PRIVACY POLICY

Last Updated: June 29, 2023

‍1. INTRODUCTION

Alix, Inc. (“Alix”, “we,” “us,” or “our”) respects the privacy of its Users (“User,” “your,” or “you”).This Privacy Policy (the “Privacy Policy”) explains how we collect, use, disclose, and safeguard your information when you use the Alix website at https://www.meetalix.com/ (the “Website”) and our mobile application (the “App”).

Alix is committed to protecting the privacy of its Users whose information is collectedand stored while using our Website or App.

The capitalized terms have the same meaning as ascribed in our Terms of Use or Terms of Service as applicable, unless otherwise noted here.

PLEASE READ THIS PRIVACY POLICY CAREFULLY TO UNDERSTAND OUR POLICIES ANDPRACTICES REGARDING YOUR INFORMATION AND HOW WE WILL TREAT IT. BY ACCESSING OR USING OUR WEBSITE AND APP, YOU AGREE TO ACCEPT ALL THE TERMS CONTAINED IN THIS PRIVACY POLICY AND ACKNOWLEDGE AND AGREE WITH THE PRACTICES DESCRIBED HEREIN. IF YOU DO NOT AGREE WITH THE TERMS OF THISPRIVACY POLICY, PLEASE DO NOT ACCESS AND USE OUR WEBSITE AND APP. IF YOU HAVE ANY QUESTIONS REGARDING THIS PRIVACY POLICY, PLEASE SEND US AN EMAIL AT privacy@meetalix.com.

‍2. DISCLAIMER REGARDING LEGAL AND FINANCIAL SERVICESALIX IS NOT A LAW FIRM OR FINANCIAL SERVICES COMPANY AND MAY NOTPERFORM SERVICES PERFORMED BY AN ATTORNEY OR FINANCIAL PROFESSIONAL.AT NO TIME DOES THE SOFTWARE OR ALIX REVIEW ANY DOCUMENTS THAT ARECREATED THROUGH THE SERVICES FOR LEGAL SUFFICIENCY, DRAW LEGALCONCLUSIONS, PROVIDE LEGAL ADVICE, OPINIONS OR RECOMMENDATIONSABOUT YOUR LEGAL RIGHTS, REMEDIES, DEFENSES, OPTIONS, SELECTION OFFORMS OR STRATEGIES, OR APPLY THE LAW TO THE FACTS OF YOUR PARTICULARSITUATION, OR ASSESS YOUR FINANCIAL OR TAX LIABILITIES. ALIX, ITS SERVICES,AND ITS FORMS OR TEMPLATES ARE NOT A SUBSTITUTE FOR THE ADVICE ORSERVICES OF AN ATTORNEY OR FINANCIAL PROFESSIONAL. THE LEGAL ORFINANCIAL INFORMATION CONTAINED HEREIN IS NOT LEGAL OR FINANCIAL ADVICEAND IS NOT GUARANTEED TO BE CORRECT, COMPLETE OR UP TO DATE. YOUACKNOWLEDGE AND AGREE THAT ANY DOCUMENTS AND INFORMATIONAVAILABLE THROUGH THE SERVICES ARE INTENDED TO BE REVIEWED BY ANDDISCUSSED WITH AN ATTORNEY OR FINANCIAL PROFESSIONAL.

3. WHAT INFORMATION DO WE COLLECT?

‍When you register to use our Website or App, we collect personal information (alsoreferred to as personally identifiable information or “PII”) which may include your name,online contact information such as your email address or username, phone number, IPaddress, browsing history, and other personal information like a photograph, audio file,or video file. The information so collected will be stored on our servers. You are able to change your personal information via email by contacting us at careteam@meetalix.com or through your profile or account settings on our Website or App.

a. Geolocation and Equipment Information. We may collect information that does not personally identify you such as (i) your geolocation, and (ii) information aboutyour internet connection, the equipment you use to access our Website or App, and usage details.
b. Financial Information. We currently collect and store credit cards and bank information related to documents that are uploaded by you.

‍4. HOW DO WE COLLECT INFORMATION?

‍We collect personal information from you in the following ways:
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a. At registration on our Website or App.
b. In email, text, and other electronic messages between you and our Website or App.
c. Through mobile and desktop applications you download from our Website orApp, which provides dedicated non-browser-based interaction between youand our Website or App;
d. From forms filled out by you; and
e. From records or copies of correspondences (including email addresses) if youcontact us.

We collect information from you automatically when you navigate through our Website or App in the following ways:

a. Usage details;
b. IP addresses; and
c. Information obtained through browser cookies.

‍5. HOW DO WE USE YOUR INFORMATION?

