Privacy Policy
At Estate and Inheritance Planning (‘the Company’ or ‘we’), your privacy is of utmost importance. This Privacy Policy details our commitment to handling personal data responsibly in accordance with various privacy laws, including those from Canada, Quebec, the EU, Brazil, California, Colorado, Utah, Connecticut, Virginia, South Africa, and more.
This policy governs all interactions you have with us through our website, applications, services, and products. While this policy outlines our data practices, it does not cover third-party entities that you might interact with via links on our platform, each of which has its own privacy policy.
When engaging with our applications and services, visiting our websites, or receiving communications from us such as newsletters, emails, calls, or text messages/SMS, we collect various types of personal data to provide and improve our offerings. This includes:
- Account Information: To manage your account and deliver our services.
- Payment Information: For processing transactions securely.
- Financial Information: To facilitate financial management and reporting.
- Purchase Information: To track orders, deliver products or services, and ensure customer satisfaction.
- Mobile Device Identifiers: To offer personalized experiences across devices.
- Location Data: Where necessary to provide location-specific services or enhance security measures.
- Feedback: To improve our services and address your needs effectively.
- Social Media Information: If you choose to link your account with us to your social media accounts, so we can offer tailored experiences and content.
- Product Information: To understand usage patterns and preferences for better product development and recommendations.
We collect this information through direct user input, interactions with our services, and automated technologies like cookies. You also may provide us with personal data when you use third-party applications or services that integrate with our platform, and we encourage users to review the privacy policies of those third parties.
Our website uses cookies to enhance user experience, understand how our site is used, and improve its performance. These cookies are categorized as Strictly Necessary, Preference, and Analytics, and you can control your cookie preferences through our dedicated Cookie Manager.
We retain personal data only for as long as necessary to fulfill the purposes for which it was collected or as required by law. Once the purpose has been fulfilled or the retention period has expired, we take steps to delete or anonymize such data.
To safeguard your personal data, we implement organizational and technical measures to ensure a high level of security. This includes encrypted communication channels and partnering with secure third-party service providers.
We recognize the sensitivity of data concerning children under 18 years of age and do not knowingly collect personal data from them without consent or as required by applicable laws.
As a data subject, you have rights under various privacy regulations that may include access to your personal data, rectification of inaccurate data, erasure or forgetting of your data, restrictions on processing, the right to data portability, the right to object to certain types of processing, non-discrimination for exercising your privacy rights, the right to file an appeal or complaint with a supervisory authority, and the right to withdraw consent at any time. To exercise these rights, please reach out to our privacy team.
We reserve the right to update this Privacy Policy at any time to reflect changes in our data practices. Any updates will be posted on our website.
For privacy-related inquiries, unsubscribe requests, or to contact our privacy team for any other reason, please reach out via email at [email protected] or by writing to us at the address provided on our website.