Privacy Policy

At Equitable Legacy Trust, your privacy is important to us. This Privacy Policy outlines the types of information we collect, how we use it, and your rights regarding your personal information. By using our services and website, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We collect various types of information, including:

Personal Information: When you engage with our services, such as scheduling consultations or subscribing to our newsletter, we collect information like your name, email address, phone number, and mailing address.
Financial and Business Information: In order to provide our tailored services, we may collect financial or business-related information to help assess your needs, such as income, assets, debts, and business details.
Usage Data: We may collect information about how you interact with our website, including IP addresses, browser type, device type, and browsing activity.
Cookies: Our website may use cookies and similar technologies to enhance user experience and gather analytics data about usage patterns.

2. Why We Collect Your Information

We collect your information to:

Provide, personalize, and improve our services.
Communicate with you about consultations, updates, and offerings.
Respond to inquiries and fulfill requests.
Comply with legal and regulatory obligations.
Enhance the functionality of our website and tailor user experience.

3. How We Collect Your Information

We collect information through:

Direct Interactions: Information you provide directly to us via forms, consultations, and communication.
Automated Technologies: Data collected automatically via our website, cookies, and other tracking technologies.

4. Sharing Your Information

We will not sell or rent your personal information to third parties. However, we may share your data with trusted third-party service providers who assist us in delivering our services, such as payment processors, marketing platforms, and IT support. These third parties are contractually obligated to handle your data with the same level of protection we use.

We may also disclose your information when required by law, such as to comply with legal processes, enforce our terms, or protect our rights, property, or safety.

5. Data Retention

We retain your information only for as long as necessary to fulfill the purposes for which it was collected, unless a longer retention period is required or permitted by law.

6. Your Rights

You have the following rights regarding your personal information:

Access: You can request a copy of the personal data we hold about you.
Correction: You can request corrections or updates to your personal information.
Deletion: You can request the deletion of your personal data, subject to applicable legal exceptions.
Opt-Out: You can unsubscribe from marketing communications at any time.

To exercise any of these rights, please contact us.

7. Minors' Data

Our services are not intended for individuals under the age of 18, and we do not knowingly collect or solicit personal information from minors. If we become aware that we have inadvertently collected data from a minor, we will take steps to delete it.

8. Data Security

We implement appropriate physical, technical, and administrative measures to protect your personal information. However, no method of data transmission or storage is completely secure, so we cannot guarantee absolute security.

9. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Legacy Disclaimer

The information, services, and resources provided by Equitable Legacy Trust are for general informational purposes only. While we provide expert guidance on financial planning and asset protection, we do not offer legal, financial, or tax advice. We strongly recommend consulting with a qualified professional before making any decisions regarding your financial, legal, or business matters.

11. Limited Liability

To the fullest extent permitted by applicable law, Equitable Legacy Trust shall not be held liable for any direct, indirect, incidental, special, consequential, or punitive damages arising out of or in connection with the use of our services, website, or the information provided. This includes, but is not limited to, any loss of data, loss of business opportunities, or other financial loss. By using our services, you acknowledge and agree that you are using them at your own risk.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Any updates will be posted on this page with the revised effective date. We encourage you to review this Privacy Policy periodically.