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PRIVACY POLICY

Effective Date: 7/15/2026

Inheritory ("Inheritory," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and who we share it with when you use inheritory.com (the "Site") or our attorney-matching quiz (the "Service").

1. What We Are
Inheritory is a free referral service that connects families with independent, licensed estate planning attorneys. Inheritory is not a law firm, does not provide legal advice, and does not represent you in any legal matter.

2. Information We Collect
When you complete our quiz or contact form, we collect:

Name, email address, and phone number

ZIP code

Responses to quiz questions about your estate planning needs (e.g., family situation, homeownership, timeline)

Any message you submit through our Contact page

We do not collect or store any payment information. Inheritory does not process payments of any kind.

3. How We Use Your Information
We use the information you provide to:

Match you with an independent estate planning attorney in your area

Share your submitted information with the matched attorney so they can contact you

Send you confirmation and follow-up communications

Improve our matching process and Site

4. Who We Share Your Information With
We share your quiz responses and contact information with the licensed attorney(s) we match you with, so they can reach out to you directly. We do not sell your personal information to third parties.

5. Communications
By submitting your information, you consent to be contacted by Inheritory and your matched attorney via phone, text message, and email regarding estate planning services. Message and data rates may apply. Consent is not a condition of using our Service.

6. Data Retention
We retain your information for as long as necessary to fulfill the purpose of matching you with an attorney and for reasonable business record-keeping thereafter.

7. Your Choices
You may request that we delete your information or stop contacting you at any time by emailing [email protected].

8. Changes to This Policy
We may update this Privacy Policy from time to time. Continued use of the Site after changes constitutes acceptance of the updated policy.

9. Contact Us
Questions about this policy can be sent to [email protected].