Privacy Policy

Last updated: March 20, 2026

The Meier Co ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our products and services.

1. What Our Products Do

The Meier Co provides digital tools and templates delivered as Microsoft Excel spreadsheets (.xlsx), Microsoft Word documents (.docx), and PDF files. Our products include built-in formulas, dropdown menus, conditional formatting, and auto-calculating features — all using standard application features with no macros or scripts required.

2. Information We Collect

We do not collect, store, transmit, or access any of your personal data or project data.

Our products are standalone files that you download and use on your own computer or cloud storage. All data you enter into our templates remains on your device and is never transmitted to The Meier Co or any third party.

Specifically:

We do not collect your name, email, or contact information through our products
We do not access, read, or store any data you enter
We do not use cookies or tracking technologies within our products
We do not share any information with third parties
Our files contain no macros, scripts, or code that connects to external services

3. Product Automation

Our products use standard spreadsheet and document features to provide automation — formulas, conditional formatting, data validation dropdowns, and cross-sheet references. These features:

Run entirely within your application (Excel, Word, LibreOffice, or similar)
Do not require any special permissions — no macros, no scripts, no internet connection needed
Do not transmit data anywhere — all calculations happen locally in your file

4. Data Storage and Security

All data is stored in your own files on your own device or cloud storage. You are responsible for the security of your files. We recommend:

Keeping backup copies of important files
Using password protection on sensitive documents (especially estate planning files)
Being careful about who you share your files with

5. Third-Party Services

Our products are distributed through Etsy.com. When you purchase our products on Etsy, Etsy's own privacy policy applies to that transaction. We do not receive your payment information — Etsy handles all payment processing.

If you choose to open our files in a cloud service (such as Microsoft 365 online or similar), that service's privacy policy applies to the data you enter while using their platform.

6. Children's Privacy

Our products are designed for adults and are not directed at children under 13. We do not knowingly collect information from children.

7. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top indicates when it was last revised.

8. Contact Us

If you have questions about this Privacy Policy, please contact us: