Privacy Policy

At Trusthelm, we take your privacy seriously. This Privacy Policy explains how we collect, use, and protect your personal information.

1. Information We Collect

We collect the following types of information:

Account Information

• Email address
• Name (if provided)
• Password (encrypted)
• Profile preferences

Trust Documents and Data

• Trust agreements and amendments you upload
• Asset information you enter
• Financial entries you record
• Check-in responses and notes
• Reminder settings and preferences

Usage Data

• Log data (IP address, browser type, pages visited)
• Feature usage analytics (anonymized)
• Error logs for debugging

2. How We Use Your Information

We use your information to:

• Provide and maintain the Trusthelm service
• Process and extract information from your uploaded documents using AI
• Send reminders and notifications you've configured
• Improve our service and develop new features
• Communicate with you about your account or service updates
• Prevent fraud and ensure security

3. AI Processing

Trusthelm uses Anthropic AI models to process your trust documents and extract key information. We want to be transparent about how this works:

• Exclusive use: We only use Anthropic AI — no other third-party AI providers
• No training: Your data is not used to train AI models without your explicit consent
• Processing only: AI is used solely to generate summaries and extractions for your benefit
• No retention: Anthropic does not retain your documents after processing

4. Information Sharing

We never sell your data. Period.

We only share information with third parties in these limited circumstances:

Service Providers

• Supabase: Database, authentication, and file storage
• Stripe: Payment processing (if you subscribe to Premium)
• Postmark: Email delivery for notifications
• Anthropic: AI document processing
• Vercel: Application hosting

All service providers are bound by confidentiality agreements and only process data on our behalf.

Legal Requirements

We may disclose information if required by law, regulation, legal process, or governmental request.

5. Data Storage and Security

Location

Your data is stored in the United States using infrastructure from Supabase (AWS/GCP) and Vercel.

Encryption

• AES-256 encryption at rest
• TLS 1.3 encryption in transit
• Private storage buckets for uploaded documents

Access Controls

• Row-level security prevents cross-account access
• Trust membership-based permissions
• Complete data isolation between different users

6. Your Rights and Choices

You have the following rights regarding your data:

• Access: View all your data at any time
• Export: Download your data in PDF, CSV, or ZIP format
• Correction: Update or correct inaccurate information
• Deletion: Delete your account and all associated data with one click
• Portability: Take your data to another service

To exercise these rights, contact us at support@trusthelm.ai.

7. Analytics

We use PostHog for product analytics to understand how users interact with Trusthelm:

• Data is anonymized where possible
• No names, emails, or document contents in analytics
• We honor Do Not Track browser settings
• You can opt out by enabling Do Not Track in your browser

8. Cookies and Tracking

We use the following cookies:

• Essential: Authentication and session management (required)
• Referral: Tracks attorney referral codes (optional, 30-day expiry)
• Analytics: Product improvement (optional, respects DNT)

9. Data Retention

We retain your data as follows:

• Active accounts: Data retained until you delete your account
• Deleted accounts: Data permanently deleted within 30 days
• Backups: May retain for up to 90 days for disaster recovery

10. Children's Privacy

Trusthelm is not intended for children under 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

11. Your California Privacy Rights (CCPA)

If you are a California resident, you have the right to:

• Know what personal information we collect about you
• Know whether your personal information is sold or disclosed (we don't sell data)
• Request deletion of your personal information
• Non-discrimination for exercising your privacy rights

To exercise these rights, email us at support@trusthelm.ai.

12. International Users (GDPR)

If you are in the European Economic Area, you have additional rights under GDPR:

• Right to be informed about data processing
• Right of access to your data
• Right to rectification
• Right to erasure ("right to be forgotten")
• Right to restrict processing
• Right to data portability
• Right to object to processing

We process data based on:

• Contractual necessity (to provide the service you signed up for)
• Legitimate interests (service improvement, security)
• Consent (for optional analytics, which can be withdrawn)

13. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on this page and updating the "Last Updated" date. Your continued use of Trusthelm after such changes constitutes your acceptance of the updated policy.

14. Contact Us

If you have any questions about this Privacy Policy, please contact us:

Email: support@trusthelm.ai
Mailing Address: Trusthelm, 123 Innovation Drive, Suite 400, Birmingham, AL 35203