Privacy Policy

Introduction

Legacy Estate Service ("we," "our," or "us") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services or visit our website.

We understand that during estate transitions, you entrust us with sensitive personal and family information. We treat this responsibility with the utmost care and respect, guided by our values of integrity and compassion.

Information We Collect

Personal Information You Provide

• Name, email address, phone number, and mailing address
• Information about your property and estate transition needs
• Scheduling preferences and consultation details
• Payment and billing information
• Any other information you choose to share during consultations

Information Collected Automatically

• Device and browser information
• IP address and general location data
• Website usage patterns and preferences
• Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

• Provide and improve our estate transition services
• Communicate with you about appointments, services, and updates
• Process payments and maintain accurate records
• Send newsletters and resources (with your consent)
• Respond to your inquiries and provide customer support
• Comply with legal obligations and protect our rights
• Improve our website and service offerings

Information Sharing and Disclosure

We value your trust and do not sell your personal information. We may share your information only in the following circumstances:

• Service Providers: With trusted partners who assist in delivering our services (e.g., payment processors, scheduling tools)
• Charitable Organizations: With donation partners, only with your explicit consent for donated items
• Legal Requirements: When required by law or to protect our legal rights
• Business Transfers: In connection with a merger, acquisition, or sale of assets

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Secure, encrypted data transmission
• Limited access to personal information on a need-to-know basis
• Regular security assessments and updates
• Background-checked and trained team members
• Confidential handling of all client documentation

Your Privacy Rights

You have the right to:

• Access and receive a copy of your personal information
• Request correction of inaccurate information
• Request deletion of your personal information (subject to legal requirements)
• Opt out of marketing communications at any time
• Withdraw consent for data processing where applicable

To exercise any of these rights, please contact us at info@legacyestateservice.com.

Canadian Anti-Spam Legislation (CASL) Compliance

We comply with Canada's Anti-Spam Legislation. We will only send you commercial electronic messages with your express or implied consent. You can unsubscribe from our communications at any time by clicking the unsubscribe link in our emails or by contacting us directly.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors come from. You can control cookies through your browser settings.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will notify you of any material changes by posting the updated policy on our website with a new "Last Updated" date.