Information we may collect
Contact information, property location, relationship to the property or estate, service request, communications, signed authorizations, reports, access records, and billing information may be maintained when necessary.
Sensitive information
Do not send Social Security numbers, account credentials, passwords, full financial statements, medical records, or original estate documents through an ordinary website inquiry.
Use and disclosure
Information is used to evaluate, schedule, document, bill, and communicate about authorized services. It may be shared with an approved professional or vendor only as directed or otherwise lawfully required.
Final policy review
This draft policy must be reviewed and updated for the final business entity, contact details, technology providers, record-retention practices, and applicable law before public advertising begins.