Claim My Legacy LLC

Last updated October 11, 2026

Claim My Legacy LLC (doing business as Claim My Legacy, “we,” “us,” or “our”) respects your privacy. This policy explains how we collect, use, and share personal information when you visit our public website, use our digital connection pages, contact us, or request assistance from our team or Legacy Specialists.

This policy describes Claim My Legacy LLC’s handling of personal information in connection with ClaimMyLegacy.com, https://www.claim-my-legacy-estate-planning.com, and Claim My Legacy forms and digital connection pages that link to this policy. Claim My Legacy is an affiliate of Estate Documents Pro, LLC, referred to here as Estate Docs Pro. Estate Docs Pro operates the client account and document preparation platform available through ClaimMyLegacy.com. Its platform privacy policy also applies to information it collects and processes, as explained below.

Information you provide

We collect information you choose to provide, which may include your name, email address, telephone number, mailing address, preferred contact method, and the name of the Legacy Specialist who introduced you to us. We also collect messages, appointment requests, event registrations, resource requests, and other information you submit through our forms or communications.

If you request a Family Legacy Review™, Trust Funding Review™, estate planning assistance, or another service, you may provide information about your family, existing documents, assets, people you have selected to make decisions, and questions or concerns. The information collected depends on the service you request and what you choose to share.

Please do not send Social Security numbers, account passwords, full payment card details, or complete financial account numbers through a general contact form or ordinary email or text message. If sensitive information or documents are needed, ask us how to provide them through the appropriate service process.

Information collected when you visit

Our website hosting provider and services used to operate the website may collect technical information, such as your IP address, browser and device type, pages viewed, referring website, and the date and time of your visit. This information helps operate the website, diagnose problems, and protect against misuse.

The website and embedded services may use cookies or similar technologies to support site functions and remember preferences. Your browser lets you manage or delete cookies. Blocking some cookies may affect website features. Embedded videos, scheduling tools, or other external features may collect information under their providers’ privacy policies when you use them.

How we use your information

We use information to respond to your questions; arrange appointments; deliver requested resources, reviews, products, or services; connect you with the appropriate Legacy Specialist; support your service process; maintain business records; improve our website and services; and protect against fraud or misuse. We may also use information to comply with legal obligations or resolve disputes.

When you ask us to contact you, we may respond using the contact information you provide. We send optional marketing communications in accordance with applicable law and obtain consent where required. Providing contact information to request assistance does not, by itself, authorize every type of marketing communication.

Digital connection pages and review forms

When you submit your details through a Claim My Legacy NFC or digital connection page, contact form, or review request, the information may be received by authorized Claim My Legacy team members and the Legacy Specialist responsible for following up with you. If you identify a particular Specialist, we may forward your request to that person. Authorized team members may record your request in our internal tracking records to coordinate follow-up.

You may explore publicly available website content without submitting a contact form. Where a connection page offers a skip or close option, you may use it to continue without sharing your contact details. Certain requested services require enough information for us to respond or assist you.

When we share information

We do not sell or rent your personal information or give your contact details to outside businesses for their own marketing. We do not share mobile contact information or text-message consent with third parties or affiliates for their own marketing purposes.

We may share information needed to fulfill your request with authorized team members and Legacy Specialists, and with providers supporting website hosting, communications, scheduling, recordkeeping, payment processing, or service delivery. We may also share relevant information with Estate Docs Pro in connection with platform services you request, or with an attorney or another professional when you authorize that involvement or it is necessary for a service you have requested.

We may disclose information when required by law or valid legal process, or when reasonably necessary to protect rights, safety, or the security of our services. Information may also be transferred as part of a merger, acquisition, or sale of business assets, subject to applicable law and any required notice. Other sharing will be based on your authorization or as permitted by applicable law.

Estate Docs Pro platform and client accounts

Our public website and the Estate Docs Pro document preparation and client account platform serve different purposes. When you follow a link to ClaimMyLegacy.com or another Estate Docs Pro service, create a client account, purchase a platform product, or enter information for document preparation, review the privacy policy and terms presented by that platform.

The platform’s policy describes its collection and handling of account, document, and payment information. It also describes client choices concerning independent affiliate access and access granted to other registered persons, such as an attorney. Those controls are managed within the platform and do not serve as privacy settings for our public website forms or internal follow-up records.

For platform account permissions or platform-held information, use the platform’s available settings or support process. You may also contact Claim My Legacy for help identifying the appropriate contact.

Payments

Claim My Legacy LLC does not store credit card information. If you purchase a product or service, the applicable checkout or payment provider may collect billing and payment information. The provider’s privacy policy applies to information it collects. We may receive transaction information needed for receipts, service delivery, accounting, and customer support. Do not submit payment card details through our general website contact forms.

Your communication choices

You may ask us to stop sending optional marketing communications at any time. Use an unsubscribe link where provided, contact the sender directly, or contact us through the website contact page. For text messaging services that support STOP replies, reply STOP to unsubscribe. If that option is unavailable, tell the sender directly that you do not wish to receive further marketing texts.

We may still send communications needed to respond to an active request, deliver a service you purchased, address security matters, or provide legally required notices. You can tell us your preferred method of contact.

Access correction and deletion requests

You may contact us to request access to, correction of, or deletion of personal information held by Claim My Legacy, or to update your communication preferences. Depending on your state of residence and applicable law, you may have additional rights, including rights to obtain a copy of your information or appeal a denied request. We will address requests as required by applicable law and may need to verify your identity.

Some information may need to be retained for service delivery, recordkeeping, legal obligations, or dispute resolution. Platform-held information may require a separate request to Estate Docs Pro. Please identify whether your request concerns our website forms, our service records, or your platform account so we can route it appropriately.

Retention and security

We retain personal information for as long as reasonably needed for the purposes described in this policy, including providing requested services, maintaining necessary business records, and meeting legal obligations. Retention depends on the information and the reason it was collected.

We use reasonable safeguards appropriate to the information we handle. No website, electronic transmission, or storage method is completely secure. If you have a client account, keep your login information private and use the platform’s security options. Do not disclose passwords in response to unsolicited messages.

Testimonials and public content

We will ask for your permission before using comments you provide privately as an identifiable testimonial in our marketing. If you post a public review or comment on a third-party service, that service’s privacy practices apply. Information you choose to publish publicly may be visible to others.

Children and external websites

Our services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information directly from children under 13 through our public website. Contact us if you believe a child has provided information through the website. Adults may provide information about family members when requesting estate planning assistance.

Links to other websites are provided for convenience. External websites and services have their own privacy policies. Review those policies before providing personal information.

Changes to this policy

We may update this policy to reflect changes in our services, practices, or legal requirements. We will post the revised policy and update the date above. We will provide additional notice or obtain consent when required by applicable law.

Contact us

For questions about this policy, privacy requests, or communication preferences, contact Claim My Legacy LLC through our Contact page:

https://www.claim-my-legacy-estate-planning.com/contact

Please identify your message as a privacy request and provide a way for us to respond. Do not include account passwords or sensitive financial information.