Privacy Policy for EstatePlanningDirectory.com
Effective date: January 23, 2026
EstatePlanningDirectory.com (“we”, “us”, or “the Site”) respects your privacy. This Privacy Policy explains what information we collect, how we use it, how we may share it, and the choices you have about your information when you visit https://estateplanningdirectory.com/ (the “Site”). By using the Site you agree to the terms of this Privacy Policy.
1. Information we collect
a. Information you provide voluntarily
We may collect personal information you choose to provide, including your name, email address, and other contact details when you subscribe to newsletters, post comments, contact us, request resources, sign up for services, or otherwise correspond with us. If you purchase products or services through the Site, we may collect payment information; payment processing may be handled by third-party providers.
b. Information we collect automatically
When you visit the Site we may automatically collect technical and usage information such as IP address, browser type and settings, referring and exit pages, date and time stamps, device information, pages viewed, links clicked, and time spent on pages. We also use cookies, web beacons, and similar technologies to collect usage data.
c. Information from third parties
We may receive information about you from third parties and partners, such as analytics providers, advertising partners, or social networks.
2. How we use your information
We use information to provide, operate, and maintain the Site; send newsletters, updates, and communications you sign up for; respond to comments, questions, and requests; personalize and improve content and user experience; analyze Site usage and performance; prevent fraud or abuse; and comply with legal obligations.
We do not sell your personal information for money. If this policy changes, we will provide notice and applicable opt-out rights where required by law.
3. Cookies and similar technologies
We use cookies, local storage, pixels, and similar technologies to collect information about Site use and improve the Site. These may include essential cookies required for functionality, performance and analytics cookies such as Google Analytics, and marketing or advertising cookies used by third parties.
You can control or reject cookies through your browser settings or opt-out tools provided by third-party services. Disabling certain cookies may limit Site functionality.
4. Third-party services and links
The Site may use third-party services for analytics, advertising, email delivery, and payment processing, such as Google Analytics, Google Ads, Mailchimp, or Stripe. These services have their own privacy policies and may collect or process data independently.
The Site may contain links to other websites. We are not responsible for the privacy practices of external sites. Once you leave our Site, this Privacy Policy no longer applies.
5. Advertising and analytics
We and third parties may use analytics tools and ad networks to serve advertisements and measure performance. These parties may use cookies and similar technologies to collect information about your visits across websites to provide interest-based advertising.
You may opt out of certain tracking through industry opt-out tools or your browser and device settings.
6. How we share information
We may share information with trusted service providers who assist in operating the Site, such as hosting providers, analytics services, email platforms, and payment processors. We may also share information to comply with legal obligations, protect rights and safety, or in connection with a business transaction such as a merger or sale of assets.
Information may also be shared with your consent. Service providers are required to safeguard your data and use it only for authorized purposes.
7. Data security
We use reasonable administrative, technical, and physical safeguards to protect personal information. However, no method of data transmission or storage is completely secure, and absolute security cannot be guaranteed.
8. Data retention
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law. When information is no longer needed, it is securely deleted or anonymized.
9. Your rights and choices
Depending on your location, you may have the right to access, correct, or delete your personal information. To make a request, please contact us using the information below. We may verify your identity before processing requests.
You may unsubscribe from marketing emails at any time using the link in each email.
You can also manage cookies and tracking through your browser or device settings.
10. Additional disclosures
California residents
California residents may have rights under the CCPA and CPRA, including the right to request information about personal data collected, disclosed, or deleted, and the right to opt out of certain sharing practices. To submit a request, contact us and include “California Privacy Request” in the subject line.
EU and UK residents
Residents of the European Economic Area and the United Kingdom may have rights under GDPR, including access, rectification, erasure, restriction, data portability, and objection. To exercise these rights, contact us.
11. International transfers
The Site operates from the United States. If you access the Site from outside the U.S., your information may be transferred to and processed in the U.S. or other countries with different data protection laws. Where applicable, appropriate safeguards are implemented.
12. Children’s privacy
The Site is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us and we will promptly delete it.
13. Changes to this Privacy Policy
We may update this Privacy Policy periodically. When changes are made, we will update the effective date and post the revised policy on the Site.