PrepareLegacy™ Privacy Policy

Last Updated: November 26, 2025

PrepareLegacy (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit preparelegacy.com, use our tools, take our surveys, download our resources, or purchase our products and services.

Please read this policy carefully. By accessing or using the website, you consent to the practices described below.

1. Information We Collect

We collect information in the following ways:

A. Information You Provide Directly

This includes:

• Name

• Email address

• Phone number (optional)

• Payment information (processed securely by third-party providers)

• Form responses in the Legacy Readiness Survey

• Information submitted when downloading resources, joining our email list, or making a purchase

B. Automatically Collected Information

When you browse our site, we may collect:

• IP address

• Browser type and version

• Device information

• Pages visited and time spent on the site

• Click behavior (for improving user experience)

Cookies and similar tracking technologies may be used to personalize your experience and understand website performance.

C. Sensitive Information

Although our tools may help you identify gaps in your estate or legacy planning, we do not collect, store, or require any legally sensitive personal information such as:

• Social Security numbers

• Financial account numbers

• Medical or health records

• Legal documents

Any personal notes or information you choose to record in our downloadable tools remain on your device. We do not access them.

2. How We Use Your Information

We use your information to:

• Deliver and operate our products and tools

• Provide your Legacy Readiness Survey results and recommendations

• Email you requested resources (such as PDFs, checklists, or the 3-Day Pathway)

• Communicate updates, promotions, educational materials, and support

• Process purchases and send transactional confirmations

• Improve website functionality, content, and user experience

• Analyze aggregated, non-identifying data to improve our offerings

We do not sell your information.

3. How We Share Your Information

We may share information only in these limited circumstances:

A. Service Providers

Trusted third-party partners may help us operate the website and deliver services (e.g., email providers, payment processors, survey tools). They may only use your information to perform tasks on our behalf.

B. Legal Compliance

We may disclose information if required to:

• Comply with applicable laws

• Respond to lawful requests

• Protect our rights, property, or safety

C. Business Transfers

If we undergo a merger or acquisition, user information may transfer as part of the assets.

4. Your Choices and Rights

You may:

• Unsubscribe from emails at any time using the link in any message

• Request access to the information we have about you

• Request deletion of your contact information

• Disable cookies through your browser settings

If you wish to exercise any data rights under laws such as GDPR or CCPA, contact us at the email below.

5. Data Security

We use commercially reasonable safeguards to protect your information, including encryption, secure hosting, and access controls.

For services involving benefits or healthcare communications (via Explain My Benefits), our systems and practices align with HIPAA-conscious data handling, though PrepareLegacy does not itself collect PHI.

Despite safeguards, no online system is entirely without risk. We encourage you to protect your personal devices and use strong passwords.

6. Children’s Privacy

PrepareLegacy does not knowingly collect information from children under 13. If we learn that a child’s data was submitted, we will delete it promptly. Our tools are intended for adults preparing for family or estate-related matters.

7. External Links

Our site may link to third-party websites. We are not responsible for their content or privacy practices. We encourage you to review their privacy policies.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last Updated” date at the top of this page will reflect the most recent revision. Continued use of the website constitutes acceptance of updates.

9. Contact Us

If you have questions about this Privacy Policy or wish to make a privacy request, contact us at:

PrepareLegacy™ Support
Email: support@preparelegacy.com
Website: preparelegacy.com