Last updated: June 17, 2026
Thank you for taking the time to read our privacy policy (the “Privacy Policy”). At Heirloom Innovations, Inc. (“Heirloom”, “we”, “our”, or “us”), your privacy is of the utmost importance. We want you to be fully informed about the information we collect, how it is used, shared, and protected, and the choices you have with it and explain the privacy and data practices at Heirloom.
Heirloom operates an online service designed to enable administrators, trustees, executors, and personal representatives (“Administrators”), and financial or other support services professionals, assist in the settling of estates and distributions of assets of decedents on behalf of heirs, devisees, legatees, beneficiaries, distributees, and trustees (“Beneficiaries”) (collectively, the “Services”).
This privacy policy sets out how we collect, use, process, store, and disclose personal information on https://www.heirloom.care/ (the “Website”) and in providing the Services.
We may collect personal information that you provide when you:
We may also collect personal information from public records, and other third party data providers in order to validate, authenticate, or enhance information we collect directly from Administrators and Beneficiaries.
In order to serve Administrators, we will collect various information from, or about, Administrators, including:
In order to provide our Services, we will collect various information from, or about, our Beneficiaries, whether directly from Beneficiaries or through the Administrators' use of our Services, including:
An Administrator may also be a Beneficiary. In such situations, we will collect the same Beneficiary information on those individuals in their respective roles.
Subject to the terms of our Customer agreements, we may use personal information for the following business purposes:
We may also de-identify and use aggregated or anonymous information for any purpose.
We may disclose information to various support professionals at an Administrator's direction or with specific consent, such as allowing financial advisors to monitor status, collaborate on data entry, and potentially also integrate with their existing financial analysis and planning tools.
We may also disclose personal information with our corporate affiliates, as well as vendors or service providers, which includes:
In addition, we may share personal information in order to:
We may disclose de-identified, aggregate, or anonymous information for any purpose. This means that the information does not identify specific individuals.
We provide you with the following choices with our use of your personal information, or information you submit through our Services:
You can exercise these rights by contacting us at [email protected].
If your personal information was uploaded into our Services by one of our Administrator account users, we encourage you to contact the Administrator in order to exercise any privacy choices.
Like many companies, we use cookies and similar technologies (such as clear gifs, web beacons, tags, and similar technologies) to collect information about your browsing activities, your interactions with Websites and our Services, and to serve tailored ads and for the purposes described in this Privacy Policy. There are a number of ways to opt out of having your online activity and device data collected through these services, which we summarize below:
Targeted Advertising Using Your Email Address. If we have collected your email address, it may be used for targeted advertising on other websites, including through social media. To opt out of this use, please email us at [email protected].
With Each of Our Vendors Individually. The following advertising or marketing services partners offer opt-out features that let you opt-out of use of your information for interest-based advertising or profiling:
| Third Party Advertising Services | Opt Out |
|---|---|
| Google Advertising Opt Out | |
| Meta | Meta Ads Preferences |
Please note that because these opt-out mechanisms are specific to the device or browser on which they are exercised, you will need to opt out on every browser and device that you use.
We maintain reasonable safeguards to protect against unauthorized access, use, modification, and disclosure of personal information in our custody and control. Despite our efforts, we cannot guarantee that unauthorized access or use will never occur. It is important that you take steps to keep your information safe and secure. Choose an account password that is hard for others to guess and don't reveal it to third parties. If you use a shared public computer, do not opt to have your login ID or password remembered and be sure to log out of your account when you finish.
We will retain personal information for as long as it is necessary for the purposes of fulfilling our Website and Services or in accordance with our retention schedules, unless a longer retention period is required or permitted by law (such as court orders, tax, accounting, or other legal requirements). We will retain account information of Administrators and Beneficiaries (including username, password, and profile information) until we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.
It is important to know that each question and answer interaction with our AI-powered guidance tools may be used to improve the Website and Services, both for your account and with the overall Services. The interactive responses will improve over time, be more personalized, and enable you to more quickly and easily receive the information they are requesting or interested in. As a result, the information is stored indefinitely alongside the account, and as noted below, you can delete this information at any time.
Please note that some interactive response information may be anonymized and no longer considered to be defined as personal information under any U.S. federal or state privacy law. Anonymous information may be collected for any purpose, and stored indefinitely in our systems.
Some U.S. states have enacted comprehensive privacy laws. Currently, Heirloom does not meet the minimum data processing thresholds required to comply with these laws. Please check back in the future if additional disclosures are updated, or additional privacy choices are provided in compliance with these state laws.
Our Website and Services are not directed to children under the age of 13, but due to the nature of our Services, we may collect or otherwise process personal information associated with children. If you believe we have obtained personal information directly from children under the age of 13 (or 16 in California) via a visit to our Website or in use of our Services, please contact us at [email protected] and we will delete it.
The Website and Services may contain links to other websites or services. We do not exercise control over the information you provide, or is collected by these third party websites. We encourage you to read the privacy policies or statements of the other websites you visit.
We may update this Privacy Policy from time to time as we update or expand our Website and Services. If we make material changes, we will post the updated Privacy Policy on this page with a ‘Last Updated’ effective date of the revisions. We encourage you to look for updates and changes to this Privacy Policy by checking this page when you access our Website and Services.
If you have any questions about our privacy or security practices, or if you would like to submit a privacy request, you can contact us by email at [email protected] or at:
Heirloom Innovations, Inc.
