Privacy Policy
Last updated: September 30, 2026
Educational Notice: MyPrivateTrust.com provides educational information and document-preparation tools. It is not a law firm and does not provide legal advice. Laws vary by state. Consider consulting a licensed attorney for advice about your individual circumstances. Read full disclaimer.
This Privacy Policy explains what MyPrivateTrust.com collects, why, how it is used, and the choices you have. Because the platform may collect names, contact details, family information, property and financial information, and questionnaire responses, we treat your data as highly sensitive.
Information We Collect
Account information (name, email, password); questionnaire and estate-planning information you enter (family, beneficiaries, assets, trustee details); contact-form submissions; and technical information such as IP address, browser type, and device information.
Why We Collect Information
To provide document preparation, save your progress, generate checklists, respond to support requests, secure the platform, and improve our educational content.
Where Information Is Stored
Information is processed through the platform's hosting and integration providers. Sensitive estate, financial, and family information is treated as highly sensitive.
How Long We Retain Information
We retain information for as long as your account is active or as needed to provide services, comply with legal obligations, and maintain audit records. Account deletion/export requests are addressed below.
Who Receives Information
We do not sell your personal information. Limited service providers may process data on our behalf under confidentiality obligations. We may disclose information when required by law or to protect rights and safety.
Third-Party Service Providers
The platform may use providers for hosting, analytics, customer communication, and form/lead handling. Each provider processes data under its own terms consistent with applicable privacy law.
Cookies
We use cookies and similar technologies for essential functionality, remembering preferences, and analytics. You can control cookies through your browser settings; disabling some may limit functionality.
Analytics
We use analytics to understand aggregate usage — such as pages visited, features used, and drop-off points — without collecting more personal information than necessary.
Advertising
If advertising is shown, it is provided by third-party networks such as Google AdSense. These networks may use cookies and device identifiers to serve and measure ads. Personalized ad settings are governed by the network and your device/ad choices.
Google AdSense & Privacy
Where Google AdSense is used, Google and its partners use cookies to serve ads based on prior visits to this and other sites. You can opt out of personalized advertising via Google Ads Settings. EEA/UK/Swiss visitors may be shown consent and messaging consistent with applicable requirements.
Your Rights
Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict the use of your personal information, and to object to certain processing. Submit requests through our Contact page.
Data Deletion Requests
You may request deletion of your account and associated information where supported. We may retain limited data required by law or for legitimate security/audit purposes.
Access & Correction
You can review and update much of your information within the platform. For other corrections, contact us.
Do Not Sell / Share
We do not sell personal information. Where applicable state laws provide a right to opt out of 'sharing' for cross-context behavioral advertising, you may exercise it via our Contact page.
Children's Privacy
This platform is not directed to children under 16, and we do not knowingly collect personal information from them. If you believe a child has provided information, contact us for deletion.
International Visitors
The platform is intended for U.S. users. If you access it from outside the United States, your information may be processed in the U.S. and subject to U.S. law.
Security
We take reasonable measures to protect sensitive information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Policy Changes
We may update this Privacy Policy. Material changes will be reflected by the 'Last updated' date. Continued use after changes constitutes acceptance.
Contact
Privacy questions can be directed through our Contact page or to support@myprivatetrust.com.