We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your data when you visit our website or use our estate planning services. By accessing or using our services, you agree to the terms set forth in this policy.

1. The information we collected.

We collect information to provide and improve our heritage planning services, which may include:

• Personal Information: Name, email address, phone number, mailing address, date of birth, and other details you provide when contacting us or using our services.
• Financial and legal information: Detailed information you share about property, assets, beneficiaries, or legal documents (such as wills or trusts) during estate planning consultations or submissions.

2. How we collect information.

• We collect information directly from you, such as when you fill out a form, request an inquiry, or communicate with us via email, phone, or chat.
• Collected from third parties: from partners, service providers, or public sources.

3. How we use your information.

• We use your data to provide heritage planning services, including creating, storing, and managing your plans or documents.
• Process payments and fulfill service requests.
• We will communicate with you regarding service updates.
• We improve our services through analysis and feedback.
• To comply with legal obligations or protect our rights (such as preventing fraud).

4. How we share your information.

We will not disclose your personal information, but will only share it in the following circumstances:

• Service Provider: Shared by trusted third parties (such as legal advisors, tax advisors, and medical advisors) who assist us under your services, subject to confidentiality agreements.
• Legal requirements: As required by law or court order to protect your or others' safety and rights.

5. You have the following rights.

• Correct or delete your personal data.
• Request a portable copy of your data.

6. Information Retention

We retain your data only for the time required to achieve the purposes stated herein or as required by law.

7. Changes to this policy

We may update this Privacy Policy from time to time. Changes will be posted here, along with an updated "Last Updated" date. Significant changes will be communicated via email or website notification.