1. Introduction
Luminary AI ("we," "us," or "our") provides an AI-powered platform for wealth transfer and estate planning. We respect your privacy and are committed to protecting the sensitive data you entrust to us.
2. Information We Collect
We collect information in two distinct categories:
- Account & Marketing Data: Information you provide when creating an account (name, email, firm name) or visiting our website (cookies, device usage).
- Workspace Data: The confidential documents, data, and text (e.g., wills, trust agreements, financial values) you upload to the Service for processing.
3. How We Use Your Information
- To Provide Services: We process Workspace Data solely to generate summaries, visualizations, and insights for you.
- To Improve Our System: We use Account & Marketing Data to analyze usage trends.
- Model Training (Important): We do not use your Workspace Data (e.g., uploaded client trust documents) to train our artificial intelligence models for the general benefit of other customers. Your proprietary data remains isolated to your account.
4. Data Sharing & Disclosure
We do not sell your data. We share data only:
- With Service Providers: Third-party vendors (hosting, payment processing, LLM providers) who are contractually bound to strict confidentiality and security standards.
- For Legal Reasons: If compelled by a valid subpoena or court order. We will attempt to notify you before disclosing data unless prohibited by law.
5. Data Retention
We retain Workspace Data for the duration of your subscription. Upon termination, you may request deletion of your data, which we will execute within 30 days, except where retention is required by law.
6. Your Rights (GDPR/CCPA)
Depending on your location, you may have the right to access, correct, or delete your personal data. To exercise these rights, contact: privacy@luminaryai.com