Privacy Policy
Last Updated: August 10, 2026
Estate Doc Prep (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when visiting estate.prep, registering for a seminar or webinar, requesting information, submitting a form, or otherwise communicating with us.
This Privacy Policy explains what information we may collect, how we use it, how certain tracking technologies are used, and the choices available to you.
By using our website, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
We may collect information that you voluntarily provide to us, including:
Personal Information
When you submit a form, register for a seminar, request educational information, or contact us, we may collect:
Name
Email address
Phone number
City or location
Preferred seminar or event
Preferred language
Appointment or registration information
Any other information you voluntarily provide
Communications
We may maintain records of communications you send to us through:
Website forms
Telephone
Text messages
Seminar or webinar registrations
Other communication channels
Website and Device Information
When you visit our website, certain information may be collected automatically through cookies, pixels, analytics services, and similar technologies, including:
IP address
Browser type
Device type
Operating system
Pages viewed
Referring website or URL
Date and time of visits
Links and buttons clicked
General geographic information
Website interaction and conversion activity
2. How We Use Your Information
We may use information we collect to:
Respond to your requests or questions
Register you for seminars, workshops, webinars, or appointments
Provide educational information about living trusts and estate planning topics
Contact you regarding a registration or request
Send reminders or follow-up communications
Improve our website and user experience
Understand how visitors use our website
Measure advertising and marketing performance
Track website conversions
Improve our advertising campaigns
Maintain business and customer records
Detect or prevent fraudulent or unauthorized activity
Comply with legal and regulatory requirements
We do not guarantee that submitting information will result in any particular service, appointment, seminar availability, or outcome.
3. Cookies and Tracking Technologies
Our website may use cookies, pixels, tags, and similar tracking technologies to understand website activity, measure marketing effectiveness, remember preferences, and improve our services.
These technologies may collect information such as your browser, device, IP address, page activity, referral source, and interactions with the website.
Google explains that its analytics and advertising technologies may use cookies to measure website activity and advertising effectiveness. Google Policies
Where required by applicable law, advertising or analytics technologies may be controlled based on your cookie or consent preferences.
4. Google Tag Manager
We use Google Tag Manager (“GTM”) to help manage website tags and tracking technologies.
Google Tag Manager may be used to deploy or manage technologies such as:
Google Analytics
Google Ads conversion tracking
Meta Pixel
Other analytics or marketing tags
Google states that Google Tag Manager itself does not collect, retain, or share information about visitors to a customer's website, except limited information associated with standard HTTP request logs and diagnostics. The individual tags configured through GTM may separately collect and process information. Google Help
Google Tag Manager also provides consent-management features that can control how configured tags behave based on visitor consent choices. Google Help
5. Meta Pixel
Our website may use the Meta Pixel, a technology provided by Meta Platforms, Inc.
The Meta Pixel helps us understand actions visitors take on our website after viewing or interacting with advertising on Facebook, Instagram, or other Meta services.
It may help us:
Measure advertising conversions
Understand website activity
Evaluate advertising campaign performance
Build or improve advertising audiences
Deliver more relevant advertising
Meta describes the Pixel as JavaScript technology used to track visitor activity on websites. Facebook Developers
Information processed through Meta technologies is also subject to Meta's own privacy practices. Meta provides additional information regarding its collection, use, sharing, retention, and transfer of information in its Privacy Policy. Facebook
Where consent is legally required, the Meta Pixel should not transmit applicable cookie-based data until the visitor has provided the required consent. Meta specifically instructs businesses using its Business Tools to implement appropriate consent handling. Facebook
6. Google Analytics and Advertising Technologies
We may use Google Analytics, Google Ads, or similar Google services to understand how visitors interact with our website and to measure advertising performance.
