Privacy Policy
Your privacy matters to us. Learn how we protect and handle your personal information.
(updated May 30, 2025)
Table of Contents
- What This Privacy Policy Covers
- DearLegal's Approach to Privacy
- The Personal Information We Collect
- Where We Collect Personal Information
- How We Use the Personal Information We Collect
- How We Disclose Personal Information
- How Long We Retain Your Personal Information
- Your Options Regarding Personal Information Collected by DearLegal
- DearLegal's Security and Identity Verification Practices
- Information for U.S. Residents of States with Comprehensive Privacy Laws
- Changes To This Policy
1. What This Privacy Policy Covers
This Privacy Policy describes how DearLegal.com, Leginar and (its parent Grand Charter Inc). uses personal information in connection with goods and services sold by DearLegal, our apps, and the use of the DearLegal.com and Leginar websites unless otherwise listed below.
Activities not covered by this Privacy Policy are:
- Personal information that may be collected or used by other businesses when you click on third-party links found on our website or use social media widgets that we provide. You can refer to the privacy policy of third-party websites and services for information about their privacy practices.
2. DearLegal's Approach to Privacy
DearLegal takes your privacy seriously and is mindful of potential concerns about how we use the personal information we collect from and about you. 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. When building products we strive to apply principles of Privacy-by-Design and have privacy and security teams that are committed to ensuring that your personal information is safe and handled properly.
3. The Personal Information We Collect
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.
DearLegal potentially collects the following categories of personal information:
Identifiers: Examples of the types of identifiers that DearLegal may collect include real names, nicknames, signatures, postal addresses, online identifiers, Internet Protocol addresses, email addresses, and account numbers.
Sensitive Information: Examples of the types of sensitive information that DearLegal may collect includes social security, driver's license, state identification card, and passport numbers, and usernames and passwords for accounts connected to DearLegal.com.
Characteristics protected under some laws: Examples of the types of characteristics that DearLegal may collect include age, national origin, citizenship, marital status, medical information, sex, and veteran or military status. DearLegal 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 DearLegal may collect includes records of business and other property owned, products or services purchased, obtained, or considered from DearLegal or our partners, and other purchasing or consuming histories or tendencies.
Internet information: Examples of the types of internet activity information that DearLegal 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 website, such as browser settings, operating systems, referring/exit pages, and clickstream data. When we send you an email, DearLegal may also collect information, including about how you interact with that email.
Geolocation information: DearLegal may collect information about where you reside, do business, or are otherwise located. We may also offer services that rely on precise geolocation tracking, such as mileage tracking services.
Audio and visual information: DearLegal may make audio recordings of telephone calls. We may make visual recordings if you agree that we may videotape or photograph you. We may also collect visual images of you in connection with legal requirements, security purposes, or when required for providing certain products.
SMS Communications: No mobile or messaging consent information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Professional, business, and employment-related information: Examples of the types of professional, business, and employment-related information DearLegal may collect includes information about businesses you are associated with in government records, your professional status and affiliations, employment history, salary, and employment status.
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 DearLegal directly by you, such as when you complete a questionnaire, upload a document, answer a survey, or receive a financial consultation. This category includes information identified as personal information in California Civil Code Section 1798.80(e) that is not otherwise categorized above.
4. Where We Collect Personal Information
In this section of the Privacy Policy, we explain where and how we collect personal information.
Customers: Much of the personal information that DearLegal collects comes directly or indirectly from our customers and prospective customers. Information that is collected directly from you is information that you provide when you complete a form online, upload a document, use a chat feature, or speak to us on the phone. We may also collect information indirectly about you when you interact with our website, using cookies and other tracking technologies.
Related Parties: We may collect information about you from someone you know.
Service Providers: We may collect information about you from our Service Providers or other companies that we work with to deliver products to you. As used in this Privacy Policy, Service Providers means entities that DearLegal has contracted with to provide us with services to help fulfill our business needs.
Professionals (including attorneys): We may receive information about you from the attorneys you work with through our other product offerings. DearLegal does not intend to collect any information from attorneys where the collection would result in a waiver of the attorney-client privilege.
Business Partners: We may receive information about you from our Business Partners. As used in this Privacy Policy, Business Partners means entities that DearLegal has contracted with to engage in cross-promotional or product integration activities. An example of the type of information that we may receive from our business partners is information about the products you purchased from them.
Affiliates and Subsidiaries: We may receive information about you from our affiliates and subsidiaries. For example, if we acquire an ownership interest in a company, we may receive information about you as part of that acquisition if you have previously done business with them.
Publicly/Commercially Available Information: We may collect information about you from publicly available sources of information, including government records, social media sites, and other commercially available sources of personal information.
Unrelated Parties: We may receive information related to you from people and entities with whom DearLegal does not have a direct relationship. An example of the type of information that we may receive from unrelated third parties are documents that we receive on your behalf in our role as your Registered Agent.
