{"id":945,"date":"2025-07-01T18:35:50","date_gmt":"2025-07-01T18:35:50","guid":{"rendered":"https:\/\/awrpc.info\/?page_id=945"},"modified":"2025-07-01T20:03:19","modified_gmt":"2025-07-01T20:03:19","slug":"digital-will-terms-of-use-and-privacy-policy","status":"publish","type":"page","link":"https:\/\/awrpc.info\/index.php\/digital-will-terms-of-use-and-privacy-policy\/","title":{"rendered":"digital will terms of use and privacy policy"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; module_id=&#8221;will-terms&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;90%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h1><span class=\"selected\">Legal, Privacy, and Data Security Information for the Digital Will Planner<\/span><\/h1>\n<p><strong><span class=\"selected\">IMPORTANT DISCLAIMER:<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/p>\n<h2><strong><span class=\"selected\">Terms of Use<\/span><\/strong><\/h2>\n<p><strong><span class=\"selected\">Last Updated:<\/span><\/strong><span class=\"selected\"> 07-01-2025<\/span><\/p>\n<p><span class=\"selected\">Welcome to the Advanced Wealth Digital Will Planner (the &#8220;Service&#8221;), provided by <strong>Advanced Wealth and Retirement Planning Concepts<\/strong> (&#8220;we,&#8221; &#8220;us,&#8221; or &#8220;our&#8221;). By creating an account and using our Service, you agree to these Terms of Use.<\/span><\/p>\n<p><strong><span class=\"selected\">1. This is Not Legal or Financial Advice<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/p>\n<p><strong><span class=\"selected\">2. Account Security<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/p>\n<p><strong><span class=\"selected\">3. Use of Service<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/p>\n<p><strong><span class=\"selected\">4. Limitation of Liability<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/p>\n<p><strong><span class=\"selected\">5. Termination<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; module_id=&#8221;will-privacy&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;90%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>&nbsp;<\/p>\n<h2><strong><span class=\"selected\">Privacy Policy<\/span><\/strong><\/h2>\n<p><strong><span class=\"selected\">Last Updated:<\/span><\/strong><span class=\"selected\"> 07-01-2025<\/span><\/p>\n<p><span class=\"selected\">Your privacy is critically important to us. This Privacy Policy explains how we collect, use, and protect your information.<\/span><\/p>\n<p><strong><span class=\"selected\">1. Information We Collect<\/span><\/strong><\/p>\n<ul>\n<li><strong><span class=\"selected\">Account Information:<\/span><\/strong><span class=\"selected\"> When you create an account, we collect your email address. We do not use this email for marketing purposes without your explicit consent.<\/span><\/li>\n<li><strong><span class=\"selected\">Planner Data:<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/li>\n<\/ul>\n<p><strong><span class=\"selected\">2. How We Use Your Information<\/span><\/strong><\/p>\n<ul>\n<li><span class=\"selected\">To provide, maintain, and improve the Service.<\/span><\/li>\n<li><span class=\"selected\">To securely store your data so you can access it when you log in.<\/span><\/li>\n<li><span class=\"selected\">To respond to your support requests.<\/span><\/li>\n<li><strong><span class=\"selected\">We will never sell, rent, or share your Planner Data with third parties for marketing purposes.<\/span><\/strong><\/li>\n<\/ul>\n<p><strong><span class=\"selected\">3. How Your Data is Stored and Secured<\/span><\/strong><span class=\"selected\"> We use Google&#8217;s Firebase platform to provide the backend services for this planner, which includes robust security measures:<\/span><\/p>\n<ul>\n<li><strong><span class=\"selected\">Authentication:<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/li>\n<li><strong><span class=\"selected\">Database Security:<\/span><\/strong><span class=\"selected\"> Your Planner Data is stored in a Google Firebase Firestore database. We have configured strict <\/span><strong><span class=\"selected\">Security Rules<\/span><\/strong><span class=\"selected\"> that ensure:<\/span>\n<ul>\n<li><span class=\"selected\">Data can only be accessed by an authenticated (logged-in) user.<\/span><\/li>\n<li><span class=\"selected\">A user can <\/span><strong><span class=\"selected\">only<\/span><\/strong><span class=\"selected\"> read or write data that is stored under their own unique User ID. It is impossible for one user to access another user&#8217;s data through the application.<\/span><\/li>\n<\/ul>\n<\/li>\n<li><strong><span class=\"selected\">Encryption in Transit:<\/span><\/strong><span class=\"selected\"> All data transmitted between your browser and our servers is encrypted using industry-standard HTTPS (TLS) protocols.<\/span><\/li>\n<li><strong><span class=\"selected\">Encryption at Rest:<\/span><\/strong><span class=\"selected\"> Your data is automatically encrypted by Google when it is stored on their servers.<\/span><\/li>\n<\/ul>\n<p><strong><span class=\"selected\">4. Data Retention and Deletion<\/span><\/strong><span class=\"selected\"> 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<strong> info@advancedwealthllc.com<\/strong><\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; module_id=&#8221;will-data&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;90%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2><strong><span class=\"selected\">Data Storage and Security: A Deeper Look<\/span><\/strong><\/h2>\n<p><span class=\"selected\">To give you full confidence in our system, here is a more detailed explanation of how your data is protected:<\/span><\/p>\n<ol>\n<li>\n<p><strong><span class=\"selected\">User-Specific Data Paths:<\/span><\/strong><span class=\"selected\"> When you save your information, it is stored in the database at a location that is unique to you. The path looks like this: <\/span><code><span class=\"selected\">\/artifacts\/advanced-wealth-will-planner\/users\/[YOUR_UNIQUE_USER_ID]\/willPlannerData\/userData<\/span><\/code><span class=\"selected\">.<\/span><\/p>\n<\/li>\n<li>\n<p><strong><span class=\"selected\">Enforced Security Rules:<\/span><\/strong><span class=\"selected\"> The Firestore database has a mandatory security rule that is checked on every single read or write attempt. Our rule states: <\/span><code><span class=\"selected\">allow read, write: if request.auth.uid == uid;<\/span><\/code><span class=\"selected\">.<\/span><\/p>\n<ul>\n<li>\n<p><span class=\"selected\">This means the database will only allow the operation if the User ID of the person making the request (<\/span><code><span class=\"selected\">request.auth.uid<\/span><\/code><span class=\"selected\">) is the exact same as the User ID in the database path (<\/span><code><span class=\"selected\">uid<\/span><\/code><span class=\"selected\">).<\/span><\/p>\n<\/li>\n<li>\n<p><span class=\"selected\">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.<\/span><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p><strong><span class=\"selected\">No Direct Database Access:<\/span><\/strong><span class=\"selected\"> 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.<\/span><\/p>\n<\/li>\n<\/ol>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8220;Service&#8221;), provided by Advanced Wealth and Retirement Planning Concepts (&#8220;we,&#8221; &#8220;us,&#8221; or &#8220;our&#8221;). 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-945","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/945","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/comments?post=945"}],"version-history":[{"count":7,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/945\/revisions"}],"predecessor-version":[{"id":977,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/945\/revisions\/977"}],"wp:attachment":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/media?parent=945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}