Privacy Policy

1. About This Privacy Policy

This Privacy Policy explains how Bonduran Estate Planning Inc. ("Company," "we," "us," or "our"), a corporation incorporated in the State of North Carolina, collects, uses, stores, and protects information when you visit our website, use our platform, or interact with our Services. Your privacy is of paramount importance to us, particularly given the sensitive nature of estate planning information.

By accessing or using our platform, you consent to the data practices described in this Privacy Policy. We encourage you to read this document carefully and contact us with any questions.

2. Personal Data We Collect

In the course of providing our estate planning education and organizational tools, we may collect the following categories of information:

Contact Information

  • Full name, email address, phone number, and mailing address

Estate Planning Preferences

  • Your stated estate planning goals, areas of interest (wills, trusts, power of attorney, wealth transfer), and planning timeline

Family Structure Data

  • Information about family members, beneficiaries, and dependents that you voluntarily provide for estate planning purposes, such as number of children, marital status, and family relationships relevant to your plan

Account Information

  • Username, password (stored in encrypted form), account preferences, and subscription details

Usage Data

  • Browser type, operating system, IP address, pages visited, time spent on pages, referring URLs, device identifiers, and interaction patterns with our platform

3. Purpose of Data Collection

We collect and use your information for the following purposes:

  • Service Delivery: To provide, maintain, and improve our estate planning education platform, document preparation tools, and resource matching services
  • Account Management: To create and manage your account, process subscriptions, and provide customer support
  • Communications: To send you service-related notifications, account updates, and transactional messages
  • Platform Improvement: To analyze usage patterns, diagnose technical issues, and enhance the overall user experience
  • Legal Compliance: To comply with applicable laws, regulations, and legal processes

4. SMS Communications and Data

When you provide your mobile phone number and opt in to receive SMS messages from Bonduran Estate Planning Inc., we collect your phone number and consent status to deliver account notifications and transactional messages.

We do not sell, rent, or share your phone number, SMS consent data, or opt-in information with any third parties for marketing or promotional purposes. Your information is used solely to deliver the account notifications and transactional messages described in our Terms of Service.

You may opt out of SMS communications at any time by replying STOP to any message you receive from us. After opting out, you will receive a single confirmation message and no further texts unless you re-subscribe. Reply HELP to any message for assistance.

5. Use of Cookies

Our platform uses cookies and similar tracking technologies to enhance your experience. Cookies are small text files stored on your device that help us recognize you, remember your preferences, and understand how you interact with our platform.

  • Essential Cookies: Required for core platform functionality, including maintaining your session and security settings
  • Analytical Cookies: Help us understand how visitors use the platform so we can improve performance and content
  • Preference Cookies: Store your settings and preferences, such as language and display options

You can manage cookie preferences through your browser settings. Please note that disabling certain cookies may limit your ability to use some features of our platform.

6. How We Protect Your Data

Given the sensitive and personal nature of estate planning information, we take data security seriously and have implemented robust measures to protect your data:

  • Encryption: All data transmitted between your device and our servers is encrypted using industry-standard TLS/SSL protocols. Sensitive data at rest is encrypted using AES-256 encryption
  • Access Controls: Access to personal data is restricted to authorized personnel on a need-to-know basis. All staff with access to user data are bound by confidentiality obligations
  • Infrastructure Security: Our systems are hosted on secure, SOC 2-compliant infrastructure with firewalls, intrusion detection, and regular security audits
  • Monitoring: We continuously monitor our systems for vulnerabilities and potential security incidents

While we implement commercially reasonable security measures, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security but are committed to promptly addressing any breach in accordance with applicable law.

7. Sharing of Information

We do not sell your personal information. We may share your information only in the following limited circumstances:

  • Service Providers: We may share data with trusted third-party vendors who perform services on our behalf, such as hosting, analytics, and payment processing. These providers are contractually obligated to use your information only for the purposes we specify and to maintain appropriate security measures
  • Legal Requirements: We may disclose your information if required to do so by law, regulation, subpoena, court order, or other governmental request
  • Protection of Rights: We may disclose information where we believe it is necessary to investigate, prevent, or take action regarding potential violations of our policies, suspected fraud, or situations involving potential threats to the safety of any person
  • Business Transfers: In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal data

8. Retention Practices

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including to satisfy any legal, accounting, or reporting requirements. When determining the appropriate retention period, we consider the amount, nature, and sensitivity of the data, the potential risk of harm from unauthorized use or disclosure, and the purposes for which we process the data.

When your data is no longer required, we will securely delete or anonymize it. If you request deletion of your account, we will remove your personal data within a reasonable timeframe, subject to any legal obligations that require us to retain certain records.

9. Your Privacy Rights

Depending on your jurisdiction, you may have certain rights regarding your personal data, including:

  • The right to access the personal data we hold about you
  • The right to request correction of inaccurate or incomplete data
  • The right to request deletion of your personal data
  • The right to object to or restrict certain types of processing
  • The right to data portability where technically feasible
  • The right to withdraw consent at any time where processing is based on consent

To exercise any of these rights, please contact us at info@bonduran.com or call (888) 338-5506. We will respond to your request within the timeframe required by applicable law.

10. Minors

Our platform is not directed to individuals under the age of eighteen (18). We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected data from a person under the age of eighteen, we will take immediate steps to delete that information from our records.

If you are a parent or guardian and believe your child has provided us with personal information, please contact us at info@bonduran.com so that we can take appropriate action.

11. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other operational reasons. When we make material changes, we will post the revised policy on our website and, where appropriate, notify you via email or through the platform.

We encourage you to review this Privacy Policy periodically. Your continued use of the platform after any modifications constitutes your acceptance of the updated policy.

12. Contact Details

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

  • Phone: (888) 338-5506
  • Email: info@bonduran.com
  • Mailing Address: 6135 Park South Dr, Suite 200, Charlotte, NC 28210