HIPAA and PHI
Certain demographic, health and/or health-related information that DearLegal collects about Users on behalf of our Legal Providers as part of providing the Services may be "protected health information" ("PHI") governed by the Health Insurance Portability and Accountability Act ("HIPAA"). Specifically, this may be true when (i) DearLegal is providing administrative, operational, or other services to a Legal Provider that is a "Covered Entity" (as defined by HIPAA); and (ii) in order to provide those services, DearLegal receives identifiable information about a User on behalf of the Legal Provider, where DearLegal is acting as a "Business Associate" (as defined by HIPAA); and (iii) this identifiable information is regulated as PHI.
This Privacy Policy does not apply to PHI, which is instead regulated by HIPAA.
HIPAA provides specific protections for the privacy and security of PHI and restricts how PHI is used and disclosed.
Personal data that a User provides to DearLegal when DearLegal is not acting as a Business Associate is not PHI and DearLegal's use of this information is therefore covered by this Privacy Policy. To provide just a few examples, we are collecting personally identifiable information ("PII") when you (i) create an account, (ii) search for Legal Providers (iii) provide device/IP Information or Web Analytics information by browsing our websites (see below); or (iv) direct your Legal Provider to disclose PHI to DearLegal outside of its Business Associate capacity (e.g. pursuant to a HIPAA Authorization or access request). We request you do not provide these records outside of such relationships.
5. How We Use the Personal Information We Collect
In this section of the Privacy Policy, we explain our commercial and business purposes for collecting information. DearLegal uses the information that it collects for the purposes listed below. We use technology, including automated processing, AI, and human review to accomplish these purposes. We may also combine information that we have collected from multiple sources.
If we decide to use the personal information we have collected for additional purposes that are inconsistent with what is described below, we will let you know of our plans and give you information about your legal rights regarding your personal information.
Providing Products and Services: We use personal information to provide and support our products and services. Examples of these uses include producing and delivering documents purchased by customers, administering the DearLegal website, and displaying content based on customer preferences.
Security: We use personal information to ensure we maintain appropriate security over computer networks and our physical facilities, as well as detecting fraud or other suspicious activities.
Marketing and Advertising: We use personal information for marketing to current and prospective customers. More information about how you can control the use of your personal information for marketing purposes can be found in the section "Your Options Regarding Personal Information Collected by DearLegal."
Product Development: We use personal information for product development, including improving our existing offerings and developing new products and services, including machine learning or Artificial Intelligence ("AI") technologies.
Analytics: We use personal information for various types of analytics. For example, DearLegal uses personal information to analyze how visitors arrive at and interact with our website, and to gain insight into the types of customers that may be interested in our products and services. We may also use the information to develop inferences from the information we collect regarding customer preferences, characteristics, predispositions, behaviors, and attitudes.
Operational Purposes: We use personal information for operational purposes, and the operational purposes of our service providers, business partners, affiliates, and subsidiaries. For instance, DearLegal may use the information to maintain our website and other infrastructure, training, quality assurance, for conducting surveys or sweepstakes, to promote our brand, and to use in connection with our relationships with service providers and business partners.
Financial Reporting: We use personal information in connection with various types of financial reporting and other similar internal uses. Examples of the types of financial reporting that DearLegal may use personal information in connection with includes internal budgets and projections, compensation calculations, and public reporting.
Meeting Legal Requirements: We use personal information to meet our legal obligations, such as performing customer due diligence, maintaining records as required in our role as a Registered Agent, or responding to subpoenas for information.
6. How We Disclose Personal Information
In this section of the Privacy Policy, we explain to whom we disclose personal information and under what circumstances we may make a disclosure.
Service Providers: We may share personal information with our service providers who assist us with running our business. These companies are not authorized to use the information we share with them for any purpose other than providing services to DearLegal or to you.
Businesses Providing Services: DearLegal may disclose personal information with other businesses in order to provide you with products and services that you have purchased from DearLegal. Personal information disclosed to other businesses will be subject to those third parties' privacy practices.
Professionals: We may share personal information with attorneys whose services can be accessed through products such as our legal plans and attorney-assisted products.
Business Partners: DearLegal may share personal information with business partners. When we share personal information with business partners, it will generally be subject to their privacy policy.
Parties Related to You: We may provide information about you to someone you know or that you have connected with through our platform. For instance, we may provide information connected to your DearLegal account with your authorized contacts. We may provide information about you to a customer requesting that you sign a document, such as whether you have completed the signature process.
Government Entities: DearLegal may share information about customers with government entities to fulfill the products purchased by our customers. Certain personal information becomes public record when documents are filed with the federal or a state government, or with a court.
Required by Law: DearLegal may disclose personal information as required by law, such as in response to a subpoena or a lawful request by a public authority, including to meet national security or law enforcement requirements, or similar legal processes. We may also disclose personal information when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a legitimate request from a government entity.
Parties Related to DearLegal: DearLegal may disclose personal information with businesses controlling, controlled by, or under common control with DearLegal. If DearLegal is merged, acquired, or sold, or if some or all of our assets or equity are transferred, we may disclose or transfer consumer data in connection with the associated transactions.
7. How Long We Retain Your Personal Information
DearLegal retains your personal information for at least as long as it is necessary to fulfill the purposes for which we collected the data, to provide you with services and products, to comply with our data retention obligations, and to successfully run our business.
