Final Expense Services is committed to protecting the privacy of the data
relating to our users, and their clients. We will collect, store, use and
protect any personal information that you share with us. We will not share your
delivered via the web, and other related services collectively as the
than your use of the Service (including offline) or from other sources. When
you sign up for Final Expense Services and use the Service you agree to accept
We reserve the right to change this policy at any time, and if we do so, we
will post changes and updates to this page. Please refer to this policy
periodically to inform yourself if changes have been made.
We collect certain information through our website, located at
procedures surrounding the collection and handling of any such information that
identifies an individual user or that could be used to contact or locate him or
her (“Personally Identifiable Information” or “PII”).
Information we may collect
We collect the following Personally Identifiable Information from users who
buy our products and services: name, email address, telephone number, address,
and credit card number.
In addition, upon using the Service, individual transaction data obtained
from your third-party invoicing or accounting application, (“Quickbooks,”
“Xero,” “Clio” etc.) information collected via the browser, user generated
content and other information uploaded to the website by the user, in
conjunction with your use of the Service may be collected. Information obtained
through these means that relates to the user’s client or customer to be
invoiced through Final Expense Services may at times be referred to as “Third-Party
Additional information from or about you may also be collected in other
ways, including responses to customer surveys and any communications with our
customer service team.
We use “cookies” so that our Website can remember you and provide you with
the information you’re most likely to need. For instance, when you return to
the Website, cookies identify you and prompt the site to provide your username
(not your password), so you can sign in more quickly. Cookies also allow our
Website to remind you of your past usage and to suggest similar products and
services. Finally, we use information gained through cookies to compile
statistical information about use of our Website, such as the time users spend
at the site and the pages they visit most often. Those statistics do not
Our Use of Personally Identifiable Information
We use your Personally Identifiable Information to create your account, to
communicate with you about products and services you’ve purchased, to offer
additional products and services, and to bill you. We also use this information
to the extent necessary to enforce our Website terms of service and to prevent
imminent harm to persons or property.
When you use the Service, including accepting a payment, contacting customer
service or requesting technical support, in addition to many other interactions
with Final Expense Services, we will apply the information that we have
collected. Knowing this information allows us to verify your identity,
communicate with you and enforce our agreements with you, as well as secure the
best possible experience for all Final Expense Services customers by ensuring
compliance with applicable US state and federal laws and our own policies. We
may also use this information to improve and enhance our offerings to you.
Final Expense Services may use certain information about you without
identifying you as an individual to third parties. We do this for purposes such
as analyzing how the Service is used, diagnosing service or technical problems,
maintaining security, and personalizing content.
Protecting Personal information
Information that can be used to identify a person is “Personally
Identifiable Information”. This does not include information that has been
aggregated or made anonymous. All information is securely stored on our servers
in the United States. We employ the highest in industry standards to protect
Personally Identifiable Information, as well as any information provided
relating to your invoiced customers.
Third-party client and customer information, provided to Final Expense
Services by users, shall be considered confidential and shall not be disclosed
to any third party, unless required to do so by law or subpoena or if we
believe that such action is necessary to conform to the law, or comply with
legal process served on us. Such information shall be utilized only for the
purpose for which Final Expense Services was created, which is to facilitate
the billing and collection process for electronic billing of customers and
Although Final Expense Services utilizes the highest reasonable levels of
data security in the industry, we cannon guarantee the security of PII or other
information provided to us. By using our Website, you acknowledge and agree
that we make no such guarantee, and that you use our Website at your own risk.
Sharing Personal information
Final Expense Services will not rent or sell your Personal Information to
others. We may store personal information in locations outside the direct
control of Final Expense Services (for instance, on servers or databases
co-located with hosting providers). Final Expense Services will share your
Personal Information with a limited number of Final Expense Services partners
for the explicit purpose of providing services to you. If we do this, such
third parties’ use of your Personal Information will be bound by terms at least
As we develop our business, we may buy or sell assets or business offerings.
Customer, transaction, email, and visitor information is generally one of the
transferred business assets in these types of transactions. We may also
transfer such information in the course of corporate divestitures, bankruptcy,
mergers, or dissolution.
will not disclose Personal Information to any third party unless required to do
so by law or subpoena or if we believe that such action is necessary to (a)
conform to the law, comply with legal process served on us or our affiliates,
or investigate, prevent, or take action regarding suspected or actual illegal
activities; (b) to enforce our User Agreement, take precautions against
liability, to investigate and defend ourselves against any third-party claims
or allegations, to assist government enforcement agencies, or to protect the security
or integrity of our site; and (c) to exercise or protect the rights, property,
or personal safety of Final Expense Services, our customers or others.
Compromise of Personal Information
In the event that personal information is compromised as a result of a breach
of security, Final Expense Services will promptly notify those persons whose
personal information has been compromised, in accordance with the notification
by applicable law.
Final Expense Services shall not be liable for the transfer of any personal
identification information resulting from loss or distribution of data, the
delineation or corruption of storage media, power failures, natural phenomena,
riots, acts of vandalism, sabotage, terrorism or any other event beyond Final
Expense Services’s control.
Your Choices About Your Information
You may, of course, decline to submit personally identifiable information
through the Service, in which case Final Expense Services may not be able to
provide certain services to you. You may update or correct your account
information at any time by logging in to your account. You can review and
correct the information about you that Final Expense Services keeps on file by
contacting us as described below.
Information relating to minors
Final Expense Services does not knowingly collect or solicit personal
information from anyone under the age of 18 or knowingly allow such persons to
register with our Service. If you are under 18, please do not send any
information about yourself to us, including your name, address, telephone
number, or email address. No one under age 18 is allowed to provide any
personal information to or on Final Expense Services. In the event that we
learn that we have collected personal information from a minor under age 18
without verification of parental consent, we will delete that information as
quickly as possible. If you believe that we might have any information from or
about a child under 18, please contact us as described below.
Links to Other Web Sites
Final Expense Services is not responsible for the practices employed by
websites linked to or from our website, nor the information or content
contained therein. Please remember that when you use a link to go from our
browsing and interaction on any other website, including those that have a link
on our website, is subject to that website’s own rules and policies. Please
read over those rules and policies before proceeding.
It is our policy to provide notifications, whether such notifications are
required by law or are for marketing or other business related purposes, to you
via email notice, written or hard copy notice, or through conspicuous posting
of such notice on our website, as determined by Final Expense Services in its
sole discretion. We reserve the right to determine the form and means of
providing notifications to you.
If we change our privacy policies and procedures, we will post those changes
on our website to keep you aware of what information we collect, how we use it
are effective when they are posted on this page.
Please contact us with any questions or concerns regarding our policy.
Customer Support Team: