Privacy Policy for Klear Estate Advisors

Last Updated: June 15, 2025

 

Klear Estate Advisors ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at [Your Website URL Here, e.g., www.klearestateadvisors.com] (the "Site"), and when you engage with our services.

By using the Site, you agree to the collection and use of information in accordance with this policy.

 

1. Information We Collect

We may collect personal information from you in a variety of ways, including, but not limited to, when you visit our Site, fill out a form, request a consultation, subscribe to our newsletter, or otherwise interact with our services.

 

a. Personal Information You Provide:

• Contact Information: Name, email address, phone number, mailing address.

• Demographic Information: Age, gender, professional status (if relevant to service inquiry).

• Service-Related Information: Details about your estate planning needs, financial situation, family details, and other sensitive information relevant to the services you seek. This information is collected only when you choose to provide it, typically during a consultation request or direct communication.

• Communication Content: Any messages, emails, or other communications you send to us.

 

b. Automatically Collected Information:

When you visit our Site, we may automatically collect certain information about your device and browsing activity, including:

• Usage Data: Information on how the Site is accessed and used, such as your IP address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers, and other diagnostic data.

• Cookies and Tracking Technologies: We use cookies and similar tracking technologies to track the activity on our Site and hold certain information. Cookies are files with a small amount of data that may include an anonymous unique identifier. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

 

2. How We Use Your Information

We use the information we collect for various purposes, including:

• To Provide and Maintain Our Services: To offer, operate, and maintain our website and estate advisory services.

• To Respond to Inquiries: To respond to your requests, questions, and provide customer support.

• To Personalize Your Experience: To understand how our users as a group use the services and resources provided on our Site, and to tailor our services to your specific needs.

• To Send Periodic Emails: If you opt-in to our mailing list, you will receive emails that may include company news, updates, related product or service information, etc. If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.

• For Marketing and Promotional Purposes: To inform you about services, offers, and events that may be of interest to you, with your consent where required by law.

• For Analytics and Improvements: To monitor the usage of our Site, gather analysis or valuable information so that we can improve our services and Site functionality.

• To Comply with Legal Obligations: To detect, prevent, and address technical issues, fraud, or other illegal activities, and to comply with legal requirements.

 

3. How We Share Your Information

We may share your information in the following situations:

• With Your Consent: We may disclose your personal information for any purpose with your explicit consent.

• With Service Providers: We may employ third-party companies and individuals to facilitate our services, provide the service on our behalf, perform Site-related services, or assist us in analyzing how our Site is used. These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

• For Business Transfers: If Klear Estate Advisors is involved in a merger, acquisition, or asset sale, your personal information may be transferred. We will provide notice before your personal information is transferred and becomes subject to a different Privacy Policy.

• For Legal Reasons: We may disclose your personal information in the good faith belief that such action is necessary to:

  • Comply with a legal obligation (e.g., court order, subpoena).

  • Protect and defend the rights or property of Klear Estate Advisors.

  • Prevent or investigate possible wrongdoing in connection with the Service.

  • Protect the personal safety of users of the Service or the public.

  • Protect against legal liability.

 

4. Data Retention

We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your information to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

 

5. Your Data Protection Rights

Depending on your location, you may have the following data protection rights:

• The right to access: You have the right to request copies of your personal information.

• The right to rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.

• The right to erasure: You have the right to request that we erase your personal information, under certain conditions.

• The right to restrict processing: You have the right to request that we restrict the processing of your personal information, under certain conditions.

• The right to object to processing: You have the right to object to our processing of your personal information, under certain conditions.

• The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

To exercise any of these rights, please contact us using the contact details provided below. We may require you to verify your identity before responding to such requests.

 

6. Cookies and Tracking Technologies

As mentioned, our Site uses cookies to enhance user experience. You have control over cookies through your browser settings. For more information about cookies and how to disable them, you can consult your browser's help section.

 

7. Security of Your Information

The security of your personal information is important to us. We implement a variety of security measures to maintain the safety of your personal information when you place an order or enter, submit, or access your personal information. However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

 

8. Children's Privacy

Our services are not intended for individuals under the age of 18 ("Children"). We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Children have provided us with Personal Information, please contact us. If we become aware that we have collected Personal Information from children without verification of parental consent, we take steps to remove that information from our servers.

 

9. Links to Other Websites

Our Site may contain links to other websites that are not operated by us. If you click on a third-party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

 

10. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

 

11. Contact Us

If you have any questions about this Privacy Policy, please contact us:

• By email: [Your Email Address Here, e.g., info@klearestateadvisors.com]

• By visiting this page on our website: [Your Contact Page URL Here, e.g., www.klearestateadvisors.com/contact]