Privacy Policy
Last updated October 4, 2026
This policy describes how TrustWillAdvisors (“we,” “us,” or “our”) handles information when you visit our website, complete our questionnaire, or ask to be contacted.
Information we collect
We may collect contact details you provide, including your name, email address, and telephone number. We may also collect your answers to questionnaire questions, such as homeownership, marital status, children, age range, state, existing estate planning documents, estimated estate size, and planning concerns.
Our systems may automatically receive limited technical information, including browser type, device information, referring page, IP address, and interaction data. Cookies and similar technologies may be used for site operation, analytics, and advertising measurement.
How we use information
- To provide the educational result or information you request.
- To facilitate a requested consultation with a licensed estate planning attorney or law firm.
- To operate, secure, measure, and improve our websites.
- To send communications where permitted by law and consistent with your choices.
- To comply with legal obligations and prevent misuse.
How information may be shared
We may share information with service providers that support website hosting, analytics, communications, scheduling, and data processing. If you request a consultation, information may be shared with an appropriately licensed attorney or law firm in your state so they can respond. Sharing information with an attorney through this site does not by itself create an attorney-client relationship. We may also disclose information when required by law or in connection with a business transaction.
Advertising and analytics
We may use analytics and advertising tools to understand visits and measure campaigns. These providers may receive identifiers and interaction data through cookies or similar technologies. Browser settings and provider opt-out tools may allow you to limit this activity.
Your choices
You may request access, correction, or deletion of personal information, subject to applicable law. You can unsubscribe from email through the link provided in a message and opt out of text messages by replying STOP. Your browser can also block or remove cookies.
Data security and retention
We use reasonable safeguards intended to protect information. No internet transmission or storage system can be guaranteed completely secure. We retain information only as long as reasonably necessary for the purposes described above, legal compliance, and dispute resolution.
Children
Our services are intended for adults and are not directed to children under 18. We do not knowingly collect personal information from children.
Changes to this policy
We may revise this policy as our practices or legal obligations change. The date above indicates the most recent update.
Contact
Questions or privacy requests may be sent to privacy@trustwilladvisors.com.