Cookie Policy

Learn how we use cookies and similar technologies to enhance your experience while protecting your privacy.

Last updated: January 30, 2025
Table of Contents
Cookie Preferences

1. What Are Cookies?

Cookies are small text files that are placed on your device (computer, smartphone, or tablet) when you visit our website. They contain information about your browsing activity and preferences, allowing us to provide a more personalized and secure experience.

Session Cookies

Temporary cookies that expire when you close your browser. Used for authentication and navigation.

Persistent Cookies

Stored on your device until they expire or you delete them. Used for preferences and analytics.

2. Why We Use Cookies

We use cookies to enhance your experience with Safeinity's digital estate planning platform:

Security & Authentication
Keep you securely logged in and protect against unauthorized access
Functionality
Remember your preferences and settings for a personalized experience
Analytics & Improvement
Understand how you use our platform to make improvements

3. Types of Cookies We Use

We categorize cookies based on their purpose and your control over them:

Category Purpose User Control Examples
Essential Core functionality and security Always required Authentication, CSRF protection
Functional Enhanced user experience Can be disabled Language, theme preferences
Analytics Usage statistics and performance Can be disabled Page views, user behavior
Marketing Personalized content and ads Not used by Safeinity Campaign tracking, remarketing

4. Essential Cookies

Required for Service: These cookies are necessary for our platform to function properly and cannot be disabled.

Security & Authentication:

Cookie Name Purpose Duration
session_id Maintains your login session securely Session
csrf_token Protects against cross-site request forgery attacks Session
auth_state Manages authentication state and redirects 24 hours
security_level Tracks your chosen upload method (standard upload or client-side encryption) 30 days

5. Functional Cookies

These cookies enhance your user experience by remembering your preferences and settings:

Interface Preferences
  • Dark mode / light mode selection
  • Dashboard layout customization
  • Notification preferences
  • Language and locale settings
Feature Settings
  • Asset organization preferences
  • Beneficiary display options
  • Security reminder frequency
  • Help tooltip visibility
Cookie Name Purpose Duration
theme_preference Remembers your dark/light mode choice 1 year
dashboard_layout Stores your dashboard customization 6 months
notification_settings Your notification preferences 1 year

6. Analytics Cookies

We use analytics cookies to understand how users interact with our platform, helping us improve security and functionality:

Usage Analytics
Page views, feature usage, user flows
Performance
Load times, error rates, system performance
Security Monitoring
Login patterns, security feature usage

Analytics Services:

Service Purpose Data Collected Privacy Policy
Google Analytics Website usage and performance analysis Page views, session duration, device info Google Privacy
Internal Analytics Security and feature usage tracking Feature interactions, security events Covered by our Privacy Policy

7. Marketing Cookies

Opt-In Only: Marketing cookies are only used with your explicit consent and can be disabled at any time.
SAFEINITY does not use any marketing cookies.

Marketing Activities:

Personalization
  • Tailored security recommendations (including encryption method guidance)
  • Relevant feature suggestions
  • Personalized educational content
Campaign Tracking
  • Email campaign effectiveness
  • Referral source attribution
  • A/B testing for improvements

8. Third-Party Cookies

Some cookies are set by third-party services we use to provide our platform:

Service Provider Purpose Category Control
Stripe Payment processing and fraud prevention Essential Required for payments
Google Analytics Website analytics and performance monitoring Analytics Can be disabled
Crisp Chat Customer support chat functionality Functional Can be disabled

9. Your Cookie Choices

You have several options for managing cookies on our platform:

Cookie Preferences

Use our cookie preference center to:

  • Enable or disable non-essential cookies
  • View detailed cookie information
  • Update your choices at any time
  • Export your preference settings
Browser Settings

Configure cookies in your browser:

  • Block all cookies (may break functionality)
  • Block third-party cookies only
  • Delete existing cookies
  • Set automatic deletion rules
Browser Instructions

10. Managing Cookies in Your Browser

Here's how to manage cookies in popular browsers:

  1. Click the three dots menu > Settings
  2. Go to Privacy and security > Cookies and other site data
  3. Choose your preferred cookie settings
  4. Manage exceptions for specific sites

  1. Click the menu button > Settings
  2. Select Privacy & Security
  3. Under Cookies and Site Data, click Manage Data
  4. Remove specific cookies or all cookies

  1. Click Safari in the menu bar > Preferences
  2. Click the Privacy tab
  3. Choose your cookie and tracking settings
  4. Click Manage Website Data to remove specific cookies

  1. Click the three dots menu > Settings
  2. Go to Cookies and site permissions
  3. Click on Cookies and site data
  4. Manage or delete cookies as needed

11. Updates to This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in our practices or legal requirements. When we make changes:

  • We will update the "Last updated" date at the top of this policy
  • Material changes will be communicated via email or platform notification
  • Your continued use of our platform constitutes acceptance of the updated policy
  • You can review previous versions upon request

12. Contact Us About Cookies

If you have questions about our use of cookies or this Cookie Policy, please contact us:

Email Support

Privacy Questions: #application.email.support#

General Support: #application.email.support#

Live Support

Live Chat: Chat available on our platform

NOT AUTHORIZED
Contact Shane or Rodney.