Privacy Policy

Effective Date: 2023

QuickEstate is the owner and operator of the website located at www.quickestate.ca (the “Website”) and markets, provides and licenses online services available via the Website (the "Services" as defined in the Software Services License Agreement).

QuickEstate also provides products and services other than through the Website or the Services provided online, including services such as our Concierge Services.

QuickEstate is committed to maintaining the privacy of individuals and protecting personal information in its custody or control in accordance with privacy legislation applicable to QuickEstate.

Application
This Policy is a summary of QuickEstate’s privacy practices and policies governing the Website, and is applicable to visitors to this Website and licensees and users of the Services, and is also a summary of QuickEstate's privacy practices and policies related to other products and services.

A more comprehensive summary of our privacy policies generally is available from us on request. We may from time to time revise this Policy to reflect changes in our procedures regarding personal information and post the revised version of the Policy on this Website. Upon posting, the revised Policy will come into effect.

This Policy is subject to the terms and conditions of any agreement or contract you may have entered into, or may enter into in the future, with QuickEstate. To the full extent permitted by applicable law, any such agreement or contract will take priority over this Policy to the extent of any inconsistency or conflict between this Policy and any such agreement or contract.

Terminology
Personal information means information about an identifiable individual, and includes non-public personal information about an individual, living or deceased, contained in the estate of such individual. This does not include information of an aggregate or anonymous nature where a specific individual or individuals cannot be identified, nor does it include business contact information used to contact an individual in their capacity as an employee or official of an organization.

Privacy and this Website

While you should be aware that most web servers do collect some information about visitors, such as the browser and version you are using, your operating system, and your “IP” or Internet address, which may identify your Internet Service Provider or computer but not the person using it, simply visiting our Website does not result in our collecting any personal information from you. We do use information about use of the Website by you and others to monitor and analyze usage trends and preferences in order to update, enhance and improve the Website and its features and functionality.

We may place cookies or similar files on your computer or device used to access the Website. This is done for security purposes, to tell us whether you have visited the Website before, to remember any preferences you may set, to facilitate log in and site navigation by you, and to personalize your experience while visiting the Website. A cookie does not give us access to any information about you other than information you choose to share with us.

While we make reasonable efforts to maintain the security of personal information in our custody or control, please be advised that the Internet and email are inherently insecure media, and we accept no liability for the security or privacy of personal information in transit over the Internet.

Consent
By accessing or using this Website, or providing personal information to us, you confirm your consent to the contents of this Policy. If you do not agree with the contents of this Policy, or to our collection, use or disclosure of personal information as described in this Policy, then you may not access this Website, or otherwise provide personal information to us. It is our policy to collect, use and disclose personal information only with consent, but we reserve our right to do so without consent where required to or permitted to by law, such as, for example, in course of an investigation or in relation to a legal proceeding, or with respect to individual contractors or employees, where consent may not be required by applicable privacy legislation. We do not sell your personal information to any third party.

Privacy and Email Communication with QuickEstate and its personnel
We may have in force acceptable use policies with respect to our computers, systems and email received by and sent from QuickEstate. In order to enforce such policies, we reserve the right, but not the obligation, to intercept and review the contents of email, including any personal information provided by the recipients, authors or originators of email messages. Users of our systems and computers have no expectation of privacy and, by using email as a means of communication with us, you consent to such interception and monitoring.

Unsolicited or Voluntary Personal Information
If you choose to voluntarily submit personal information to us by email, online forms, in person, in writing, or other means, we will consider that you have done so with your consent for purposes reasonably related to your providing the information. If reasonable to do so, or if you request ongoing provision of information, after our initial response, we may communicate further with you with information that may be useful, but we will include instructions on how to terminate receiving such further information. We may share your personal information with our employees or contractors if reasonable to do so having regard to the purposes for which you have provided us with your information. It is important that any information you provide to us is up to date and accurate so, if you have provided personal information to us, we request that you keep us informed of any changes to your personal information.

Personal Information Collected with respect to Services
If you choose to enter into an agreement with us to access and use software or online services provided or made available by us (including the Services as defined in our Software Services License Agreement), or to otherwise receive products and services from us, we will collect personal information from you and use and disclose it for the purposes of verifying and receiving payments from you, providing products or services to you, or on your behalf, providing you with information that we believe may be of interest to you, contacting you with respect to products or services provided or information provided by you or uploaded by you into the services provided to you, or for other reasonable purposes related to our relationship with you. We keep your personal information secure and maintain the confidentiality of all information you may enter with respect to the services and administering an estate. We will respond as required by applicable law to requests by individuals for access to their personal information. We do not sell or market our mailing or contact lists.

Where third party users of the Services provide or upload personal information about you into the Services, such as where the user is your professional advisor, family member or other agent, we contractually require such users to do so only with your consent and authorization. Otherwise, we have no control over any relationship or dealings between you and your advisors, family members or agents with respect to the Services, and we rely on those contractual provisions as providing us with your consent to any collection, use or disclosure of your personal information in, or by use of, the Services.

We also collect and use information about your use, and the use by other licensees and customers, of the Services in order to improve and enhance the Services and the Software and their functionality, to repair errors or bugs, and to develop new versions of the Services and the Software.

Employees and Contractors
We collect, use and disclose personal information about our employees and contractors, and will comply with applicable privacy legislation in doing so, including obtaining any required consents. We reserve our rights to do so without consent or notification where permitted by law, and also with notification but without consent where permitted by law.

