Data Deletion Agreement - Legacy Keeper

Effective Date: November 1, 2024

This Data Deletion Agreement (“Agreement”) explains your rights and options for deleting your personal information from Legacy Keeper, operated by Traction Technologies Inc. (“Legacy Keeper,” “we,” “us,” or “our”). This Agreement is part of our broader Terms of Service and Privacy Policy.

IMPORTANT: Data deletion is permanent and irreversible. Please read this Agreement carefully before deleting your data.

1. Your Right to Delete Data

1.1 Immediate Deletion Right

You have the absolute right to delete all of your account data from Legacy Keeper at any time, for any reason, without needing to provide justification or explanation. This right applies to all users, including both Standard Users and Professional Users.

1.2 Self-Service Deletion

You can delete your data directly from your account settings page without needing to contact customer support or submit a deletion request. The deletion process is designed to be simple, immediate, and under your complete control.

1.3 No Fees or Penalties

There are no fees, charges, or penalties for deleting your data. If you have an active paid subscription, deleting your data does not entitle you to a refund for any remaining subscription period, but you will not be charged again after the current billing period ends.

2. What Gets Deleted

2.1 Complete Data Deletion

When you delete your account data, the following information is permanently removed:

All estate planning information: Personal details, family information, asset details, beneficiary information, healthcare directives, and all other estate planning data
All uploaded documents and files: Any documents, images, PDFs, or other files you have uploaded
All AI-generated content: Documents, recommendations, and other content created by the AI system
All collaboration data: Records of people you’ve shared data with and permissions you’ve granted
Account information: Your name, email address, and other account details
Activity history: Login history, usage logs, and activity records associated with your account

2.2 Professional User Specific Deletions

For Professional Users, deletion also includes:

Professional credentials and licensing information
Client collaboration records and invitations
All access permissions to client accounts

2.3 What Is Not Deleted

The following information may be retained as legally required:

Payment records: Transaction history for tax and accounting compliance (retained for 7 years as required by law)
Aggregated analytics: Anonymous, non-identifiable usage statistics that cannot be traced back to you
Legal hold data: Information subject to legal preservation requirements (you will be notified if this applies)

3. How Data Deletion Works

3.1 Deletion Process

To delete your data:

Log in to your Legacy Keeper account
Navigate to Account Settings
Select “Data Management” or “Delete Account”
Review the deletion warnings and information
Export any data you wish to keep (optional but strongly recommended)
Confirm your intention to permanently delete your data
Verify your identity (may require password re-entry)
Click the final “Delete All Data” button

3.2 Immediate and Permanent Deletion

Once you confirm deletion, all of your data is immediately and permanently removed from Legacy Keeper’s systems. This happens in real-time – your data is deleted the moment you confirm the action. We do not retain backups, copies, or archives of your deleted data.

3.3 No Waiting Period

Unlike some services that impose a waiting period before deletion, Legacy Keeper deletes your data immediately. There is no grace period, recovery window, or delay. Once deleted, your data is gone forever.

3.4 Confirmation Email

After deletion, you will receive a confirmation email at your registered email address confirming that your data has been permanently deleted. This email serves as documentation of the deletion.

4. Critical Warnings About Data Deletion

4.1 Deletion Is Permanent and Irreversible

THIS IS THE MOST IMPORTANT THING TO UNDERSTAND: Once you delete your data, it is gone forever. There is absolutely no way to recover it. Legacy Keeper cannot restore your data, and no technical support or recovery service can retrieve it. Even if you immediately regret the deletion, your data cannot be recovered.

4.2 No Backups Are Retained

We do not keep backup copies of deleted data. Some online services retain backups for 30, 60, or 90 days after deletion. Legacy Keeper does not. When you delete your data, it is immediately purged from all systems, including backup systems.

4.3 Export Your Data First

Before deleting your data, we strongly urge you to export all information you may need in the future. Legacy Keeper provides data export functionality that allows you to download all of your estate planning information, documents, and files. Once you delete your data, you will not be able to export it.

4.4 Impact on Shared Access

If you have shared your data with others (professional advisors, family members), deleting your data has the following effects:

All access is immediately revoked: Anyone you’ve shared with will immediately lose access to your data
No copies remain: Authorized users do not receive copies of your data when you delete it
Collaboration ends: All collaboration agreements and permissions are terminated

Important for Professional Users: If you are a Professional User with access to client data, deleting your account removes your access to all client accounts. However, it does NOT delete your clients’ data – their information remains in their own accounts.

4.5 Critical: Data Already Copied by Collaborators Cannot Be Retracted

IMPORTANT: If you have shared your data with professional advisors, family members, or other users, they may have already downloaded, exported, copied, or otherwise saved your information. Revoking their access or deleting your account only removes their ability to access your data through Legacy Keeper – it does NOT delete any copies they have already made.

When you share data with others through Legacy Keeper:

They can export or download information: Professional advisors and other authorized users have the ability to export, download, or copy data you’ve shared with them
These copies remain with them: Any data they have already saved, printed, or copied remains in their possession even after you revoke access
You cannot retract downloaded data: Once someone has made a copy of your data, you cannot force them to delete it
Professional obligations may apply: Professional advisors may be required by law or professional standards to retain copies of client information even after your collaboration ends
Legacy Keeper cannot control external copies: We have no ability to delete, retract, or control data that others have downloaded or copied from the platform

By sharing your data with others through Legacy Keeper, you acknowledge and accept that:

They may retain copies of your information even after access is revoked
You are responsible for understanding the implications of sharing sensitive information
You should only share data with people and professionals you trust
Legacy Keeper is not responsible for how others use data you have shared with them
Deleting your account does not delete copies held by your collaborators

If you are concerned about who has copies of your data, you should contact those individuals directly to discuss data retention and deletion. This is particularly important if you have worked with professional advisors who may have legal or ethical obligations regarding client data retention.

