Advanced Legacy Services, LLC respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you use our services, website, forms, or communication channels.
By using our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect personal information that you voluntarily provide to us, including but not limited to:
- Full name
- Address
- Phone number
- Email address
- Emergency contact information
- Family and beneficiary information
- Financial account references and asset organization details
- Digital account and inventory information
- Healthcare preference information
- End-of-life planning preferences
- Documents uploaded or shared with us
We may also collect limited technical information when you use our website, including:
- IP address
- Browser type
- Device information
- Website usage data through cookies or analytics tools
2. How We Use Your Information
We use your information to:
- Provide legacy planning support and organizational services
- Assist with document preparation platforms and guided access
- Organize and store information you choose to provide
- Communicate with you regarding services, updates, and support
- Improve our services and customer experience
- Maintain internal records and compliance
We do not sell your personal information to third parties.
3. Important Disclaimer
Advanced Legacy Services, LLC is not a law firm and does not provide legal advice, financial planning, tax advice, or investment services.
Our services are intended for educational, organizational, and informational purposes only. Any documents, tools, or platforms we provide or facilitate should not be interpreted as legal or financial advice.
Clients are encouraged to consult with licensed attorneys, financial advisors, accountants, or other qualified professionals regarding their specific legal, tax, financial, or estate planning needs.
4. Information Sharing
We may share information only in the following circumstances:
- With third-party service providers assisting in delivering our services
- When required by law or legal process
- To protect the rights, safety, or property of our company or others
- With your explicit authorization
Any third-party providers we work with are expected to maintain reasonable safeguards for your information.
5. Data Security
We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, loss, misuse, or disclosure.
However, no method of electronic storage or internet transmission is completely secure, and we cannot guarantee absolute security.
6. Data Retention
We retain personal information only as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.
You may request deletion of your information, subject to any legal or operational requirements.
7. Your Rights
Depending on your state or local laws, you may have the right to:
- Request access to your personal information
- Request corrections to inaccurate information
- Request deletion of your information
- Withdraw consent for communications
- Request details about how your information is used
To make a request, contact us using the information below.
8. Cookies and Website Analytics
Our website may use cookies or analytics tools to improve user experience and monitor website performance. You may disable cookies through your browser settings if preferred.
9. Third-Party Links and Platforms
Our website or communications may contain links to third-party websites or platforms. We are not responsible for the privacy practices or content of those third parties.
10. Children’s Privacy
Our services are intended for adults and are not directed toward children under the age of 18. We do not knowingly collect personal information from minors.
11. Changes to This Policy
We may update this Privacy Policy periodically. Updated versions will be posted with a revised effective date.
12. Contact Information
If you have questions regarding this Privacy Policy or how your information is handled, please contact:
Advanced Legacy Services, LLC
Email: advancedlegacy@yahoo.com