At Will Buddy, we collect information necessary to provide our AI-powered will creation service:
Name, email address, contact details, and billing information
Personal details, beneficiary information, asset details, and preferences
Platform interactions, AI chat interactions, and document revisions
IP address, browser type, device information, and usage analytics
We use your information to:
Your will documents and personal information are encrypted in transit (TLS) and at rest. We implement industry-standard security measures including:
Data protected with TLS in transit and encryption at rest
Regular backups and redundancy systems
Protections applied across our systems and accounts
Strict team member access limitations
Continuous security monitoring systems
If you have questions about this Privacy Policy or how we handle your data, please contact us:
Our AI technology processes your personal information to generate customized will documents. Here's how it works:
Our AI analyzes your personal details, family relationships, and asset information to create personalized will documents that comply with Australian legal requirements.
The AI makes recommendations about will structure and legal clauses based on your inputs. You maintain full control and can review, modify, or override any AI suggestions.
We use aggregated, de-identified data to improve our AI models. Your personal information is never used for training without explicit consent and proper anonymization.
All AI-generated documents undergo quality checks. You can request human review of any automated decisions, and we provide transparent explanations of AI logic.
Under Australian privacy law, you have important rights regarding your personal information:
You can request access to the personal information we hold about you. We'll provide this within 30 days, and it's usually free unless the request is complex or voluminous.
If you believe your personal information is inaccurate, out-of-date, or incomplete, you can request corrections. We'll update your information promptly and notify any third parties if necessary.
You can ask us to limit how we use your information in certain circumstances, such as when you're disputing the accuracy of your data or the lawfulness of our processing.
You can request a copy of your personal information in a structured, commonly used format that you can transfer to another service provider.
Where we rely on your consent to process information, you can withdraw it at any time. This won't affect the lawfulness of processing before you withdrew consent.
You can complain to us directly or to the Office of the Australian Information Commissioner (OAIC) if you're not satisfied with how we handle your personal information.
We retain your information only as long as necessary for the purposes we collected it:
While your account is active, we retain all necessary information to provide our services, including your profile, will documents, and interaction history.
Completed will documents are retained for 7 years after account closure or as long as legally required, whichever is longer, to support estate administration.
Payment and billing information is retained for 7 years to comply with Australian taxation and accounting requirements.
Support communications are retained for 3 years to improve service quality and resolve any disputes that may arise.
If you've consented to marketing, we retain this data until you opt out or 5 years from your last interaction, whichever comes first.
When retention periods expire, we securely delete or anonymize your information using industry-standard data destruction methods.
Sometimes we need to transfer your information overseas to provide our services:
Your data is primarily stored with Supabase in Australia (Sydney). Some processing occurs overseas via the providers we use, including in the United States. Some of these providers are located overseas (including the United States) and may not be subject to the Australian Privacy Act.
Third-party services like payment processors, email providers, and our AI document generation provider may be located overseas (including in the United States). We share information with them only as needed to operate the service.
Overseas transfers are protected by appropriate safeguards including encryption and contractual privacy obligations. Some of these providers are located overseas (including the United States) and may not be subject to the Australian Privacy Act.
By using our service, you consent to necessary overseas transfers. You can withdraw consent, but this may limit our ability to provide certain services.
We may use your information for marketing purposes, but you always have control:
We may send you important updates about our services, new features, and legal changes. These communications are necessary for account holders.
With your consent, we may send newsletters, promotional offers, and information about related services that might interest you.
Every marketing email includes an unsubscribe link. You can also opt out through your account settings or by contacting us directly.
We never sell your information to third parties for their marketing purposes. Any marketing you receive comes directly from us.
We respect your right to anonymity where practicable:
You can browse our public website pages anonymously. We only collect basic analytics data that doesn't identify individual users.
You can make general inquiries about our services without providing personal details, though this may limit how specifically we can help you.
Creating a will requires accurate personal information so the document is correct and legally effective once you sign and witness it. Anonymous will creation is not possible. You're responsible for providing accurate information; we don't independently verify your identity.
In some circumstances, you may be able to use a pseudonym for initial contact, but your will document needs to use your accurate personal details to be effective. You're responsible for providing accurate information; we don't independently verify your identity.
We take steps to ensure your information is accurate, complete, and up-to-date:
We only collect information that is necessary for our services and take reasonable steps to ensure it's accurate and current.
You're responsible for providing accurate information and letting us know if your details change. This is especially important for legal documents like wills.
You're responsible for providing accurate information; we don't independently verify your identity. Please review your details carefully, as the accuracy of your will depends on the information you provide.
We'll remind you to review and update your information periodically to ensure your will documents remain current and legally effective.
If you have concerns about how we handle your personal information, here's how to make a complaint:
Email privacy@willbuddy.com.au with details of your concern. We aim to acknowledge complaints within 2 business days and resolve them within 30 days.
We'll investigate your complaint thoroughly, may ask for additional information, and will keep you informed of progress throughout the process.
If you're not satisfied with our response, you can complain to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.
Making a complaint is free. We won't disadvantage you in any way for making a legitimate privacy complaint.
We may update this privacy policy from time to time. Here's how we'll keep you informed:
We'll notify you of significant changes by email and by posting a notice on our website at least 30 days before the changes take effect.
For minor changes like contact details or clarifications, we'll update the policy and change the 'last updated' date at the top of this page.
If you don't agree with material changes, you can close your account before they take effect. Continued use of our services means you accept the updated policy.
Previous versions of this policy are available on request so you can see what has changed over time.
We're committed to transparency and protecting your personal information. Contact our privacy team anytime.