Privacy Policy

Last updated: August 2026

This Privacy Policy explains how iBestow ("we," "us") collects, uses, and protects your information when you use the iBestow application (the "Service"). iBestow is operated as an individual sole proprietorship.

1. Information We Collect

We collect information you provide directly, including:

• Account information: name, email address, and phone number.
• Content you store: vital document metadata, keepsake and heirloom descriptions, account and asset notes, and similar legacy-planning information.
• Trustee and beneficiary contact information you provide on behalf of others you designate.
• Communication preferences, including whether you've opted in to SMS or email notifications.

2. How We Use Information

We use your information to operate the Service, including sending account-related notifications (check-in reminders, quarterly review reminders, trustee action alerts), maintaining your document and heirloom records, and facilitating the release of information to designated trustees or beneficiaries according to your instructions.

3. SMS and Email Communications

If you opt in, we send account-related text messages and/or emails related to your use of the Service. We do not send marketing or promotional SMS messages, and we do not sell or share your phone number with third parties for marketing purposes. Message and data rates may apply. You can opt out of SMS at any time by replying STOP, or request help by replying HELP. Text messaging originator opt-in data and consent will not be shared with any third parties for marketing purposes.

4. How We Share Information

We do not sell your personal information. We share information only:

• With trustees or beneficiaries you explicitly designate, and only according to the release conditions you set.
• With service providers who help us operate the Service (for example, hosting, database, email, and SMS delivery providers), under obligations to protect your data.
• When required by law.

5. Data Security

Your data is encrypted at rest and in transit using industry-standard encryption provided by our infrastructure providers. We take reasonable measures to protect your information, though no system can be guaranteed 100% secure.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide the Service. You may request deletion of your account and associated data by contacting us.

7. Your Rights

You may access, update, or request deletion of your personal information at any time by contacting us at the email below.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the "Last updated" date above.

9. Contact

Questions about this Privacy Policy can be sent to hello@ibestow.app.