PRIVACY POLICY

Introduction

Legacy Planning© ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store, disclose, and protect information obtained through our website, services, programs, coaching engagements, advisory services, podcasts, newsletters, events, webinars, digital products, and related communications.

By using our website or services, you consent to the practices described in this Privacy Policy.

Information We Collect

Information You Provide Directly

We may collect:

• — Name
• — Email address
• — Telephone number
• — Mailing address
• — Company name
• — Professional title
• — Family office affiliation
• — Billing information
• — Payment information
• — Information provided through forms, questionnaires, assessments, applications, surveys, or coaching engagements

Information Collected Automatically

When you visit our website, we may automatically collect:

• — IP address
• — Browser type
• — Device information
• — Geographic region
• — Website activity
• — Pages viewed
• — Referring URLs
• — Session duration
• — Cookie data

Information From Third Parties

We may receive information from:

• — CRM providers
• — Payment processors
• — Analytics providers
• — Marketing platforms
• — Referral partners
• — Social media platforms

How We Use Information

We may use information to:

• — Deliver services
• — Communicate with you
• — Schedule appointments
• — Process transactions
• — Send newsletters
• — Improve website performance
• — Personalize user experiences
• — Conduct analytics
• — Respond to inquiries
• — Comply with legal obligations
• — Protect rights and security

Legal Basis for Processing (GDPR)

For individuals located in the European Economic Area (EEA), we process personal data based upon:

• — Consent
• — Contractual necessity
• — Legal obligations
• — Legitimate business interests

Cookies and Tracking Technologies

We may use:

• — Cookies
• — Web beacons
• — Analytics tools
• — Tracking pixels

to improve user experience and understand website performance. Users may disable cookies through browser settings.

Information Sharing

We do not sell personal information.

We may share information with:

• — Service providers
• — Payment processors
• — Technology vendors
• — Legal advisors
• — Regulatory authorities
• — Successors in a business transfer

where reasonably necessary.

Data Retention

We retain information only as long as reasonably necessary for:

• — Business operations
• — Legal compliance
• — Tax obligations
• — Record keeping
• — Dispute resolution

Data Security

We employ commercially reasonable administrative, technical, and physical safeguards. However, no transmission method or electronic storage system is completely secure. Users assume inherent internet-related risks.

Your California Privacy Rights (CCPA/CPRA)

California residents may have the right to:

• — Know what personal information is collected
• — Access collected information
• — Correct inaccurate information
• — Request deletion of information
• — Limit certain uses of sensitive information
• — Receive equal service regardless of exercising privacy rights

To exercise these rights, contact: info@angelinacarleton.com

Your GDPR Rights

Individuals subject to GDPR may have rights to:

• — Access data
• — Correct data
• — Delete data
• — Restrict processing
• — Data portability
• — Object to processing
• — Withdraw consent

Requests may be submitted to: info@angelinacarleton.com

Children's Privacy

Our services are intended for adults. We do not knowingly collect information from individuals under age 18.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

International Users

Users accessing the website from outside the United States understand information may be transferred and processed in the United States.

Changes to This Policy

We reserve the right to modify this Privacy Policy at any time. Changes become effective upon posting.

Contact Information

Legacy Planning©

c/o 9194 W. Olympic Blvd. #368, Beverly Hills, CA 90212

(310) 433-1051 PDT

info@angelinacarleton.com

Website: designurlegacy.com