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Privacy Policy

Effective Date: May 22, 2025

Our Commitment to Privacy

This notice describes our Privacy Policy. Our privacy policy explains how Dynasty Labs Inc. ("Dynasty") collects, uses, and protects the Personal Information obtained through the use of our website www.getdynasty.com ("Site"), social media accounts and the goods and services available through the Site (collectively, "Services"). Through our platform, our mission is to make estate planning dead simple, digital, and as close to free as possible. We believe that every adult in the United States needs some form of an estate plan. By visiting the Site or using any of our Services, you agree that your Personal Information will be handled as described in this Privacy Policy. Your use of our Site or Services, and any dispute over privacy, is subject to this Policy and our Terms of Service, including its applicable limitations on damages and the resolution of disputes. The Dynasty Terms of Use are incorporated by reference into this Policy.

In addition to this Privacy Policy, we have internal policies and practices designed to keep your Personal Information secure and to ensure that information about you is only used consistent with this Privacy Policy. We have privacy and security teams that are committed to ensuring that your Personal Information is safe and handled properly.

We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy. Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features in an effort to prevent loss, theft and unauthorized access, use and disclosure.

What Information is Collected

In this section of the Privacy Policy, we explain the types of personal information we may collect. The specific information that we may collect about you depends on the type of interaction and the types of products considered or purchased. We collect information about you directly from you and from third parties, as well as automatically through your use of our Site or Services. Should your personal data be incorrect, you may request to have it rectified. You may also revoke your consent to use your personal data in the future, in whole or in part, or request deletion of your personal data.

1. Information We Collect Directly From You

If you wish to create a trust, you will be required to register an account ("Account"). We collect the following information through the Account registration process and/or through the trust creation process, all of which is defined as "Personal Information":

  • Identifiers: Examples of the types of identifiers that Dynasty may collect include real names, nicknames, postal addresses, online identifiers, Internet Protocol addresses, email addresses, and account numbers.
  • Sensitive Information: Examples of the types of sensitive information that Dynasty may collect includes social security, driver's license, state identification card, and passport numbers, and usernames and passwords for accounts connected to our Site.
  • Biometric information: With your consent, Dynasty may work with our notary services to use technology to verify your identity by comparing a digital image of your face to the picture on the government identification you provide.
  • Characteristics protected under some laws: Examples of the types of characteristics that Dynasty may collect include age, national origin, citizenship, marital status, medical information, sex, and veteran or military status. Dynasty does not use this type of information to analyze your health, sex, gender identity, or sexual orientation.
  • Commercial information: Examples of the types of commercial information that Dynasty may collect includes records of business and other property owned, products or services purchased, obtained, or considered from Dynasty or our partners, and other purchasing or consuming histories or tendencies.
  • Signature Affixation: If purchasing our notary and trust storage services, you will be required to submit an electronic/drawn signature. The signature will only be stored temporarily until it is affixed on your documents and will then be discarded.
  • Other types of information: Examples of other types of information include physical characteristics or descriptions of you, telephone number, insurance policy number, financial information including bank account, credit card, and debit card numbers, and health insurance information. It also includes additional information provided to Dynasty directly by you, such as when you complete a questionnaire, answer a survey, or receive notary services.

2. Information We Collect Automatically

We may automatically collect information about your use of our Services through cookies, web beacons, and other technologies, including technologies designed for mobile applications and browser extensions. We combine this information with other information we collect about you. Please see the section "Cookies and Other Tracking Mechanisms" below for more information. Examples of the types of internet activity information that Dynasty may collect includes browsing history, search history, information about the device used to access our website or applications, and information regarding your interaction with websites, applications, or advertisements. We may also collect information from visitors to our Site, such as browser settings, operating systems, referring/exit pages, and clickstream data. When we send you an email, Dynasty may also collect information, including about how you interact with that email.

3. Information we obtain from other sources

Other third-party services may be able to collect information about you, including information about your activity on our Site, and they may notify your connections on the third-party services about your use of the Services, in accordance with their privacy policies. We may receive the information described in this Privacy Policy from third party services, such as analytics providers and advertising partners.

