Privacy Policy

Last updated: 02/05/2025

This Privacy Policy explains how Legacy Trusts (“Legacy Trusts,” “we,” “us,” or “our”) collects, uses, and protects your information when you access or use our website and services.

1. Information We Collect

We collect information you voluntarily provide when using our services, including:

• Contact information (such as name and email address)
• Information entered during trust intake forms
• Payment-related information (processed by third-party providers)
• Communications you send to us

We do not intentionally collect sensitive personal information unless you choose to provide it as part of the document preparation process.

2. Payment Information

Payments are processed securely by third-party payment processors such as Stripe. Legacy Trusts does not store or have access to your full payment card details.

3. How We Use Information

We use collected information to:

• Provide and operate our services
• Prepare requested documents
• Process payments and transactions
• Communicate with you about your use of the service
• Maintain security and prevent fraud

4. Data Retention

We retain information only for as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

5. Data Sharing

We do not sell your personal information. We may share information only with:

• Service providers that assist in operating the platform
• Payment processors for transaction completion
• Legal or regulatory authorities if required by law

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission over the internet or electronic storage is completely secure.

7. Cookies and Analytics

We may use cookies or similar technologies to support basic site functionality and understand usage patterns. You can control cookies through your browser settings.

8. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites.

9. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

10. Your Choices

You may contact us to request access to or deletion of your personal information, subject to legal and operational requirements.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Continued use of the services after changes become effective constitutes acceptance of the revised policy.

12. Contact

If you have questions about this Privacy Policy, contact us at: [Insert Contact Email]