Privacy Policy

Your Privacy Matters to Us

At ultrawealthtrust Trust, we are committed to protecting your personal information and being transparent about how we collect, use, and safeguard your data.

Information We Collect

We collect information you provide directly to us when you create an account, request a consultation, or communicate with our team. This may include:

Full name, email address, and phone number
Mailing address and identification documents
Financial information relevant to trust planning
Family and beneficiary details you share with us
Communications and correspondence records

How We Use Your Information

The information we collect is used exclusively to deliver and improve our services:

Providing trust and estate planning services
Processing and managing your account
Communicating important service updates
Complying with legal and regulatory obligations
Improving our platform and client experience

Our Privacy Commitments

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Data Security

We use industry-standard encryption and security protocols to protect your sensitive financial and personal information at all times.

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No Data Selling

We never sell, rent, or trade your personal information to third parties for marketing or any other commercial purposes.

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Transparency

We clearly disclose what data we collect, why we collect it, and how long we retain it. No hidden practices, ever.

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Your Control

You have the right to access, correct, or request deletion of your personal data at any time by contacting our team.

Information Sharing & Disclosure

We do not share your personal information with third parties except in the following limited circumstances:

With licensed attorneys and advisors working on your case (under confidentiality agreements)
With your explicit written consent
When required by law, court order, or government authority
To protect the rights, property, or safety of our clients or the public
With trusted service providers who assist in operating our platform (under strict data agreements)

Cookies & Tracking

Our website uses cookies and similar technologies to enhance your browsing experience and analyze site usage. Specifically:

Essential cookies required for the site to function properly
Analytics cookies to understand how visitors use our site
Preference cookies to remember your settings and choices
You may disable non-essential cookies through your browser settings
We do not use cookies to serve third-party advertisements

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Client records related to trust and estate matters are typically retained for a minimum of seven (7) years following the conclusion of services, in accordance with professional legal standards. You may request early deletion of non-essential data at any time.

Your Rights

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

Right to access the information we hold about you
Right to correct inaccurate or incomplete data
Right to request deletion of your data
Right to opt out of marketing communications
Right to lodge a complaint with a supervisory authority