Privacy Policy
Last updated: June 2026
Information We Collect
When you submit a form on our website, we collect the information you provide, which may include your name, email address, phone number, and details about your estate review needs. We also collect standard server log data such as IP addresses, browser type, and pages visited, which is used solely for site operation and security purposes.
How We Use Your Information
We use the information you provide to respond to your inquiry, match you with an appropriate virtual assistant, and communicate with you about our services. We do not sell, rent, or trade your personal information to third parties for marketing purposes. Information may be shared with service providers who help us operate our business, such as email delivery services, under strict confidentiality agreements.
Document Handling
When you engage our services, you may share estate documents, tax records, or other sensitive materials with your assigned virtual assistant. These documents are used solely for the review work you assign. Access is limited to the assigned VA and their direct supervisor. We do not retain client documents beyond the scope of the engagement unless you explicitly request otherwise.
Cookies and Tracking
Our website uses standard cookies to support site functionality and to understand aggregate traffic patterns. We do not use tracking cookies for cross-site advertising. You can configure your browser to refuse cookies, though some site features may not function correctly if you do so. We do not sell data derived from cookie tracking.
Data Storage and Security
Your information is stored on servers located in the United States. We use industry-standard security measures including encrypted connections and access controls to protect your data. No data transmission over the internet is completely secure, but we take reasonable precautions to protect the information you share with us.
Your Rights
You may request access to the personal information we hold about you, ask us to correct inaccurate information, or request deletion of your data by contacting us at the email address below. We will respond to requests within a reasonable timeframe.
Contact
If you have questions about this privacy policy or how we handle your information, please contact us through the contact form on this website or by email at the address listed in our site footer.