Lasting Legacy Pro and Daniel Brown ("us," "we," or "our") are committed to protecting your privacy and maintaining the confidentiality of your estate planning and financial information. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or use our estate planning and related advisory services.
By using our services, scheduling a consultation, or visiting our website, you agree to the collection and use of information in accordance with this policy. Your trust is essential to our mission of serving Arizona families with professional estate planning services that build lasting legacies.
Estate planning involves your most sensitive personal and financial information. We maintain the highest standards of confidentiality and security to protect your data, just as we protect your family's financial future. This page explains exactly how.
Information We Collect
To provide comprehensive estate planning services to Arizona families, we collect several categories of information across our engagement with you.
Personal Contact Information
- Full legal name and preferred name
- Email address and phone number
- Mailing address within Arizona or your home state
- Emergency contact information
Estate Planning Information
- Family structure and beneficiary information
- Asset and property details
- Financial account information as needed for planning
- Healthcare directive preferences
- Executor, trustee, and guardian designations
Financial Planning Information
- Income and employment details
- Tax preparation documents and information
- Insurance policy details and beneficiaries
- Retirement planning goals and accounts
Website Usage Data
- IP address and browser information
- Pages visited and time spent on site
- Consultation scheduling and form submissions
- Marketing campaign interactions and email engagement
How We Use Your Information
We use your information exclusively to deliver and improve our estate planning and integrated advisory services. We do not use your data for any purpose unrelated to serving you.
Estate Planning Services
- Preparing wills, trusts, and healthcare directives
- Creating the organized Legacy Binder system for your family
- Coordinating notarization and document completion
- Delivering ongoing estate plan reviews and updates
Integrated Advisory Services
- Life insurance reviews and recommendations
- Annual tax preparation and planning
- Retirement planning and rollover assistance
- Ongoing financial consultation and coordination
Communication & Support
- Scheduling consultations and appointments
- Providing updates on services and relevant legal changes
- Responding to questions and providing guidance
- Sending important document and deadline reminders
The Lifelong Advocate Commitment
As your family's financial advocate for the long haul, we may use your contact information to check in annually, remind you of important deadlines, and offer assistance during major life changes that affect your estate plan. You can adjust the frequency of these communications at any time.
Data Protection & Security
Protecting your estate planning information is one of our highest operational priorities. The standards below apply to every piece of information you share with us.
Technical Safeguards
- Encrypted storage. Sensitive data is encrypted both in transit and at rest.
- Controlled access. Limited access on a need-to-know basis for service delivery.
- Industry standards. Adherence to financial services privacy regulations and best practices.
- Regular backups. Secure backup systems to prevent data loss.
- Authenticated portal access. Your digital Legacy Vault is secured with modern authentication.
Physical Safeguards
- Secure office and home-office environments in Phoenix, Arizona
- Locked filing systems for physical documents
- Controlled access to client information
- Proper document destruction procedures when retention periods expire
Confidentiality Standard
Although Lasting Legacy Pro is a Licensed Legal Document Preparer practice and not a law firm, your estate planning information receives a confidentiality standard comparable to attorney-client privilege. We understand the sensitive nature of family financial information and treat it with the utmost discretion.
Information Sharing
We do not sell, trade, or otherwise transfer your personal information to third parties for their own marketing purposes. Information is shared only in the narrowly defined situations below.
With Your Explicit Consent
- Sharing information with your designated financial professionals
- Coordinating with your chosen attorneys or CPAs
- Communicating with your selected insurance companies
Legal Requirements
- Compliance with court orders or legal processes
- Reporting requirements under Arizona law
- Protection of our legal rights and those of our clients
Service Providers
- Secure document storage and digital vault providers
- Payment processing companies for secure transactions
- Professional notary services such as Proof.com
- Document generation and CRM platforms used to deliver your services
No Marketing Sales, Ever
We will never sell your information to marketing companies or share your data for promotional purposes outside of our direct services to your family.
Data Retention
Because estate planning is a multi-decade relationship, retention periods vary by data type and purpose.
Estate Planning Documents
- Active client records. Maintained for the duration of our relationship.
- Completed documents. Retained for legal and reference purposes.
- Digital Legacy Vault access. Available as long as you maintain the service.
- Legacy information. Preserved for future family reference where appropriate.
Financial & Tax Services Data
- Tax records. Retained per IRS requirements, typically seven years.
- Insurance information. Maintained for the duration of the policy.
- Consultation records. Kept for service continuity and historical reference.
Website & Marketing Data
- Analytics data. Aggregated and anonymized after 26 months.
- Contact information. Retained unless you request removal.
- Email communications. Kept for service history and preference tracking.
Your Privacy Rights
As a client or prospective client of Lasting Legacy Pro, you have meaningful rights over the information we hold about you.
Access & Updates
- Request copies of the personal information we maintain
- Update or correct your contact and family information
- Review your estate planning documents and data
- Access your digital vault and stored documents
Communication Preferences
- Opt out of marketing communications while maintaining service communications
- Choose your preferred method of contact: phone, email, or mail
- Set frequency preferences for check-ins and updates
- Specify emergency contact protocols
Data Portability
- Request electronic copies of your documents
- Transfer your information to other financial professionals
- Receive your data in commonly used formats
How to Exercise These Rights
Call us at (480) 933-5330 or email [email protected]. We respond promptly and will help you manage your privacy preferences without friction.
Cookies & Website Tracking
Our website uses cookies and similar technologies to improve your experience and help us understand which content actually helps families.
Essential Cookies
- Website functionality and navigation
- Consultation scheduling system
- Secure form submissions
- User preference settings
Analytics Cookies
- Google Analytics for website improvement
- Consultation conversion tracking
- Content effectiveness measurement
- User experience optimization
Marketing Cookies
- Meta (Facebook) Pixel for advertising effectiveness
- Retargeting for estate planning education
- Campaign performance measurement
You can control cookies through your browser settings. Some website functionality may be limited if you disable certain cookies.
Third-Party Services
We work with vetted third-party providers to deliver comprehensive estate planning services. Each is selected for the same standards we hold ourselves to.
Technology Partners
- Google Analytics. Website analytics and improvement.
- GoHighLevel. CRM, scheduling, and client communications.
- Stripe. Secure payment processing.
- Documint. Document generation engine.
- Proof.com. Remote online notarization.
- Substack. The Legacy Blueprint educational publication.
- Meta (Facebook). Advertising platform and pixel.
Professional Services
- Legal referrals. Arizona attorneys for matters outside the LDP scope.
- Insurance companies. Policy administration and claims.
- Financial institutions. Account transfers and management.
All third-party partners are required to maintain appropriate privacy and security standards for your information.
Policy Updates
We may update this Privacy Policy periodically to reflect changes in our services, technology partners, or legal requirements.
- Notification of significant changes via email
- Updated policy posted on this page with a revised date
- Opportunity to review changes before they take effect
- Continued use after the revision date constitutes acceptance
We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.
Contact Information
For any questions about this Privacy Policy, the information we hold about you, or how to exercise the rights described above, reach out directly.
Daniel Brown
Serving Arizona families statewide
Sat 10a–2p
Thank you for trusting Lasting Legacy Pro with your family's planning.
Your privacy is part of the legacy we protect.