4.6 You Are Responsible for Backups

You are solely responsible for maintaining your own backups of any information you want to preserve. Legacy Keeper’s data export tools are provided to help you do this, but it is your responsibility to export and save your data before deletion.

5. Special Circumstances

5.1 Active Subscriptions

If you have an active paid subscription when you delete your data:

Your subscription will be cancelled immediately
You will not be charged for any future billing periods
You are not entitled to a refund for the current billing period
Any unused subscription time is forfeited

5.2 Legal Obligations and Court Orders

In rare circumstances, we may be legally prohibited from deleting certain data, such as when:

Your data is subject to a legal hold or preservation order
A court has ordered us to retain your information
We are required by law to retain certain records (such as payment transaction history)
Your data is needed for ongoing litigation or regulatory investigations

If any of these circumstances apply to your data, we will:

Notify you immediately via email
Explain which data must be retained and why
Retain only the minimum data necessary to comply with legal requirements
Delete the retained data as soon as the legal obligation ends

5.3 Professional Users with Active Client Relationships

If you are a Professional User with active access to client accounts:

Deleting your account immediately terminates all client access permissions
Your clients will be notified that you no longer have access to their data
Your clients’ data remains intact in their own accounts
You should inform your clients before deleting your account to avoid service disruption

5.4 Deceased User Accounts

If a Legacy Keeper user passes away, authorized representatives (such as executors or next of kin) may request account access or data deletion by contacting us at admin@legacykeeper.app with appropriate legal documentation. We will require proof of death and legal authority before taking any action.

6. Alternatives to Full Deletion

6.1 Partial Data Deletion

If you don’t want to delete all of your data, you can selectively delete specific information from within your account. You can remove individual documents, sections of your estate plan, or other specific data without deleting your entire account.

6.2 Account Deactivation

If you want to stop using Legacy Keeper temporarily but preserve your data, you can deactivate your account instead of deleting it. Deactivation:

Prevents anyone from accessing your account
Preserves all of your data
Can be reversed at any time by reactivating your account
Does not cancel your subscription (you must cancel separately)

6.3 Data Export Without Deletion

You can export your data at any time without deleting it. This allows you to maintain a personal backup while continuing to use Legacy Keeper. We recommend regularly exporting your data as a best practice.

6.4 Revoke Access Permissions

If you’re concerned about who has access to your data, you can revoke access permissions for specific users without deleting your account or data. This allows you to maintain control over your information while keeping it in Legacy Keeper.

7. Your Acknowledgment and Agreement

By using Legacy Keeper’s data deletion features, you acknowledge and agree that:

You have read and understood this Data Deletion Agreement
You understand that data deletion is permanent and irreversible
You understand that Legacy Keeper does not retain backups of deleted data
You are solely responsible for exporting and backing up any data you want to preserve
You will not hold Legacy Keeper liable for any consequences of data deletion
You understand the impact of deletion on shared access and collaboration
You waive any claims against Legacy Keeper related to deleted data
You accept full responsibility for your decision to delete data

8. Limitation of Liability for Deleted Data

TO THE MAXIMUM EXTENT PERMITTED BY LAW, LEGACY KEEPER AND TRACTION TECHNOLOGIES INC. SHALL NOT BE LIABLE FOR ANY LOSS, DAMAGE, OR CONSEQUENCES RESULTING FROM DATA DELETION, INCLUDING BUT NOT LIMITED TO:

Loss of important estate planning information or documents
Inability to recover deleted data
Disruption to professional relationships or services
Financial losses or legal consequences resulting from lost data
Emotional distress or personal hardship caused by data loss
Any other direct, indirect, incidental, or consequential damages

You expressly assume all risk associated with deleting your data and agree to hold Legacy Keeper harmless for any consequences of such deletion.

9. Contact and Support

9.1 Questions Before Deletion

If you have questions about data deletion before proceeding, please contact us at admin@legacykeeper.app. We can help you understand:

What data will be deleted
How to export your data before deletion
Alternatives to complete deletion
The deletion process and timeline

9.2 After Deletion

Please understand that once data is deleted, our support team cannot help you recover it. We will not respond to requests to restore deleted data because restoration is technically impossible.

9.3 Contact Information

Traction Technologies Inc.

Email: admin@legacykeeper.app

Website: https://legacykeeper.app

Subject Line: Data Deletion Inquiry

10. Changes to This Agreement

We may update this Data Deletion Agreement from time to time. Any changes will be posted on our website with an updated effective date. Material changes will be communicated via email at least 30 days before taking effect. Your continued use of the deletion features after changes take effect constitutes acceptance of the updated Agreement.

FINAL REMINDER

Data deletion is permanent, immediate, and irreversible. Once you delete your data, it is gone forever and cannot be recovered by anyone, including Legacy Keeper. Please export any information you wish to keep before proceeding with deletion.

If you are certain you want to delete your data, you can proceed through your account settings. If you have any doubts or questions, please contact us before deleting.