Business to Business
At this time, Trustate offers the Site and its services only to businesses, business owners and their authorized users for business purposes and with written consents required under applicable federal and state laws and regulations and privacy rules and policies. The Site is not intended for consumers.
When you provide information to Trustate, we request that it be business contact information. If you provide personal points of contact and/or other personal (not business) information instead, this does not make this a consumer transaction. While we use reasonable measures to secure any personal information disclosed to us, to the fullest extent allowed by law, privacy rights associated with a consumer transaction, as a general matter, do not apply to the Site.
Changes To This Policy
The Site is based in the United States. Access to the Site may not be legal by certain persons outside of the United States. If you access the Site from outside of the United States, you do so on your own initiative and are responsible for compliance with local laws.
The Site is not intended for persons under the age of 18 (or the age of majority in your state). Trustate does not knowingly receive or solicit data from children under 18 years of age (or the age of majority in your jurisdiction). By using the Site, you represent to Trustate, intending for Trustate to rely thereon, that you are at least 18 (or the age of majority in your jurisdiction). If Trustate learns that information is collected from someone who is less than 18 years, Trustate will take reasonable measures to promptly delete such data from its records. If you become aware of any data Trustate may have collected from children under age 18 (or the age of majority), please contact Trustate at email@example.com.
Types of Information and Data Trustate Collects
This section includes all of the information that we may collect about you, but we will rarely collect all of these types of information about a Site Visitor or Site User.
The Personal Information we collect depends on
For purposes of the Site, we only collect limited information as noted above. We do not, through the Site, collect social security numbers, birthdates and/or other sensitive personal information about a Visitor or user. Should you purchase Trustate services that require the collection and use of sensitive personal information, at that time, you will be advised as to the information we collect, and we will ask you at that time to confirm your consent and agreement therewith.
As stated above, we are a business-to-business service provider. While we use reasonable efforts to protect the information you provide to us, as discussed further below, we cannot guarantee your privacy. Accordingly, we ask that you not share with us Personal Information, and instead limit the information you share with us to your business contact information.
How Trustate Collects Your Information
o email address
o company name and location
o email address
o company name and address
o telephone contact information
o Online Identifiers
§ geo location/tracking details
§ browser fingerprint
§ operating system
§ browser name and version
§ IP addresses for the device from which you access the Site
o Usage Data
§ authentication data
§ security questions
§ click-stream data
o Information Captured via Server Logs
§ how you visited to the Site and how you interact online
§ your device type and unique device identification numbers
§ your device event information (such as crashes, system activity and hardware settings, browser type, browser language, the date and time of your request and referral URL)
§ how your device interacts with the Site, including pages accessed and links clicked
§ geographic location
§ other technical data collected through cookies, pixel tags and other similar technologies that uniquely identify your browser
o Information Captured via External Links
o Information Captured via Log Files
§ IP addresses
§ browser type
§ Internet service provider (ISP)
§ referring/exit pages
§ platform type
§ date/time stamp
§ number of clicks
o See section Cookies and Similar Technologies
How Trustate Uses Your Information
We gather Personal Information about you in order to respond to your requests and provide you with appropriate information about our services and resources. However, in some instances, we may combine information that we have collected from multiple sources in order to fulfill these purposes. Trustate potentially uses each category of information that we collect for each of these purposes.
(1) Providing Services. Trustate uses information for the purpose of providing services. We may also use information to respond to inquiries from potential customers who are interested in learning more about our services. Examples of the types of uses of your information for these purposes include is not limited to the following:
o producing and delivering documents purchased by you
o administering the Site
o displaying content based on your preferences
(2) Communicating with You. Trustate uses information for the purpose of sending information to you to keep you updated about our services, informing you of relevant updates, addressing any questions or to troubleshoot problems. Based on your communication preferences, we may also send you marketing communications (e.g., emails or mobile notifications) to inform you of new services. You can always opt out of receiving these materials by clicking on the opt out link in each such marketing communication you may receive.
(3) Security. We may collect information for the purposes of detecting fraud or other suspicious activities.
(4) Meeting Legal Requirements. Trustate collects information in order to meet our legal obligations. These obligations may include satisfying screening requirements prior to assisting with estate administration related service work and information requests. We also may use your contact information to notify you of incidents relating to our processing of your Personal Information.
(5) Marketing. Trustate collects information for use in marketing to current and prospective customers according to your indicated preferences. You can opt-out of receiving marketing materials and/or change your preferences at any time by emailing firstname.lastname@example.org.
(6) Development. Trustate collects information for researching and improving our existing services and developing new services.
