Estate Planning Source, LLC and The Estate Plan, Inc. created this privacy statement in order to demonstrate our strong commitment to privacy. We are committed to providing state of the art revocable living trusts and other estate-planning documents designed to meet your needs as requested of us and as directed and supervised in their preparation by your attorney. We are equally committed to respecting your privacy and protecting the information about you that we receive online through TheEstatePlanningSource.com. We do not sell, nor plan to sell, any user information to anyone. We have prepared this notice to advise you what information we collect, how we use it, and how we protect it.
What Information We Collect
As an essential part of our business, we obtain certain personal information about you from your attorney in order to provide an estate planning document requested of us by your attorney suitable to your specific needs and desires. Some of this information may come directly from you. Other information may come from your financial advisor, your accountant, your agent, a member of your family, or some other trusted person. The type of information we receive often includes addresses, social security numbers, family information, financial information and information pertaining to the particular personal situation of individual members of your family.
What Information We Disclose
We do not disclose nonpublic personal information about our current or former clients to any non-affiliated person or entity, except as permitted by law. Examples of the disclosures which we are permitted by law to make include disclosures to any person who is your advisor or attorney or who is your Trustee or attorney-in-fact under a Power of Attorney which specifically authorizes him or her to obtain the information on you that we keep; disclosures to other third parties made with your consent or at your direction; disclosures made in response to a subpoena or an inquiry from a regulatory agency; and disclosures made to comply with federal, state or local laws and to protect against fraud.
Our Privacy Protection Procedures
We protect information about you from unauthorized access. Our officers, employees, advisors, and agents receive training regarding our privacy policies. In all cases access to information about you is restricted to those individuals that need such information in order to provide our documentation and our services to you. Examples of activities requiring access to your personal information include: preparing documents suitable to your estate planning needs, updating those documents, and participation in the settling of your estate. Finally, we employ secure technologies in order to safeguard transmission of information about you through our web site, and we have established and maintain procedures to comply with all state and federal laws and regulations regarding the security of personal information.
If you decide to become a member at TheEstatePlanningSource.com, you will receive a short series of orientation emails. Members may receive notification of new services, changes to policies or price adjustments. We will not send you other email at the address you provide, except for infrequent communications to resolve issues that may arise with your own TheEstatePlanningSource.com account. More routine announcements are made in the TheEstatePlanningSource.com Quill e-Newsletter, rather than via email.
At some point, we may track and store geo-location information related to your IP address. This information may be used to provide you with the most relevant material, as well as allow for more effective communications.
Under our Free Membership or upon download of the “Free Whitepaper” the user's contact information is also used to send a newsletter. Special offers are sometimes sent to subscribers. All third parties do not have access to your information. You will always have the option of opting-out of future newsletters or offers.
We may also use personal information in a manner that does not identify you specifically nor allow you to be contacted but does identify certain criteria about our users in general. For example, we may inform third parties about the number of registered users, number of unique visitors, and the pages most frequently browsed.
Protection of Children's Personal Information
TheEstatePlanningSource.com is a specified audience site and does not knowingly collect any personal information from children although the website may be viewed by children; we do not wish to receive data from children. TheEstatePlanningSource.com encourages parents and guardians to spend time online with their children and to participate in the interactive activities offered on the sites their children visit. No information should be submitted to, or posted at, the TheEstatePlanningSource.com or our Forum or Blog by visitors under 18 years of age without the consent of their parent or guardian.
Links to Third Party Sites
For any questions or concerns about this policy please contact us at 1.800.292.0223. If you believe this policy has been breached please contact us at the above number.