with account or data questions through the product or support channels.
Changes to this policy
We may update this Privacy Policy as LegacyPilot evolves. If changes are material, we will provide notice through the product or another reasonable method.