Privacy Policy

We collect information you provide directly to us, including:

• Contact information — name, email address, and phone number provided when booking an appointment or completing an intake questionnaire.
• Appointment details — preferred date, time, and location.
• Estate planning information — details provided in your pre-appointment questionnaire, including information about beneficiaries, assets, and personal wishes.
• Communications — messages sent to us via email or contact forms.

We also collect limited technical information automatically when you visit our website, including your IP address, browser type, referring URL, and pages visited. This is used solely for analytics and site improvement purposes.

We use the information we collect to:

• Schedule and confirm your appointment
• Prepare your legal documents before your appointment
• Communicate with you regarding your appointment or services
• Send appointment reminders and follow-up communications
• Improve our website and service experience
• Comply with legal obligations

We do not use your personal information for unsolicited marketing without your consent.

We share your information only as necessary to deliver our services:

• Licensed legal professionals — the independent lawyer or notary conducting your appointment receives your intake information to prepare your documents.
• Service providers — we use third-party tools for scheduling, email communication, and website hosting. These providers are contractually required to protect your information and may not use it for their own purposes.
• Legal requirements — we may disclose your information if required to do so by law or in response to a valid legal process.

We do not sell, rent, or trade your personal information to third parties.

We retain your personal information for as long as necessary to provide our services and comply with applicable legal obligations. Appointment and document records are typically retained for a minimum of seven years in accordance with professional standards for legal service providers.

Depending on your province of residence, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Withdraw consent for non-essential communications

To exercise any of these rights, please contact us at privacy@willsmadeeasy.ca.

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Our website uses cookies and similar technologies to improve functionality and analyze usage. You can control cookie settings through your browser. Disabling cookies may affect some features of the site.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their policies independently.

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date. Continued use of our services after changes are posted constitutes your acceptance of the revised policy.

If you have questions or concerns about this Privacy Policy or how we handle your information, please contact us:

Wills Made Easy
Email: privacy@willsmadeeasy.ca
Website: willsmadeeasy.ca