Privacy Policy
Lasting Legacy Pro - Estate Planning and Financial Services
Lasting Legacy Pro and Daniel E. 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 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 Casa Grande families with professional estate planning services.
🔒 Your Estate Planning Information is Protected
We understand that 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.
Table of Contents
Section 1 – Information We Collect
To provide comprehensive estate planning services to Casa Grande families, we collect various types of information:
Personal Contact Information
- Full name and preferred name
- Email address and phone number
- Mailing address (Casa Grande and surrounding areas)
- 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 and trustee designations
Website Usage Data
- IP address and browser information
- Pages visited and time spent on site
- Consultation scheduling and form submissions
- Marketing campaign interactions
Financial Planning Information
- Income and employment details
- Tax preparation documents and information
- Insurance policy details and beneficiaries
- Retirement planning goals and accounts
Section 2 – How We Use Your Information
We use your information exclusively to provide and improve our estate planning and financial services:
Estate Planning Services
- Preparing wills, trusts, and healthcare directives
- Creating organized legacy binder systems
- Providing notarization and document completion services
- Delivering ongoing estate plan updates and reviews
Financial Advocacy Services
- Annual tax preparation and planning
- Life insurance reviews and recommendations
- Retirement planning and rollover assistance
- Ongoing financial consultation and support
Communication and Support
- Scheduling consultations and appointments
- Providing updates on services and legal changes
- Responding to questions and providing guidance
- Sending important document and deadline reminders
Lifelong Partnership Commitment
As your family's financial advocates for life, 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.
Section 3 – Data Protection & Security
Protecting your estate planning information is our highest priority:
Security Measures
- Encrypted Storage: All sensitive data is encrypted both in transit and at rest
- Secure Access: Limited access on a need-to-know basis for service delivery
- Professional Standards: Adherence to financial services privacy regulations
- Regular Backups: Secure backup systems to prevent data loss
- Digital Vault: Secure client portal access with authentication
Estate Planning Confidentiality
Your estate planning information receives the same level of confidentiality as attorney-client privilege. We understand the sensitive nature of family financial information and treat it with the utmost discretion.
Physical Security
- Secure office environment in Casa Grande
- Locked filing systems for physical documents
- Controlled access to client information
- Proper document disposal procedures
Section 4 – Information Sharing
We do not sell, trade, or otherwise transfer your personal information to third parties, except in these limited circumstances:
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 and document completion services
Important: No Marketing Sales
We will never sell your information to marketing companies or share your data for promotional purposes outside of our direct services to your family.
Section 5 – Data Retention
We retain your information based on the nature of our ongoing relationship:
Estate Planning Documents
- Active Client Records: Maintained for the duration of our relationship
- Completed Documents: Retained for legal and reference purposes
- Digital Vault Access: Available as long as you maintain the service
- Legacy Information: Preserved for future family reference
Financial Services Data
- Tax Records: Retained per IRS requirements (typically 7 years)
- Insurance Information: Maintained for policy duration
- Consultation Records: Kept for service continuity and reference
Website and 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
Section 6 – Your Privacy Rights
As a Casa Grande family working with Lasting Legacy Pro, you have important rights regarding your personal information:
Access and Updates
- Request copies of your 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, 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
Easy Privacy Control
To exercise any of these rights, simply call us at (480) 933-5330 or email [email protected]. We'll respond promptly and help you manage your privacy preferences.
Section 7 – Cookies & Website Tracking
Our website uses cookies and similar technologies to improve your experience and help us provide better service:
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
- Facebook Pixel for advertising effectiveness
- Retargeting for estate planning education
- Campaign performance measurement
You can control cookies through your browser settings, though some website functionality may be limited if you disable certain cookies.
Section 8 – Third-Party Services
We work with trusted third-party providers to deliver comprehensive estate planning services:
Technology Partners
- Google Analytics: Website analytics and improvement
- Digital Vault Providers: Secure document storage
- Email Services: Professional communication systems
- Payment Processors: Secure transaction handling
Professional Services
- Legal Referrals: Arizona attorneys for complex matters
- 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.
Section 9 – Policy Updates
We may update this Privacy Policy periodically to reflect changes in our services or legal requirements:
- Notification of significant changes via email or mail
- Updated policy posted on our website with revision date
- Opportunity to review changes before they take effect
- Your continued use constitutes acceptance of updates
We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.
Section 10 – Contact Information
For questions about this Privacy Policy or your personal information:
Lasting Legacy Pro - Privacy Officer
Daniel E. Brown
Casa Grande, Arizona
Phone: (480) 933-5330
Email: [email protected]
Business Hours:
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Your Privacy is Our Commitment
Thank you for trusting Lasting Legacy Pro with your family's estate planning needs. We're honored to serve Casa Grande families and committed to protecting your privacy while helping secure your financial future.