6420 Bee Caves Road, Suite 203
Austin, TX 78746
Last updated: June 17, 2026
Thank you for taking the time to read our privacy policy (the “Privacy Policy”). At Heirloom Innovations, Inc. (“Heirloom”, “we”, “our”, or “us”), your privacy is of the utmost importance. We want you to be fully informed about the information we collect, how it is used, shared, and protected, and the choices you have with it and explain the privacy and data practices at Heirloom.
Heirloom operates an online service designed to enable administrators, trustees, executors, and personal representatives (“Administrators”), and financial or other support services professionals, assist in the settling of estates and distributions of assets of decedents on behalf of heirs, devisees, legatees, beneficiaries, distributees, and trustees (“Beneficiaries”) (collectively, the “Services”).
This privacy policy sets out how we collect, use, process, store, and disclose personal information on https://www.heirloom.care/ (the “Website”) and in providing the Services.
We may collect personal information that you provide when you:
We may also collect personal information from public records, and other third party data providers in order to validate, authenticate, or enhance information we collect directly from Administrators and Beneficiaries.
In order to serve Administrators, we will collect various information from, or about, Administrators, including:
In order to provide our Services, we will collect various information from, or about, our Beneficiaries, whether directly from Beneficiaries or through the Administrators' use of our Services, including:
An Administrator may also be a Beneficiary. In such situations, we will collect the same Beneficiary information on those individuals in their respective roles.
Subject to the terms of our Customer agreements, we may use personal information for the following business purposes:
We may also de-identify and use aggregated or anonymous information for any purpose.
We may disclose information to various support professionals at an Administrator's direction or with specific consent, such as allowing financial advisors to monitor status, collaborate on data entry, and potentially also integrate with their existing financial analysis and planning tools.
We may also disclose personal information with our corporate affiliates, as well as vendors or service providers, which includes:
In addition, we may share personal information in order to:
We may disclose de-identified, aggregate, or anonymous information for any purpose. This means that the information does not identify specific individuals.
We provide you with the following choices with our use of your personal information, or information you submit through our Services:
You can exercise these rights by contacting us at [email protected].
If your personal information was uploaded into our Services by one of our Administrator account users, we encourage you to contact the Administrator in order to exercise any privacy choices.
Like many companies, we use cookies and similar technologies (such as clear gifs, web beacons, tags, and similar technologies) to collect information about your browsing activities, your interactions with Websites and our Services, and to serve tailored ads and for the purposes described in this Privacy Policy. There are a number of ways to opt out of having your online activity and device data collected through these services, which we summarize below:
Targeted Advertising Using Your Email Address. If we have collected your email address, it may be used for targeted advertising on other websites, including through social media. To opt out of this use, please email us at [email protected].
With Each of Our Vendors Individually. The following advertising or marketing services partners offer opt-out features that let you opt-out of use of your information for interest-based advertising or profiling:
| Third Party Advertising Services | Opt Out |
|---|---|
| Google Advertising Opt Out | |
| Meta | Meta Ads Preferences |
Please note that because these opt-out mechanisms are specific to the device or browser on which they are exercised, you will need to opt out on every browser and device that you use.
We maintain reasonable safeguards to protect against unauthorized access, use, modification, and disclosure of personal information in our custody and control. Despite our efforts, we cannot guarantee that unauthorized access or use will never occur. It is important that you take steps to keep your information safe and secure. Choose an account password that is hard for others to guess and don't reveal it to third parties. If you use a shared public computer, do not opt to have your login ID or password remembered and be sure to log out of your account when you finish.
We will retain personal information for as long as it is necessary for the purposes of fulfilling our Website and Services or in accordance with our retention schedules, unless a longer retention period is required or permitted by law (such as court orders, tax, accounting, or other legal requirements). We will retain account information of Administrators and Beneficiaries (including username, password, and profile information) until we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.
It is important to know that each question and answer interaction with our AI-powered guidance tools may be used to improve the Website and Services, both for your account and with the overall Services. The interactive responses will improve over time, be more personalized, and enable you to more quickly and easily receive the information they are requesting or interested in. As a result, the information is stored indefinitely alongside the account, and as noted below, you can delete this information at any time.
Please note that some interactive response information may be anonymized and no longer considered to be defined as personal information under any U.S. federal or state privacy law. Anonymous information may be collected for any purpose, and stored indefinitely in our systems.
Some U.S. states have enacted comprehensive privacy laws. Currently, Heirloom does not meet the minimum data processing thresholds required to comply with these laws. Please check back in the future if additional disclosures are updated, or additional privacy choices are provided in compliance with these state laws.
Our Website and Services are not directed to children under the age of 13, but due to the nature of our Services, we may collect or otherwise process personal information associated with children. If you believe we have obtained personal information directly from children under the age of 13 (or 16 in California) via a visit to our Website or in use of our Services, please contact us at [email protected] and we will delete it.
The Website and Services may contain links to other websites or services. We do not exercise control over the information you provide, or is collected by these third party websites. We encourage you to read the privacy policies or statements of the other websites you visit.
We may update this Privacy Policy from time to time as we update or expand our Website and Services. If we make material changes, we will post the updated Privacy Policy on this page with a ‘Last Updated’ effective date of the revisions. We encourage you to look for updates and changes to this Privacy Policy by checking this page when you access our Website and Services.
If you have any questions about our privacy or security practices, or if you would like to submit a privacy request, you can contact us by email at [email protected] or at:
Heirloom Innovations, Inc.
6420 Bee Caves Road, Suite 203
Austin, TX 78746