PRIVACY POLICY Last Updated: October 2, 2024 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”) and any other Alix applications made available for your use in the provision of our Services which may also involve the processing of data through AI generative tools. Alix is a company that offers smarter estate settlement solutions to seamlessly manage User’s estate disbursement and probate procedures (“Services”). Due to the nature of Alix’s Services, the reference to User in this Privacy Policy includes the decedent, executor and beneficiaries of the estate. Alix is committed to protecting the privacy of its Users whose information is collected and stored while using our Website, App or Services. 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 AND PRACTICES REGARDING YOUR INFORMATION AND HOW WE WILL TREAT IT. BY ACCESSING OR USING OUR WEBSITE, APP AND SERVICES, 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 THIS PRIVACY POLICY, PLEASE DO NOT ACCESS AND USE OUR WEBSITE, APP AND SERVICES. IF YOU HAVE ANY QUESTIONS REGARDING THIS PRIVACY POLICY, PLEASE SEND US AN EMAIL AT privacy@meetalix.com. DISCLAIMER REGARDING LEGAL AND FINANCIAL SERVICES
ALIX IS NOT A LAW FIRM OR FINANCIAL SERVICES COMPANY AND MAY NOT PERFORM SERVICES PERFORMED BY AN ATTORNEY OR FINANCIAL PROFESSIONAL. AT NO TIME DOES THE SOFTWARE OR ALIX REVIEW ANY DOCUMENTS THAT ARE CREATED THROUGH THE SERVICES FOR LEGAL SUFFICIENCY, DRAW LEGAL CONCLUSIONS, PROVIDE LEGAL ADVICE, OPINIONS OR RECOMMENDATIONS ABOUT YOUR LEGAL RIGHTS, REMEDIES, DEFENSES, OPTIONS, SELECTION OF FORMS OR STRATEGIES, OR APPLY THE LAW TO THE FACTS OF YOUR PARTICULAR SITUATION, OR ASSESS YOUR FINANCIAL OR TAX LIABILITIES. ALIX, ITS SERVICES, AND ITS FORMS OR TEMPLATES ARE NOT A SUBSTITUTE FOR THE ADVICE OR SERVICES OF AN ATTORNEY OR FINANCIAL PROFESSIONAL. THE LEGAL OR FINANCIAL INFORMATION CONTAINED HEREIN IS NOT LEGAL OR FINANCIAL ADVICE AND IS NOT GUARANTEED TO BE CORRECT, COMPLETE OR UP TO DATE. YOU ACKNOWLEDGE AND AGREE THAT ANY DOCUMENTS AND INFORMATION AVAILABLE THROUGH THE SERVICES ARE INTENDED TO BE REVIEWED BY AND DISCUSSED WITH AN ATTORNEY OR FINANCIAL PROFESSIONAL.
WHAT INFORMATION DO WE COLLECT? Geolocation and Equipment Information. We may collect information that does not personally identify you such as (i) your geolocation, and (ii) information about your internet connection, the equipment you use to access our Website or App, and usage details. Financial Information. We currently collect and store credit cards and bank information related to documents that are uploaded by you to the App, or emailed or otherwise made available to us by you to provide you with our Services. Additionally, we currently collect and store such as credit history, bank account number, credit card number, debit card number, tax information or any other financial information. Sensitive Personal Information. We may collect and store the following categories of sensitive information submitted by you to Alix: At registration on our Website or App. In email, text, and other electronic messages between you and our Website, App or directly to Alix team members to receive our Services . Through mobile and desktop applications you download from our Website or App, which provides dedicated non-browser-based interaction between you and our Website or App; From forms filled out by you; and From records or copies of correspondences (including email addresses) if you contact us.

When you register to use our Website, App, or Services, we collect personal information (also referred to as personally identifiable information or “PII”) which may include your name, online contact information such as your email address or username, signature, social security number, passport number, driver's license or state identification card number, phone number, IP address, browsing history, and other personal information like a photograph, audio file, or video file, and any other information you make available to us as part of the estate settlement process and to receive our Services. 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 setting on our Website or App. Health Information: Medical records, health insurance, health beneficiary information – this information is limited to decedent Users; Other Records: Criminal records, legal proceedings, settlements
You understand and agree that by using our Website, App and Services you expressly consent to the collection, storage and processing of your personal information including the decedent’s or beneficiary’s personal information and other information described above, and in the manner provided in this Privacy Policy. 4. HOW DO WE COLLECT INFORMATION? We collect personal information from you in the following ways:
From any documents, files or electronic documents you submit to us for the provision of our Services.

