Privacy Policy

Who we are

Trusted Estates offers a free educational estate check that helps you understand where your estate may stand and connects you with an estate planning specialist who can walk you through your results. This policy explains what we collect through this site and how we use it.

Information we collect

• Your quiz answers — the responses you choose in the estate check (for example, home ownership, marital status, age range, state, estate value range, and priorities).
• Contact details — your first name, email address, and phone number, if you choose to provide them to receive your review.
• Technical information — IP address, browser and device type, the page you arrived on, referral source, and campaign parameters (such as UTM tags), collected automatically when you use the site.
• Consent records — when you request your review, we store the consent language you agreed to along with a timestamp, so we can honor and document your communication preferences.

How we use it

• To prepare your estate review and deliver your results.
• To contact you about your request by phone, text, or email, as described at the point you share your details.
• To understand how the estate check is used (for example, where people stop answering) so we can improve it.

Calls and texts

You are only contacted about your request if you submit your contact details. Message and data rates may apply to texts. You can opt out of texts at any time by replying STOP, get help by replying HELP, and ask us to stop calling at any time during a call or by contacting us. Consent to be contacted is not required to receive your results.

Sharing

We do not sell your personal information. We share it only with service providers who help us operate this site and deliver your review (such as secure data hosting and communication tools), and with the estate planning specialist who prepares and discusses your results. These parties may use your information only to provide those services.

Storage and security

Your information is stored in secured, access-controlled systems hosted in the United States. The public website can only add records — it cannot read them back — and access to stored records is limited to authorized personnel.

Retention

We keep your information for as long as needed to provide your review, maintain required consent records, and meet legal obligations. You may request deletion at any time (see “Your choices”).

Your choices

• You can take the estate check without providing contact details.
• You can request a copy of the information we hold about you, ask us to correct it, or ask us to delete it.
• You can opt out of communications at any time.

To exercise any of these choices, reply to any message you receive from us, or use the contact information provided with your review.

Cookies and local storage

We use essential first-party browser storage to save your progress so you can resume where you left off, and to avoid double-counting your visit in our own funnel analytics. You can clear this at any time in your browser settings; clearing it simply restarts where you were.

This site also uses Google Tag Manager to load measurement and advertising tags (such as Google Analytics and ad-conversion tags). These services may set cookies or similar identifiers to measure how the site is used and how our advertising performs. You can learn how Google uses this data at policies.google.com/technologies/partner-sites, and you can limit or clear cookies at any time in your browser settings.

We also use the Meta (Facebook) Pixel and Meta's Conversions API to measure whether our advertising leads to seminar registrations and to reach people with relevant ads. The pixel may set cookies (such as _fbp and _fbc); when you register, we send Meta a hashed (unreadable) version of your contact details so it can match the registration to an ad, never your quiz answers or estate details. You can learn more and adjust your choices at facebook.com/privacy/policy and facebook.com/adpreferences.

Changes

If we change this policy, we will update the date at the top of this page. Material changes will be highlighted on this page.

Not legal advice

The estate check is educational. It is not legal, financial, or tax advice, and using it does not create an attorney-client relationship.