Privacy Policy

Last Updated: February 10, 2026

Effective Date: February 10, 2026

Applies To: dynastyos.ai and all related services

Williams Legacy Group, LLC (“Williams Legacy Group,” “DynastyOS,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our website at dynastyos.ai, our platform, mobile applications, and all related services (collectively, the “Services”).

By accessing or using our Services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access or use our Services.

1. Information We Collect

1.1 Personal Information You Provide

When you create an account, use our estate planning services, or interact with our platform, you may provide us with the following categories of personal information:

Identity Information: Full legal name, date of birth, Social Security Number (for trust documents), marital status, and government-issued identification
Contact Information: Email address, phone number, mailing address, and residential address
Financial Information: Asset details, property information, bank account details (for trust funding), insurance policy information, and investment account details
Family Information: Names and details of beneficiaries, trustees, guardians, and other individuals named in your estate planning documents
Account Credentials: Username, password (stored in hashed form only), and multi-factor authentication preferences
Payment Information: Credit or debit card numbers, billing address, and payment history (processed through PCI DSS-compliant third-party processors)
Communications: Messages, inquiries, and correspondence you send to us through our platform, email, chat, or phone

1.2 Information Collected Automatically

When you access or use our Services, we automatically collect certain information about your device and usage patterns:

Device Information: IP address, browser type and version, operating system, device type, screen resolution, and unique device identifiers
Usage Data: Pages visited, features used, time spent on pages, click patterns, referring URLs, and navigation paths
Log Data: Access times, error logs, and server response information
Location Data: Approximate geographic location derived from your IP address (we do not collect precise GPS location)

1.3 Cookies and Tracking Technologies

We use cookies, web beacons, pixels, and similar tracking technologies to enhance your experience and collect information about how you use our Services:

Essential Cookies: Required for basic platform functionality, authentication, and security. These cannot be disabled.
Functional Cookies: Remember your preferences, language settings, and customization choices to provide a personalized experience.
Analytics Cookies: Help us understand how visitors interact with our platform, which pages are most popular, and where users encounter issues. We use these to improve our Services.
Marketing Cookies: Used to deliver relevant advertisements and measure the effectiveness of our marketing campaigns. You may opt out of marketing cookies at any time.

2. How We Use Your Information

We use the information we collect for the following purposes:

Service Delivery: To create, process, and deliver your estate planning documents, including trusts, wills, powers of attorney, and related legal instruments
Trust Funding: To facilitate the retitling of your assets into your trust through our Trust Funding Concierge service
Attorney Review: To share relevant document information with licensed attorneys in your state for professional review and approval
Account Management: To create and manage your account, process payments, and provide customer support
Platform Improvement: To analyze usage patterns, diagnose technical issues, and improve the functionality and performance of our Services
Communications: To send you service-related notifications, updates about your documents, account alerts, and responses to your inquiries
Marketing: With your consent, to send you promotional materials, newsletters, and information about new features or services (you may opt out at any time)
Legal Compliance: To comply with applicable laws, regulations, legal processes, or enforceable governmental requests
Security: To detect, prevent, and respond to fraud, unauthorized access, and other security threats

3. Information Sharing and Disclosure

We never sell your personal data.

Williams Legacy Group does not sell, rent, lease, or trade your personal information to third parties for their own marketing purposes. Period.

We may share your information only in the following limited circumstances:

Attorney Network: We share document-related information with licensed attorneys in your state who review your estate planning documents. These attorneys are bound by professional ethical obligations and confidentiality requirements.
Trust Funding Partners: When you use our Trust Funding Concierge, we share necessary information with financial institutions, title companies, and other parties required to retitle your assets. Only the minimum information necessary is shared.
Service Providers: We work with carefully vetted third-party service providers who assist with payment processing, cloud hosting, email delivery, analytics, and customer support. All service providers are contractually required to protect your data and use it only for the purposes we specify.
White-Label Partners: If you access DynastyOS through a financial professional’s white-label implementation, that professional may have access to information related to your engagement with their practice. This is governed by the partner’s own privacy policy in addition to ours.
Legal Requirements: We may disclose your information if required by law, subpoena, court order, or governmental regulation, or if we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
Business Transfers: In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change and any choices you may have.

4. Data Security

We take the security of your personal information extremely seriously. Estate planning involves some of the most sensitive data a family can share, and we protect it with institutional-grade security measures:

AES-256 Encryption

All personal data is encrypted at rest and in transit using AES-256 encryption — the same standard used by the U.S. Department of Defense and major financial institutions. Your documents and sensitive information are never stored in plaintext.

SOC 2 Type II Compliance

Our platform undergoes annual third-party SOC 2 Type II audits, verifying our security controls, availability, processing integrity, confidentiality, and privacy practices meet institutional standards.

TLS 1.3 Transport Security

All data transmitted between your browser and our servers is protected by TLS 1.3 encryption, ensuring that information cannot be intercepted or tampered with during transmission.

Access Controls

We implement role-based access controls (RBAC), multi-factor authentication, and the principle of least privilege to ensure that only authorized personnel can access your information, and only to the extent necessary.

