LegacyGuard Partners, LLC ("LegacyGuard Partners," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you provide when using our website and services.

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This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

By using our website or purchasing our services, you agree to the practices described in this Privacy Policy.

 

Information We Collect

We may collect the following information when you visit our website or enroll in our services:

Personal Information

• Name

• Mailing address

• Email address

• Telephone number

• Property address

• County and parcel identification information

• Beneficiary information that you voluntarily provide

• Payment and billing information

• Any other information you choose to submit

Technical Information

When you visit our website, we may automatically collect:

• IP address

• Browser type

• Device information

• Operating system

• Pages visited

• Date and time of your visit

• Referring website

• Website usage statistics

We may also use cookies and similar technologies to improve your browsing experience.

 

How We Use Your Information

We use your information to:

• Prepare your Transfer on Death Instrument (TODI)

• Process your payment

• Verify property information

• Communicate regarding your order

• Provide customer support

• Send order confirmations and updates

• Improve our website and services

• Detect fraud or unauthorized activity

• Comply with legal obligations

With your permission where required by law, we may also send occasional updates regarding our services. You may unsubscribe from marketing emails at any time.

 

Payment Information

Payments are processed through secure third-party payment providers.

LegacyGuard Partners does not store your complete credit card number on our servers.

Payment processors maintain their own privacy and security practices.

 

Sharing Your Information

We do not sell your personal information.

We may share your information only with:

• Payment processors

• Website hosting providers

• Technology vendors assisting in our operations

• Service providers involved in preparing or delivering your order

• Government agencies or county offices when required by law or if you specifically authorize us to do so

• Law enforcement or governmental authorities when legally required

All third-party service providers are expected to maintain appropriate safeguards for your information.

 

Data Security

We use commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, disclosure, alteration, or destruction.

However, no method of electronic transmission or storage can be guaranteed to be completely secure.

 

Data Retention

We retain your information only for as long as reasonably necessary to:

• Complete your order

• Respond to customer inquiries

• Comply with legal obligations

• Resolve disputes

• Enforce our agreements

When information is no longer needed, we take reasonable steps to securely dispose of or anonymize it.

 

Cookies

Our website may use cookies and similar technologies to:

• Remember user preferences

• Improve website performance

• Analyze visitor traffic

• Measure advertising effectiveness

Most browsers allow you to disable cookies, although some website features may not function properly if cookies are disabled.

 

Third-Party Websites

Our website may contain links to third-party websites.

LegacyGuard Partners is not responsible for the privacy practices or content of those websites.

 

Your Choices

You may:

• Request access to certain personal information we maintain about you, subject to applicable law.

• Request correction of inaccurate information.

• Request deletion of your personal information where required by applicable law.

• Opt out of receiving marketing emails by using the unsubscribe link included in those communications.

Please note that we may need to retain certain information to complete transactions, comply with legal obligations, or resolve disputes.

 

Children's Privacy

Our services are intended for adults.

We do not knowingly collect personal information from children under the age of 18.

 

Changes to This Privacy Policy

LegacyGuard Partners may update this Privacy Policy from time to time.

Any changes become effective immediately upon posting the updated Privacy Policy on this website.

The "Effective Date" above will indicate when the most recent revisions became effective.

 

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

LegacyGuard Partners, LLC at the information below. 

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