How do you protect my personal information?
We go to great lengths to ensure that all information is secured and protected! We prioritize the security and protection of your information by employing bank-level security measures to safeguard your data.
What information does Trust & Will collect?
The scope of information we collect from you is intentionally minimal and straightforward. We gather:
- Your name
- Basic family details
- Preferences for key decisions, such as appointing individuals responsible under your Will or Trust and the distribution of your assets
Information we do not collect
Importantly, our data collection does not include highly sensitive information such as:
- Social Security numbers
- Bank account numbers
- Any other sensitive personal details
While we take extensive measures to secure all information, we recognize the importance of being transparent about the types of data we do not collect, further ensuring your peace of mind.
Our Privacy Policy on Sharing Information
As articulated in our Privacy Policy, we adhere to a strict code of conduct regarding your personal information. Specifically, we pledge:
- Not to sell, transfer, or share your Personal Information with third parties
- Not to disclose any data you store using our services to third parties, except as specified in our privacy policy or with your explicit consent