These services may collect or process information such as:
Pages visited
Time spent on the website
Device and browser information
Website interactions
Referral sources
Advertising interactions
Conversion events
Google states that Google Analytics uses cookies to collect information on behalf of businesses using the service and to provide website usage statistics. Google Policies
Google may also process information from websites that use its advertising and measurement services according to Google's own privacy policies and controls. Google Policies
7. How We Share Information
We may share information with service providers when reasonably necessary to operate our website or provide requested services.
These providers may include:
Website and hosting providers
Customer relationship management systems
GoHighLevel or related CRM and marketing services
Email and text-message providers
Analytics providers
Advertising platforms
Meta Platforms
Seminar, scheduling, or calendar providers
Professional advisers or service providers
We may also disclose information when reasonably necessary to comply with applicable law, legal process, court orders, governmental requests, or to protect our rights, users, or business.
We do not authorize service providers to use information for purposes outside the services they provide to us except as permitted by applicable law and their respective terms and privacy policies.
8. Seminar and Webinar Registration
When you register for an in-person seminar, prerecorded webinar, educational video, appointment, or similar event, we may collect the information necessary to process your registration.
This information may be added to our customer relationship management system so that we can:
Confirm your registration
Send event details
Send reminders
Follow up regarding your request
Provide related educational information
Seminar locations, dates, and availability may change.
9. Email and Text Communications
If you provide your email address or phone number and consent to communications, we may contact you regarding your request, seminar registration, appointment, or related services.
You may unsubscribe from marketing emails by using the unsubscribe option included in applicable messages.
You may opt out of applicable promotional text messages by following the opt-out instructions contained in the message.
Transactional or administrative communications related to a request or registration may still be sent where permitted by law.
10. Your Privacy Choices
Depending on your browser, device, location, and applicable law, you may have choices regarding cookies and tracking technologies.
You may be able to:
Accept or reject certain cookies through our cookie consent controls
Change cookie settings in your browser
Limit advertising tracking through your device settings
Adjust advertising preferences through Google or Meta
Request information about personal data we maintain about you
Request correction or deletion of certain personal information where applicable
Disabling cookies or tracking technologies may affect certain website functionality.
11. California Privacy Rights
If you are a California resident, you may have additional privacy rights under applicable California law.
Where the California Consumer Privacy Act and related laws apply to our business and your information, eligible California consumers may have rights concerning access, correction, deletion, and certain uses or disclosures of personal information.
California law may also provide eligible consumers with rights concerning the sale or sharing of personal information for certain advertising purposes. California DOJ
If our use of advertising or tracking technologies constitutes a “sale” or “sharing” of personal information under applicable California law, eligible consumers may exercise applicable opt-out rights.
Requests may be submitted using the contact information listed below.
We will process verified privacy requests as required by applicable law.
12. Data Retention
We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including providing requested services, maintaining business records, resolving disputes, preventing abuse, and satisfying legal or regulatory requirements.
Retention periods may vary depending on the type of information and the reason it was collected.
13. Data Security
We use reasonable administrative, technical, and organizational measures designed to protect personal information.
However, no website, internet transmission, electronic communication, or storage system can be guaranteed to be completely secure.
You should therefore use reasonable care when providing information online.
14. Third-Party Websites and Services
Our website may contain links to third-party websites, services, video platforms, scheduling tools, or other resources.
Those third parties operate under their own privacy policies and terms.
We are not responsible for the privacy practices, security, or content of third-party websites or services.
15. Children's Privacy
Our website and services are not intended for children under the age of 13.
We do not knowingly seek to collect personal information from children under 13 through this website.
If we learn that information from a child under 13 has been collected inappropriately, we will take reasonable steps to remove it.
16. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our website, services, technology, or legal requirements.
When changes are made, the Last Updated date at the top of this page will be revised.
We encourage visitors to review this Privacy Policy periodically.
17. Contact Us
If you have questions about this Privacy Policy or would like to submit a privacy-related request, please contact:
Estate Doc Prep
Website: estate.prep
Email: [INSERT PRIVACY OR SUPPORT EMAIL]
Phone: +1 (805) 262-8411