Privacy Policy

For the account you hold with us and for the operation of the platform, SaferWill decides how and why your information is processed.

Where a law firm uses SaferWill to serve its own clients, the firm decides what it does with its client information, and we process it on the firm's instructions. Questions about a firm's own handling of your data should go to the firm; we will help you reach them.

Information you give us

• Account data: name, username, email address, phone number, password (stored only as a hash), and multi-factor authentication settings.
• Profile data: date of birth, postal address, city and state, professional credentials such as a bar number, and a profile photo or firm logo if you upload one.
• Identity verification data: the identity checks required to notarize a document remotely, performed by the notarization provider.
• Eligibility screening answers: your responses to the questions required by FS 732.521 about guardianship, judicial determinations of incapacity, cognitive condition and undue influence.
• Document content: the answers you give to build a document, the text of the document itself, and any file you upload as the document.
• Communications: messages you exchange with an attorney or firm through the Service, and anything you send our support team.

Information we generate or receive

• Audit records: who did what and when — every creation, edit, approval, seal, access and copy, chained cryptographically so tampering is detectable.
• Notarization records: the identifiers, certificates and session metadata returned by the notary provider, which also retains the audio-video recording of the session as the law requires.
• Payment records: the amount, status and reference of a payment. Card details go directly to our payment processor; we never see or store the full number.
• Technical data: IP address, device and browser information, timestamps, and error and security logs.

Some of what the Service handles is sensitive by nature: your screening answers touch on cognitive condition, a health care advance directive states your medical wishes, and identity verification involves government identification.

We collect that information only where a specific function requires it, we use it only for that function, and we do not use it for advertising, profiling or any automated decision that produces a legal effect on you beyond the statutory screening outcome described in our Terms.

We use personal information to:

• create and maintain your account, and authenticate you;
• generate, review, execute and store your documents;
• run the eligibility screening the statute requires, and route the outcome;
• coordinate attorney review, remote notarization and, when the law requires it, deposit with a court;
• process payments and issue receipts and certified copies;
• maintain the audit trail and the integrity checks that make a document defensible;
• provide support, and notify you about your documents and your account;
• detect and prevent fraud, abuse and security incidents;
• comply with our legal and regulatory obligations, including our duties as an electronic custodian;
• improve the Service, using aggregate and technical information rather than the content of your documents.

We do not sell personal information, we do not share it for cross-context behavioural advertising, and we do not use the content of your documents to train AI models.

We share personal information in these situations, and no others:

• With people you authorize. If you invite someone to a document, they see that document and the fact that you invited them.
• With the attorney or firm managing your document, so they can review, approve and advise on it.
• With the notary and notarization provider, to verify your identity and conduct the signing session.
• With courts and clerks, where a document must be deposited or where a valid court order requires disclosure. We verify orders before acting on them.
• With people entitled under FS Chapter 732 to a copy of a document held in custody, once their entitlement is verified.
• With service providers who process data on our behalf under contract: cloud hosting and storage, payment processing, identity verification, email delivery and error monitoring.
• Where required by law, or to protect the rights, safety and property of users, of the public or of SaferWill.
• In a merger, acquisition or sale of assets, in which case the successor remains bound by this policy or gives notice of a change.

Account and profile data is kept while your account is open and for a reasonable period afterwards, to resolve disputes and meet our own legal obligations. Drafts that are never executed are deleted on our retention schedule after an account closes.

An executed document held in custody is different. It is stored in write-once storage and it cannot be edited or deleted — not by you, not by us, not by support. That immutability is what makes the document survive a challenge years later, and it is a duty we owe under FS 732.524 and 732.525.

The audio-video recording of a remote notarization session is retained by the notarization provider for the period FS 117.245 requires, which is at least ten years. Audit records tied to a document are retained for as long as the document is.

• Encryption in transit and at rest, with managed keys.
• Write-once, immutable storage for executed documents.
• A cryptographically chained audit log, plus periodic integrity checks that detect alteration.
• Role-based access control, and multi-factor authentication for accounts.
• Isolation between firms, so one firm's data is never reachable from another.
• Least-privilege access for our staff, logged and reviewed.

No system is perfectly secure. If a breach affects your personal information, we will notify you and the authorities as the law requires.

Depending on where you live — and in Florida, under the Florida Digital Bill of Rights — you may have the right to:

• confirm whether we process your personal information, and get a copy of it;
• correct inaccuracies in it;
• delete it, subject to the limits described below;
• obtain it in a portable format;
• opt out of sale or of targeted advertising — which we do not do in any case;
• appeal a decision we make about one of these requests.

Exercise any of them by writing to admin@saferwill.com. We will verify your identity before we act, because these requests concern documents that dispose of property.

The right to delete has a real limit here. We cannot delete an executed document held in custody, its audit trail, a notarization recording still inside its statutory retention period, or records we must keep for tax and accounting. Where we cannot delete, we will tell you which obligation prevents it.

We use the minimum necessary. Essential cookies keep you signed in, protect against cross-site request forgery, and let the app know whether to send you to the screening or to the dashboard. Local storage on your device holds your session and interface preferences.

We do not use advertising cookies and we do not run third-party trackers on the authenticated application. Where we measure product usage, it is aggregate and it excludes the content of documents.

The Service is not for anyone under 18 and we do not knowingly collect their personal information. If we learn we have, we delete it. A minor can of course be named in someone else's document; that information is part of the document, and is handled as document content.

The Service is operated from the United States and your information is processed and stored there. If you access it from another country, you understand that its laws differ from your own, and where a transfer requires a legal safeguard we put an appropriate one in place.

We update this policy when the product or the law changes. The effective date at the top always reflects the current version, and for material changes we notify you through the Service or by email before they take effect.

Privacy questions, requests and complaints: admin@saferwill.com. SaferWill — Miami, FL, US.