HomegoingHQ medallionHomegoingHQ

HOMEGOINGHQ — PRIVACY POLICY

Last Updated: 7/18/2026 | Version: 1.0

1. INTRODUCTION

This Privacy Policy explains how EdConsult LLC d/b/a HomegoingHQ (“HomegoingHQ,” “we,” “us”) collects, uses, discloses, and protects personal information when you use homegoinghq.com, app.homegoinghq.com, co-branded/white-label instances, and related services (the “Platform”). By using the Platform, you agree to this Policy. If you do not agree, do not use the Platform.

We recognize that our Platform is used during profoundly sensitive times and that it may involve information about both living users and deceased individuals. We treat this information with corresponding care.

2. INFORMATION WE COLLECT

2.1 Information you provide: - Account information: name, email, password, phone number, role (family member, executor, concierge, provider, designer, partner). - Estate and family information: decedent name, dates, relationships, state, invited family members, task and status data. - Documents and content: files you upload to your vault, obituaries, memorial and tribute content, photos, videos, ledger entries, notes, and messages. - Financial/transaction information: billing details processed by our payment processor (we do not store full card numbers), plan selections, and purchase history. - Provider/partner information: business details, licensing, insurance, tax information (for example, W-9), service categories, and payout details. - Communications: messages to us and to third parties through the Platform, and support requests.

2.2 Information collected automatically: - Usage and device data: IP address, browser and device type, pages viewed, actions taken, timestamps, and referring URLs. - Cookies and similar technologies: as described in our Cookie Policy.

2.3 Information from third parties: - Payment processors, identity/background verification services (for providers/concierges), analytics providers, and co-brand partners who refer you.

2.4 Sensitive information. Some information may be sensitive (for example, health-related details a family records, or information about a deceased person). We collect it only as needed to provide the services you request and handle it accordingly. HomegoingHQ is not a HIPAA covered entity or business associate in the ordinary course; however, where a concierge or provider relationship implicates health information, additional obligations may apply.

3. HOW WE USE INFORMATION

We use personal information to: - Provide, operate, maintain, and secure the Platform and the services you request; - Create and manage accounts, estates, and family collaboration; - Process payments, subscriptions, and payouts; - Generate AI-assisted guidance, documents, memorial pages, and print products; - Facilitate connections and transactions with third-party providers you choose; - Communicate with you (service messages, and, with consent where required, marketing); - Provide customer support and respond to requests; - Detect, prevent, and address fraud, abuse, and security incidents; - Comply with legal obligations and enforce our agreements; - Analyze and improve the Platform.

AI processing. Inputs to AI features may be transmitted to third-party AI providers to generate output. See our AI Usage Disclosure. We do not permit our AI providers to use your inputs to train their general models.

4. HOW WE SHARE INFORMATION

We share personal information as follows: - Service providers/subprocessors: vendors that host, process, or support the Platform (for example, [Supabase (database/storage), Stripe (payments), SendGrid (email), Twilio (SMS), Netlify (hosting), Cloudinary/print and fulfillment providers, and AI model providers]), under contract and only as needed. - Third-party providers you select: when you engage a concierge, provider, designer, or partner, we share the information necessary to fulfill your request. - Co-brand/white-label partners: limited information necessary to provide a partner-branded experience; families’ payment details are processed by HomegoingHQ and not shared with the partner except as disclosed. - Other users you authorize: family members and collaborators you invite, and viewers of memorial pages you make public. - Legal and safety: to comply with law, respond to lawful requests, enforce agreements, and protect rights, safety, and property. - Business transfers: in connection with a merger, acquisition, financing, or sale of assets, subject to this Policy.

We do not sell your personal information for money. To the extent certain sharing (for example, analytics or advertising cookies) constitutes a “sale” or “sharing” under the CCPA/CPRA or similar laws, we provide the opt-out described in Section 8.

5. COOKIES AND TRACKING

We use cookies and similar technologies as described in our Cookie Policy. You can manage preferences through our cookie consent tool and your browser settings.

