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Privacy Policy

Your privacy is important to us. LDA Document Services strives to ensure your information is secure and handled appropriately and in line with this policy. This privacy policy is intended to let you know how we collect, use, disclose and process your data. This policy covers your use of the LDA Document Services website, products, and services as well as our customer service features, including phone calls and chats.

When you use our website, you may provide us with personally identifiable information, or “Personal Information”. “Personal Information” refers to information about you that can be used to contact or identify you and information on your use and activities on our site. Data collected on the LDA Document Services site that relates to Personal Information is referred to as “Personal Data” in this policy.

This Privacy Policy is incorporated into our Terms of Service and governs your use of LDA Document Services. If you have any questions about this policy or any other aspect of LDA Document Services’ policies and services, please contact us at


If you are using our site and services, this policy applies to you. If you disagree with any aspect of this policy, please do not use our site, products or services.

Our Responsibilities

To protect your data, to honor your requests related to permissible limitations regarding the use of your Personal Data, to ensure you have the information you need to understand our use of your Personal Data, and to ensure you understand how to exercise your privacy rights.

Your Responsibilities

Read this privacy policy, as well as our corresponding security policy and terms of service. Confirm that your use of our services indicates that you understand our policies and agree to the terms they describe.

When we collect data

We collect Personal Information from you when you submit it to our forms and questionnaires. We may also collect additional Personal Information you provide by interacting with technical or customer support via chat or phone, and when you opt-in to our marketing emails and messages. Our servers also automatically record information that your browser sends whenever you visit our website. We also may receive information about you from our marketing partners, when they provide the information to us, and from social media websites if you use the social media function to log into our website.

Types of data we collect

We collect the following types of data. We collect and retain your data only long enough to complete the business activities and purpose for which you provided the data.

Contact information

Like your name, address, telephone number, and email address.

Financial information

Like your account number, credit card, or other billing information, account balance when linked through a secure third party, and the account type, institution, and ownership information.

Data that identifies you

Like your IP address, login information, login or account information you submit into your estate plan, browser type, time zone, general geolocation data that we collect and that you provide when you sign up when you sign in, and how you interact with marketing messages.

Sensitive data

This data is defined as any Personal Information that reveals an individual’s government-issued identification, finances, precise geolocation, race, religion, union membership, private communications, genetics, biometrics, health, or sexual orientation. We use your sensitive data only as reasonably necessary to provide the services, and in a manner limited to the business purpose for which the sensitive data was collected.

While we do not request or require any sensitive data from you to use our products or services, some of the documents you upload via the document upload feature may contain sensitive information. We will store that data on your behalf, in line with the purpose and function of the document upload feature, but for no other purpose. If that changes, we will update this policy and give you prior notice and a direct opportunity to opt-out of any share of sensitive information.

Data on how you use LDA Document Services

We may collect information about how you interact with LDA Document Services’ website–including how you interact with specific web pages– to improve your user experience and to track page response times and download errors.

Data you share about someone else

When you share the contact information of someone else through our shared access functions or within your estate plan documents, you assert that you have obtained that person’s consent to share their Personal Information with LDA Document Services. Please do not share the Personal Information of anyone without their consent or permission. We use information you’ve shared on behalf of someone else in accordance with this policy.

Types of data we do not collect

Children’s data

Our services are intended for use only by those who are over 18 years of age. We do not target LDA Document Services to children, and we do not knowingly collect, share, or sell any Personal Data from any person under the age of 18. Our documents allow you to enter information regarding your dependent children, but we don’t collect that information without your direct consent to do so. We restrict the use of any data you submit regarding your minor children to the specific business purpose of helping you create your estate plan.

Data belonging to citizens of the European Union

Our services and products are designed, developed, and intended for use by adults in the United States. We do not intentionally or knowingly collect any data from any person who is a citizen of the European Union.

Why we use your data

We follow data protection laws to ensure that your data is only used where legally permitted. Specifically, we use your data for the following purposes:

1. To provide you with a seamless and easy user experience; we use the data you provide, including Personal Information, to assemble your personalized estate planning documents. We securely store the documents you upload using the document upload feature. We also use site metrics and data about your use of the website to make sure the process runs smoothly, to ensure your information is always secure, to process payments, and to maintain the back end of our site.

