Privacy Policy
This Privacy Policy explains how WYSET, LLC ("Wyset", "we", "us") collects, uses and shares information when you use the Wyset website, web applications and related services (the "Services"). Wyset helps professional fiduciaries, families and institutions transfer assets and liabilities out of the name of a person who has died or become incapacitated. We will update this policy as the Services develop; the effective date above shows when it last changed.
Information we collect
- Account information you give us: your name, email address, mobile phone number, organization, role and sign-in credentials.
- Case information you or your organization provide to administer an estate, trust or conservatorship: information about the person whose affairs are being handled, beneficiaries and other parties, financial accounts and liabilities, court and legal documents, and correspondence with institutions.
- Identity verification information when a verification step is required, such as an image of a government ID and a photo of you.
- Payment information for subscriptions and fees. Card and bank details are collected and held by our payment processor, not stored by Wyset.
- Usage and device information: log data such as IP address, browser type, pages visited, and dates and times of access, used to run and secure the Services.
How we use information
- To provide, operate and maintain the Services, including preparing documents and communicating with financial institutions on your instruction.
- To verify identity, secure accounts, and prevent fraud and unauthorized access.
- To send service messages, including sign-in and verification codes by email or text message, and notices about your account and cases.
- To process payments, provide support, and meet legal, regulatory and record-keeping obligations.
- To improve the reliability and quality of the Services.
We do not sell personal information, and we do not use it for third-party advertising.
Text messaging (SMS)
If you give Wyset your mobile number, we use it to send the one-time security codes you request, such as sign-in verification and account activation codes. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from every category of sharing described in this policy and will not be shared with any third parties, except the service providers that deliver the messages for us.
How we share information
- Service providers that process information on our behalf and under contract: hosting and infrastructure, email delivery, text message delivery, payment processing, identity verification, financial account connection, and document processing.
- Institutions and parties to a case, such as banks, courts and other parties, when you or your organization direct us to share information to administer the case.
- Within your organization, with people your organization has given access to the case.
- Legal and safety reasons: to comply with law, legal process or a lawful request; to protect the rights, property or safety of Wyset, our users or others.
- Business transfers: as part of a merger, acquisition or sale of assets, subject to this policy.
Security
We use administrative, technical and physical safeguards designed to protect information, including encryption in transit, access controls, two-factor sign-in and audit logging. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Retention
We keep information for as long as needed to provide the Services, as directed by the organization responsible for a case, and as required by law or for legitimate business purposes such as resolving disputes and enforcing agreements.
Your choices and rights
You may update account information in the Services, opt out of text messages by replying STOP, and ask us to access, correct or delete personal information, subject to legal and record-keeping obligations and to the instructions of the organization responsible for a case. California residents may have additional rights under California law, including the right to know, delete and correct personal information and to not be discriminated against for exercising these rights. To make a request, contact us at the address below.
Children
The Services are not directed to children under 13, and we do not knowingly collect personal information from them through the Services. Information about a minor may be included in a case when an adult responsible for the case provides it.
Changes to this policy
We may change this policy from time to time. We will post the updated policy here and change the effective date, and where the change is material we will give notice through the Services or by email.
Contact us
WYSET, LLC
Email: help@wyset.com
See also our Terms of Service.