Privacy Policy
Effective Date: July 01,2024
At Trust Guru, your privacy isn’t just a priority—it’s a promise. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website and services. By using Trust Guru, you agree to the terms outlined in this policy.
1. Information We Collect
We collect personal information to deliver secure, customized estate planning and trust services. The types of data we collect include:
- Personal Identifiers: Name, email address, mailing address, phone number, date of birth.
- Financial Information: Asset details, real estate holdings, investment accounts (as needed for trust creation).
- Legal Data: Marital status, family structure, and any additional estate planning information you provide.
- Technical Data: IP address, browser type, device information, usage logs, and cookies for performance and analytics.
2. How We Use Your Information
We use your information to:
- Provide and personalize estate planning and trust services.
- Communicate with you regarding your account or inquiries.
- Ensure legal compliance and document accuracy.
- Improve our services, website experience, and security.
- Send updates, educational content, or service-related notifications (with your consent).
We never sell your personal information.
3. How We Share Your Information
We only share your data when necessary to provide our services or comply with the law. This may include:
- Third-party service providers: For secure document storage, payment processing, or professional legal review.
- Legal obligations: If required by law or to protect our rights or those of our clients.
- With your consent: When you direct us to share information with other professionals (e.g., financial advisors or attorneys).
All third-party partners are bound by strict confidentiality and data protection agreements.
4. Data Security
We use industry-leading encryption, firewalls, and secure servers to protect your information. All sensitive data is stored securely, and access is limited to authorized personnel only.
While we take every reasonable step to safeguard your data, no system is 100% secure. We encourage you to use strong passwords and keep your login credentials confidential.
5. Your Privacy Rights
You have the right to:
- Access the personal data we hold about you.
- Request corrections to any inaccurate or incomplete data.
- Request deletion of your data, subject to legal or regulatory obligations.
- Opt out of marketing communications at any time.
To exercise these rights, contact us at [privacy@trustguru.com].
6. Cookies & Tracking Technologies
We use cookies to enhance your user experience, analyze site usage, and support our marketing efforts. You can manage your cookie preferences through your browser settings.
7. Data Retention
We retain your information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and provide ongoing support for your estate plan.
8. Children’s Privacy
Trust Guru services are intended for adults (18+). We do not knowingly collect or store information from individuals under the age of 18.
9. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant updates via email or our website.
10. Contact Us
If you have questions or concerns about this Privacy Policy or how your data is handled, please reach out to us:
📧 Email: info@trustguru.net
📞 Phone: 626-301-0155
🏢 Address: Monrovia, CA 91016, United States
Your trust is our foundation. Thank you for choosing Trust Guru to protect your legacy.
