www.freewill.com Open in urlscan Pro
2600:9000:2251:c00:5:20f8:18c0:93a1  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Home
 1. For individuals
    
    
    FOR INDIVIDUALS
    
     1. Products
     2. Donate stock
     3. Donate crypto
     4. Help
     5. Glossary
     6. Blog

 2. For nonprofits
    
    
    FOR NONPROFITS
    
     1. For nonprofits
     2. Resources
     3. Fundraising during COVID
     4. Request a demo

 3. For lawyers
    
    
    FOR LAWYERS
    
     1. Support for T&E lawyers
     2. Become a FreeWill Fellow

 4. About us
    
    
    ABOUT US
    
     1. Who we are
     2. Careers
     3. Security
     4. Accessibility
     5. Contact us
     6. Press

Log inGet Started


PRIVACY NOTICE

Last updated: October 5, 2021

This privacy notice (the “Privacy Notice”) describes how FreeWill Co.
(“FreeWill”, “we,” “our,” or “us”) obtains, uses and shares personal information
and other information in connection with the operation of the site available at
www.freewill.com and related services, including online surveys (collectively,
“Site”). Our Site is intended primarily to provide access to self-help software
and materials for users interested in creating and managing an estate plan and
similar services.

WHAT PERSONAL INFORMATION WE OBTAIN

FreeWill obtains information (i) you provide when you create a FreeWill account,
(ii) you submit when you create a will or other legal document (with or without
creating a FreeWill account), (iii) you submit when you participate in an online
survey, (iv) you share about others, and (v) automatically collected about your
interactions with the Site.

 * Personal information you provide when you create a FreeWill account:
   
   * email address; and
   * user password.

 * Personal information you choose to submit when you create a will or other
   legal document (with or without creating a FreeWill account):
   
   * first, middle and last name;
   * date of birth;
   * city, state, zip code and address;
   * email address;
   * telephone number;
   * gender;
   * marital status and information regarding your family members and pets, if
     any;
   * names of your elected guardians(s), beneficiary(s), agents, trustees and/or
     executor(s);
   * estimated value of your estate and information concerning your assets, such
     as a description or address of real estate property;
   * charitable donations (specific amount or percentage of total estate);
   * names and addresses of your physicians and preferred hospitals; and/or
   * favorite pastimes, religious beliefs, and preferences for end of life care.

 * Personal information you choose to submit when you participate in an online
   survey
   
   * FreeWill collects data for its non-profit partners through voluntary online
     “PulseCheck” surveys. We will use information collected through such
     surveys for the purposes described in this Privacy Notice.
   * Personal information collected through PulseCheck surveys may include the
     following categories: name, email address, mailing address, telephone
     number, birth year, gender, and involvement with charitable causes.

 * Personal information you share about others:
   
   * You may share personal information about other people, such as the name and
     email of a friend or contact with whom you want to share information about
     the Site, the name of an executor or gift recipient, or contact information
     for your nominated agents. Do not give us information about others unless
     you are authorized or have their consent to do so. We will use their
     information for the purposes described in this Privacy Notice.

 * Information automatically collected about your visit:
   
   * We may automatically collect information when you visit our Site or
     participate in surveys, including through cookies, web beacons and other
     technologies (collectively “Cookies”). We may use Cookies to administer and
     understand Site usage and improve our content and offerings. We may also
     use Cookies to collect aggregate information about site users. The
     information collected for these purposes (including your IP address and
     other information collected by automated means) may be disclosed to or
     collected directly by our third-party web analytics service providers, such
     as Google Analytics. For more information about the use of Cookies for
     Interest-Based Advertising and Cookie opt-outs, see here and here.

HOW WE USE THE PERSONAL INFORMATION WE OBTAIN

We use the personal information we obtain in connection with the operation of
the Site for a number of purposes, including, but not limited to:

 * To provide you with the Site and the services you request from us, including
   managing your FreeWill account or creating your will and other documents;
 * To send you transactional communications (such as FreeWill account
   confirmations and notifications) about the Site or to respond to your
   questions or requests;
 * For our own marketing and advertising purposes, including interest-based
   advertising;
 * To generate and analyze statistics about your use of the Site and offerings,
   and to customize your experience with the Site (e.g. based on the type of
   browser or device you use);
 * To generate and analyze statistics about the demographics and attitudes of
   our non-profit partners’ donor bases;
 * To improve the Site, ensure its availability and proper functioning;
 * To provide and support our business operations; and/or
 * To detect, prevent and respond to fraud or theft, violations of law, this
   Privacy Notice, our Terms of Service and other policies

We also may aggregate the personal information we obtain through the Site (the
“Aggregated Data”) and use it for analytics, benchmarking and other business
purposes. We may augment such Aggregated Data with data we obtain from other
sources. In addition, we may share Aggregated Data with the general public to
report on charitable trends. For example, we may produce and share aggregate
level information such as correlations between donation rates and demographic
factors.

