Privacy Policy

Effective Date: 7/22/2025

San Diego Estate and Trust Services LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website www.SDestateandtrust.com

1. Information We Collect
We may collect the following types of information when you interact with our website or services:
A. Personal Information You Provide

• Full name

• Email address

• Phone number

• Mailing address

• Details about your property or estate situation

• Other information you voluntarily submit via forms, emails, or calls

B. Automatically Collected Information

• IP address

• Browser type and version

• Pages visited

• Date/time of visit

• Referral source

• Device type and operating system

We use cookies and similar tracking technologies to improve user experience and analyze website traffic.

2. How We Use Your Information
We use the information we collect to:

• Provide and improve our consulting and estate services

• Respond to inquiries and schedule consultations

• Send you relevant communications

• Facilitate service coordination with our strategic partners (with your permission)

• Ensure website functionality and security

• Comply with legal and regulatory obligations
   

3. Sharing Your Information
We do not sell or rent your personal information. We may share it with:

• Trusted vendors or partners (such as attorneys, contractors, estate professionals etc.) only as necessary to fulfill your requests or execute a service plan

• Service providers for web hosting, analytics, or communications support

• Government agencies or legal entities as required by law or court order
   

4. Data Security
We take reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, misuse, or alteration.
However, no system is 100% secure. Please do not send sensitive personal or financial information through unsecured forms or email.

5. Your Privacy Rights
Depending on your location, you may have the right to:

• Access or request a copy of the personal data we hold about you

• Request correction or deletion of your data

• Opt-out of certain communications

• Withdraw consent at any time

To exercise these rights, contact us at: Michael@SDestateandtrust.com

6. Third-Party Links
Our website may include links to third-party websites. We are not responsible for the privacy practices or content of these sites.

7. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from minors.

8. Updates to This Policy
We may update this Privacy Policy from time to time. The revised version will be posted on this page with an updated effective date.

9. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:
San Diego Estate and Trust Services LLC
Email: Michael@SDestateandtrust.com