8. Your Options Regarding Personal Information Collected by DearLegal
This section describes how you can access and control the information that DearLegal may have about you. It applies to all consumers worldwide, including individuals who have purchased goods or services from DearLegal or who believe that information about them may have been provided to us by a third party. Depending on where you reside, you may have additional rights beyond what is described in this section.
Confirmation of Possession of Information Related to You. Upon a verified request, subject to the privacy interests of others and technical limitations, DearLegal will provide you with information about whether we hold any information related to you. At DearLegal's sole discretion, unless otherwise required by law, we may, in some instances, correct or delete information upon a verified request. Please note, however, that in certain circumstances, we may be required by law to retain your personal information or may need to retain your personal information to continue providing a product or service to you or another customer.
User and Authorized Contact Access to Order Information. DearLegal will give you, or anyone listed as an authorized contact for your account, information about your order. This may include information about the nature and status of your order, the information you provided to process your order, payment information, and contact information. If you want someone to have access to your order, you must list them as an authorized contact, or they may not obtain such information. You can confirm who is listed as an authorized contact for your account, add new authorized contacts, or remove authorized contacts by signing into your DearLegal account and navigating to the "authorized contacts" section. We may send a confirmation email to your authorized contact(s) alerting them that they have been added as an authorized contact. For some products, we may provide information about your order to other individuals named in the order, such as executors named in a last will or additional named individuals in a trademark application.
Opting Out of Promotional Email. You can opt-out of promotional emails by using the "Unsubscribe" link and following the unsubscribe instructions in an email you receive from us or by emailing us at [email protected]. We may also send service-related or transactional communications, which are not promotional.
Opting Out of Marketing Calls. If you wish to be placed on DearLegal's internal "Do Not Call" list, you can tell us either while speaking to us on the phone or by emailing us at [email protected].
9. DearLegal's Security and Identity Verification Practices
DearLegal is committed to protecting the personal information that we collect and ensuring our products and services are provided in a secure manner. We have implemented security measures designed to protect the personal information that we maintain. This includes implementing physical, technical, and administrative safeguards to secure the information we collect. We use industry-standard SSL/TLS to transmit payment card information. We also regularly monitor our systems for possible vulnerabilities and attacks.
Regardless of the measures and efforts that DearLegal takes to protect personal information, we cannot guarantee absolute protection and security of your personal information. For instance, when we transmit documents to you via mail delivery services or electronically, there remains the possibility that this information may be misdirected, misdelivered, or intercepted.
10. Information for U.S. Residents of States with Comprehensive Privacy Laws
If you are a U.S. resident of a state with a comprehensive privacy law, this section provides information regarding your rights, and DearLegal's responsibilities, regarding your personal information.
Your Rights
Certain states have privacy laws that provide consumers with rights regarding their personal information, such as the right to request:
- Specific information about what information DearLegal has collected about you,
- A copy of your personal information,
- Corrections to inaccuracies in the personal information DearLegal maintains about you, and
- The deletion of your personal information.
These rights are not absolute, and in some circumstances, DearLegal may decline to satisfy your request. For example, if we are unable to verify your identity or if your request impacts other people's privacy rights, we may deny your request to exercise these rights. We may also deny your request when DearLegal has the legal right to do so, such as when we have an ongoing business relationship with you, an ongoing need to use the information for purposes outlined in this Privacy Policy, or we are legally required to retain your personal information. If DearLegal denies your request to exercise your privacy rights, we will tell you why we are denying the request and provide you with information about how to appeal this decision.
If you choose to exercise your privacy rights, we will not charge you different prices or provide a different quality of services unless those differences are related to your personal information.
How to Submit a Request for Access, Correction, or Deletion of Personal Information
You can submit a request by emailing [email protected].
After you submit the request, you will be asked to verify your email address and may also be asked to provide additional information to verify your identity. DearLegal will attempt to verify your identity by asking for information that correlates with the information that we have previously collected about you. If this is not possible, DearLegal may request you submit additional information for verification, such as proof of residency or redacted government-issued identification.
You may also designate an authorized agent to make a request on your behalf. To designate an authorized agent, you must provide DearLegal with written permission for the agent to make the request on your behalf or provide us with an executed power of attorney. You will also be required to submit both your and the authorized agent's valid government-issued identification.
Once an appeal is submitted and your email is verified, the request and DearLegal's response will be reviewed. In connection with this review, DearLegal may request that you submit additional information regarding your request. We will notify you of the outcome of the appeal within 60 days.
Selling, Sharing, and Use of Personal Information for Targeted Advertising or Cross-Contextual Behavioral Advertising
DearLegal engages in practices that may be considered a "sale," "share," and/or the use of personal information for targeted advertising or cross-contextual behavior advertising under some U.S. state privacy laws.
11. Changes To This Policy
We may update this privacy policy to reflect changes to our practices. We encourage you to review this page periodically for the latest information on our privacy practices.
If you have any questions regarding our Privacy Policy, please contact us at [email protected]