INTEREST-BASED ADVERTISING

On our Site, we and third parties may collect information about your online
activities to provide you with advertising about services or products tailored
to your interests. You may see certain ads on other websites because we or such
third parties participate in advertising networks. Ad networks track your online
activities over time by collecting information through automated means,
including through the use of Cookies. The information ad networks may collect
includes information about your visits to websites that participate in the
relevant advertising networks, such as the pages or advertisements you view and
the actions you take on the websites. This data collection takes place both on
our Site and on third-party websites or apps that participate in the ad
networks. This process allows us and third parties to deliver more tailored
advertising. In addition, it helps us track the effectiveness of our marketing
efforts. To learn how to opt out of ad network interest-based advertising, see
here. In serving interest-based ads, FreeWill adheres to the Self-Regulatory
Principles for Online Behavioral Advertising developed by the Digital
Advertising Alliance.

WITH WHOM WE MAY SHARE YOUR PERSONAL INFORMATION We may share the personal
information we obtain in connection with the operation of the Site:



 * With service providers who work on our behalf, such as cloud storage
   providers, and other third party partners that provide features or
   functionalities we integrate into our Site, such as email communication
   providers;
 * With bona fide tax-exempt charitable or religious organizations and their
   planned giving consultants to facilitate and report donations and provide
   information (in accordance with donors’ preferences) regarding donors, such
   as the donors’ contact information, birth year, city and state, and donation
   amounts or percentages. These organizations may use this information for
   their own solicitation of contributions;
 * with bona fide tax-exempt charitable or religious organizations to report
   responses to our PulseCheck surveys. These organizations may use survey
   response information for research purposes and guidance in their own
   solicitation of contributions;
 * As necessary or appropriate, with our attorneys, accountants, auditors or
   other advisors;
 * To protect our rights or the rights of others including detecting, preventing
   and responding to fraud or potentially illegal activities, misuse of the
   Site, intellectual property infringement or other violations of law, this
   Privacy Notice, our Terms of Service and other policies;
 * To the extent reasonably necessary to proceed with the negotiation or
   completion of a merger, acquisition, or sale of all or a portion of our
   assets (including in the event of a reorganization, dissolution or
   liquidation); and
 * With third-parties for any purpose with your consent or otherwise at your
   direction.

In addition, we may share Aggregated Data with third parties for any purpose.

LINKS TO OTHER WEBSITES, APPS OR SERVICES

Our Site may contain links to other websites, apps or online services operated
by companies not affiliated with FreeWill, such as social media functions like
Facebook widgets. These functions and widgets may collect information about
users, including which pages were visited on the Site and the IP address of the
device you use to connect to the Internet. We are not responsible for the
content and data handling practices of any third party websites, apps or
services, and we encourage you to review the privacy policies or notices
published by relevant third parties.

CHILDREN

You cannot sign up for a FreeWill account if you are under 18. If you learn that
a child under the age of 18 has created a FreeWill account or provided us with
personal information, please contact us as indicated in the “Contact Us” section
below.However, in connection with the services we offer through the Site, we may
obtain information about children under the age of 13 if a parent or legal
guardian submits or shares such information with us. We ask that users of the
Site not provide information about a child under 13 without first getting the
consent of the parent or legal guardian. By providing information regarding a
child under the age of 13, you are affirming that you are legally authorized to
do so.

INTERNATIONAL USERS

FreeWill is operated from the United States primarily to provide access to
self-help software and materials for users interested in creating and managing
an estate plan and similar services governed by applicable United States laws.
Because the Internet is global, you should note that by providing your
information as an international visitor or user, you are: (i) permitting the
transfer of your information to the United States which may not have the same
data protection laws as the country in which you reside; and (ii) permitting the
use, storage, sharing and other processing of information in accordance with
this Privacy Notice.