(7) Analytics. Trustate collects information for use in performing various types of analytics. For example, Trustate uses information to analyze how you interact with the Site, where you arrive from and exit to, and gaining insights into the types of Visitors that may be interested in our services. We may also use information to develop inferences from the information we collect regarding your preferences, characteristics, predispositions, behaviors, and attitudes.
(8) Operational Purposes. Trustate collects information for use for our operational purposes, and the operational purposes of our service/data providers and business partners. For instance, Trustate may use information for maintaining the Site and other infrastructure, training and quality assurance, for conducting surveys or sweepstakes, to promote our brand, and to use in connection with our relationships with service/data providers and business partners.
(9) Financial Reporting. Trustate collects information for use in various types of financial reporting and other similar internal uses. Examples of the types of financial reporting that Trustate may use your information in connection with our internal budgets and projections, calculation of compensation, and reporting to investors. This information is on an aggregated basis and will never mention any one individual from a corporate entity customer of Trustate.
(10) De-Identified or Aggregate Data. In addition to the purposes listed above, Trustate may also use de-identifiedor aggregate data that is not capable of being linked to any Visitor or user for additional purposes not listedabove.
Cookies and Similar Technologies
This section expands on how Trustate uses Internet technologies, such as cookies, to collect information about you.
· Web Beacons. “Web beacons” (also known as “clear gifs” and “pixel tags”) are small transparent graphic images that are often used in conjunction with cookies in order to further personalize the Site and to collect a limited set of information about you.
If you would like to learn more or opt out of receiving online display advertising tailored to your interests, please visit the Networking Advertising Initiative at www.networkadvertising.org/managing/opt_out.asp or the Digital Advertising Alliance at http://aboutads.info/choices.
Third Party Sites, Resources and Services
Disclosure of Your Information to Third Parties
· Service/Data Providers. Trustate contracts with its service providers which help it to maintain and operate the Site, requiring those service providers to only use your information in connection with the services they perform for Trustate, and contractually proscribe them from selling your information to anyone for any purpose. Examples of the types of service providers Trustate may share personal information with (other than those mentioned above) include but are not limited to the following:
· Our Business Partners. Trustate collects information in order to provide business partners information inconnection with Visitors or users who have either expressed interest in hearing from the business partner or who have purchased a bundled service through Trustate. Trustate may share information with business partners in limited circumstances, including but not limited to the following:
· Public Postings. Trustate may publicly share information about Visitors, such as by displaying the information on the Site or having the information published in publicly available media, in a limited number of circumstances. For example, at some point in the future, the Site may include areas where Visitors may voluntarily interact with each other, including a question and answer section. Any information that is provided in this area of the Site may be publicly available. You should use caution when deciding whether to disclose your Personal Information in these areas of the site. To request removal of your information from our community forums, contact us at email@example.com. In some cases, we may not be able to remove your Personal Information, in which case we will let you know if we are unable to do so and why.
· Required by Law. Trustate may disclose your information as required by law
· De-Identified or Aggregate Data. In addition to the circumstances listed above, Trustate may also share de-identified or aggregate data that is not capable of being linked to any Visitor with additional entities not listed above.
Privacy Rights and Requests
This Site is only for business purposes, and Trustate offers business-to-business services only. Therefore, the collection of your Personal Information is in the context of, and in support of, a business transaction, not a consumer transaction. As such, this transaction, and your rights are not governed by consumer privacy laws to the fullest extent allowed in your jurisdiction.
Nevertheless, where doing so does not interfere with, or impede Trustate’s administration of the Site, or compliance with applicable laws, we will endeavor to comply with your requests.
Further, your rights to Personal Information are not absolute. Depending upon the applicable law, access may be denied as follows:
· when denial of access is required or authorized by law
· you are a resident of a state that does not provide for this right
· when granting access would have a negative impact on another’s privacy
· to protect our rights and properties
· where the request is frivolous or vexatious, or for other reasons
Nevertheless, Trustate will accommodate reasonable requests where possible and not excessive.
· Submitting a Request. You can make privacy rights requests relating to your Personal information by contacting Trustate at email us at firstname.lastname@example.org or call 618-437-8283 (618-4-ESTATE). When we receive an individual rights request via other intake methods, we may, or where required by law, will take steps to verify your identity before complying with the request to protect your privacy and security. You may also designate an authorized agent to make a request on your behalf. In order to designate an authorized agent to make a request on your behalf, you must provide Trustate with written permission for the agent to make the request on your behalf or provide us with an executed power of attorney.
