Privacy Policy

Last updated: January 31, 2025

Introduction

Settled ("we," "us," or "Company") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at letsgetsettled.co or use our affidavit of heirship preparation services (collectively, the "Services").

Please read this Privacy Policy carefully. By accessing or using our Services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you do not agree, please do not access or use our Services.

1. Information We Collect

1.1 Information You Provide Directly

We collect information you voluntarily provide to us, including:

  • Contact Information: Name, email address, phone number, mailing address
  • Case Information: Details about the decedent, property, heirs, family relationships, dates of birth and death, marriage records, and other information necessary to prepare your affidavit of heirship
  • Payment Information: Credit card numbers, billing address (processed by our third-party payment processor)
  • Communications: Messages, emails, and other communications you send to us
  • Consent Records: Records of your consent to receive communications and accept our terms

1.2 Information Collected Automatically

When you visit our website, we may automatically collect certain information, including:

  • Device Information: IP address, browser type, operating system, device identifiers
  • Usage Information: Pages viewed, links clicked, time spent on pages, referring URL
  • Location Information: General geographic location based on IP address

1.3 Information from Third Parties

We may receive information about you from third parties, including:

  • Public records and databases used for genealogical research
  • Government agencies (e.g., vital records offices)
  • Our attorney partners

2. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and improve our Services
  • Process your orders and payments
  • Conduct genealogical research and prepare documents
  • Communicate with you about your order, including via phone, text, and email
  • Send marketing communications (with your consent)
  • Respond to your inquiries and provide customer support
  • Comply with legal obligations
  • Protect against fraud and unauthorized activity
  • Analyze usage patterns to improve our website and Services

3. How We Share Your Information

We may share your information with:

3.1 Attorney Partners

We share case information with the independent licensed attorney who will review and finalize your affidavit of heirship. This attorney maintains a direct attorney-client relationship with you and is subject to professional confidentiality obligations.

3.2 Service Providers

We share information with third-party service providers who perform services on our behalf, including:

  • Payment processors
  • Document retrieval services
  • Email and communication platforms
  • Website hosting and analytics providers

3.3 Government Agencies

We may submit information to government agencies as part of the affidavit preparation and recording process (e.g., county clerk offices).

3.4 Legal Requirements

We may disclose information if required by law, subpoena, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

3.5 Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect information about your browsing activity. Cookies are small data files stored on your device.

We use the following types of cookies:

  • Essential Cookies: Required for the website to function properly
  • Analytics Cookies: Help us understand how visitors use our website
  • Advertising Cookies: Used to deliver relevant advertisements and track ad campaign performance

You can control cookies through your browser settings. However, disabling cookies may affect website functionality.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. For completed cases, we retain records for at least seven (7) years to comply with legal requirements and to address any future questions about the work performed.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Your Rights and Choices

7.1 Marketing Communications

You may opt out of marketing communications at any time by:

  • Clicking the "unsubscribe" link in any marketing email
  • Replying STOP to any marketing text message
  • Contacting us at hello@letsgetsettled.co

Please note that even if you opt out of marketing communications, we may still send you transactional messages related to your order.

7.2 Access and Correction

You may request access to or correction of your personal information by contacting us at hello@letsgetsettled.co.

7.3 Deletion

You may request deletion of your personal information, subject to certain exceptions (e.g., we may need to retain information for legal compliance or to complete an ongoing transaction).

8. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to:

  • Know what personal information we collect, use, disclose, and sell
  • Request deletion of your personal information
  • Opt out of the sale or sharing of your personal information
  • Not be discriminated against for exercising your rights
  • Correct inaccurate personal information
  • Limit the use of sensitive personal information

We do not sell personal information. To exercise your California privacy rights, please contact us at hello@letsgetsettled.co.

9. Children's Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately at hello@letsgetsettled.co.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites. We encourage you to review the privacy policies of any third-party sites you visit.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by posting the updated policy on our website with a new "Last updated" date. Your continued use of our Services after such changes constitutes your acceptance of the updated Privacy Policy.

12. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Settled
Email: hello@letsgetsettled.co
Website: letsgetsettled.co