Privacy Policy for Canada

Last Updated: June 10, 2026

This Privacy Policy describes how DecisionVault LLC and our affiliates collect, store, use, share, and secure your personal information, including in connection with your use of our website and other sites under the www.decisionvault.com domains, including any subdomains or versions thereof, (the “Site”), our mobile and desktop applications and plug-ins (the “App”) that we link to this Privacy Policy and any related products or services we offer (collectively, the “Service”).

Our privacy policy is intended to provide you with information about how we may collect, use, and disclose your personal information. It also explains certain of your choices and rights. The privacy policy is an informational notice, not a contract, and does not create obligations on you or on us beyond those that apply under the applicable law.

By using our Site or Service, or by choosing to give us personal information, you consent to this Privacy Policy and the processing of your Personal Information it describes.

If you do not agree with any terms of this Privacy Policy, please exercise the choices we describe below, or do not use the Site or Service and do not give us any personal information.

Any capitalized terms used but not defined herein shall have the respective meanings as given to them in the Terms.

Any reference to “DecisionVault,” “we,” “us,” “our,” or the “Company” is a reference to DecisionVault LLC, a Wyoming limited liability company and its affiliates, and subsidiaries.

1. INFORMATION WE COLLECT

DecisionVault offers services to Authorized Users who are primarily licensed attorneys or legal professionals. As described in our Site and Service, our services include a platform that automates and integrates client intake information for such professionals with the tools and platforms estate planning and other attorneys use to manage their practice.

The personal information we collect depends on your relationship with us, and in particular, whether you are an Authorized User that has entered a service agreement with us (e.g. a lawyer or firm), whether you are the client of such an Authorized User (e.g. the client of an estate lawyer), or simply someone who visits our Site.

“Personal Information” is information about an identifiable individual. Personal information would not include information about an incorporated entity, such as a company.

For Authorized Users:

If you are an Authorized User, we collect information about you and if applicable your firm or employer, such as:

• Personal identifiers such as your name, address, phone number, and email address. In some places, this information may be “business contact information”, and may not be personal information in some cases.
• Payment information.
• User submissions including your ratings, tips, updates, alerts, comments, feedback, or any other information that you voluntarily provide.

For the Clients of Authorized Users:

If you are a client of an Authorized User you are using the Site to facilitate your relationship with your Authorized User (e.g. your lawyer or law firm), or in some cases, you may authorize an employee or representative of the Authorized User to do so for you. Your use of the Site requires that you sign up and create an account, as described in more detail in the Terms. When you use the Site, we may collect your information including:

• Personal identifiers such as your name, address, phone number, email address, photo, biographical information, username, and password;
• Information regarding your assets, your estate plan, and that related to individual or third parties those who may be included in your estate plan, such as your beneficiaries and executor;
• Professional or employment-related information;
• Information regarding your interactions with the Service;
• Other information regarding you or your estate provided to us by the Authorized User you are associated with; and,
• User submissions including your ratings, tips, updates, alerts, comments, feedback, or any other information that you voluntarily provide.

For Site and App Users:

If you use our App, whether as an Authorized User, client, or merely as a visitor, we may collect device and usage information such the history of your usage of our Site (e.g. which pages you view, how long you stay on them, what links you click, and what errors you may experience), user session information, IP address, browser type, domain names, access times, and referring website addresses.

If you visit our Site, whether as an Authorized User, client, or merely as a visitor, we may collect information as described in the section titled Cookies and other Technologies below.

How we collect information

We collect this information from the following sources:

• You;
• Your devices used to access the Service; and
• Other users, for example if you are the beneficiary or executor of an estate, or if you authorize your law firm to provide your information for you.

2. INFORMATION COLLECTED BY AUTHORIZED USERS

Where we receive personal information from one of our Authorized Users (typically a lawyer or law firm you have retained to advise you), we process that personal information only for the purpose of providing our Service to that Authorized User, and process it at their instruction. Our Service is intended to assist our Authorized User customers in collecting information that they require in order to provide you, their client, with their services. Most typically, this will be a law firm gathering information they need from you as their client.

