Privacy Policy
Effective Date
December 21, 2025
The Digital Estate Planning Institute (“the Institute,” “we,” “us,” or “our”) is committed to respecting the privacy of visitors to our website and maintaining appropriate safeguards for personal information. This Privacy Policy describes how information is collected, used, and protected in connection with the operation of this website.
Scope
This policy applies solely to information collected through this website and does not govern offline interactions or third-party websites linked from our site.
Information We Collect
We collect limited personal and technical information, including:
- Information voluntarily provided by you, such as name, email address, professional affiliation, or inquiry details
- Technical and usage information, such as IP address, browser type, device information, referring pages, and pages viewed
We do not intentionally collect sensitive personal data through this website.
Purpose of Collection and Use
Information is collected and used for legitimate business and educational purposes, including to:
- Respond to inquiries and communications
- Provide access to educational content, publications, programs, or updates
- Improve website functionality, security, and performance
- Maintain administrative and operational records
Personal information is not used for automated decision-making or profiling.
Legal Basis for Processing (GDPR)
Where applicable, personal information is processed based on one or more of the following lawful bases:
- Your consent
- Legitimate interests in operating and improve the Institute’s educational mission and website
- Compliance with legal obligations
Cookies and Tracking Technologies
Cookie Notice: This website uses limited cookies and similar technologies to support core functionality and basic analytics. Cookies may be used to:
- Enable essential site operations
- Understand aggregate website usage
- Improve user experience
We do not use cookies for behavioral advertising or cross-site tracking. You may control or disable cookies through your browser settings. Continued use of the website constitutes consent to the use of cookies as described above.
Information Sharing and Disclosure
We do not sell, rent, or license personal information.
Information may be disclosed only:
- To service providers assisting with website operations under confidentiality obligations
- To comply with legal, regulatory, or lawful governmental requests
- To protect the rights, security, or integrity of the Institute
Data Retention
Personal information is retained only for as long as reasonably necessary to fulfill the purposes for which it was collected, or as required by applicable law or professional obligations.
Data Security
We implement reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, disclosure, alteration, or destruction. No method of electronic transmission or storage is entirely secure.
Individual Rights (GDPR & CCPA)
Depending on jurisdiction, you may have the right to:
- Access personal information we maintain about you
- Request correction or deletion of your information
- Object to or restrict certain processing activities
- Request information regarding data use and disclosures
The Institute does not sell personal information and does not discriminate against individuals for exercising privacy rights.
Requests may be submitted using the contact information below.
Third-Party Links
This website may include links to third-party websites. The Institute is not responsible for the privacy practices or content of those sites.
Children’s Privacy
This website is intended for adults and professionals. We do not knowingly collect personal information from children under 13 years of age.
Policy Updates
This Privacy Policy may be updated periodically. Any material changes will be posted on this page with an updated effective date.
Contact Information
Questions or requests regarding this Privacy Policy may be directed to: privacy@estate.institute