Effective Date: September 1, 2026
Last Updated: September 1, 2026

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Legacy Explained (“Legacy Explained,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and otherwise process information when you visit www.legacyexplainedco.com (the “Website”), purchase our products, subscribe to our communications, or otherwise interact with us. 

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By using the Website, you acknowledge the practices described in this Privacy Policy.

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1. Information We Collect

Depending upon how you interact with Legacy Explained, we may collect the following categories of information.

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Information You Provide

You may provide information directly to us, including:

• name;

• email address;

• billing information;

• mailing address, if applicable;

• account or login information, if accounts are offered;

• purchase and transaction information;

• communications you send to us;

• newsletter or marketing preferences;

• survey, questionnaire, or feedback responses; and

• other information you voluntarily provide.

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Please do not submit confidential attorney-client information, sensitive estate-planning information, Social Security numbers, financial account credentials, or other unnecessary sensitive personal information through the Website.

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Payment Information

When you purchase a product, payment information may be collected and processed by our third-party payment processor.

Legacy Explained may receive transaction information, such as your name, email address, billing address, products purchased, payment status, and limited payment-related information. We generally do not directly receive or store complete payment-card numbers when payments are processed by a third-party payment provider.

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Information Collected Automatically

When you visit or interact with the Website, we and our service providers may automatically collect certain information, including:

• Internet Protocol (IP) address;

• browser type;

• device type;

• operating system;

• referring website or source;

• pages viewed;

• links clicked;

• dates and times of visits;

• approximate geographic location derived from an IP address;

• device or advertising identifiers; and

• information regarding interactions with the Website or our communications.

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We may collect this information through cookies, pixels, tags, analytics technologies, and similar tools.

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2. Cookies and Similar Technologies

We may use cookies and similar technologies to operate the Website, remember preferences, understand how visitors use the Website, measure performance, improve our Content and products, prevent fraud, and, where applicable, measure or deliver advertising.

Certain cookies may be necessary for the Website to function. Others may relate to analytics, functionality, or advertising.

Where required by applicable law, we will provide appropriate choices regarding non-essential cookies and similar technologies.

Your browser may allow you to block or delete cookies. Doing so may affect the functionality of certain portions of the Website.

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3. Analytics and Advertising

We may use third-party analytics or advertising services, such as Google Analytics, Meta Pixel, or similar technologies.

These providers may collect information about your device and your interactions with the Website and, depending upon the provider and configuration, may combine information collected through our Website with information obtained through other websites or services.

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We use these services to understand Website usage, evaluate marketing efforts, improve our products and Content, and, where applicable, provide or measure advertising.

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4. How We Use Information

We may use information we collect to:

• operate, maintain, and improve the Website;

• process purchases and provide digital products;

• communicate regarding purchases or customer-service requests;

• provide requested newsletters, updates, or educational communications;

• administer accounts, if applicable;

• personalize or improve Website experiences;

• understand how users interact with our Website and Content;

• analyze business and marketing performance;

• advertise or promote Legacy Explained, where permitted;

• detect, prevent, and address fraud, security incidents, or misuse;

• protect our rights and intellectual property;

• comply with applicable laws and legal obligations; and

• establish, exercise, or defend legal claims.

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5. Email Communications

If you subscribe to marketing or educational emails, we may use your email address to send newsletters, product announcements, educational Content, promotions, and other communications.

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You may unsubscribe from marketing emails at any time by using the unsubscribe link contained in the email.

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We may continue to send non-promotional communications relating to purchases, transactions, security, or other necessary administrative matters.

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6. How We Disclose Information

We may disclose personal information to third parties as reasonably necessary to operate Legacy Explained, including:

• website hosting and e-commerce providers;

• payment processors;

• email and newsletter providers;

• cloud-storage and technology providers;

• analytics providers;

• advertising and marketing providers;

• customer-support providers;

• accountants, attorneys, consultants, and other professional advisors;

• fraud-prevention and security providers; and

• government authorities or other parties when required or permitted by law.

