Privacy Policy and User Agreement
Last Updated: September 15, 2026
Please read this document carefully before using the inOrder planning tool. It contains two parts: Part One – User Agreement, which governs your use of this service, and Part Two – Privacy Policy, which explains how your information is collected and used. By checking the box confirming you have read this document, you agree to both parts in full.
Part One: User Agreement
1. Acceptance of Terms
This User Agreement ("Agreement") is entered into between you ("you" or "User") and Plan inOrder ("Company," "we," "us," or "our"), the company that develops and operates inOrder, the online planning tool through which this document is presented ("inOrder," "the Tool," or "the Service"). By checking the acknowledgment box and proceeding, you confirm that you have read, understood, and agree to be bound by this Agreement. If you do not agree, do not proceed with the Tool.
2. Description of the Service
inOrder is a software platform, provided by Plan inOrder, that funeral homes, cemeteries, and other service providers ("Provider," "Funeral Home," or "Tenant") use to offer an online planning tool to their clients and families. This tool allows you to record preferences, selections, and information relevant to funeral, burial, cremation, or memorial arrangements, and to review pricing information made available by the Provider.
Plan inOrder is a technology company, and inOrder is a technology platform only. Neither Plan inOrder nor inOrder is a funeral home, cemetery, cremation provider, or licensed funeral director, and neither provides funeral, burial, cremation, or related professional services. The Provider through which you are accessing the Tool is solely responsible for the services it offers, the accuracy of the content and pricing it publishes, and the fulfillment of any arrangements you make.
3. Not a Contract for Services; No Binding Arrangement Created
Completing the inOrder planning tool, selecting options, or reviewing price lists does not create a contract, reservation, or binding arrangement between you and the Provider, and does not create any contract between you and Plan inOrder. Information you submit is a statement of preferences intended to assist you and the Provider in a future conversation. Any actual funeral, burial, cremation, merchandise, or service arrangement — and any legally binding agreement or payment obligation — must be separately executed directly with the Provider, in the form and manner the Provider requires (which may include a signed statement of funeral goods and services or equivalent contract required by law).
4. Pricing Information
Any General Price List, Casket Price List, Outer Burial Container (Vault) Price List, or other pricing information displayed alongside the Tool is supplied by the Provider, not by Plan inOrder. Plan inOrder does not set, verify, guarantee, or warrant the accuracy, completeness, or current validity of any price, and prices are subject to change by the Provider without notice to Plan inOrder. Final pricing, availability, and any applicable taxes or fees will be confirmed directly by the Provider at the time you enter into an actual agreement for goods or services.
5. Your Responsibilities
You agree to:
- Provide information that is accurate and truthful to the best of your knowledge;
- Use the Tool only for its intended purpose of recording your own preferences or those of a person you are authorized to plan on behalf of;
- Not use the Tool to submit false, misleading, offensive, or unlawful content;
- Understand that information entered may relate to a deceased or living individual and be shared with the Provider as described in Part Two.
6. No Legal, Financial, or Medical Advice
Nothing in the Tool, including any informational content, prompts, or suggested options, constitutes legal, financial, tax, religious, or medical advice from Plan inOrder. You should consult appropriate licensed professionals or the Provider directly for guidance specific to your situation.
7. Intellectual Property
The inOrder Tool, including its software, design, text prompts, workflows, and underlying technology, is the property of Plan inOrder or its licensors and is protected by applicable intellectual property laws. You are granted a limited, non-exclusive, non-transferable license to use the Tool for its intended personal purpose. You may not copy, reverse-engineer, resell, or redistribute the Tool or its underlying technology.
8. Third-Party Content and Services
The Tool may display content, branding, or information provided by the Provider, or links to third-party sites. Plan inOrder is not responsible for the accuracy or availability of third-party content and does not endorse it.
9. Disclaimer of Warranties
THE INORDER TOOL IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. PLAN INORDER DOES NOT WARRANT THAT THE TOOL WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT ANY PRICING OR CONTENT DISPLAYED IS CURRENT OR ACCURATE.
10. Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY LAW, PLAN INORDER SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF DATA, ARISING FROM YOUR USE OF THE INORDER TOOL, INCLUDING ANY RELIANCE ON PRICING OR CONTENT SUPPLIED BY A PROVIDER. PLAN INORDER’S TOTAL LIABILITY FOR ANY CLAIM ARISING FROM YOUR USE OF THE TOOL SHALL NOT EXCEED THE AMOUNT, IF ANY, YOU PAID DIRECTLY TO PLAN INORDER FOR USE OF THE TOOL. THIS SECTION DOES NOT LIMIT ANY LIABILITY THAT CANNOT BE LIMITED UNDER APPLICABLE LAW AND DOES NOT AFFECT ANY SEPARATE AGREEMENT YOU ENTER INTO DIRECTLY WITH THE PROVIDER.
11. Indemnification
You agree to indemnify and hold harmless Plan inOrder from any claims, damages, or expenses arising from your misuse of the Tool or your violation of this Agreement.
12. Termination
The Provider or Plan inOrder may suspend or terminate your access to the Tool at any time, including for suspected misuse. Termination does not affect any arrangement already made directly with the Provider.
