Privacy

Your Information.Your Choice.

Estate planning is personal. We believe your information should be treated that way.

We ask for less.
Everwell’s estate-planning questionnaire does not ask for Social Security numbers, bank account numbers, or financial account passwords.
You stay in control.
You can request deletion of eligible online account information. If you become a client, records the law firm must maintain are handled separately.
We don’t keep unnecessary account data indefinitely.
Inactive prospective accounts follow a limited retention schedule. Clients can choose whether to keep eligible account information temporarily after their estate plan is completed.

Less Data. Less Digital Waste.

We believe in keeping information only as long as it serves a legitimate purpose.