This information is controlled by that Authorized User, not DecisionVault, and if you have questions regarding its processing, or would like to exercise your privacy rights (such as accessing personal information or withdrawing consent to its processing), you must contact that Authorized User, rather than us.

Authorized Users shall only use information that is knowingly and voluntarily provided by their Clients, for the purposes for which it was provided by those Clients, and as permitted or required by applicable law. For example, such information may be used by an Authorized User to customize and communicate with a Client about their estate plan and may be shared with other service providers or third party website integrations which help provide such services to Client, and to provide our Services to the Authorized User.

If you provide any personal information relating to other individuals, you hereby represent that you have the authority to do so, that you and acknowledge that it will be used in accordance with this Privacy Policy.

3. THIRD PARTY SERVICE INTEGRATION AND PAYMENT PROCESSOR

Our Service may allow you to integrate with other third-party services that are not controlled by DecisionVault (“Third-Party Services”). In order to take advantage of such Third-Party Services, you may need to authenticate, register for or log into Third-Party Services through the Service or on the websites of their respective third party service providers. When you enable linking between or log in to Third-Party Services through the Service, we will collect relevant information necessary to enable the Service to access that Third-Party Service and your data and content contained within that Third-Party Service (“Login Credentials”). We store your Login Credentials long enough to enable linking to the Third-Party Service.

You and not DecisionVault, control your relationship with the Third-Party Services and their providers. DecisionVault does not control whether such third parties comply with our internal standards, policies and technical and organizational measures to ensure that your data is protected and kept confidential at all times, except as specifically authorized by this Privacy Policy. We are not responsible for and have no control over the privacy and data security practices of third parties, which may be different than those set forth in this Privacy Policy. You should review the terms and the privacy policies of any Third-Party Services you choose to use.

When you enable the Service to link content and data between Third-Party Services, the Third-Party Services will provide us with access to certain information that you may have provided to the Third-Party Services, and we will use, store and disclose such information in accordance with this Privacy Policy and the rules you set to govern the linking. In addition, you can use the Service to share content and information amongst the Third-Party Services you integrate with the Service. Please remember that the manner in which Third-Party Services use, store and disclose your information is governed by the policies of such Third-Party Services, and DecisionVault shall have no liability or responsibility for the privacy practices or other actions of any Third-Party Services that may be enabled within the Service. You should read the terms and privacy policy of any Third-Party Services with which you choose to interact.

We may retain certain non-identifiable information related to the data or content linked between Third-Party Services (for example, date sent, link configuration, names of the Third-Party Services), for the purpose of improving our Service.

We fully outsource all payment processing to Recurly. Recurly is PCI DSS (Payment Card Industry Data Security Standard) Compliant as a Level 1 Service Provider, and is listed on both Visa and MasterCard’s global registries. Anytime you submit payment information via our application, you are submitting through Recurly's infrastructure. We don’t have access to your payment details except for the last 4 digits, the card type, and the expiration date. Please note that we only collect payment from our Authorized Users, not their end clients.

4. HOW WE USE YOUR INFORMATION

We use your personal information:

• For our everyday business purposes, in particular:
  • If you are a Client of one of our Authorized Users, we use your personal information to provide our Services to our Authorized Users. We process this information as a service provider to the Authorized User, who is the controller of this information;
  • If you are one of our Authorized Users, we use the information you provide to provide you with our Services, and to manage our relationship. For example, we use the information we receive to fulfil our provision of Services, and to process our billing in accordance with our agreement with you;
• To operate and maintain the Site and/or Service;
• To learn how to improve our Service;
• If you are one of our Authorized Users, or a prospective Authorized Users, to provide you with information about us or about relevant promotions. For example, we may send you promotional material if you subscribe to our mailing list, attend one of our webinars, or participate in a free trial we offer;
• To perform legal functions, including to comply with our obligation to prevent fraud and other illegal activities, to resolve disputes, and to enforce agreements; and
• If you are one of our Authorized Users, to create aggregate and de-identified data records by excluding or changing information that makes the information personally identifiable to you.