DO NOT TRACK

FreeWill does not currently take steps to respond to browsers’ “Do Not Track”
signals, as no uniform standard to respond to such signals has been developed at
this time.

PROTECTION OF PERSONAL INFORMATION

We maintain appropriate administrative, technical, and physical safeguards
designed to safeguard the personal information obtained in connection with the
Site. However, no information system can be 100% secure, so we cannot guarantee
the absolute security of your personal information. Moreover, we are not
responsible for the security of information you transmit to the Site over
networks that we do not control, including the Internet and wireless networks.
In connection with your FreeWill account, you should use passwords that are
sufficiently complex and not share your passwords with others.

YOUR CHOICES, INCLUDING MARKETING AND INTEREST-BASED ADS OPT-OUTS

You can review and request changes to your personal information obtained by
FreeWill at any time by editing your FreeWill account. You can have your
FreeWill account deleted by sending a request via email to help@freewill.com.

 * Email Marketing Opt-Out
   * You may opt out of receiving marketing or promotional emails from us by
     clicking on the “unsubscribe” link contained in such emails. Please keep in
     mind that if you opt out of receiving marketing or promotional emails, we
     may still send you transactional emails or other communications relating to
     FreeWill (e.g., to inform you of changes to the Site or of legal
     developments that might impact your documents).
 * Direct Mail Marketing
   * You may request that we stop sending you postal mail offers through the US
     post office by notifying us in writing at FreeWill Co., Attn: General
     Counsel, 175 Greenwich St., 38th Floor New York, NY 10007.
 * Interest-Based Ads Opt-Outs
   * To learn more about your rights in relation to interest-based advertising
     on your browser, including your choice to opt out, you can follow the
     instructions provided by the Digital Advertising Alliance (“DAA”) here
     and/or the Network Advertising Initiative (“NAI”) here to place an opt-out
     cookie on your browser. These opt-out Cookies enable you to block
     participating companies from installing future Cookies on your computer or
     browser.
 * Cookie Opt-Outs
   * If you do not want Cookies, most web browsers include an option that allows
     you to not accept them. However, if you set your browser to refuse Cookies,
     you may not be able to log in successfully and/or some features of the Site
     may not function properly. To learn more about opting out of these
     activities, click here.

DISPUTE RESOLUTION / TERMS

Any dispute concerning the Site (including our use of your personal information)
will be resolved per the dispute resolution provision in our Terms of Service.
The Terms of Service govern your use of the Site. Please take a few minutes to
read our Terms of Service before using the Site.

CHANGES TO THIS PRIVACY NOTICE

We may modify this Privacy Notice at any time and without prior notice to you.
Any changes to the Privacy Notice will be reflected on this page and will become
effective immediately upon posting. If we make significant changes to this
Privacy Notice, we will notify you by posting a prominent notice on this Site.
Please check the last updated date at the top of the Privacy Notice to determine
if there have been any changes since you have last reviewed the Privacy Notice.

CONTACT US

If you have any questions about this Privacy Notice or our use of your personal
information obtained through the Site, please contact us at help@freewill.com.

Home


FOR INDIVIDUALS

 * Products
 * Donate stock
 * Donate crypto
 * Glossary
 * Blog
 * FAQ


FOR NONPROFITS

 * For nonprofits
 * Resources
 * Case studies
 * Nonprofit webinars
 * Request a demo


FOR LAWYERS

 * Support for T&E lawyers
 * Become a FreeWill Fellow


ABOUT US

 * Who we are
 * Careers
 * Security
 * Accessibility
 * Press


CONTACT US

 * Help center
 * Contact us


FOLLOW US

 * Facebook
 * LinkedIn

Copyright © 2022 FreeWill Co., a Delaware Public Benefit Corporation. All rights
reserved. FreeWill offers online self-help solutions for common estate planning
needs and related educational content. Estate planning may implicate both state
and federal laws, and estate planning needs will differ based on personal
circumstance and applicable law. FreeWill is not a law firm and its services are
not substitutes for an attorney’s advice. The information here is provided for
educational purposes only and is not intended to provide, and should not be
construed as providing legal or tax advice. This information is general in
nature and is not intended to serve as the primary or sole basis for investment
or tax-planning decisions. Use of FreeWill’s services is subject to the Terms of
Service & Privacy Notice.