How and When the Information is Used

Dynasty will primarily use your Personal Information to provide our Services, and to complete core business functions such as authentication‚ internal business processes‚ marketing‚ loss and fraud prevention‚ and legal functions. If you have any questions about which features you can use without providing Personal Information, please feel free to contact us at [email protected]. Currently, we use your Personal Information, on the Site for the following purposes:

  1. To work with our Service Providers.
  2. To provide our Services, including producing and delivering documents purchased by users, administering the Dynasty website, and displaying content based on user preferences
  3. To verify a consumer user's identity or a business user's identity and project information.
  4. Investigate and prevent fraud and other illegal activities.
  5. Provide, maintain, and improve Dynasty and our overall business.
  6. To communicate with you about your Account, use of our Services, to respond to your inquiries, and for other customer service purposes.
  7. To tailor the content and information that we may send or display to you, to offer location customization, and personalized help and instructions, and to otherwise personalize your experiences while using the Site or our Services.
  8. For marketing and promotional purposes. For example, we may use your email address, to send you news and newsletters, special offers, and promotions, or to otherwise contact you about services or information we think may interest you. We also may use the information that we learn about you to assist us in advertising our Services on third party websites or sharing your contact information (name and email only; no phone number will be shared) with the marketing partner of Dynasty when you use a discount or referral code associated with the marketing partner when you open your Account.
  9. To better understand how users access and use our Site and Services, both on an aggregated and individualized basis, in order to improve our Site and respond to user desires and preferences, and for other research and analytical purposes.
  10. To protect our own rights and interests, such as to resolve any disputes, enforce our Terms of Use or to respond to legal process.
  11. In addition to the uses outlined above, by using Dynasty, you agree to allow us to anonymously use the information from you and your experiences to improve the Dynasty experience. This research may be published on our social media accounts. However, all of your responses will be kept anonymous, and we assure you that no Personal Information will be published.

How We Share Your Information

We may share your information, including Personal Information, as follows:

  1. Service Providers. We will not sell, trade, or rent your Personal Information to others. However, we do provide some of our services through contractual arrangements made with affiliates, financial institutions, service providers, partners and other third parties ("Service Providers"). Examples of our Service Providers are third party influencers who educate their followers about estate planning, for which users creating an Account are given a discount code associated with the influencer; or we may use Stripe for purposes of processing payments or providing identity verification services. In doing so, Stripe may collect and process Personal Information for its uses, including improving its services and for fraud detection and prevention. We and our Service Providers may need to use some Personal Information in order to perform tasks on our Site or to deliver services to you.
  2. Business Transfers. If Dynasty undertakes or is involved in any merger, acquisition, reorganization, sale of assets, bankruptcy, or insolvency event, then we may sell, transfer, or share some or all of our assets, including information related to users in connection with the transaction or in contemplation of the transaction (such as conducting due diligence). If such an event occurs, your information may be treated like any other Dynasty asset and sold, transferred, or shared with third parties, or used in ways not contemplated or permitted under this Privacy Policy. In this case, you will be notified via email and/or a prominent notice on our site of any change in ownership or uses of your Personal Information, as well as any choices you may have regarding your Personal Information
  3. In Response to Legal Process. We also may disclose the information we collect from you in order to comply with the law, a judicial proceeding, court order, or other legal process, such as in response to a court order or a subpoena.
  4. Professionals. We may share Personal Information with notaries whose services can be accessed through our product offerings.
  5. Related Parties. In limited circumstances, we may provide information about you to someone you know. For instance, we may provide information connected to your Account with your authorized contacts or designated trustees.
  6. To Protect Us and Others. We also may disclose the information we collect from you where we believe it is necessary to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the safety of any person, violations of our Terms of Use or this Privacy Policy, or as evidence in litigation in which we are involved.
  7. Aggregate and De-Identified Information. We may share aggregate or de-identified information about users with third parties for marketing, advertising, research or similar purposes.

We may also disclose information about you that is not personally identifiable. For example, we may provide merchants, business partners, or other third parties with reports that contain aggregated and statistical data about our users.

How We Protect Your Information. Information Security

To protect your Personal Information, we take reasonable precautions and follow industry standard encryption of data in transit to make sure it is not inappropriately lost, misused, accessed, disclosed, altered or destroyed. If you provide us with your financial or any other Personal Information through the Site, the information is encrypted using industry standard protections in our database. No payment information is ever stored in our database, as it is solely processed through Stripe and is only temporarily stored during the processing of payment. All other Personal Information is stored internally for as long as you have an active Account, or for living trust paid storage, until you choose to no longer pay for our storage services.

