Privacy Policy

1. Information we collect

Depending on how you use the service, we may collect:

• Identifiers: name, email address, authentication identifiers
• Account and profile information
• Family, household, planning, and life-event information you choose to provide
• Documents and document metadata
• Messages, prompts, and AI interactions
• Provider searches, saved providers, comparisons, and preferences
• Subscription and transaction records
• Device, browser, IP, security, cookie, and usage data
• Communications and support requests
• Approximate location or ZIP code when you provide it
• Inferences generated to organize tasks or personalize recommendations

2. Where the information comes from

• Directly from you
• Automatically from your device when you use the service
• From connected services you have authorized
• From the service providers that operate parts of the platform for us
• From public government or professional-licensing records
• From vendors who maintain their own directory listings

3. Why we use it

• Provide accounts, plans, recommendations, and document tools
• Process subscriptions
• Authenticate and secure accounts
• Provide support
• Improve accessibility and product performance
• Detect fraud and abuse
• Maintain provider listings
• Comply with law
• Develop and evaluate AI systems using de-identified or appropriately protected information

4. Advertising and your documents

AndWithYou does not use private documents or sensitive family information for third-party advertising.

Your content is not used to train general-purpose AI models.

5. Service providers

We use service providers in the following categories to operate the platform:

• Hosting and infrastructure
• Authentication
• Database and storage
• Payment processing (Stripe)
• Email delivery
• Analytics
• Error monitoring
• AI model and document-processing providers
• Customer support

6. California privacy rights

If you live in California, you may have the right to know and access the personal information we hold, delete it, correct it, receive information about our collection and disclosure practices, opt out of any sale or sharing where applicable, limit certain uses of sensitive personal information where applicable, be free from discrimination for exercising a right, use an authorized agent, and appeal a denied request where applicable.

We have not yet completed a formal determination of whether the CCPA's statutory thresholds apply to AndWithYou. Regardless of that determination, we will honor reasonable access, correction, and deletion requests, subject to verifying who you are and to the exceptions the law allows.

We do not sell personal information for money. If our practices constitute “sharing” for cross-context behavioral advertising under California law, eligible users may opt out through Cookie Preferences or a Do Not Sell or Share request.

Where technically applicable, we honor Global Privacy Control signals sent by your browser as an opt-out of optional and advertising technologies.

7. Retention

We retain information only for as long as reasonably necessary for the purposes described in this policy, including providing the service, maintaining security, resolving disputes, enforcing agreements, and meeting legal, tax, accounting, and regulatory obligations. Retention depends on the type of information, sensitivity, user instructions, legal requirements, and operational need.

When information is deleted from active systems, it may remain for a period in encrypted backups and in records we are legally required to keep.

8. Security

We use reasonable administrative, technical, and organizational safeguards to protect information. No system is completely secure, and we do not promise absolute security or claim certifications we do not hold.

9. Children

AndWithYou is for adults aged 18 or older. The service is not directed to children, and we do not knowingly collect information from them.

10. Notice at collection

AndWithYou collects the information you provide to create your private plan, organize documents, personalize next steps, secure your account, and provide the service. Some information may describe health, finances, family relationships, or a recent death. Please share only what is necessary and what you are authorized to provide.

11. Exercising your rights

You can download, correct, or delete your information from Settings, Privacy and Data. You can also email support@andwithyou.com. We verify who you are before acting on a request.

How to reach us

Questions about privacy? Email support@andwithyou.com and a person will read it. We reply by email.

AndWithYou LLC is the entity responsible for the AndWithYou service.