6. DATA RETENTION

We retain personal information for as long as your account is active and as needed to provide the services, and thereafter as required for legal, tax, accounting, dispute-resolution, fraud-prevention, and backup purposes, in accordance with our Data Retention Policy. When no longer needed, we delete or de-identify it. Vault documents are retained per your subscription; lapse and deletion mechanics (including any grace period) are described at the point of purchase and in the Data Retention Policy.

7. SECURITY

We implement administrative, technical, and physical safeguards designed to protect personal information, including encryption in transit, access controls, and use of reputable infrastructure providers. No system is perfectly secure, and we cannot guarantee absolute security. In the event of a data breach affecting your information, we will notify you and authorities as required by applicable law. See our Incident Response Policy.

8. YOUR PRIVACY RIGHTS

Depending on your state of residence, you may have rights to: - Know/Access the personal information we hold about you; - Correct inaccurate information; - Delete your information; - Portability — receive a copy in a portable format; - Opt out of “sale,” “sharing,” or targeted advertising, and of certain profiling; - Limit use of sensitive personal information (where applicable); - Non-discrimination for exercising your rights.

How to exercise. Submit a request to privacy@homegoinghq.com or through your account privacy settings, or by emailing privacy@homegoinghq.com. We will verify your identity before fulfilling a request. You may use an authorized agent where permitted. We will respond within the timeframes required by law.

Appeals. If we deny your request, you may appeal by contacting privacy@homegoinghq.com.

“Do Not Sell or Share My Personal Information.” We honor opt-out preference signals (including Global Privacy Control) where required.

California “Shine the Light.” California residents may request information about disclosures for third parties’ direct marketing.

9. CHILDREN’S PRIVACY

The Platform is not directed to children under 18, and we do not knowingly collect personal information from children under 13 (or as defined by applicable law). If we learn we have collected such information, we will delete it. Note that families may record information about deceased minors; such information is treated as estate/User Content.

10. DECEASED INDIVIDUALS

Information about a deceased person entered by a user is treated as User Content provided by that user. Rights regarding a decedent’s information are limited under most privacy laws; requests concerning a decedent should be directed to care@homegoinghq.com and may require proof of authority.

The Platform may link to or integrate third-party sites and services with their own privacy practices. We are not responsible for those practices; review their policies.

12. INTERNATIONAL USERS / GDPR READINESS

The Platform is intended for U.S. users and data is processed in the United States. If you access it from outside the U.S., you consent to processing in the U.S.

13. CHANGES TO THIS POLICY

We may update this Policy. Material changes will be posted with a new “Last Updated” date and, where required, additional notice. Continued use after the effective date constitutes acceptance.

14. SMS / TEXT MESSAGE PROGRAM

HomegoingHQ offers an optional SMS (text message) reminder program for users who are settling an estate. Participation is voluntary and requires your express opt-in.

How you opt in. You opt in within the HomegoingHQ web application by entering your mobile number and checking a consent box agreeing to receive text-message reminders about your estate’s tasks and deadlines. You will receive a one-time confirmation message when you subscribe.

Message frequency. Message frequency varies and depends on your estate’s tasks and approaching deadlines — you will receive occasional reminders rather than a fixed number of messages.

Message and data rates. Message and data rates may apply, according to your mobile carrier plan.

We do not share or sell your mobile number. We do not sell, rent, or share mobile phone numbers or SMS opt-in information with third parties or affiliates for their own marketing or promotional purposes. Mobile information is used only to operate this reminder program, and is shared only with the service providers that help us deliver the messages (for example, our SMS provider, Twilio), solely as needed to send the texts you requested.

How to opt out. You can stop receiving texts at any time by replying STOP to any message, or by turning off text reminders in the app. Reply HELP for assistance, or contact us at care@homegoinghq.com. Message delivery is subject to your carrier; carriers are not liable for delayed or undelivered messages.

15. CONTACT

Privacy questions or requests: care@homegoinghq.com EdConsult LLC d/b/a HomegoingHQ — 1098 Ann Arbor Rd W, #479, Plymouth, MI 48170