Legal, Privacy, and Data Security Information for the Digital Will Planner

IMPORTANT DISCLAIMER: This document provides informational templates and is not a substitute for professional legal advice. You must consult with a qualified attorney to ensure your Terms of Use, Privacy Policy, and other legal notices are compliant with all applicable laws and regulations in your jurisdiction.

Terms of Use

Last Updated: 07-01-2025

Welcome to the Advanced Wealth Digital Will Planner (the “Service”), provided by Advanced Wealth and Retirement Planning Concepts (“we,” “us,” or “our”). By creating an account and using our Service, you agree to these Terms of Use.

1. This is Not Legal or Financial Advice The Service is an informational and organizational tool only. It is not intended to provide, and should not be relied upon for, legal, financial, or tax advice. The creation of a will, trust, or any other estate planning document is a serious legal matter that requires the advice of a qualified attorney. Using this Service does not create an attorney-client relationship.

2. Account Security You are responsible for maintaining the confidentiality of your account password and for all activities that occur under your account. You agree to immediately notify us at [Your Contact Email] of any unauthorized use of your account.

3. Use of Service You agree to use the Service only for its intended purpose of personal estate organization. You agree not to enter false information or use the service for any unlawful purpose.

4. Limitation of Liability To the fullest extent permitted by law, [Your Company Name] shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of data, opportunities, reputation, or profits, resulting from your use of or inability to use the Service. Our liability is limited to the amount you have paid us, if any, for the use of the Service.

5. Termination We may terminate or suspend your access to the Service at any time, without prior notice or liability, for any reason, including if you breach these Terms.

 

 

Privacy Policy

Last Updated: 07-01-2025

Your privacy is critically important to us. This Privacy Policy explains how we collect, use, and protect your information.

1. Information We Collect

  • Account Information: When you create an account, we collect your email address. We do not use this email for marketing purposes without your explicit consent.
  • Planner Data: We collect and store all the personal, financial, and legal information you voluntarily enter into the planner fields. This includes names, addresses, account details, and other sensitive data.

2. How We Use Your Information

  • To provide, maintain, and improve the Service.
  • To securely store your data so you can access it when you log in.
  • To respond to your support requests.
  • We will never sell, rent, or share your Planner Data with third parties for marketing purposes.

3. How Your Data is Stored and Secured We use Google’s Firebase platform to provide the backend services for this planner, which includes robust security measures:

  • Authentication: Your account is protected by a password that is hashed and managed by Firebase Authentication. We do not have access to your plain-text password.
  • Database Security: Your Planner Data is stored in a Google Firebase Firestore database. We have configured strict Security Rules that ensure:
    • Data can only be accessed by an authenticated (logged-in) user.
    • A user can only read or write data that is stored under their own unique User ID. It is impossible for one user to access another user’s data through the application.
  • Encryption in Transit: All data transmitted between your browser and our servers is encrypted using industry-standard HTTPS (TLS) protocols.
  • Encryption at Rest: Your data is automatically encrypted by Google when it is stored on their servers.

4. Data Retention and Deletion Your Planner Data is retained as long as your account is active. If you wish to delete your account and all associated data, please contact us at info@advancedwealthllc.com

 

 

Data Storage and Security: A Deeper Look

To give you full confidence in our system, here is a more detailed explanation of how your data is protected:

  1. User-Specific Data Paths: When you save your information, it is stored in the database at a location that is unique to you. The path looks like this: /artifacts/advanced-wealth-will-planner/users/[YOUR_UNIQUE_USER_ID]/willPlannerData/userData.

  2. Enforced Security Rules: The Firestore database has a mandatory security rule that is checked on every single read or write attempt. Our rule states: allow read, write: if request.auth.uid == uid;.

    • This means the database will only allow the operation if the User ID of the person making the request (request.auth.uid) is the exact same as the User ID in the database path (uid).

    • This server-side rule is the core of the security model and makes it impossible for users to access data outside of their designated path.

  3. No Direct Database Access: You only interact with your data through the application interface. The application communicates with Firebase, which then enforces the security rules before granting access to the data.