We collect information from you automatically when you navigate through our Website or App in the following ways: Usage details; IP addresses; and Information obtained through browser cookies. Personalize your experience in using our App; Provide you with information, products, or Services requested from us; Present our Website and App and their contents to you; Carry out obligations and enforce rights arising from contracts entered into between you and us, including billing and collection; Allow you to participate in interactive features on our Website and App; Improve the Website and App; Improve customer service; Process transactions; i. Anonymize data and aggregate data for statistics; which does not identify the User personally and 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. To provide you our Services, which may also involve the further processing of information such as images through other third-party applications and service providers including AI generative tools to structure and anonymize the text from the images;

5. HOW DO WE USE YOUR INFORMATION? We use the information that you provide to: To further enhance the information we already have on estate components; We also use the data provided to us about the deceased User to collect additional information on the deceased User through records search services and public database searches, and to submit the same to third parties related to the deceased User to provide our Services.
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 regular security scans and penetration tests. Our Website and App also receives regular malware 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 that we store or process on our platform. We prevent third parties from getting access to the Personal Information of consumers that we store on our Platform. We anonymize and obfuscate personal information processed on our Website, App, servers and through third-party processors and service providers who do not require access to non-anonymized data to provide their services. .
Security Measures. We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. All information you provide to us is stored on our secure servers behind firewalls. The safety and security of your information also depends 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 password with anyone. Unfortunately, the transmission of information via the internet is not completely 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. We request and require that, Users do not submit any personal information identifying a living person when using our Services, that is not necessary or related to the estate settlement process.. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on our Website or App. Additionally, any AI-generative tools or other third party applications and providers used in the provision of our Services are used to enhance our services, but they operate independently, and you should review their terms and policies set forth in Section 12.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 requires that individuals have a right to pursue legally enforceable rights against data collectors 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 that individuals have recourse to courts or a government agency to investigate and/or prosecute non-compliance by data processors. We may disclose aggregated, de-personalized information about you that does not identify any individual to other parties without restriction, such as for marketing, advertising, or other uses. We may disclose personal information to our subsidiaries and affiliates. We may disclose personal information to contractors, services providers, and other third parties. We require all contractors, service providers, and other third parties to whom we disclose 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. We may disclose personal information in the event of a merger, sale of business, etc. We may disclose to third parties to market their products and services to you if you have either consented or not opted out of these disclosures.

7. DATA SECURITY MEASURES. 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, including contractors, service providers, and third parties (“Partners”). This section discusses only how Alix may share such information with Partners. We will ensure that our Partners protect your Personal Information. The following describe how and with whom we may share your Personal Information: Disclosure of Personal Information.
We require all other Partners, to whom we disclose your personal information, to enter into contracts with us to keep personal information confidential and use it only for the purposes for which we disclose it to such Partners. We disclose personal information to fulfill the purpose for which you have We may disclose personal information for any other purpose for which you have provided it. We may only disclose personal information as described in this Privacy Policy or your consent.

provided it, for instance, if you gave us an email address to use the “email a friend” feature of the App. Other Disclosure of Personal Information. 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 or appropriate to protect the rights, property, or safety of Alix, our customers or others, 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 exchanging information with other companies and organizations for the purposes of fraud protection and credit risk reduction.
Third Party Disclosure. We provide Personal Information to distribution partners in return for their services to Alix. We also provide Personal Information to partners providing specific products or functionality into our Platform.
Choices Users Have About How Alix Uses and Disclose Disclosure of Users’ Information for Third-Party Advertising. Users can opt-out by emailing us their opt-out request at careteam@meetalix.com. Users receiving promotional email can opt-out by sending a return email requesting to be omitted from future promotional email distributions. Disclosure of User’s Information for Targeted Advertising. Users can opt-out by emailing us their opt-out request at careteam@meetalix.com.
9. GOOGLE ADSENSE AND GOOGLE ANALYTICS Google, as a third-party vendor, uses Cookies to serve advertisements to Users on our Website, App, and Platform. Google uses first-party Cookies, such as Google Analytics Cookies, to compile data regarding User interactions with ad impressions and other ad service functions as they relate to our Platform. We currently use Google Analytics to collect and process certain Website and App usage data. To learn more about Google Analytics and how to opt-out, please visit https://policies.google.com/privacy/google-partners. We have implemented advertising features on our Website and App including: (a) remarketing with Google AdSense; (b) Google Display Network Impression Reporting; (c) Google Demographics and Interests Reporting; and (d) Google’s DoubleClick platform integration. We use these Cookies to compile data regarding User interactions with ad impressions and other ad service functions as they relate to our Website or App.
not use false or misleading subjects or email addresses; identify the email message as an advertisement in some reasonable way; include the physical address of Alix, Inc. which is 59 North Santa Cruz Avenue, monitor third-party email marketing services for compliance, if one is used; honor opt-out/unsubscribe requests quickly; and give an “opt-out” or “unsubscribe” option.

