Privacy Policy

1. Information We Collect

Williams Legacy Group ("WLG," "we," "us," or "our") collects information to provide and improve our trust administration services. We collect information in the following ways:

Information You Provide

• Account Information: Name, email address, phone number, mailing address, and password when you create an account
• Trust Information: Details about grantors, beneficiaries, trustees, and trust assets provided during the intake process
• Financial Information: Asset valuations, income details, and financial statements necessary for trust administration
• Identity Verification: Government-issued ID, Social Security numbers, and other documentation required for compliance
• Communications: Messages, emails, and other communications you send to us

Information Collected Automatically

• Usage Data: Pages visited, features used, time spent on the platform
• Device Information: Browser type, operating system, IP address, device identifiers
• Log Data: Access times, error logs, and system activity

2. How We Use Your Information

We use the information we collect for the following purposes:

• Service Delivery: Creating, managing, and administering trusts and related fiduciary services
• Platform Operation: Maintaining and improving our software platform
• Communication: Sending service updates, alerts, and administrative messages
• Compliance: Meeting legal, regulatory, and fiduciary obligations
• Security: Detecting, preventing, and addressing fraud, unauthorized access, and other security issues
• Analytics: Understanding how our services are used to improve user experience
• Legal Obligations: Complying with court orders, subpoenas, and applicable laws

3. Information Sharing & Disclosure

We do not sell your personal information. We may share information in the following circumstances:

Service Providers

We work with trusted third parties who assist in operating our platform, including:

• Cloud hosting and data storage providers
• Payment processors
• Email and communication services
• Analytics providers

Legal & Fiduciary Requirements

We may disclose information when required to:

• Comply with applicable laws, regulations, or court orders
• Fulfill fiduciary duties to beneficiaries
• Respond to lawful requests from government authorities
• Protect our rights, property, or safety

With Your Consent

We may share information with third parties when you have provided explicit consent, such as when working with your attorneys, accountants, or financial advisors.

4. Data Security

We implement comprehensive security measures to protect your information:

• Encryption: AES-256 encryption for data at rest; TLS 1.3 for data in transit
• Access Controls: Role-based access control (RBAC) and multi-factor authentication
• Infrastructure: SOC 2 Type II certified data centers with 24/7 monitoring
• Auditing: Regular security audits, penetration testing, and vulnerability assessments
• Employee Training: Mandatory security and privacy training for all staff
• Incident Response: Documented procedures for detecting and responding to security incidents

5. Your Rights & Choices

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements)
• Portability: Receive your data in a structured, commonly used format
• Restriction: Request limitation of processing in certain circumstances
• Objection: Object to processing based on legitimate interests
• Withdraw Consent: Withdraw consent where processing is based on consent

To exercise these rights, please contact us at privacy@williamslegacygroup.org.

California Residents (CCPA)

California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information is collected, the right to delete, and the right to opt-out of the sale of personal information. We do not sell personal information.

6. Data Retention

We retain your information for as long as necessary to:

• Provide our services and fulfill fiduciary obligations
• Comply with legal, accounting, and regulatory requirements
• Resolve disputes and enforce agreements

Trust-related documents and records are typically retained for a minimum of seven (7) years after the termination of the trust relationship, or longer if required by applicable law or fiduciary duty.

7. Cookies & Tracking Technologies

We use cookies and similar technologies to:

• Maintain your session and authentication status
• Remember your preferences and settings
• Analyze usage patterns to improve our services
• Ensure platform security

You can manage cookie preferences through your browser settings. Note that disabling certain cookies may affect platform functionality.

Types of Cookies We Use

• Essential Cookies: Required for platform operation
• Functional Cookies: Remember preferences and settings
• Analytics Cookies: Help us understand usage patterns

8. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to delete that information.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

• Posting the updated policy on our website
• Updating the "Last Updated" date at the top of this page
• Sending you an email notification for significant changes

We encourage you to review this policy periodically to stay informed about our privacy practices.

10. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us: