Everwell Law recognizes that estate planning involves personal information. We seek to collect only what is reasonably necessary to assist with your planning and to avoid retaining unnecessary information indefinitely.
Information We Collect
When you create an account, Everwell collects your email address and information you provide about your circumstances, property, relationships, beneficiaries, and planning preferences.
Everwell’s estate-planning questionnaire does not request Social Security numbers, bank account numbers, or financial account login credentials. Please do not include these details in free-text responses or messages.
How We Use Your Information
We use information you provide to administer your account, assist with your estate-planning requests, communicate with you, and provide legal services where an attorney-client relationship has been established.
We do not intend to use your estate-planning answers for unrelated marketing.
Information Security
Everwell is committed to using appropriate safeguards to protect information during transmission and storage, including encryption and appropriate access controls.
No electronic system can guarantee absolute security. Details of Everwell’s safeguards will be finalized and published after verification.
Accounts That Do Not Become Client Matters
If you create an account but do not retain Everwell Law, we do not intend to keep your questionnaire information indefinitely.
After 15 consecutive days without a login, Everwell will send one reminder email. If another 10 days pass without a login, eligible account information will be scheduled for deletion.
After deletion, your previous questionnaire answers may no longer be available. You may create a new account if you wish to return.
Limited information may be retained where necessary to comply with applicable legal or professional obligations.
Clients Who Retain Everwell Law
When you retain Everwell Law, the firm’s legal matter records are maintained separately from your online account information.
Client matter records are retained in accordance with applicable Virginia law, professional obligations, and the firm’s client-file retention policy.
Deleting information from your online account does not necessarily delete records the firm is required or otherwise professionally obligated to maintain.
Your Account Deletion Choices
After completion of your estate-planning matter, you may request deletion of eligible questionnaire information, uploaded documents, and other information stored in your online account.
Alternatively, you may choose to keep eligible account information available for up to 90 days after completion, after which it will be scheduled for deletion.
Everwell will send a courtesy confirmation when the applicable account deletion process is complete.
These choices do not override applicable obligations concerning attorney-client records or other legally required records.
Email Communications
Everwell may email you about account access, questionnaire progress, attorney communications, important service matters, and account deletion.
Service-related communications are separate from promotional marketing. You may contact Everwell with questions about its communication practices.
Questions and Requests
For questions about privacy, access to your information, or account deletion, contact Everwell Law using the contact information provided on the website.