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Privacy Policy

Privacy Policy for Living Trust Services at 299Trust.com

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1. Introduction: At 299Trust.com, we respect your privacy and are committed to protecting it. This Privacy Policy explains what information we collect, how we use it, and your rights regarding this information in the context of our living trust and estate planning services.

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2. Information We Collect: We collect personal data necessary for providing our living trust services. This includes your name, contact details, payment information, and any information relevant to creating your living trust and estate plan.

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3. How We Use Your Information: We use your personal data to provide, improve, and promote our living trust services, communicate with you, and comply with legal obligations.

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4. Information Sharing: We do not sell or share your personal data with third parties for their marketing purposes. We only share data with service providers who help us run our living trust services, and as required by law.

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5. Data Security: We implement robust security measures, including encryption, to protect your living trust data from unauthorized access, alteration, disclosure, or destruction.

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6. Your Rights: You have rights regarding your living trust data, including accessing, correcting, deleting your information, and opting out of certain uses. Contact us to exercise these rights.

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7. Changes to This Policy: We may update this policy from time to time. We encourage you to review this policy regularly to stay informed about our privacy practices related to our living trust services.

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8. Contact Us: For any questions regarding this policy or your living trust data, please contact us at info@299trust.com or 877-560-3222.

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The information contained in the forms wizard is not legal advice and is provided for informational and/or educational purposes only. The information, templates, wizards, forms, tips, and tools provided on the 299trust.com websites are not legal advice. 299 Estate Planning Services LLC is not a law firm, and the employees and contractors of 299 Estate Planning Services LLC are not acting as your attorneys. They are not a substitute for the advice of your own attorney or a law firm licensed to practice law in your state. The employees or contractors of 299 Estate Planning Services LLC who wrote or modified any form, template, wizard, tip, or tool are NOT providing legal or any other kind of advice and are not creating or entering an Attorney-Client relationship. Although we make every reasonable effort to ensure the accuracy, currency, and usefulness of our information and templates, we recommend consulting a lawyer licensed to practice law in your state for professional assurance that our materials and your interpretation of them are appropriate for your particular situation. Our templates, tools, and information are not guaranteed to be correct, complete, or up-to-date. The software and tools provided by 299 Estate Planning Services LLC are not a substitute for the advice of your own attorney. Any templates or tools where you provide information or make choices, even if based on suggestions or tips provided by 299 Estate Planning Services LLC, do not represent the advice of 299 Estate Planning Services LLC or the practice of law. The completed or generated documents are self-help forms and do not constitute legal advice. 299 Estate Planning Services LLC is not permitted to engage in the practice of law and is prohibited from providing any advice, explanation, opinion, or recommendation to a consumer about legal rights, remedies, defenses, options, selection, or completion of forms or strategies.

The self-help forms are provided "as is" without any express or implied warranty of any kind, including warranties of merchantability, non-infringement of intellectual property, or fitness for any particular purpose. In no event shall 299 Estate Planning Services LLC, or its agents, officers, or attorneys be liable for any damages whatsoever (including, without limitation, damages for loss of profits, business interruption, or loss of information) arising out of the use of or inability to use the self-help forms, even if 299 Estate Planning Services LLC has been advised of the possibility of such damages. Communications between you and 299 Estate Planning Services LLC are protected by our Privacy Policy but are NOT protected by the attorney-client privilege or work product doctrine, as 299 Estate Planning Services LLC is not a law firm and is not providing legal advice. Please also note that your access to and use of 299 Estate Planning Services LLC is subject to additional terms of service.

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