Privacy Policy

Better Off is committed to safeguarding the privacy of its users and their friends and family members. This Privacy Policy outlines how your personal information is collected, used, disclosed, and protected when you use this website-based service (referred to in this policy as “the Service”). By using the Service, you consent to the collection and use of information by Better Off in accordance with this Privacy Policy. Read this policy carefully to understand the practices safeguarding your personal information and how it will and will not be used.By using this website and the Service, you signify your acceptance of this policy. If you don’t agree to any of the terms included in this policy, do not use the Service.

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Information collected

As you use the Service, Better Off will collect two types of information:

Data from user input. This information is voluntarily and directly provided by you while using the Service, such as your name, contact information, and planning decisions. It also includes similar information you provide about other people you identify while constructing your plan. Please do not provide any information of this kind without that person’s knowledge and consent.
Data from user activity. This includes all other information gathered from your interactions with the Service and marketing messages, like what emails you open and email links you click through, when and how often you access the Service, what actions you take on each screen, and when you download the documents. It also includes information about the device type, IP address, browser, and time zone from which you access the Service. If you choose to engage in service or research interactions with Better Off, those interactions are recorded and preserved.

Both types of information are referred to in this policy as “Personal Data.”

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Information not collected

Better Off is not intended for use by anyone under 18. Other than names and birthdates of your dependent children collected by your direct input, Better Off does not knowingly collect any Personal Data from or regarding individuals under the age of 18. Better Off is also not intended for citizens or residents of countries other than the United States of America, and does not knowingly collect any Personal Data from them.

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How your Personal Data will be used

Your Personal Data will be used for four purposes:

To provide and improve the Service. Your information is necessary to understand how you came to the Service, by matching you to advertising sources via your email address, and to provide the Service to you, including generating your plan and legal documents to effectuate that plan. It is also necessary to improve the Service over time. By combining your Personal Data with that of other users, insights can be developed as to how Better Off can better serve its customers, and features can be modified or introduced based on these insights.
To communicate with you. Your information is necessary for you to receive important notifications related to your account, subscription renewal, and updates about the Service, and responses to your inquiries or requests.
To ensure compliance. Your information is necessary to ensure compliance with our Terms of Service, Terms of Service for Attorney Support, and applicable laws and regulations.
To ensure security. Your information is necessary for Better Off to monitor and protect the security of the Service and its users.

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Data security

Better Off takes appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. The Service incorporates industry-standard security technologies and procedures to safeguard the confidentiality and integrity of your information.

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How your Personal Data will not be used

Better Off will not sell, trade, or otherwise transfer your Personal Data to third parties, except to provide your email address to advertising partners as required by them to match source to usage. Your information may be shared with trusted third-party service providers who assist in directly operating the Service, as long as those parties agree to keep this information confidential and are themselves employing equivalent security measures to safeguard your information.

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Correct inaccuracies

If you identify any inaccuracies in the Personal Data collected by Better Off, you can correct them by editing your responses to the questions in the Service.

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Data retention

Your personal information will be retained for as long as necessary to fulfill the purposes outlined in this policy unless a longer retention period is required or permitted by law.

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Right to know

State laws governing states in which Better Off operates guarantee their residents rights to know certain facts about how their Personal Data is being collected, processed, and used, including:

The categories of personal information collected
Specific pieces of personal information collected
The categories of sources from which the business collected personal information
The purposes for which the business uses the personal information
The categories of third parties with whom the business shares the personal information
The categories of information that the business sells or discloses to third parties

If you require more information than is already made clear in this policy you may send a detailed request for the information you are seeking to support@getbetteroff.com. You will receive a response within 45 days.

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Right to deletion

You may request that your Personal Data be deleted at any time and, subject to authentication of your identity, all of your Personal Data not required for legal purposes will be deleted. If you want your Personal Data deleted, please email a request to support@getbetteroff.com

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Changes to this privacy policy

Better Off reserves the right to update or change this Privacy Policy at any time. Any changes to the policy will be reflected on this page, and the updated policy will be effective immediately upon posting. You will be notified of any material changes.

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Contact Better Off

If you have any questions or concerns about this Privacy Policy or Better Off’s data practices, please email support@getbetteroff.com.

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Updated March 10, 2025