2. We use identifying data including Personal Information to verify your identity and carry out the requests you make throughout the website.

3. We use identifying data to notify the people you choose about your estate plan. (This is the “Shared Access” feature, which only shares your estate plan with your direct consent, to an email address you choose.)

4. Marketing purposes, when you opt-in to receiving marketing emails and never after you have unsubscribed. We use identifying data like your email address and first and last name to send customized marketing messages to you.

5. Member Support- when you need help with our products and services, our member success team may look at the information provided by you and captured by our systems to make sure that you get the answers you are looking for, and to solve any problems you encounter.

6. If you sign up through one of our affiliates, we may share identifying information with the affiliate. Such information is limited to your name, email address, and the type of estate plan you purchase. If you’d prefer we not share information with affiliates, please send your request to opt-out of affiliate information sharing to

Third-party service providers and partners

Here is how we interact with third parties:

  • Site improvements and efficiency

We engage third parties to assist us in operating our website, conducting and improving our business, and providing service to you. In some cases, we may provide a third party with access to your Personal Information only as necessary to perform a specific task as it relates to the purpose and function of our website, services, and products.

  • Corporate merger or acquisition

We may sell, transfer, or otherwise share some or all of our assets, including your Personal Information, in connection with a corporate transaction such as a merger, acquisition, reorganization, or sale of assets. In such an event, you will receive notice if your data is transferred and becomes subject to a different privacy policy.

  • Legal compliance

We may release your Personal Information when necessary to comply with the law, enforce our site policies, or protect our rights or the rights of others regarding property or safety.

  • Obscured or anonymized data

We may use or provide anonymized data to other parties for marketing, advertising, or other uses. This data is stripped of any personally identifying characteristics and does not include Personal Information.

  • Third-party services

We might link to or offer third-party services on our website. If you click on any of those third-party offerings, we may facilitate sharing of your information and documents you choose to use with those services if we have your consent to do so. Your use of those services is not governed by our Terms of Service or this Privacy Policy. We do not control the services of those third parties or how they use your information and documents. Be sure to review the terms and conditions, and privacy policy before using any third-party services.

  • Affiliate links

If you sign up for LDA Document Services through an affiliate or referral link on another website, we may share some Personal Information with that affiliate or referral source. The Personal Information shared is limited to your name, email address and type of estate plan you purchase, and this information is shared for joint marketing purposes. If you want to opt out of sharing information with affiliates of any kind, email a request to opt out to:

  • Advisor platform

If you sign up for LDA Document Services’s advisor platform as a financial advisor, we may share your name and email address with the financial services organization with which the financial advisor is affiliated for joint marketing purposes. If you want to opt out of sharing information with your advisor’s financial services organization, email a request to opt out to:

Google analytics

We use Google Analytics to collect information about the use of our website. Google Analytics is a service offered by Google that collects data to track and report website traffic. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network. This data may include pseudonymous identifiers that can be connected to other data that we have about you. By continuing to use our website or any service offered by us, you agree and consent to our implementation and features of Google Analytics that we use.

Sale of personal information

LDA Document Services does not believe it sells Personal Information in any context. However, we do share some information in accordance with this policy.

Summary of our privacy practices for CA residents

LDA Document Services may have collected the following categories of Personal Information from its consumers in the last twelve (12) months:


Source: consumers

Who info may be shared with: Service Providers, Business Partners, Government Entities, Required by Law, Related Parties, Protected characteristics

Source: consumers‎

Who info may be shared with: service providers, business partners, government entities, required by law, related parties, Commercial information

Source: consumers, service providers, business partners

Who info may be shared with service providers, business partners, government entities, as required by law, related parties, Internet activity

Source: consumers, service providers

Who info may be shared with service providers, business partners, government entities, as required by law, related parties, Geolocation data

Source: consumers, related consumers, service providers, business partners

Who info may be shared with service providers, business partners, government entities, required by law, related parties, Audio/video information

Source: consumers, service providers

Who info may be shared with service providers, government entities, required by law, related parties, Commercial information

Source: consumers, service providers

Who info may be shared with service providers, business partners, government entities, required by law, related parties.