Continuous Monitoring

Our infrastructure is monitored 24/7 for security threats, unauthorized access attempts, and anomalous activity. We maintain comprehensive audit logs of all system access and data operations.

Data Backups

Your data is backed up with encrypted, geographically redundant storage to ensure availability and disaster recovery. Backups are tested regularly and are subject to the same security controls as primary data.

While we implement industry-leading security measures, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security, but we are committed to promptly addressing any security incident and notifying affected users in accordance with applicable law.

5. Your Rights and Choices

You have the following rights regarding your personal information:

Right to Access: You may request a copy of the personal information we hold about you. We will provide this information in a portable, commonly used format within 30 days of your verified request.
Right to Correction: You may request that we correct any inaccurate or incomplete personal information. You can also update much of your information directly through your account settings.
Right to Deletion: You may request that we delete your personal information, subject to certain exceptions (such as legal retention requirements or active service obligations). Please note that deleting your data may affect our ability to provide estate planning services.
Right to Opt Out: You may opt out of receiving marketing communications at any time by clicking the “unsubscribe” link in our emails, adjusting your notification preferences in your account settings, or contacting us directly.
Right to Data Portability: You may request that we transfer your personal information to another service provider in a structured, commonly used, machine-readable format where technically feasible.
Right to Restrict Processing: You may request that we limit the processing of your personal information in certain circumstances, such as when you contest the accuracy of the data.
Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights. You will not receive different pricing, quality of service, or access to features based on your privacy choices.

To exercise any of these rights, please contact us at privacy@dynastyos.ai or use the privacy controls in your account settings. We will verify your identity before processing your request and respond within 30 days (or 45 days for complex requests, with notice).

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Specifically:

Active Accounts: We retain your information for the duration of your account and active service relationship.
Estate Planning Documents: Given the multi-generational nature of estate planning, we retain completed trust documents and related records for a minimum of 25 years or the life of the trust, whichever is longer, unless you request earlier deletion.
Financial Records: Payment and transaction records are retained for 7 years in accordance with tax and financial reporting requirements.
Communications: Customer support correspondence is retained for 3 years after your last interaction.
Analytics Data: Anonymized and aggregated usage data may be retained indefinitely for platform improvement purposes.

7. Children’s Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us at privacy@dynastyos.ai, and we will promptly delete such information.

We recognize that estate planning documents may include the names of minor beneficiaries. This information is provided by the adult account holder and is treated with the highest level of security and confidentiality. It is used solely for the purpose of preparing estate planning documents and is not used for marketing or any other secondary purpose.

8. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA):

Right to Know: You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources from which it was collected, the business purpose for collecting it, and the categories of third parties with whom we share it.
Right to Delete: You have the right to request deletion of your personal information, subject to certain exceptions permitted by law.
Right to Correct: You have the right to request correction of inaccurate personal information.
Right to Opt Out of Sale/Sharing: We do not sell your personal information. We do not share your personal information for cross-context behavioral advertising purposes.
Right to Limit Use of Sensitive Personal Information: You have the right to limit the use and disclosure of sensitive personal information to what is necessary to perform our Services.

Categories of Information Collected: In the preceding 12 months, we may have collected the following categories of personal information as defined by the CCPA:

Identifiers (name, email, phone, IP address)
Personal information categories listed in Cal. Civ. Code § 1798.80(e)
Protected classification characteristics (age, marital status)
Commercial information (transaction history, payment records)
Internet or electronic network activity (browsing history, interactions)
Professional or employment-related information (for partner accounts)
Sensitive personal information (Social Security Number, financial account details)

To exercise your California privacy rights, contact us at privacy@dynastyos.ai or call us at (888) 442-7378. You may also designate an authorized agent to make a request on your behalf. We will respond to verified requests within 45 days.

9. Other State Privacy Rights

Residents of Virginia, Colorado, Connecticut, Utah, and other states with comprehensive privacy laws may have similar rights to access, correct, delete, and port their personal information, as well as the right to opt out of certain data processing activities. We honor these rights in accordance with applicable state laws. Please contact us at privacy@dynastyos.ai to exercise your rights.

10. International Users

Our Services are primarily intended for users in the United States. If you access our Services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located. By using our Services, you consent to the transfer of your information to the United States, which may have different data protection laws than your country of residence.

11. Third-Party Links and Services

Our Services may contain links to third-party websites, services, or applications that are not operated by us. This Privacy Policy does not apply to those third-party services. We encourage you to review the privacy policies of any third-party services you access through our platform. We are not responsible for the privacy practices or content of third-party services.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make material changes, we will:

Update the “Last Updated” date at the top of this policy
Provide notice through our platform or via email to your registered email address
Where required by law, obtain your consent before applying material changes

We encourage you to review this Privacy Policy periodically. Your continued use of our Services after changes are posted constitutes your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Williams Legacy Group, LLC

Attn: Privacy Team

Email: privacy@dynastyos.ai

Phone: (888) 442-7378

Website: dynastyos.ai

For California residents: You may also submit a verifiable consumer request through our privacy portal or by calling the phone number above. We aim to respond to all inquiries within 30 business days.