At Honorly, Inc. ("Honorly," "we," "us," or "our"), we help individuals and families plan for and handle the administrative side of estate settlement. This Privacy Policy describes how we collect, use, share, and protect information about you when you visit our website at honorly.com (the "Site"), use our client portal or pre-planning vault (together, the "Portal"), communicate with us, or otherwise interact with our services (collectively, the "Services").
Our Services include (1) estate settlement coordination for families after a loved one dies, and (2) pre-planning tools that allow individuals to organize and securely store personal, financial, and estate-related information during their lifetime for later use by themselves, their designees, or their estate.
Honorly offers its Services in the United States, and our Services are only available to U.S. residents.
Honorly is not a law firm, accounting firm, or financial advisor, and does not provide legal, tax, financial, or fiduciary advice. When your case requires legal or tax work, we coordinate with independent licensed professionals who represent you directly. You acknowledge and agree that the Services are not a substitute for professional advice, and that you will not rely on them as such.
Information you provide directly. We collect information you provide when you fill out a form, create an account, become a client, use the pre-planning vault, communicate with us, or upload documents to the Portal. This may include your name, email address, phone number, mailing address, account credentials, information about your relationship to a decedent or estate, information about heirs, beneficiaries, or designees you name to access your vault, information about the decedent and estate or about your own assets and affairs (including wills, trust documents, advance directives, financial accounts, digital accounts, and real property), sensitive personal information (such as Social Security numbers, government-issued identification numbers, and financial account numbers where reasonably necessary), and any other information you choose to provide.
Information collected automatically. When you visit the Site or use the Portal, we and our analytics and advertising partners automatically collect information using cookies, pixels, tags, software development kits (SDKs), and similar technologies. This includes device and browser information (IP address, device type, operating system, browser type), usage information (pages viewed, links clicked, referring URL), approximate location derived from IP address, and cookie and similar identifiers, including those set by third-party pixels used for analytics, conversion tracking, and advertising measurement.
We use Google Analytics and marketing and advertising pixels that may include the Meta Pixel, LinkedIn Insight Tag, Google Ads tags, or similar technologies. These pixels may allow their providers to receive information about your visit to our Site and associate that information with identifiers they maintain.
We do not sell your personal information for money. However, some advertising and analytics pixels involve sharing information with third-party providers in ways that may be considered a "sale" or "sharing" of personal information, or processing for "targeted advertising," under certain state privacy laws. See Section 7 for your choices.
Information from other sources. We may receive information about you from independent professionals coordinated through our Services (such as the probate attorney on your case), designees or family members you authorize to interact with us on your behalf, public records (such as probate court filings), and service providers who help us operate the Services.
We use the information we collect to:
We share information only as described in this Privacy Policy. We do not sell your personal information for money, and we do not share your personal information with other referral partners for their own marketing or commercial purposes.
Independent professionals on your case. We share information with the independent probate attorney coordinated through our Services as reasonably necessary to provide the Services. That attorney represents you directly and independently. We may also share information with other licensed professionals (such as accountants, appraisers, or financial advisors) when you have authorized us to do so.
Designees and authorized representatives. If you use our pre-planning vault, you may name one or more individuals to receive access to your vault information, in accordance with the access settings available in your account, our verification procedures, and applicable law. Honorly may, in the future, expand these features to support additional access rules and tiered access based on lifetime, incapacity, or death events. We may also share information with executors, administrators, or other personal representatives who provide us with appropriate documentation of their authority following your death.
Service providers. We share information with third-party service providers that help us operate our business, including cloud hosting and infrastructure, productivity and collaboration tools, customer relationship and case management platforms, email and communications, analytics and marketing measurement, payment processing, and document storage and electronic signature. To the extent we offer AI-assisted features in the future, we may also share information with AI model providers under appropriate contractual protections. We require these providers to protect your information and to use it only as necessary to provide services to Honorly, except that analytics and advertising providers may use information collected through pixels and tags in accordance with their own privacy policies.
Financial institutions, government agencies, and other third parties. In the course of providing estate administration coordination, we may share information with banks, brokerages, the IRS, state tax authorities, the Social Security Administration, probate courts, utility providers, and similar third parties as reasonably necessary to administer the estate.
Legal and safety disclosures. We may disclose information when we believe in good faith it is necessary to comply with the law, respond to legal process, enforce our agreements, protect the safety of Honorly or others, or investigate fraud or abuse.
Business transactions. We may disclose or transfer information in connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business or assets.
With your consent. We may share information with other third parties when you have given us your consent.
We use cookies, pixels, tags, and similar tracking technologies on the Site. Some are strictly necessary for the Site and Portal to function. Others support analytics and marketing measurement, including the advertising pixels described in Section 1.
You can control cookies through your browser settings. You may also opt out of our advertising and marketing pixels by contacting us at privacy@honorly.com. The Site honors Global Privacy Control (GPC) signals where required by applicable law, and we treat a valid GPC signal as an opt-out of sale, sharing, and targeted advertising under the law applicable to you.
Because there is no consistent industry understanding of "Do Not Track" browser signals, we do not currently respond to such signals; we do honor GPC signals as described above.
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, and destruction. These safeguards include encryption of data in transit, encryption of data at rest where appropriate, access controls limiting employee access to personal information on a need-to-know basis, regular security review, and contractual protections with our service providers. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
We retain personal information for as long as reasonably necessary to provide the Services, comply with our legal, tax, and regulatory obligations, resolve disputes, and enforce our agreements. Client engagement files and case records are generally retained for longer periods consistent with legal, tax, and professional obligations related to estate administration.
Pre-planning vault information is retained for as long as your vault account is active and for a reasonable period thereafter to allow for account recovery, designee access following death or incapacity, and compliance with legal obligations. We may establish reasonable inactivity and account-closure procedures, which will be described in your vault account terms.
Our Services are not directed to children under 18, and we do not knowingly collect personal information from them. If you believe we have collected information from a child under 18, contact us at privacy@honorly.com and we will delete it.
Depending on where you live, you may have rights with respect to your personal information, which may include:
To exercise any of these rights, contact us at privacy@honorly.com. We will respond within the time required by applicable law and may need to verify your identity before responding.
California Residents
Under the CCPA, we collect the following categories of personal information: identifiers; customer records; commercial information; internet activity; geolocation; professional information; and sensitive personal information (Social Security numbers, government IDs, financial account numbers, and account credentials). We use sensitive personal information only as necessary to provide the Services or comply with law, and never for advertising. We have not knowingly sold or shared the personal information of individuals under 16.
The Site may contain links to third-party websites or services that are not operated by Honorly. This Privacy Policy does not apply to those third-party sites or services, and we are not responsible for their privacy practices.
We may update this Privacy Policy from time to time. If we make material changes, we will take reasonable steps to notify active users, which may include posting an updated version on the Site with a new "Last Updated" date, email notification, or in-Portal notification. Your continued use of the Services after the effective date constitutes your acceptance of the updated Privacy Policy.
If you have questions about this Privacy Policy or our privacy practices, or if you would like to exercise any of your privacy rights, please contact us at:
Honorly, Inc.
Attn: Privacy
228 Park Ave S
New York, NY
privacy@honorly.com
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