PlanSentry - Estate Plan Monitoring

Last updated: February 2026

1. Information We Collect

PlanSentry collects information you provide directly, including:

Account information (name, email, firm details)
Client data you input for monitoring purposes
Usage data and analytics
Communications with our support team

2. How We Use Your Information

We use collected information to:

Provide and improve our estate plan monitoring services
Send alerts about potential life events affecting your clients
Communicate about service updates and features
Ensure security and prevent fraud

3. Data Security

We implement industry-standard security measures including:

256-bit SSL encryption for all data in transit
Encrypted storage for sensitive information
Regular security audits and penetration testing
SOC 2 compliant infrastructure

4. Attorney-Client Privilege

PlanSentry is designed to support—not interfere with—attorney-client privilege. We act as a technology service provider and do not access, review, or share privileged communications stored in our system.

5. Data Retention

We retain your data for as long as your account is active or as needed to provide services. You can request data deletion at any time by contacting us.

6. Contact Us