Effective Date: March 30, 2026
Company: Specialized Trusts & Estate Plans (S.T.E.P.)

1. Information We Collect

We may collect the following information: Name, email, phone number, Date of birth, Financial and asset information (via intake forms), IP address and website usage data.

2. How We Use Your Information

We use your information to: Provide estate planning services, Prepare documents, Schedule meetings, Communicate with you and Improve our services.

3.Data Security

We implement reasonable safeguards to protect your personal information. However, no system is 100% secure.

4. Sharing of Information

We do not sell your personal information. We may share information with: Notary services, Document preparation platforms (e.g., wealth.com), County recording offices, Internal team members as needed.

5. Cookies & Tracking

Our website may use cookies to enhance your experience and analyze traffic.

6. Your Rights

You may request to: Access your data, Correct inaccuracies, Delete your information (subject to legal obligations).

7. Data Retention

We retain your information as long as necessary to provide services and comply with legal requirements.

8.Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

9.Children’s Privacy

Our services are not intended for individuals under 18.

10. Changes to This Policy

We may update this Privacy Policy at any time. Updates will be posted on this page.

11. Contact Information

For questions regarding this policy: S.T.E.P. NV, USA, [email protected], 775-260-3875

S.T.E.P. provides estate planning coordination and document preparation services. We are not a law firm and do not provide legal advice. Clients are encouraged to consult with a licensed estate planning attorney for legal guidance.