‍We use the information that you provide to:

a. Personalize your experience in using our App;
b. Provide you with information, products, or services requested from us;
c. Present our Website and App and their contents to you;
d. Carry out obligations and enforce rights arising from contracts entered intobetween you and us, including billing and collection;e. Allow you to participate in interactive features on our Website and App;f. Improve the Website and App;g. Improve customer service;h. Process transactions;i. Anonymize data and aggregate data for statistics; andj. Any other purposes with user’s content, specifically to allow partners of Alix to approach customers with services and products that are useful to estate planning.

‍6. HOW DO WE PROTECT INFORMATION WE COLLECT?

‍We actively prevent third parties from getting access to your personal information that we store and/or process on our App and servers. Our Website and App gets regularsecurity scans and penetration tests. Our Website and App also receives regularmalware scans, and it has and uses an SSL certificate. We require user names and passwords for our employees, who can access Personal Information of consumers thatwe store or process on our platform. We prevent third parties from getting access to thePersonal Information of consumers that we store on our Platform.

‍7. DATA SECURITY MEASURES.

‍a. Security Measures. We have implemented measures designed to secure yourpersonal information from accidental loss and from unauthorized access, use,alteration, and disclosure. All information you provide to us is stored on oursecure servers behind firewalls. The safety and security of your information alsodepends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Website or App, you are responsible for keeping this password confidential. We ask you not to share your passwordwith anyone. Unfortunately, the transmission of information via the internet is notcompletely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Website or App. Any transmission of personal information is atyour own risk. We are not responsible for circumvention of any privacy settings or security measures contained on our Website or App.
b. Fair Information Practice Principles. In the event of a personal data breach, we will notify you within seventy-two (72) hours via (i) email and/or (ii) our notification system on our Website or App and/or (iii) notify the FTC, FCC, and/or state regulatory agency. We agree to the individual redress principle, which requiresthat individuals have a right to pursue legally enforceable rights against datacollectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or a government agency to investigate and/or prosecute non-compliance by data processors.

‍8. DISCLOSURE OF PERSONAL INFORMATION

‍There are times when we may share Personal Information that you have shared with us may be shared by Alix with others to enable us to provide you over Services, includingcontractors, service providers, and third parties (“Partners”). This section discusses onlyhow Alix may share such information with Partners. We will ensure that our Partnersprotect your Personal Information. The following describe how and with whom we mayshare your Personal Information:

‍Disclosure of Personal Information.
‍a. We may disclose aggregated, de-personalized information about you that doesnot identify any individual to other parties without restriction, such as formarketing, advertising, or other uses.
b. We may disclose personal information to our subsidiaries and affiliates.
c. We may disclose personal information to contractors, services providers, and other third parties.
d. We require all contractors, service providers, and other third parties to whom wedisclose your personal information to be under contractual obligations to keep personal information confidential and to use it only for the purposes for which we disclose them.
e. We may disclose personal information in the event of a merger, sale of business,etc.
f. We may disclose to third parties to market their products and services to you ifyou have either consented or not opted out of these disclosures.
g. We require all other Partners, to whom we disclose your personal information, toenter into contracts with us to keep personal information confidential and use itonly for the purposes for which we disclose it to such Partners.
h. We disclose personal information to fulfill the purpose for which you haveprovided it, for instance, if you gave us an email address to use the “email afriend” feature of the App.
i. We may disclose personal information for any other purpose for which you haveprovided it.
j. We may only disclose personal information as described in this Privacy Policy oryour consent.

‍Other Disclosure of Personal Information.
‍a. We will disclose personal information (i) to comply with any court order, law, or legal process, including to respond to any government or regulatory request, (ii)to enforce or apply our Terms of Use or Terms of Service and other agreements,including for billing and collection purposes, (iii) if we believe it is necessary orappropriate to protect the rights, property, or safety of Alix, our customers orothers, and/or (iv) if it is necessary or appropriate to protect the rights, property,or safety of Alix, our customers, or others, and this includes exchanginginformation with other companies and organizations for the purposes of fraudprotection and credit risk reduction.

‍Third Party Disclosure.We provide Personal Information to distribution partners in return for theirservices to Alix. We also provide Personal Information to partners providingspecific products or functionality into our Platform.

‍Choices Users Have About How Alix Uses and Discloses Information.

‍a. Disclosure of Users’ Information for Third-Party Advertising. Users can opt-out byemailing us their opt-out request at careteam@meetalix.com. Users receivingpromotional email can opt-out by sending a return email requesting to beomitted from future promotional email distributions.
‍b. Disclosure of User’s Information for Targeted Advertising. Users can opt-out byemailing us their opt-out request at careteam@meetalix.com.