13. Governing Law and Dispute Resolution
This Agreement is governed by the laws of the State of Illinois, without regard to conflict-of-law principles. Any dispute arising from this Agreement shall be resolved in the state or federal courts located in Cook County, Illinois, and you consent to the jurisdiction of those courts.
14. Changes to This Agreement
Plan inOrder may update this Agreement from time to time. Material changes will be reflected in an updated "Last Updated" date. Continued use of the Tool after changes take effect constitutes acceptance of the revised Agreement.
15. Contact
Questions about this Agreement may be directed to Plan inOrder at support@planinorder.com or to the Provider directly.
Part Two: Privacy Policy
1. Scope of This Policy
This Privacy Policy explains how Plan inOrder, the company that operates the inOrder planning tool, collects, uses, shares, and protects information submitted through the Tool. The Tool is made available to you by the Provider (the funeral home, cemetery, or service provider whose name and pricing appear alongside this document). The Provider is the primary party responsible for your arrangements and, in most cases, acts as the data controller for the information you submit; Plan inOrder acts as the technology company (data processor) that develops and operates the inOrder platform on the Provider’s behalf.
2. Information We Collect
We may collect the following categories of information when you use the Tool:
- Contact and identity information: your name, phone number, email address, mailing address, and relationship to the person for whom the plan is being created.
- Decedent or subject information: name, date of birth, date of death (if applicable), and other biographical details relevant to the plan.
- Sensitive service-related information: military/veteran status, branch of service, and related details, where you choose to provide them, used solely to present relevant benefit and service options.
- Preferences and selections: choices you make within the Tool, including service type, merchandise preferences, and other options you select or describe.
- Payment-related information: if the Tool facilitates any payment or deposit, limited billing information may be collected; full payment card data is handled by a third-party payment processor and is not stored by Plan inOrder.
- Technical and usage information: IP address, browser type, device information, and interaction data (such as pages viewed and steps completed), collected automatically to operate and improve the Tool.
3. How We Use Your Information
We use the information collected to:
- Build, save, and display your plan back to you and to the Provider;
- Enable the Provider to follow up with you regarding your preferences and to prepare a formal arrangement;
- Operate, maintain, secure, and improve the inOrder platform;
- Provide customer support to you and to the Provider;
- Comply with legal obligations and enforce this Agreement;
- With your separate consent where required, communicate with you about the Provider’s services.
We do not use the information you submit to make automated decisions that produce legal or similarly significant effects concerning you.
4. How We Share Your Information
- With the Provider: Information you submit through the Tool is shared with the specific Provider whose branding appears on the Tool, because the plan is created for that Provider’s use in serving you. The Provider’s own privacy practices govern its subsequent use of your information once received.
- With service providers (subprocessors): We may share information with vendors who help us operate the platform (e.g., hosting, email delivery, analytics), under contractual confidentiality and data-protection obligations, and only as needed to provide the service.
- For legal reasons: We may disclose information if required by law, subpoena, or legal process, or to protect the rights, safety, or property of Plan inOrder, a Provider, or others.
- Business transfers: If Plan inOrder is involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction, subject to this Policy or a materially equivalent one.
We do not sell your personal information to third parties, and we do not share it with third parties for their own independent marketing purposes.
5. Data Retention
We retain information submitted through the Tool for as long as reasonably necessary to fulfill the purposes described in this Policy, to support the Provider’s ongoing relationship with you, and to comply with legal, accounting, or reporting obligations. Retention periods may vary depending on applicable recordkeeping requirements for funeral and cemetery records.
6. Data Security
Plan inOrder uses administrative, technical, and physical safeguards designed to protect the information you submit, including encryption in transit, access controls limiting data to authorized personnel, and tenant data isolation so that no Provider can access another Provider’s information. No system can be guaranteed 100% secure, and we cannot guarantee absolute security of information transmitted to us.
7. Your Rights and Choices
Depending on your state of residence, you may have rights to access, correct, or request deletion of your personal information, or to opt out of certain uses. Because your information is also held by the Provider, requests regarding decisions the Provider makes about your arrangement should be directed to the Provider; requests regarding Plan inOrder’s own handling of your information as platform operator may be directed to us at privacy@planinorder.com. We will respond to verified requests consistent with applicable law.
8. Cookies and Similar Technologies
The Tool may use cookies or similar technologies necessary for the Tool to function (for example, to save your progress between steps) and, where enabled, to understand usage patterns and improve the Tool. You can control cookies through your browser settings, though disabling certain cookies may affect the Tool’s functionality.
9. Children’s Privacy
The Tool is not directed to, and should not be used by, individuals under the age of 18 without the involvement of a parent, guardian, or authorized adult. We do not knowingly collect personal information directly from children.
10. Sensitive Information
Where you choose to provide sensitive information (such as veteran/military status), it is used only to tailor relevant options within the plan and is shared only with the Provider and as otherwise described in this Policy. Please avoid submitting sensitive information beyond what the Tool requests.
11. Data Location
Information is stored and processed on servers located in the United States. By using the Tool, you consent to this processing location.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Material changes will be reflected in the "Last Updated" date above, and, where required by law, we will provide additional notice.
13. Contact Us
If you have questions about this Privacy Policy, you may contact:
Plan inOrder, LLC – 8851 Skokie Boulevard, Skokie, IL 60077
support@planinorder.com