Privacy Policy

Heritage Estate LLC, a Florida limited liability company, doing business as Heritage Estate Solutions (“Heritage Estate Solutions,” “we,” “us” or “our”) respects your privacy. This policy explains, in plain English, what information we collect when you visit heritageestatesolutionsfl.com or call, text or email us, how we use it, and the choices you have. It works together with our Terms & Conditions.

Information We Collect

Information you give us. When you fill out a form on our website, you may share:

• Your name
• Your phone number
• Your email address
• The property address
• Your relationship to the owner, such as heir or executor
• Your message and anything else you choose to tell us
• Whether you agree to receive calls and text messages from us

If you call, text or email us, we also receive your phone number or email address and anything you choose to share.

Basic technical data. Like most websites, our hosting provider automatically logs basic technical information when you visit, such as your IP address, browser type, the pages you view, and the date and time of your visit.

Public records. To understand your family’s situation, we may also review public records about the property, such as property, tax and probate records.

We do not sell your personal information.

How We Use Your Information

We use your information to:

• Respond to your inquiry and answer your questions
• Talk with you about the property and your family’s options
• Call, text or email you about your inquiry (we only send texts if you agree to receive them)
• Work with our attorney and title partners on your family’s matter, with your permission
• Keep our website running smoothly and securely
• Meet our legal and record-keeping obligations

Text Messages (SMS)

If you agree to receive text messages from us, for example by checking the consent box on our form, we’ll text you about your inquiry and your family’s property.

• Your consent is optional and is not a condition of any purchase.
• Message frequency varies.
• Message and data rates may apply.
• Reply STOP to any message to opt out. Reply HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

Our full text message terms are in our Terms & Conditions.

Who We Share Information With

We share your information only in these situations:

• Service providers that help us run our business, such as our website hosting and email delivery providers. They may use your information only to provide their services to us.
• Professionals working on your family’s matter, such as attorneys and title companies, with your permission.
• When required by law, for example to respond to a subpoena or court order.

All of the categories above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

Cookies

Cookies are small files a website saves in your browser. Our website does not use advertising cookies. It may use a few basic cookies that the site needs to work properly. You can block or delete cookies in your browser settings, but some parts of the site may not work as expected if you do.

How We Protect and Keep Your Information

We use reasonable safeguards to protect your information, such as a secure, encrypted connection to our website and limiting access to the people on our team who need it. No website or email system can be made completely secure, so please don’t send highly sensitive details, such as Social Security or bank account numbers, through our forms.

Information you send through our forms is delivered to our team by email and kept in our business records. We keep it only as long as we need it to help you, to complete your family’s matter, and to meet legal, tax and record-keeping requirements. After that, we delete it.

Children’s Privacy

Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has shared information with us, please contact us and we will delete it.

Your Choices

• Access, correct or delete your information. Ask us for a copy of the information we have about you, ask us to fix anything that’s wrong, or ask us to delete it. We may need to confirm your identity first, and we may keep information the law requires us to keep.
• Stop text messages. Reply STOP to any text from us.
• Stop calls or emails. Tell us on a call or by email, and we’ll stop contacting you.

To make a request, contact us using the details below.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we’ll post the new version on this page and change the “Last updated” date at the top.

Contact Us

Questions about this Privacy Policy or your information? We’re happy to help.