5. COOKIES

Our Service uses cookies, tags, and other technologies to improve functionality, monitor site activity, remember who you are, and customize your user experience. These include our own first-party cookies as well as the third-party cookies of our business and marketing providers. You can find out more about cookies in general and how they work at Cookiepedia.

5.1. How We Use Cookies

Our Service uses cookies and other technologies for the following purposes:

• Sign-in Authentication: When you sign into your account, we use cookies to store your sign-in information, a “session ID cookie”. This allows us to remember your user preferences and give you a more tailored experience based on those preferences. These cookies also allow you to return to the Service without having to sign-in on each page or each time you return.
• On our Site: We use technology to gather usage and performance data about the Service, including the path a visitor takes through our Site, the time spent on various parts of it, and the features on it that are used.
• On our App: We use technology to help us usage and performance data and information to help diagnose and fix technology problems. This includes information regarding errors, history prior to and after errors, logging of uses, actions taken, and performance and load data.

5.2 How to Control Cookies

If you wish to prevent cookies from tracking your activity on our Service or visits across multiple websites, you can set your browser to block certain cookies or notify you when a cookie is set. If you block cookies on your browser, certain features on our Service may not work. For more information on how you can customize your browser’s cookie setting please visit the link to your web browser below:

• Chrome
• Google
• Safari
• Internet Explorer
• Mozilla

You may opt-out of interest-based advertising in general by visiting Digital Advertising Alliance, Network Advertising Initiative, Omniture, and PrivacyChoice.

6. DATA SHARING

Other than as described below, DecisionVault does not share User Data (as defined in the Terms of Service) with third parties unless directed to do so by the applicable Authorized User.

DecisionVault provides the ability to integrate the Service with Third-Party Services that an Authorized User may use at that Authorized User’s option and risk.

We may share your personal information we collect with a variety of parties, depending upon the purpose for and context in which you provided that information, such as:

• With Your Consent: We will share your personal information when you direct us to do so. For example, by submitting information through our platform, you are directing us to provide that information to your lawyer who is our Authorized User.
• Service Providers: In connection with our general business operations, Service improvements, and in connection with other legitimate business interests in providing our Services and carrying out the purposes we describe in this policy, we may share your personal information with service providers who provide certain services on our behalf.
• Business Transfers: Your personal information may be shared in the event that we go through a business transfer, such as a merger, acquisition, liquidation, bankruptcy, or sale of all or a portion of our assets, or should any such transaction be proposed. For example, your personal information may be part of the assets transferred, or may be disclosed (subject to confidentiality restrictions) during the due diligence process for a potential transaction.
• Legal Disclosures: We may access, use, preserve, and/or disclose your personal information when we have a good faith belief that doing so is reasonably necessary to (a) satisfy any requirement of law, regulation, legal process, or enforceable governmental request, (b) enforce or investigate a potential violation of our Terms or any other agreement you have with us, (c) detect, prevent, or otherwise respond to fraud, security or technical concerns, (d) support auditing and compliance functions, or (e) protect the rights, property, or safety of DecisionVault, its users, or the public against harm.

7. HOW WE PROTECT AND RETAIN PERSONAL INFORMATION

We maintain reasonable physical, administrative and technical safeguards to help protect your personal information.

Personal information may be accessed by persons within our organization, or our third-party service providers, who require such access to carry out the purposes described in this Privacy Policy, or as otherwise permitted or required by applicable law.

Even though we have taken steps to help protect the personal information in our control, you should know that we cannot fully eliminate security risks associated with personal information. No security measures can provide absolute protection. We cannot ensure or warrant the security of any information you provide to us.

We will retain your personal information for as long as you use our Site and/or Service and for a reasonable time thereafter.

8. WE MAY TRANSFER PERSONAL INFORMATION TO OTHER COUNTRIES

Personal information that we collect may be stored and processed in Canada and outside your jurisdiction of residence, in any other country in which we or our service providers maintain facilities, including in the United States, and other countries. Personal information processed and stored in another country may be subject to disclosure or access requests by the governments, courts or law enforcement or regulatory agencies in that country according to its laws.