Privacy rights for CA residents

Under the California Consumer Privacy Act, California residents have specific privacy rights relating to Personal Information. We want to ensure that you know exactly how and why your data is collected and used, so you may fully exercise your privacy rights if you choose to do so. We only use your information with your permission to do so. If you wish to exercise your privacy rights, you can send a description of your request to We will provide you with a response within 45 days or with an explanation as to why an extension might be necessary. California residents have the following rights regarding how we capture and use your data:

  • Right to access your Personal Information

You have the right to request access to the Personal Information we have collected about you. That information includes the category of information, source of information, the business or commercial purpose for which the information is collected, whether and how that information may be shared with third parties, and what specific types of Personal Information are collected. You also have the right to request a copy of that information.

We will provide this to you unless legal exceptions apply. If you wish to access your information, please send a description of the information you wish to see to All requests are subject to identity verification. Verification includes, at a minimum: verification of Name via government-issued identification, e-mail, and other account information that would only be known to the account owner or legally appointed representative.

  • Right to know how and why we use your Personal Information

This policy describes how, when where, and why we collect your Personal Information. We ask that you not use our services or site if you disagree with any aspect of this policy.

  • Right to opt-out of selling or sharing your data with a third party

You have the right to opt-out of having your information shared or sold with third parties for a non “business purpose” as that term is defined under the CCPA, for example for cross-behavioral advertising or with our affiliates as described above. We don’t sell your personal data, however, if you wish to opt out of sharing your Personal Information for commercial purposes, please send your request to opt-out to: or visit our "Do Not Sell" page for information about opting out of commercial use and cookies.

Right to correction

You have the right to request corrections to any inaccuracies you see in your Personal Data stored by LDA Document Services.

  • Right to deletion

You can request your Personal Data be deleted at any time. We may need to retain some data for legal purposes, but we will make every effort to comply with your request. If you wish for us to delete your Personal Information, please email your request to: or submit a request to delete your account through your Trust and Will account.  Your request to delete is subject to identity authentication.

  • Right to non-discrimination

LDA Document Services will not discriminate against you for exercising your privacy rights. This means that we will not deny you goods or services, charge you differently, penalize you, or subject you to different treatment as a result of you exercising your privacy rights.

Securing and storing your data

LDA Document Services takes reasonable steps to maintain the safety of your Personal Information. For example, sensitive Personal Information is transmitted via Secure Socket Layer (SSL) technology and access to your account information require a username and password. You must keep your password confidential, and you should always log out and close your browser when you finish your session.

Though no service is impenetrable, our service is built on top of Amazon Web Services (AWS). Amazon maintains ISO 27001 and SAS70 Type II certification for the AWS infrastructure and has years of experience managing and securing large-scale data centers.

Cookies and other technologies

Cookies and web beacons are small files that get stored in your internet browser. We use session cookies which are stored on your computer or device until you close the browser window or turn off your computer. We also use persistent cookies, which are stored in your device for future visits, to make it easier for you to load a webpage you have visited before. We use cookies to store your preferences, analyze and improve your experience with LDA Document Services, authenticate and secure your account, gather demographic information about our user base, maintain quality assurance, and target content and advertisements that are relevant to you.

You have the option to disable cookies at any time by changing your browser preferences. Some cookies are essential for the operation and function of our website, and opting out of such cookies will impact your ability to use and access the basic functions of our website. You may also opt-out of non-essential cookies when you visit our website. Note that you may need to clear your cache if you wish to change your cookie preferences directly on our website. You can also change those preferences at any time directly in your browser. Opting out of some cookies may have an effect on your browsing experience. If you don’t opt-out of cookies, LDA Document Services will issue cookies when you interact with our website. We also use similar technologies to analyze trends, maintain the website, and gather demographic information about visitors to the website.

Policy modification

Online Privacy rules and regulations are changing rapidly, and we are committed to ensuring our policy changes with the laws and expectations of privacy on the web. We will post all updates here, and we may contact you through other methods to alert you of more significant changes to this policy. Any questions you have regarding this policy should be directed to:

Updated: September 27, 2022

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