Privacy Policy

Last updated: March 2026

Mantle ("we," "us," or "our") operates getmantle.ai (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

1. Information We Collect

Information You Provide

  • Account Information: Name, email address, password (hashed)
  • Estate Planning Information: Names, addresses, dates of birth, marital status, family relationships, beneficiary designations, asset information, guardian preferences
  • Identity Verification: Government ID, selfie (for notarization, processed by our notarization partner)
  • Payment Information: Credit card details (processed by Stripe; we do not store full card numbers)
  • Communications: Emails, support requests, feedback

Information Collected Automatically

  • Device Information: Browser type, operating system, device identifiers
  • Usage Data: Pages visited, features used, time spent, click patterns
  • Log Data: IP address, access times, referring URLs

Information from Third Parties

  • Authentication Provider (Clerk): Email verification status, login metadata
  • Payment Processor (Stripe): Transaction confirmations, payment status

2. How We Use Your Information

We use your information to:

  • Create and manage your estate planning documents
  • Facilitate online notarization through our partner
  • Process payments and maintain billing records
  • Communicate with you about your account and documents
  • Provide customer support
  • Improve and develop our Service
  • Comply with legal obligations
  • Detect and prevent fraud

We do NOT:

  • Sell your personal information
  • Use your data for advertising purposes
  • Share your estate planning details with third parties except as necessary to provide the Service

3. How We Share Your Information

We share information only with the following service providers:

ProviderPurposeData Shared
SupabaseDatabase hostingAll account and plan data (encrypted)
ClerkAuthenticationEmail, login credentials
StripePayment processingEmail, payment details
Notarization PartnerDocument notarizationName, ID, documents being notarized
VercelWebsite hostingUsage logs, IP addresses

Legal Requirements: We may disclose information if required by law, subpoena, court order, or government request.

Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred. We will notify you of any such change.

4. Data Security

We implement industry-standard security measures:

  • Encryption: All data encrypted in transit (TLS) and at rest (AES-256)
  • Access Controls: Role-based access, multi-factor authentication for staff
  • Infrastructure: SOC 2 compliant hosting providers
  • Monitoring: Continuous security monitoring and logging

Despite these measures, no system is 100% secure. You use the Service at your own risk.

5. Data Retention

  • Active Accounts: We retain your data as long as your account is active
  • Document Storage: Estate planning documents retained until you delete them or close your account
  • After Account Closure: Data deleted within 90 days, except as required for legal compliance
  • Payment Records: Retained for 7 years for tax and legal purposes

6. Your Rights

All Users

  • Access your personal information
  • Correct inaccurate data
  • Delete your account and data
  • Export your documents
  • Opt out of marketing communications

California Residents (CCPA)

You have the right to:

  • Know what personal information we collect
  • Request deletion of your information
  • Opt out of sale of personal information (we do not sell data)
  • Non-discrimination for exercising your rights

To exercise these rights, contact: support@getmantle.ai

7. Children's Privacy

The Service is not intended for users under 18. We do not knowingly collect information from children. If we learn we have collected data from a child, we will delete it promptly.

8. Cookies and Tracking

We use cookies for:

  • Essential: Authentication, security, preferences
  • Analytics: Understanding usage patterns (anonymized)

We do not use advertising cookies or trackers. You can disable cookies in your browser settings, but some features may not function properly.

9. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes via email or prominent notice on the Service. Continued use after changes constitutes acceptance.

10. Contact Us

Questions about this Privacy Policy? Email us at support@getmantle.ai