Privacy Policy

Effective Date: July 2025
Website: www.wealthlegacytrust.com
Company: Wealth Legacy Trust ("we," "our," or "us")

1. Introduction

Wealth Legacy Trust is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our Website or use our Services.

2. Information We Collect

We may collect the following types of personal information:

• Identifiers: Name, email address, phone number, and mailing address.
• Financial Information: Payment details are processed securely via third-party providers.
• Internet Activity: IP address, browser type, device information, referring/exit pages, and website interaction data.
• Voluntary Data: Any information you submit through forms, scheduling tools, emails, or surveys.

3. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain our services.
• Process payments and fulfill orders.
• Respond to inquiries and provide customer support.
• Improve our website and service offerings.
• Send updates, newsletters, or marketing materials (with your consent).
• Comply with legal and regulatory requirements.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to:

• Understand how users interact with our website.
• Monitor performance and troubleshoot issues.
• Personalize user experience.
• Provide analytics and advertising services (e.g., Google Analytics, Meta Pixel).

You may control or disable cookies through your browser settings. A cookie banner is available to manage your preferences.

5. Sharing Your Information

We do not sell your personal data.

We may share your information with:

• Trusted service providers who assist in operating our website, payment processing, CRM, or communication tools
• Legal or regulatory authorities, when required to comply with legal obligations
• Partners or affiliates, solely for purposes of providing services you have requested, and under confidentiality agreements

6. Your Rights under GDPR and CCPA

If you are a resident of the European Economic Area (EEA) or California, you have the right to:

• Access the personal data we have about you
• Request correction or deletion of your data
• Request that we stop processing or sharing your data.
• Opt-out of marketing communications.
• Request a copy of your data in a portable format.
• File a complaint with a data protection authority.

To exercise any of these rights, please contact us at:

📧 privacy@wealthlegacytrust.com

We honor all valid requests and will respond within applicable legal timeframes.

7. Data Security

We take reasonable administrative, technical, and physical precautions to protect your data from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure.

8. Data Retention

We retain your information only as long as necessary to provide our services and fulfill legal, tax, or regulatory obligations.

9. Third-Party Links

Our website may contain links to external sites. We are not responsible for the content or privacy practices of those sites. Please review their policies separately.

10. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from children. If we discover that a child has provided us with personal information, we will delete it immediately.

11. International Users

If you access our site from outside the United States, your data may be transferred to and processed in the U.S. By using our services, you consent to this transfer.

12. Changes to This Policy

We reserve the right to update this Privacy Policy periodically. We encourage you to review this page regularly. The "Effective Date" at the top indicates the latest revision.

13. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us at: