Privacy Policy

Privacy Policy

1. To whom does this Privacy Policy apply?

To serve you, the Aftercare Partner must collect certain personal information. We realize that we receive sensitive personal information and protect it, considering the high level of sensitivity. By agreeing to use our aftercarepartner.com website, Aftercare Partner platform, your account, and /or our Services ("Services"), which refer to the platform and its features and functionalities and the professional, assistance and support services provided by Aftercare Partner, as the case may be, you consent to the terms of this Privacy Policy.

Executors Advantage Inc. (“Aftercare Partner,” “we,” “us,” or “our”) is a company that provides a service for the delivery of final document notifications, estate guidance and pre-planning Services. Executor's Advantage/Aftercare Partner is a registered company located at 9-1561 Hidden Valley Rd Huntsville, ON, Canada, P1H2A4.

This Policy describes the practices followed by Aftercare Partner, owned by Executor's Advantage, regarding collecting, processing, and disclosing personal information concerning Aftercare Partner clients and other users, such as authorized third parties.

Our Services are designed and intended for use by individuals of legal age in the jurisdiction where they live. We do not collect or intend to collect information from anyone under 16 years old. If you know a child has provided us with personal information, please contact us at info@aftercarepartner.com. 

2. What personal information do we collect and why? 

You can access Aftercare Partner's website without providing personal information. However, if you choose to use our Services, sign up for an account, and/or contact us by email, video, or phone, we will ask you to provide us with personal information, depending on the type of Service and access you request.

2a. To provide our Services 

Aftercare Partner only collects and uses personal information necessary for us to provide our Services and for our users to manage their website portal and perform other activities, such as creating a case for final document services, estate guidance or funeral pre-planning. Information collected connected to wills, estates and other final document notification services include your full name, email address, gender, date of birth, place of residence, password, marital status, children, credit card information, utility information, government ID, Proof of Death Certificate and/or social insurance number. Information collected connected to the pre-planning services includes information about the next of kin/family member, such as their full name, gender, date of birth and death, place of death, marital status, government ID and/or social insurance number, assets and financial information, as well as information about the executor, including executor’s full name, ID and/or social security number and ties with the deceased, the executor’s government identifier as well as the name of the beneficiaries, their ties to the deceased, their IDs and/or social security number and the beneficiaries’ government identifier.

Our platform collects personal information directly from the executor/family member, lawyer or Funeral Director through Aftercare Partner Services if the executor/family member seeks administrative support from Aftercare Partner. 

2b. To operate our website 

Like most other websites, our website uses cookies, which are saved on your computer when you visit it. Aftercare Partner uses this information to adapt its website to your preferences and compile statistics about the consultation and use of its website to improve it. We only use cookies that are necessary to operate our website. We do not store these cookies.

2c. To send you communications

We use your personal information to send you communications, such as tailored and relevant marketing and transactional text and email messages. You can opt out from these communications at any time by following the unsubscribe instructions in the email or text message or by contacting us at info@aftercarepartner.com. 

2d. To opt out of cookies

By modifying your browser settings, you may erase cookies from your computer's hard disk, block cookie creation, or receive a warning before a cookie is registered. However, you may not be able to access all of our website’s features.

2e. To process payments 

We use a third-party payment service provider to process payments on our behalf. Our provider collects your name, billing address, and payment card information (card number, expiry date, and security code) to process payments on our behalf.

 3. Who do we share personal information with?

Unless we have your express consent or pursuant to a legal power, we will only disclose your personal information to organizations outside Aftercare Partner without your consent in the following limited circumstances:

To a service provider or third party performing administrative services to support the platform and manage our customers (e.g., a data hosting service provider, customer relationship management solution).

To a law enforcement agency whenever we have reasonable grounds to believe that you have knowingly supplied us with false or misleading information or are otherwise involved in unlawful activities.

To a third party who may be interested in buying Aftercare Partner, personal customer information must be shared to assess the business transaction.

4. How is personal information kept accurate? 

As the personal information collected on our platform comes from executors, funeral directors, funeral providers, and legal firms, executors must ensure its accuracy. 

As a user of our services, you are also responsible for updating your personal information as required or informing Aftercare Partner of any significant change respecting personal information relating to the will, estate plan, or succession over the course of the business relationship with Aftercare Partner.

If information is inaccurate or out of date, to obtain rectification, please submit a written request to our company at info@aftercarepartner.com. If the data must be corrected, erased or completed, Aftercare Partner will do so immediately. If required, we will send the modified information to the third parties having access to the information in question. Aftercare Partner undertakes to answer any request for rectification within 30 days from the date of receipt of the written request unless circumstances authorize Aftercare Partner to extend the time to do so. In such a case, Aftercare Partner will notify you, within 30 days from the date of the request, of the new time period and the reasons for the extension.

5. How can you access personal information about you?

You are entitled to access the personal information Aftercare Partner holds about you. Access requests can be sent in writing to our company at info@aftercarepartner.com.

Aftercare Partner undertakes to answer any request for access within 30 days from the date of receipt unless circumstances authorize Aftercare Partner to extend the time to do so. In such a case, Aftercare Partner will notify you, within 30 days from the date of the request, of the new time period and the reasons for the extension.

Access to your personal information is generally granted free of charge. However, Aftercare Partner may, in accordance with applicable law, charge fees by informing you of the approximate amount of such fees prior to fulfilling the request, keeping the cost minimal and provided you do not withdraw your request.

In certain situations, according to applicable law, Aftercare Partner may be prohibited from providing you access to your personal information. This is the case, for example, if providing access would reveal protected information such as information about another person.  

If access cannot be granted to you, we will notify you in writing the reasons for refusal.

6. How do we protect personal information?

Aftercare Partner has implemented various means to ensure that your personal information is protected against the risk of loss and theft, as well as the risk of unauthorized access, communication, reproduction, use, modification or destruction. These means include physical, administrative and electronic (technological) measures, such as anti-viruses, strict access controls to information necessary to perform Aftercare Partner’s services on a need-to-know basis, security checks when hiring employees, security agreements and logging transactions to ensure their legitimacy. Employees are subject to mandatory annual cybersecurity training to maintain access to Aftercare Partner's programs and devices. 

Aftercare Partner retains the personal information concerning you only for the time necessary to provide you with our Services, which includes minimal retention periods required by applicable law. 

7. Where is the personal information stored? 

Aftercare Partner may process and archive your personal information in Canada, in the United States, depending on whether the provider is based in Canada or in the United States. Accordingly, only the governments, courts, law enforcement organizations or regulatory bodies of each country have access to your information stored in that country. 

Aftercare Partner may also rely on third-party service providers (for example, data hosting or payment processing providers) to ensure the management of one or several aspects of our business activities, including the processing or management of personal information. These service providers only store your personal information in Canada, the United States or Europe.

When we retain the services of an external company, we use contractual or other appropriate means to ensure that your personal information is protected in accordance with the law applicable to Aftercare Partner and is collected, processed, retained, and destroyed in a manner that complies with this Policy. 

8. Automated personal information processing

If Aftercare Partner uses an automated decision system to make a prediction, recommendation or decision regarding your interests, it will provide you, at your request, with an explanation of the prediction, recommendation or decision and of how the personal information that was used to make the prediction, recommendation or decision was obtained.

9. Review of the Policy

Aftercare Partner's policies and procedures, intended to ensure the protection of personal information, are updated on an ongoing basis. Please check back from time to time. 

10. Your questions and concerns respecting compliance with the Policy 

You may send your questions and concerns regarding the Policy to the Company at info@aftercarepartner.com or call 1-613-805-9898 and select the privacy concern option. If you suspect a data breach incident, please report it to info@aftercarepartner.com. 

The Company will investigate each written complaint. If a complaint is justified, the CEO will take the necessary measures to settle it, including modifying the policy or its procedures for ensuring the protection of personal information, if warranted. In each case, the complainant will be notified in writing of the investigation results.