Privacy Policy

Effective Date: January 12, 2026

At Plan to End Well, LLC, we recognize that the information you share with us is deeply personal. Your privacy is a priority, and we are committed to protecting your data with the same respect and care we bring to our advocacy work.

1. Information We Collect

To provide our services effectively, we may collect the following types of information:

• Contact Information: Your name, email address, and phone number.
• Planning Details: Information shared during sessions for The Plan, The Letter, or The Honoring, which may include family history, end-of-life preferences, and legacy messages.
• Payment Information: Processed securely through our third-party payment processors (e.g., Stripe, PayPal, or Affirm). We do not store your full credit card details on our servers.

2. How We Use Your Information

We use the information we collect to:

• Deliver the consulting and advocacy services you have requested.
• Communicate with you regarding appointments, resources, or updates to our services.
• Improve our website and offerings to better serve our community.

3. Sharing Your Information

We do not sell, rent, or trade your personal information to third parties. We only share information when necessary to:

• Complete a transaction (e.g., sharing your email with our email service provider).
• Comply with legal obligations or protect the safety and rights of our clients and business.

4. Data Security

The information shared in end-of-life planning is sensitive. We use industry-standard security measures to protect your data. However, please remember that no method of transmission over the internet is 100% secure. We encourage you to be mindful of the information you share via email.

5. Your Rights and Choices

You have the right to access, correct, or request the deletion of your personal data, subject to certain legal or administrative requirements. Please contact us directly to exercise these rights.

6. Cookies and Tracking

Our website may use "cookies" to enhance your browsing experience and analyze site traffic. You can choose to disable cookies through your browser settings, though some features of the site may not function properly as a result.

7. Third-Party Links

Our website may contain links to other sites (such as resources for grieving or funeral services). We are not responsible for the privacy practices of those external websites.

8. Third-Party Applications & Services

To deliver a cohesive and streamlined planning experience, we utilize specialized third-party applications. Most notably, we use JotForm to securely collect and organize the sensitive information required for your end-of-life advocacy sessions.

By using our services, you acknowledge that your information may be processed through these platforms. We encourage you to review their privacy practices here:

• JotForm Privacy Policy
• Stripe Privacy Center

9. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date."