Although we have implemented commercially reasonable precautions to protect the information we collect from loss, misuse, and unauthorized access, disclosure, alteration, and destruction, please be aware that despite our best efforts, no data security measures can guarantee 100% security. You should take steps to protect against unauthorized access to your password, phone, and computer by, among other things, signing off after using a shared computer, choosing a robust password that nobody else knows or can easily guess, and keeping your log-in and password private. We are not responsible for any lost, stolen, or compromised passwords or for any activity on your Account via unauthorized password activity.

CAN-SPAM Act and Opting Out of Emails

We collect your email address to send information, respond to inquiries, provide account-related updates, and market our services (with consent). We comply with the CAN-SPAM Act by:

  • Not using false or misleading subjects or email addresses
  • Identifying promotional messages as advertisements
  • Including our physical business address
  • Honoring opt-out requests quickly
  • Providing unsubscribe links in promotional emails

You can opt out of promotional emails using the unsubscribe link. Note that we may still send important account-related messages even if you opt out of marketing emails.

Payment Processing

All payments are processed securely through Stripe. We never store payment information on our servers. Please review Stripe's Privacy Policy for information about how they handle your payment data.

Payment processors may be located in different jurisdictions than you or us, so your information may become subject to the laws of those jurisdictions.

Cookies and Other Tracking Mechanisms

We use cookies and similar technologies to improve your experience. Types of cookies we use:

  1. Essential Cookies: Required for basic site functionality, such as setting unique identifiers for visitors
  2. Functional Cookies: Remember your preferences and eliminate the need to re-enter login details. Used for gathering visit data and improving user experience
  3. Third-Party Cookies: Set by embedded content from other services. We don't control these cookies

Managing Cookies: You can control cookies through your browser settings. Disabling cookies may affect site functionality. We currently don't respond to "do-not-track" signals due to varying browser implementations.

We don't currently use clear GIFs or pixel tags on our services.

Interactive Tools

Our site may include interactive features like live chat. Information you submit through these features may be viewable by Dynasty. We strongly discourage sharing sensitive information (like health or credit card details) through these features. Your information may remain on the site even after you stop using it.

Third-Party Analytics and Links

We use automated tools to evaluate site usage and improve our services. These third parties may use cookies and tracking technologies, but we don't share your Personal Information with them.

When you click external links or download recommended software, you leave our site. We're not responsible for other websites' privacy practices, and you visit them at your own risk.

How You Can Access Your Information

You control your Personal Information accuracy. Through your account, you can review and update basic information, complete orders, and begin new orders. Updated information may remain viewable in cached pages temporarily.

We can provide information about whether we hold data related to you and may correct or delete information upon verified request (subject to legal requirements and technical limitations).

We'll give you or authorized contacts information about your orders. To add or remove authorized contacts, email us at [email protected].

Children's Privacy

Our services are not intended for children under 18. We don't knowingly collect Personal Information from children under 18. If you're under 18, don't submit information to our site. If we learn we've collected information from children under 18, we'll delete it promptly.

California and Virginia Residents

If you live in California or Virginia, you have additional rights regarding your Personal Information, including the right to request:

  • Specific information about what Dynasty has collected about you
  • A copy of your Personal Information
  • Corrections to inaccuracies in your Personal Information
  • Deletion of your Personal Information

These rights aren't absolute. We may decline requests if we can't verify your identity, if it impacts others' privacy rights, or when we have legal rights to retain information. If we deny your request, we'll explain why and provide appeal information.

Exercising your privacy rights won't result in different prices or service quality unless differences are related to your Personal Information.

How to Submit Privacy Requests

To submit a request about your Personal Information, email us at [email protected]. You'll need to verify your email address and may need to provide additional verification.

You may designate an authorized agent by providing written permission or an executed power of attorney, plus valid government identification for both you and the agent.

Use of Personal Information for Targeted Advertising

Dynasty doesn't currently sell Personal Information to third parties. If we decide to do so in the future, information collected before updating this policy will be excluded unless you consent.

We may share your contact information (name and email only, no phone number) with influencers when you use their discount or referral codes.

Changes to Privacy Policy

Dynasty reserves the right to change this Privacy Policy. We'll announce changes on our homepage and other key pages. For changes affecting how we use Personal Information, we'll notify affected users by email. Changes will be posted 30 days before taking effect. Your continued use signifies acceptance of any changes.

Contact Information

If you have any questions about this Privacy Policy or our privacy practices, please contact us at [email protected].

Dynasty Labs Inc
450 Townsend Street #201
San Francisco, CA 94107
Phone: (650) 679-7289