Privacy Policy

Effective Date: June 30, 2025

Estate Wise Service Ltd (“we”, “our”, or “us”) is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and protect your personal information when you interact with our services, including through our website and during the course of providing estate planning and related services.

1. Information We Collect

We may collect the following types of personal information:

• Contact details (e.g., name, address, phone number, email address).

• Identification details (e.g., date of birth, government-issued ID).

• Financial and estate information (e.g., asset details, beneficiaries).

• Communications (e.g., emails, messages, call logs related to our services).

• Technical data (e.g., IP address, browser type, usage data when you visit our website).

2. How We Collect Information

We collect information when:

• You provide it directly to us (e.g., filling out forms, contacting us).

• You interact with our website or digital platforms.

• We receive it from third parties with your consent or as permitted by law.

3. Use of Personal Information

We use your personal information to:

• Provide estate planning and related services.

• Communicate with you about your account, projects, or inquiries.

• Comply with legal and regulatory obligations.

• Improve our services, website, and customer experience.

• Send newsletters, updates, or marketing communications (only with your consent).

4. Sharing of Information

We do not sell your personal information. We may share it with:

• Professional advisors (e.g., lawyers, accountants) involved in your project.

• Service providers who assist us in operations (e.g., IT, payment processors).

• Regulatory or legal authorities when required by law.

• Others with your explicit consent.

5. Data Security

We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

6. Retention of Information

We retain your information only as long as necessary to fulfill the purposes described in this policy and to comply with legal obligations.

7. Your Rights

Depending on applicable law, you may have rights to:

• Access or request a copy of your personal data.

• Correct or update your information.

• Request deletion of your data.

• Withdraw consent to processing where applicable.

• Lodge a complaint with a data protection authority.

To exercise these rights, please contact us at EstateWise@shaw.ca

8. Cookies and Website Tracking

Our website may use cookies or similar technologies to enhance your experience, analyze website traffic, and improve our services. You can control cookie preferences through your browser settings.

9. International Data Transfers

If we transfer your data outside your jurisdiction, we will ensure appropriate safeguards are in place in accordance with applicable privacy laws.

10. Changes to This Policy

We may update this Privacy Policy periodically. We will post the revised version with the updated effective date on our website.

11. Contact Us

For questions or concerns about this Privacy Policy or our data practices, please contact us:

Estate Wise Service Ltd

Email: EstateWise@shaw.ca