At https://estate-tax-planning.trustedstandard.com, commonly referred to as estate-tax-planning (‘the Company’ or ‘we’), maintaining the confidentiality and security of your personal information is a top priority. This detailed Privacy Policy explains our approach to handling your data responsibly, in alignment with various privacy laws such as Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), Quebec’s Law 25 on the protection of personal information in the private sector, the European Union’s General Data Protection Regulation (GDPR), Brazil’s Lei Geral de Proteção de Dados Pessoais (LGPD), California’s California Consumer Privacy Act/California Privacy Rights Act (CCPA/CPRA), Colorado’s Colorado Privacy Act (CPA), Utah’s Utah Consumer Privacy Act (UCPA), Connecticut’s Connecticut Data Privacy Act (CTDPA), Virginia’s Virginia Consumer Data Protection Act (VCDPA), South Africa’s Protection of Personal Information Act (POPIA), and other relevant legislation.
This policy is designed to cover all aspects of your interaction with our services, including when you utilize our applications and services as a user, visit our websites that reference this Privacy Statement, engage with communications from us like newsletters or direct outreach via email, calls, or text messages/SMS, and more.
We collect diverse types of personal data to provide and improve our services, including but not limited to:
- Account information you provide when setting up an account
- Payment details for processing transactions
- Financial records if applicable to the services we offer
- Records of your purchases for service fulfillment
- Mobile device identifiers for app usage tracking
- Location data if necessary for location-based services or features
- Feedback you share with us to enhance our products and services
- Social media information if linked to our platforms or services
- Product and service preference details
This personal data may be collected through various means, including direct user input, automated systems during interactions with our website or apps, and information received from third parties under the terms of their privacy policies.
To ensure a better experience for all users, we employ cookies on our websites. These cookies serve different purposes, such as making our site function properly (‘Strictly Necessary’), enhancing your experience according to your preferences (‘Preference’), and helping us understand how our site is used (‘Analytics’). You have the option to control these cookies through our integrated Cookie Manager tool.
We hold onto your personal data for as long as necessary to fulfill the purposes for which it was collected, or as required by law. Once we no longer need the data for those purposes or are legally required to retain it, we will take steps to delete or anonymize it.
The security of your personal data is paramount to us. We implement organizational measures and industry-standard security practices to protect your information against unauthorized access and disclosure. This includes the use of encryption where appropriate and partnering with secure third-party service providers to handle your data.
We recognize that users under the age of 18 may not be as well-equipped to understand how their personal data is used online. Therefore, we do not knowingly collect personal data from children under this age unless it is essential for the provision of a product or service requested by their guardian and with parental consent.
As a user, you have certain rights regarding your personal data, depending on where you are located. These rights may include accessing your data, rectifying inaccuracies, requesting erasure or restriction, portability of your data, objecting to certain uses of your data, the right to non-discrimination, filing appeals or complaints, and withdrawing consent at any time. To exercise these rights, please reach out to our privacy team.
We may update this Privacy Policy from time to time to reflect changes in our practices or relevant laws. Any updates will be posted on our website for your review.
Should you have any inquiries, wish to unsubscribe from our communications, or need to address any data-related matters, please contact our privacy team at [email protected] or via written correspondence to the address provided on our website. Your privacy and trust are of the utmost importance to us.