By using our Site and Service or by providing us with personal information, you consent to any such transfer of information outside of your country. If you have any questions about our use of service providers outside of Canada, you may contact us using the information below.

9. HOW TO CONTROL YOUR INFORMATION

When you submit personal information, you can access and update such information by logging into your account or by contacting customer service. To delete personal information, please contact us at support@decisionvault.com. We may maintain a copy of the original version of your information in our records for a reasonable time. If you would like us to delete your user-provided data that you have provided via the Site, please contact us at support@decisionvault.com. Please note that some or all of the user-provided data may be required for our Service to function properly.

Your Canadian Privacy Rights: You have certain rights regarding your personal information, and these rights may be subject to limits under the applicable laws. If you are a Client of one of our Authorized Users (e.g. a client of a law firm using our Services), we process your information at the instruction of the Authorized User, and that Authorized User controls how your personal information is processed. In this case, you should direct your request to the Authorized User, and not to DecisionVault.

Where DecisionVault controls your personal information, you may request access to it and to request a correction if you believe it is inaccurate. If you would like to access the personal information we have about you, or if you would like to have it corrected, please contact us using the contact information provided below. In some cases, we may not be able to allow you to access certain personal information in certain circumstances, for example, if it contains personal information of other persons, or for legal reasons.

You may also be entitled to request additional information regarding our personal information governance practices, including details regarding what personal information is collected about you, the categories of persons who have access to your information, and how long your information will be retained for.

If you have a complaint about how your personal information is processed, or if you have questions regarding how to exercise your rights or if you wish to submit a request, please contact us using the contact information below.

You may also choose to withdraw your consent to our processing of your personal information. For example, if you receive promotional material from us, you may unsubscribe.

If you choose to withdraw consent from a processing of personal information we need to provide our Services, we may no longer be able to provide those Services to you.

To help protect against fraudulent requests, we may ask you for information to confirm that the person making the request is you or is authorized to access your information before granting access.

Please submit any privacy rights request (“Privacy Rights Request”) to any one of the following:

By Mail:

DecisionVault LLC
Att: Privacy Rights Request
30 N Gould St Ste 22949
Sheridan, WY 82801

By Email:

support@decisionvault.com - with subject line “Your Privacy Rights”

For each Privacy Rights Request, please state “Your Privacy Rights” in the e-mail or letter subject line, and clearly state the following in the body:

• the nature of your request;
• that the request is related to “Your Privacy Rights;”
• your name, street address, city, province/territory, postal code, and e-mail address; and
• whether you prefer to receive a response to your request by mail or e-mail.

If you send a California Privacy Rights Request by mail, then please do so by U.S. Certified Mail, Return Receipt Requested to allow for confirmation of mailing, delivery, and tracking. We will not accept a California Privacy Rights Request via telephone or fax; and we are not responsible for a California Privacy Rights Request that is incomplete, incorrectly labeled, or incorrectly sent.

10 GENERAL

(a) Children: The Site and/or Service are not directed towards children under 18 years of age and we do not knowingly collect any information from children under 18 years of age through the Site or Service.

(b) User Submitted Personal Information: You are solely responsible for the accuracy and content of the personal information you submit to the Site, and for keeping it current and correct.

(f) Contacting Us: If you have any questions about this Privacy Policy or our privacy practices, please email us at support@decisionvault.com, or you can write to our CEO at:

DecisionVault LLC
Att: Privacy Policy
30 N Gould St Ste 22949
Sheridan, WY 82801

(h) Changes: This Privacy Policy is subject to occasional revision. If we make any changes to this Privacy Policy, we will change the “Last Updated” date. You may be required to accept the amended Privacy Policy upon logging in to your account in order to keep using the Site and/or Service. Alternatively, we may post any non-material changes to this Privacy Policy on the Site with a notice advising of the changes in advance of the effective date of the changes. We may also notify you of material changes to this Privacy Policy, before the effective date of the changes, by sending an email or otherwise. If you do not agree to any non-substantial change to this Privacy Policy, you may terminate the Terms.