Privacy Policy
Last Updated: April 2026
Overview
Plan Your Passing ("Company," "we," "us," "our") operates planyourpassing.org (the "Service"). This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information.
We are transparent about how your data flows through our platform. This includes sharing certain information with AI services (Anthropic's Claude API) and payment processors (Stripe) to deliver our Service. We do not sell your personal information to third parties, but we may share it with partner attorneys as part of our white-label attorney network.
Information We Collect
Personal Information
When you use Plan Your Passing, we may collect your name, email address, phone number, date of birth, and location. We also collect information about your family structure (names and relationships of family members), estate details (property ownership, asset values), and health-related information (health concerns that may affect planning). This information is collected through forms, account setup, and tool usage on our platform.
Financial Information
If you purchase our book or community membership, we collect payment information through Stripe, our payment processor. We do not store full credit card numbers on our servers—Stripe handles all payment processing securely. We do retain transaction history, order information, and billing details in our records.
Usage Data
We collect information about how you interact with our Service, including which pages you visit, which tools you use, how long you spend on our platform, what content you generate, and IP address data. This helps us understand how our Service is used and improve it.
Cookies and Tracking
We use cookies and similar tracking technologies to recognize you, store preferences, and understand usage patterns. These include session cookies (which expire when you close your browser) and persistent cookies (which remain on your device). You can control cookie settings through your browser, but some features may not work properly if cookies are disabled.
How We Use Your Information
We use your information to:
- • Provide and improve the Service, including AI-powered estate planning tools
- • Process payments and manage your subscription
- • Send you transactional emails (order confirmations, password resets)
- • Send you marketing emails (with your consent)
- • Comply with legal obligations and enforce our Terms of Service
- • Detect and prevent fraud or abuse
- • Aggregate and analyze usage patterns to improve our offerings
Your estate planning data is used to generate personalized AI-powered content (like attorney briefing documents). This involves sending your information to Anthropic's Claude API, where our request is processed and deleted according to Anthropic's data retention policies. We do not use your data to train AI models.
Third-Party Sharing
Service Providers
We share information with third-party service providers that assist us in operating our platform and delivering our Service. These include:
- • Anthropic (Claude API): We send your estate planning information to Anthropic to generate AI-powered content. This includes personal, financial, and health-adjacent information necessary to create your personalized briefings.
- • Stripe: We share payment and billing information with Stripe to process transactions securely.
- • Resend: We use Resend to send transactional and marketing emails. We share your email address with Resend.
Partner Attorneys
Plan Your Passing is building a white-label network of partner attorneys. If you choose to share your information with a partner attorney, we will securely transmit your estate planning data to their portal so they can review your briefing and provide legal guidance. This sharing occurs only with your explicit consent.
Legal Compliance
We may disclose your information if required by law, court order, or government request. We will not disclose personal information based on a business transfer unless we provide you with notice of the transfer and an opportunity to opt out.
Data Retention
We retain your information for as long as necessary to provide the Service and comply with legal obligations. Specifically:
- • Account information is retained while your account is active and for a reasonable period after you delete your account.
- • Payment and billing information is retained for tax and accounting purposes for the period required by law.
- • Marketing email lists are retained until you unsubscribe.
- • Usage analytics and logs are typically retained for 12 months.
You can request deletion of your data at any time using the processes described in the "Your Rights" section below.
Security
We implement industry-standard security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. This includes encryption in transit (SSL/TLS), secure payment processing through PCI-DSS compliant providers, and restricted access controls.
However, no system is completely secure. We encourage you to use strong passwords and keep your account information confidential. If you discover a security vulnerability, please report it to rogergrubbrealestate@gmail.com.
Children's Privacy
The Service is not directed to children under 13 years old. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13 without parental consent, we will promptly delete it. If you believe we have collected information from a child under 13, please contact us at rogergrubbrealestate@gmail.com.
Your Privacy Rights
California Residents (CCPA/CPRA)
If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
- • Right to Know: You can request what personal information we have collected about you.
- • Right to Delete: You can request that we delete your personal information (subject to certain exceptions).
- • Right to Correct: You can request correction of inaccurate personal information.
- • Right to Opt-Out: You can opt out of the "sale" or "sharing" of your personal information (we do not sell your information, but we do share it with service providers).
- • Right to Limit Use of Sensitive Personal Information: You can request that we limit our use of sensitive personal information (health data, financial information) to the purposes necessary to provide the Service.
- • Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.
Limit the Use of My Sensitive Personal Information
Under California law, you have the right to limit our use and disclosure of "sensitive personal information" (including health data, financial account information, and precise geolocation). We currently use sensitive information primarily to provide our estate planning Service. You can submit a request to limit our use by contacting us at rogergrubbrealestate@gmail.com with the subject line "Limit Sensitive Information."
Other Residents
If you reside in another state with similar privacy laws, you may have comparable rights. Contact us to inquire about your specific rights.
How to Submit Privacy Requests
To exercise any of your privacy rights, submit a request to:
Email: rogergrubbrealestate@gmail.com
Subject Line: [Your request type] - Privacy Request
Please include your full name, email address associated with your account, and a detailed description of your request. We will verify your identity before processing your request. You can also authorize an agent to submit a request on your behalf with written proof of authorization.
We will respond to your request within the timeframe required by applicable law (typically 45 days, extendable to 90 days for complex requests).
Email Communications and Unsubscribe
Marketing Emails
We send marketing emails only to those who have opted in or who are existing customers. Each marketing email includes instructions to unsubscribe. You can manage your email preferences by clicking the unsubscribe link in any marketing email or by contacting us at rogergrubbrealestate@gmail.com.
Transactional Emails
We send transactional emails (order confirmations, password resets, account updates) regardless of email preferences. These are necessary to operate your account and cannot be unsubscribed.
CAN-SPAM Compliance
All marketing emails from Plan Your Passing comply with the Controlling the Assault of Non-Solicited Pornography and Marketing (CAN-SPAM) Act. Every marketing email includes clear identification that it is from Plan Your Passing, a valid physical address, and a way to opt out of future communications.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact us at:
Roger Grubb
Plan Your Passing
Email: rogergrubbrealestate@gmail.com
We will respond to privacy inquiries within 30 days.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. We will notify you of material changes by email or by posting the updated policy on our website with a new "Last Updated" date. Your continued use of the Service after any changes constitutes your acceptance of the updated Privacy Policy.