Privacy Policy
This Privacy Notice for Trusted Heir Solutions LLC ("we," "us," or "our") describes how and why we might access, collect, store, use, and/or share your personal information when you use our services — including when you visit www.trustedheirsolutions.com or engage with us in sales, marketing, or events. Questions? Contact us at james@trustedheirsolutions.com.
Summary of Key Points
What information do we collect?
Information you provide: We collect personal information you voluntarily provide when expressing interest in our services, participating in activities, or contacting us. All information provided must be true, complete, and accurate.
Information automatically collected: When you visit our Services, we automatically collect technical data such as your IP address, browser type, device characteristics, operating system, language preferences, and usage patterns. This does not reveal your specific identity.
We also collect information through cookies and similar technologies. We do not process sensitive information.
How do we process your information?
We process your personal information for the following reasons:
- To deliver and facilitate delivery of services to the user.
- To save or protect an individual's vital interest, such as to prevent harm.
Legal bases for processing your information
We only process personal information when we have a valid legal reason. Applicable legal bases include:
- Consent — you have given permission for a specific purpose. You may withdraw consent at any time.
- Performance of a contract — to fulfill our contractual obligations to you.
- Legal obligations — to comply with applicable laws or cooperate with legal authorities.
- Vital interests — to protect your safety or that of a third party.
If you are located in Canada, we rely on express or implied consent, and in specific exceptional cases may process without consent as permitted by Canadian law.
When and with whom do we share your information?
- Business transfers — in connection with mergers, acquisitions, or asset sales.
- Google Maps APIs — location data may be shared with Google Maps Platform APIs. You may revoke consent by contacting us.
- Affiliates — parent company, subsidiaries, and joint venture partners who honor this notice.
- Business partners — to offer certain products, services, or promotions.
Cookies and other tracking technologies
We use cookies and similar tracking technologies (web beacons, pixels) to gather information when you interact with our Services — for security, crash prevention, preference saving, and basic site functions.
We also permit third parties to use tracking technologies for analytics and advertising, including to display tailored advertisements. You can opt out under Section 11.
We use Google Analytics including Remarketing features. To opt out of Google Analytics tracking, visit tools.google.com/dlpage/gaoptout. Additional opt-out options: optout.networkadvertising.org.
How long do we keep your information?
We keep personal information only as long as necessary for the purposes outlined in this notice, or as required by law (such as tax or accounting requirements). When there is no ongoing legitimate business need, we delete or anonymize it. If immediate deletion is not possible (e.g., backup archives), we securely isolate the data until deletion is feasible.
How do we keep your information safe?
We implement appropriate technical and organizational security measures to protect your personal information. However, no internet transmission or information storage technology is 100% secure. We cannot guarantee that hackers or cybercriminals will never be able to defeat our security measures.
Transmission of personal information to and from our Services is at your own risk. You should only access the Services within a secure environment.
Do we collect information from minors?
We do not knowingly collect, solicit, or market to children under 18 years of age. By using our Services, you confirm you are at least 18, or that you are a parent or guardian consenting on behalf of a minor dependent.
If we discover data has been collected from a user under 18, we will deactivate the account and promptly delete the data. To report such data, contact: tom@trustedheirsolutions.com.
What are your privacy rights?
Depending on your location (EEA, UK, Switzerland, Canada, or US states), you may have the right to:
- Request access to and a copy of your personal information
- Request rectification or erasure of your data
- Restrict the processing of your personal information
- Data portability (where applicable)
- Object to automated decision-making
- Opt out of marketing and promotional communications
- Withdraw consent at any time
If located in the EEA or UK, you may also complain to your Member State data protection authority. If in Switzerland, you may contact the Federal Data Protection and Information Commissioner.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
To exercise rights: email james@trustedheirsolutions.com
Controls for do-not-track features
We do not currently respond to Do-Not-Track (DNT) browser signals, as no uniform technology standard has been finalized. California law requires this disclosure. If a tracking standard is adopted in the future that we must follow, we will update this notice accordingly.
Do United States residents have specific privacy rights?
Residents of California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, and Virginia may have specific privacy rights including access, correction, deletion, and opt-out of targeted advertising.
Categories of personal information collected in the past 12 months:
| Category | Examples | Collected |
|---|---|---|
| A. Identifiers | Name, email, IP address, account name | No |
| B. CA Customer Records | Financial info, employment history | No |
| C. Protected classifications | Gender, age, race, national origin | No |
| D. Commercial information | Purchase history, financial details | No |
| E. Biometric information | Fingerprints, voiceprints | No |
| F. Internet/network activity | Browsing history, search history | No |
| G. Geolocation data | Device location | No |
| H. Audio/sensory information | Call recordings, images | No |
| I. Professional information | Job title, work history | No |
| J. Education information | Student records | No |
| K. Inferences | Profile or preference data | No |
| L. Sensitive personal information | — | No |
Your rights as a US resident include: right to know, access, correct, delete, obtain a copy, non-discrimination, and opt out of targeted advertising or profiling.
To exercise your rights: email tom@trustedheirsolutions.com or submit a data subject access request.
Appeals: If we decline your request, you may appeal by emailing james@trustedheirsolutions.com. If your appeal is denied, you may contact your state attorney general.
California "Shine The Light" Law: California residents may request information once per year, free of charge, about personal information shared with third parties for direct marketing. Submit requests in writing using the contact details in Section 13.
Do we make updates to this notice?
Yes. We may update this Privacy Notice from time to time. The updated date at the top of this notice reflects the latest revision. For material changes, we may notify you by posting a prominent notice or sending a direct notification. We encourage you to review this notice regularly to stay informed.
How can you contact us about this notice?
Raleigh, NC 27609
Email: tom@trustedheirsolutions.com
How can you review, update, or delete the data we collect from you?
Based on the applicable laws of your country or state of residence, you may have the right to request access to the personal information we collect, details about how we have processed it, correct inaccuracies, or delete your personal information. You may also have the right to withdraw your consent to our processing.
These rights may be limited in some circumstances by applicable law. To request a review, update, or deletion, please fill out and submit a data subject access request or contact us using the details provided in Section 13.