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Privacy Policy

Last Updated: October 2025

At Executive Estate Plans, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit www.executiveestateplans.com or communicate with us in person, by phone, or through other means.

By using our website, you agree to the terms of this policy.

1. Information We Collect

We may collect the following types of information:

Personal Information You Provide

When you contact us, request a consultation, or fill out a form on our website, we may collect:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Details you choose to share regarding your estate planning needs

Automatically Collected Information

When you visit our website, certain data may be collected automatically, including:

  • IP address and browser type

  • Pages visited and time spent on the site

  • Device information and referring URLs

This information helps us improve user experience and website performance.

How We Use Your Information

We may use your information to:

  • Schedule consultations or respond to your inquiries

  • Provide legal and estate planning services you’ve requested

  • Send updates or information related to your case or appointment

  • Improve our website’s functionality and content

  • Comply with legal or regulatory obligations

We do not sell, rent, or share your personal information with third parties for marketing purposes.

How We Protect Your Information

We take reasonable administrative, physical, and technical precautions to protect your information against loss, misuse, or unauthorized access.

All confidential client information is handled securely in compliance with Arizona state privacy laws and professional ethical standards applicable to estate planning services.

Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance your browsing experience and analyze traffic. You can control cookie settings in your browser or disable them if preferred; however, this may limit some website functionality.

Third-Party Links

Our website may contain links to third-party sites (such as partner organizations or informational resources). We are not responsible for the privacy practices or content of those external websites.

Your Rights and Choices

You have the right to:

  • Request access to the personal data we hold about you

  • Ask us to correct or update inaccurate information

  • Request that we delete your information when legally permissible

  • Opt out of receiving non-essential emails or communications

To exercise these rights, please contact us at info@executiveestateplans.com.

Children’s Privacy

Our services are intended for adults. We do not knowingly collect or maintain personal information from children under the age of 18. If we become aware that we have inadvertently received such information, we will delete it promptly.

Updates to This Policy

We may update this Privacy Policy periodically. Any revisions will be posted on this page with an updated “Last Updated” date. Please review it occasionally to stay informed about how we protect your information.

Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us:

Executive Estate Plans 

info@executiveestateplans.com

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