Privacy Policy

This policy explains what information we collect through this website, why we collect it, how we use it, and the choices available to you.

1. Information We Collect

We collect information you choose to provide, including your name, email address, phone number, state, trust-planning details, and any notes you submit through our contact or trust-audit forms. If you become a client, we may collect additional information needed to deliver fiduciary, trust-administration, and reporting services.

We also collect limited technical data such as IP address, browser/device information, landing pages, referral sources, and interaction data used to understand website traffic, improve site performance, and measure campaign effectiveness.

2. How We Use Your Information

• Respond to inquiries, trust-audit requests, and requests for consultation.
• Prepare requested educational materials and follow up on service discussions.
• Operate, secure, and improve our website and client communication workflows.
• Meet legal, regulatory, accounting, and fiduciary obligations.
• Send occasional insights only when you have opted in to receive them.

3. Analytics, Cookies, and Similar Technologies

We may use cookies, session storage, and analytics tools to understand website traffic, remember marketing attribution, and improve site performance. These tools may collect technical usage data but are not intended to profile you for unrelated advertising.

You can control cookies through your browser settings. Blocking some cookies may affect how parts of the site function.

4. Information Sharing

We do not sell your personal information. We may share information with service providers that support website hosting, analytics, email delivery, file storage, or business operations. We may also disclose information when required by law, regulation, court order, or to protect our rights and the security of our systems.

5. Data Security and Retention

We use administrative, technical, and physical safeguards designed to protect personal information. No internet transmission or storage system is guaranteed to be fully secure, so we cannot promise absolute security.

We retain information for as long as reasonably necessary to respond to inquiries, provide services, keep business records, comply with legal obligations, and resolve disputes.

6. Your Rights and Choices

Subject to applicable law, you may request access to, correction of, or deletion of your personal information. You may also opt out of non-essential marketing emails by using the unsubscribe link included in those messages.

7. Third-Party Links

This website may link to third-party websites or services. We are not responsible for the privacy or security practices of those third parties.

8. Updates to This Policy

We may update this policy from time to time. When we do, we will revise the effective date on this page.

9. Contact

Questions about this policy or privacy requests may be sent to [email protected].