10. COPPA COMPLIANCE (FOR CHILDREN UNDER 13 USERS ONLY) The Children’s Online Privacy Protection Act (“COPPA”) is a federal legislation that applies to entities that collect and store “Personal Information,” as the term is defined under COPPA, from children under the age of 13. We are committed to ensure compliance with COPPA. Our Website and App are not meant for use by children under the age of 13. Our Website and App do not target children under the age of 13, but we do not age-screen or otherwise prevent the collection, use, and personal disclosure of persons identified as under 13. If you would like to know more about our practices and specifically our practices in relation to COPPA compliance, please email us at privacy@meetalix.com. IF YOU ARE UNDER 13, PLEASE DO NOT ACCESS OR USE OUR WEBSITE OR APP. 11. CAN-SPAM ACT OF 2003 The CAN-SPAM Act establishes requirements for commercial messages, gives recipients the right to have businesses stop emailing them, and spells out penalties for violations. Per the CAN-SPAM Act, we will: Suite Y, Los Gatos, CA 95030 If you wish to opt out of email marketing, follow the instructions at the bottom of each email or contact us at careteam@meetalix.com and we will promptly remove you from all future marketing correspondences. 12. MODIFICATIONS TO OUR PRIVACY POLICY Alix reserves the right, at its sole discretion, to change or modify this Privacy Policy at any time. In the event we modify this Privacy Policy, such modifications shall be binding on you only upon your acceptance of the modified Privacy Policy by continuing to use our Services. We will inform you about the modifications on our Privacy Policy page by posting a modified version of the Privacy Policy page, or by a comparable means within a reasonable time period. We will also send you an email describing such changes, in case of significant updates or modifications. Your continued use of our Website or App shall constitute your consent to such changes.
LIST OF THIRD-PARTY SERVICE PROVIDERS
Alix uses the following third-party service providers for the provision of Services as detailed under the Terms of Use or Terms of Service, or other agreement entered into with the User, as applicable. It is your responsibility to review the applicable Privacy Policy for these third-party service providers as they operate independently of Alix and this Privacy Policy Name of Third-Party Service Provider Contact Information Amazon Web Services Inc. (North Virginia, US) Website: https://aws.amazon.com/privacy/?nc1=f_pr Address: 410 Terry Avenue North, Seattle, WA 98109-5210 Arc Document Solutions Inc. (Arc Scan Box) Website: https://www.e-arc.com/privacy-policy/ Address: 12657 Alcosta Blvd, Suite 200 San Ramon, CA 94583 AWS Textract Website: https://aws.amazon.com/privacy/?nc1=f_pr Address: 410 Terry Avenue North, Seattle, WA 98109-5210 Box Inc. Website:https://www.box.com/legal/privacypolicy Address: 900 Jefferson Ave, Redwood City, California, 94063 Camunda Inc. Website: https://legal.camunda.com/privacy-and-data-protection Address: 101 Montgomery Street, Suite 1900, San Francisco, CA 94104 Chameleon Website: https://www.chameleon.io/privacy Address: 77 Van Ness Avenue, San Francisco. Clio Draft Website: https://www.lawyaw.com/privacy Address: Suite 300. 4611 Canada Way, Burnaby, BC V5G 4X3, Canada Datadog Website: https://www.datadoghq.com/legal/privacy/ Address: 620 8th Avenue, Floor 45, New York, NY 10018 Figma Website: https://www.figma.com/legal/ Address: 760 Market St Floor 10, San Francisco, CA 94102 Google Workplace Website: https://policies.google.com/privacy?hl=en Address: 1600 Amphitheatre Pkwy, United States HubSpot Website: https://legal.hubspot.com/legal-stuff Address: 199 Bishopsgate, London EC2M 3T Idcore, Inc. Website: https://www.idcore.com/privacy Address: 6300 Bridge Point Pkwy Building 2, Ste 500 Mixpanel Inc. Website: https://mixpanel.com/legal/privacy-policy/ Address: Ferry Plaza Bay 2, San Francisco, CA 94105 RudderStack Website: https://www.rudderstack.com/privacy-policy/ Address: 548 Market St PMB 48141, San Francisco, CA 94104 Monday.com Website: https://monday.com/l/privacy/privacy-policy/ Address: 225 Park Avenue South New York NY 10003, USA Google Ads Website: https://policies.google.com/privacy?hl=en Address: Address: 1600 Amphitheatre Pkwy, United States Google Analytics Website: https://policies.google.com/privacy?hl=en Address: Address: 1600 Amphitheatre Pkwy, United States