‍9. COPPA COMPLIANCE (FOR CHILDREN UNDER 13 USERS ONLY)The Children’s Online Privacy Protection Act (“COPPA”) is a federal legislation thatapplies to entities that collect and store “Personal Information,” as the term is definedunder COPPA, from children under the age of 13. We are committed to ensurecompliance with COPPA. Our Website and App are not meant for use by children underthe age of 13. Our Website and App do not target children under the age of 13, but wedo not age-screen or otherwise prevent the collection, use, and personal disclosure ofpersons identified as under 13. If you would like to know more about our practices andspecifically our practices in relation to COPPA compliance, please email us atprivacy@meetalix.com.

IF YOU ARE UNDER 13, PLEASE DO NOT ACCESS OR USE OUR WEBSITE OR APP.

‍10. CAN-SPAM ACT OF 2003The CAN-SPAM Act establishes requirements for commercial messages, givesrecipients the right to have businesses stop emailing them, and spells out penalties forviolations. Per the CAN-SPAM Act, we will:

a. not use false or misleading subjects or email addresses;
b. identify the email message as an advertisement in some reasonable way;
c. include the physical address of Alix, Inc. which is 59 North Santa Cruz Avenue,Suite Y, Los Gatos, CA 95030
d. monitor third-party email marketing services for compliance, if one is used;
e. honor opt-out/unsubscribe requests quickly; and
f. give an “opt-out” or “unsubscribe” option.If you wish to opt out of email marketing, follow the instructions at the bottom of eachemail or contact us at careteam@meetalix.com and we will promptly remove you fromall future marketing correspondences.

‍11. MODIFICATIONS TO OUR PRIVACY POLICY

‍Alix reserves the right, at its sole discretion, to change or modify this Privacy Policy atany time. In the event we modify this Privacy Policy, such modifications shall be bindingon you only upon your acceptance of the modified Privacy Policy. We will inform youabout the modifications on our Privacy Policy page by posting a modified version of thePrivacy Policy page, or by a comparable means within a reasonable time period. Your continued use of our Website or App shall constitute your consent to such changes.

‍12. COPYRIGHT INFRINGEMENT/DMCA NOTICE

‍If you believe that any content on our Website or App violates your copyright, and you wish to have the allegedly infringing material removed, the following information in theform of a written notification (pursuant to the Digital Millennium Copyright Act of 1998(“DMCA Takedown Notice”)) must be provided to our designated Copyright Agent.

‍
a. Your physical or electronic signature;
b. Identification of the copyrighted work(s) that you claim to have been infringed;
c. Identification of the material on our Website or App that you claim is infringingand that you request us to remove;
d. Sufficient information to permit us to locate such material;
e. Your address, telephone number, and email address;
f. A statement that you have a good faith belief that use of the objectionablematerial is not authorized by the copyright owner, its agent, or under the law; and
g. A statement that the information in the notification is accurate, and under penaltyof perjury, that you are either the owner of the copyright that has allegedly beeninfringed or that you are authorized to act on behalf of the copyright owner.

Alix’s Copyright Agent to receive DMCA Takedown Notices is Hugh Tamassiacareteam@meetalix.com at Alix, Inc. Attn: DMCA Notice, 59 North Santa Cruz Avenue,Suite Y, Los Gatos, CA 95030. You acknowledge that for us to be authorized to takedown any content, your DMCA Takedown Notice must comply with all the requirementsof this Section. Please note that, pursuant to 17 U.S.C. § 512(f), any misrepresentation ofmaterial fact (falsities) in a written notification automatically subjects the complainingparty to liability for any damages, costs and attorney’s fees incurred by Alix inconnection with the written notification and allegation of copyright infringement.

‍13. CONTACT US

‍To ask questions or comment about this Privacy Policy and our privacy practices,contact us at:
‍
- Hugh Tamassia
- Email: privacy@meetalix.com
- Address: 59 North Santa Cruz Avenue, Suite Y, Los Gatos, CA 95030.

PLEASE NOTE: IF YOU USE OUR WEBSITE OR APP, YOU HAVE AGREED TO ANDACCEPTED THE PRACTICES DESCRIBED IN THIS PRIVACY POLICY AND THE TERMSAND CONDITIONS SET FORTH IN OUR TERMS OF USE OR OUR TERMS OF SERVICE, ASAPPLICABLE. IF YOU DO NOT AGREE WITH THE TERMS OF THIS PRIVACY POLICY OROUR TERMS OF SERVICE, PLEASE DO NOT USE OUR WEBSITE OR APP.