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We may also disclose information in connection with a merger, acquisition, financing, reorganization, sale of assets, or other business transaction involving Legacy Explained.

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We do not disclose personal information to third parties for their own purposes except as described in this Privacy Policy or otherwise disclosed at the time information is collected.

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7. Sale and Sharing of Personal Information

Legacy Explained does not sell personal information for money.

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Certain advertising or analytics activities involving cookies, pixels, or similar technologies may constitute a “sale,” “sharing,” or targeted advertising under certain privacy laws even when no money is exchanged.

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If applicable law provides you with a right to opt out of such processing, Legacy Explained will provide an appropriate method for exercising that right.

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8. Do Not Track and Global Privacy Signals

Some browsers provide a “Do Not Track” (“DNT”) setting.

Because there is not a universally accepted standard governing DNT signals, the Website may not respond to traditional DNT signals.

We will process legally recognized browser-based opt-out preference signals, such as Global Privacy Control, where required by applicable law.

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Third-party analytics, advertising, or other service providers may collect information regarding users’ online activities over time and across different websites or online services, as described in this Privacy Policy.

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9. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, including providing products and services, maintaining transaction and business records, complying with legal, tax, and accounting obligations, resolving disputes, enforcing agreements, and protecting our legitimate business interests.

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Retention periods vary depending upon the nature of the information and the purpose for which it is processed.

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10. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.

However, no Internet transmission, electronic storage system, or security measure is completely secure. We cannot guarantee the absolute security of information transmitted to or maintained by us.

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11. Your Privacy Choices and Rights

Depending upon where you reside and applicable law, you may have rights regarding your personal information, which may include rights to:

• request information regarding personal information we maintain about you;

• request access to certain personal information;

• request correction of inaccurate information;

• request deletion of certain information;

• opt out of certain sales, sharing, targeted advertising, or profiling;

• withdraw consent where processing is based upon consent; and

• receive equal service and pricing without unlawful discrimination for exercising applicable privacy rights.

To submit a privacy request, contact us at:

privacy@legacyexplainedco.com

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We may take reasonable steps to verify your identity before processing a request.

Certain information may be exempt from a request or retained as permitted or required by applicable law.

Nothing in this section is intended to provide rights beyond those required by applicable law.

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12. California Privacy Rights

California residents may have additional rights under California privacy laws.

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The California Online Privacy Protection Act requires certain disclosures regarding our online privacy practices, which are contained in this Privacy Policy.

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If Legacy Explained becomes subject to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA”), California consumers will receive the rights and disclosures required by that law, including applicable rights to know, access, correct, delete, and opt out of the sale or sharing of personal information and to limit certain uses of sensitive personal information.

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Nothing in this Privacy Policy is intended to represent that Legacy Explained is currently subject to the CCPA if applicable statutory thresholds or requirements are not met.

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13. Children’s Privacy

The Website and Legacy Explained products are intended for adults and are not directed to children under 13.

We do not knowingly collect personal information directly from children under 13. If we learn that we have collected personal information from a child under 13 in circumstances prohibited by applicable law, we will take reasonable steps to delete it.

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14. Third-Party Websites

The Website may contain links to third-party websites or services.

Legacy Explained is not responsible for the privacy, security, or data practices of third parties. We encourage users to review the privacy policies of third-party websites before providing personal information.

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15. International Visitors

Legacy Explained is based in the United States.

If you access the Website from outside the United States, your information may be transferred to, processed, and stored in the United States or other jurisdictions in which our service providers operate.

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If Legacy Explained becomes subject to additional international privacy requirements, this Privacy Policy may be supplemented accordingly.

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16. Changes to this Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, technologies, legal requirements, or other circumstances.

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The “Last Updated” date above indicates when this Privacy Policy was most recently revised.

Material changes will be communicated as required by applicable law.

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17. Contact Us

For questions regarding this Privacy Policy or our privacy practices, contact:

Legacy Explained

privacy@legacyexplainedco.com