LegacyGuard Legal – Privacy Statement

Effective Date: September 10, 2025

1. Introduction & Scope

This Privacy Statement applies to personal data collected via our website, communications, and services provided by LegacyGuard Legal, an online estate-planning law firm with physical U.S. offices. Our goal is to provide clear, transparent information about our data practices.

2. Information We Collect

  • Directly from you: name, email, phone, mailing address, estate-planning details (e.g., asset and beneficiary information), and optional demographic or background data.

  • Automatically: IP address, browser type, operating system, referral pages, pages viewed, and engagement metrics.

  • From third parties (if applicable): e.g., data for address verification or credit checks—with your consent.

3. How We Use Your Information

We may use your information to:

  • Provide, manage, and improve our estate-planning services.

  • Communicate with you (e.g., scheduling, updates, billing).

  • Detect and prevent fraud and comply with legal requirements.

  • Analyze website usage to improve functionality and user experience.

4. Sharing & Disclosure of Your Information

We may share your data with:

  • Service providers (e.g., cloud host, CRM, payment processor) who help us operate and fulfill services—under contract to keep your data secure.

  • Legal or professional advisors, when necessary.

  • As required by law or to respond to valid legal processes.

    We do not sell your personal information.

5. Security Measures

We implement reasonable safeguards (encryption, access controls, strong passwords, regular vulnerability testing, logging, training) to protect your data from unauthorized access or disclosure  .

6. California Residents

  • Under CalOPPA, we prominently display this policy and include its effective date  .

  • Under CCPA, if you are a California resident and meet certain thresholds, you have the right to:

    • Know what personal data is collected, used, shared, or sold.

    • Access your personal data.

    • Request deletion of your personal data.

    • Opt out of the sale of your personal data (we do not sell it).

    • Not be discriminated against for exercising these rights  .

  • You may submit requests via the contact information below; proof of identity may be required.

7. Special Data Types & GLBA Considerations

If you provide financial information or nonpublic personal data during estate-planning services (e.g., for trust funding), we may be subject to the Gramm-Leach-Bliley Act (GLBA). In that event, you will receive a separate GLBA Privacy Notice when the relationship is established and annually thereafter  .

8. Children’s Privacy (COPPA)

We do not knowingly collect personal information from children under 13. If you are a parent or guardian and believe we inadvertently collected such data, please contact us immediately to request deletion  .

9. Browser Tracking & Do-Not-Track Signals

We may use cookies or similar technologies. If third-parties track user behavior (e.g., advertising networks), you have the ability to opt out or manage preferences. We disclose our response to Do-Not-Track headers in accordance with CalOPPA (via this policy or a linked disclosure)  .

10. Your Rights & Choices

You may:

  • Access, update, correct, or delete your personal information.

  • Opt out of marketing communications (via unsubscribe links or by contacting us).

  • Request that we restrict or stop certain processing activities.

  • Withdraw consent at any time (where that is the legal basis).

    Note: These rights may be limited where exceptions apply.

11. Updates to This Policy

We may update this Privacy Statement periodically. The effective date above reflects the last update. Material changes will be communicated (e.g., via email or prominent website notice), and prior data will not be used under new terms without your consent  .

12. Contact Us

If you have questions, complaints, or privacy requests, please contact:

  • Email: bryan@legacyguardlegal.com

  • Mail: LegacyGuard Legal, Attn: Privacy Officer, 26 S. Rio Grande St., Suite 2072, Salt Lake City, Utah 84101

  • Phone: (801) 948-3950