Sale of Business
In the event that all or any portion of the business assets of QuickEstate, or control of QuickEstate, is transferred or sold to any third party, we reserve our rights to rely on any exemptions available in applicable privacy legislation to collect, use or disclose personal information without notification or consent for the purposes of a business transaction or sale.

Other Websites
Please note that our website may contain links to other websites which are provided as a convenience for visitors to our website only. Any third-party websites will have their own privacy policies and practices, and we cannot be responsible for such third parties or their websites.

Outsourcing and data hosting outside of Canada
We may use third party service providers to host the Website or the Services, and to process or deal with data and information on our behalf. In order to protect the confidentiality and security of personal information processed on our behalf by our service providers, we will use contractual and similar measures with such service providers, including contractual non-disclosure provisions.

Our service providers may be either in or outside Canada, and your information housed, hosted or processed by such providers may reside in or outside of Canada. If you wish further information about our policies and practices with respect to service providers outside of Canada and the name or tile of a person who can answer any questions about the collection, use, disclosure or storage of personal information by service providers outside Canada, you can contact us using the contact information below.

Security
We recognize our legal obligations to protect the personal information we have gathered about individuals. We have therefore made arrangements, including contractual arrangements, to secure against unauthorized access, collection, use, disclosure, copying, modification, disposal or destruction of personal information.

Notification of loss or unauthorized access or disclosure
If an incident occurs involving the loss of or unauthorized access to or disclosure of personal information under our control, we will comply with applicable laws and will immediately notify you if appropriate or required to do so. We may also file reports or other documentation with regulatory or governmental agencies related to any such incident where required by law to do so.

CASL Compliance
Canada has implemented stringent legislation (Generally referred to as Canadian Anti-Spam Legislation, or "CASL") prohibiting commercial electronic communications without adequate consent, and without an adequate unsubscribe mechanism. Emails and text messages of a commercial nature are generally considered to be commercial electronic communications ("CEM's"). It is our policy to not send CEMs without valid legal consent from the recipient, and it is our policy to always use the unsubscribe mechanisms prescribed by CASL.

Requests for Access
The law permits individuals to submit written requests to us to provide them with access to their personal information under our custod y or control; information about the purposes for which their personal information under our custody or control has been and is being used; and the names of organizations or persons to whom and the circumstances in which personal information has been and is being disclosed by us.

Requests for access are subject to the following: any requests must be in writing; we reserve the right to not accept such requests or respond to such requests via email in order to be certain of the identity of persons with which we communicate and to protect the privacy of individuals.

In order to receive a response to such a request, the individual must provide us with sufficient information to verify their identity or authority, to locate their record, if any, and to respond to them.

We will respond to requests in the time allowed by law, which is generally 30 days. We reserve our right to extend that time period as permitted by applicable law.

We will make a reasonable effort to assist applicants and to respond as accurately and completely as reasonably possible.

All requests may be subject to any fees and disbursements the law permits us to charge.

Where appropriate to do so, we may require advance payment of a deposit or the entire costs of responding to a request for access to personal information.

Please note that an individual’s ability to access his or her personal information under our control is not an absolute right. The law prohibits the disclosure of some information, and, with respect to certain other information, gives us the right to choose whether to disclose it. We reserve all our rights under applicable law to refuse disclosure were legally permitted to do so.

Responses to Requests for Access
Our responses to requests for access to personal information will be in writing, and will confirm: whether we are providing all or part of the requested information; whether or not we are allowing access or providing copies, and, if access is being provided, when and how that will be given.

If access to information or copies are refused by us, we will provide written reasons for such refusal and the section of PIPA (the Personal Information Protection Act, Alberta, if applicable) on which that refusal is based. We will also provide the name of an individual who can answer questions about the refusal, and particulars of how the requesting individual can ask the Information and Privacy Commissioner of Alberta to review our decision.

Requests for Correction
The law permits individuals to submit written requests to us to correct errors or omissions in their personal information that is in our custody or control. If an individual alleges errors or omissions in the personal information in our custody or control, we will either: correct the personal information and, if reasonable to do so, and if not contrary to law, send correction notifications to any other organizations to whom we disclosed the incorrect information; or decide not to correct the personal information but annotate the personal information that a correction was requested but not made.

Certain Additional Rights
Applicable privacy law may also provide you with rights including the following (some of which may also be applicable under Alberta law as described above):

Right of access and portability. The right to obtain access to your personal information along with certain information, and to receive that personal information in a commonly used format and to have it ported to another service provider or data controller.

Right to rectification. The right to obtain rectification of your personal information without undue delay where that personal information is inaccurate or incomplete.

Right to erasure. The right to obtain the erasure of your personal information without undue delay in certain circumstances, such as where the personal information is no longer necessary in relation to the purposes for which it was collected or processed, or where we have no other lawful basis for retaining the information.

Right to restriction. The right to obtain the restriction of the processing undertaken by us on your personal information in certain circumstances, such as where the accuracy of the personal information is contested by you.

Right to object. The right to object, on grounds relating to your particular circumstances, to the processing of your personal information, and to object to the processing of your personal information for direct marketing purposes, to the extent it is related to such direct marketing.

Right to non-discrimination. The right to non-discrimination for exercising your rights as outlined in this policy. This includes, but is not limited to, denying you goods or services, charging you different prices for similar services, or providing a different level or quality of service as a result of your exercising your lawful rights.

If you wish to exercise one of these rights, subject to it being available to you under applicable privacy law, please contact us using the contact details at the end of this Policy.

Further Information
For further information with respect to our privacy practices, or with respect to inquiries concerning personal information about you in our custody or control, or to update or correct your information, you may contact us at support@quickestate.com.