· Verification of a Request. After you submit the request, you will be asked to verify your email address and may also be asked to provide additional information to verify your identity, including potentially providing a declaration under penalty of perjury. Trustate will attempt to verify your identity by asking for information that correlates with the information that we have previously collected about you. Where this is not possible, Trustate may request you submit additional information for verification, such as proof of residency or redacted government-issued identification. Please note that we will be unable to satisfy your request until we have verified your identity.
· Trustate’s Response to a Request. Upon a verified request, and subject to the privacy interests of others and technical limitations, Trustate will provide you with information about whether we hold any information related to you, information about your orders and similar information. This may include information about the nature and status of your order, information you provided to process your order, payment information, and contact information. If you want someone to have access to your order, you must list him or her as an authorized contact or they may not obtain information. You can confirm who is listed as an authorized contact for your account, add new authorized contacts, or remove authorized contacts by clicking first on "My Account," and then on "Account Information". We may send a confirmation email to your authorizedcontact(s), alerting them that they have been added as an authorized contact. For some services, we may provide information about your order to other individuals named in the order, such as executors named in a last will. For service-specific information about who may request information about your order, please contact us at email@example.com.
If you believe that Trustate has infringed your rights, please contact Trustate at firstname.lastname@example.org.
Accessing, Updating, and Storing Your Information; Account Termination
· Access and Update to Account. You may access your account profile at any time by logging into the portal and clicking on the "My Account" link. Through My Account, you may review and update basic information about you. You may also update your information at any time by contacting Trustate’s support team email@example.com or call 618-437-8283 (618-4-ESTATE).
· Deletion. You may request deletion of your information. We may, however, be required to maintain certain information by law. Certain federal and state regulations require that we maintain a record of your information for certain periods of time. Due to these regulations, we may be unable to completely delete your information from its database until the time requirements of these regulations have expired. In these cases, your information will not be used for any purpose (other than compliance with regulatory or legal obligations) and will be deleted in accordance with applicable data destruction laws or Trustate’s data destruction policies.
· Retention. At minimum, we will retain your information for as long as needed to provide services to you, and as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. Trustate may maintain some or all of this data in its archives even after it has been removed from the Site. While retention requirements vary by jurisdiction, information about Trustate’s typical retention periods for different aspects of your personal information are described as follows:
We have implemented reasonable technological, administrative and operational controls intended to protect information collected through the Site from loss, misuse, unauthorized access, exfiltration and/or alteration. Credit card and Personal Information are transmitted by secure servers (TLS). Documents are delivered to you via UPS or similar delivery services, the United States Postal Service, or electronically, including through online storage platforms oremail. In all cases, we will exercise reasonable care to endeavor to provide secure transmission of information between your computer and our servers but given that no information transmitted over the Internet can be guaranteed 100% secure, we cannot guaranty or warrant the security of any information transmitted to Trustate over the Internet.
YOU MUST CAREFULLY CONSIDER WHAT INFORMATION YOU SHARE WITH US, AS WE CANNOT GUARANTEE THAT WE WILL BE ABLE TO BLOCK ALL ATTEMPTED ATTACKS TO THE SECURITY OF THE SITE. HENCE, YOU PROVIDE THIS INFORMATION AT YOUR OWN RISK. ALTHOUGH WE USE REASONABLE SECURITY PRECAUTIONS WITH RESPECT TO THE LIMITED PERSONAL INFORMATION WE MAY COLLECT THROUGH THIS SITE, WE CANNOT GUARANTEE THAT ANY OF YOUR PERSONAL INFORMATION STORED ON OUR SERVERS WILL BE FREE FROM UNAUTHORIZED ACCESS. TO THE FULLEST EXTENT NOT PROHIBITED BY LAW, WE DISCLAIM AND SHALL HAVE NO LIABILITY FOR ANY LOSS OF, UNAUTHORIZED ACCESS OR DAMAGE TO, OR INTERCEPTION OF ANY OF YOUR PERSONAL INFORMATION STORED ON OUR SERVERS WHEN YOU ACCESS THE SITE.
IF YOU BELIEVE YOUR PRIVACY HAS BEEN BREACHED, PLEASE CONTACT US IMMEDIATELY BY EMAILING PRIVACY@TRUSTATE.COM.
We send promotional emails and newsletters from time to time to Visitors who have provided us with their email address or whose email addresses we have obtained through other sources. You can opt-out of promotional communications by using the “Unsubscribe” link and following the unsubscribe instructions in an email you receivefrom us or by emailing us at firstname.lastname@example.org. We may also send service-related or transactional communications, which are not promotional. Generally, you may not opt-out of these communications. If you do not wish to receive service-related communications, you may terminate your account by contacting us at email@example.com.
Attn: Trustate Privacy Team
802 E. Whiting Street
Tampa, FL 33602