← Back to Home

Privacy Policy

Last Updated: January 8, 2026

1. Information We Collect

When you submit a valuation request through our website, we collect:

• Contact Information: Full name, email address, and phone number
• Property Information: Property address, estimated market value, and mortgage status
• Demographic Information: Age of the life estate holder
• Technical Data: IP address, browser type, and referring URLs for analytics purposes

2. How We Use Your Information

We use the information you provide to:

• Evaluate your life estate and prepare a valuation offer
• Contact you regarding your inquiry and potential transaction
• Coordinate with legal counsel and title companies as needed
• Comply with applicable legal and regulatory obligations
• Improve our services and website functionality

3. Information Sharing

We do not sell, rent, or trade your personal information to third parties for marketing purposes. We may share your information with:

• Service Providers: Title companies, attorneys, and escrow agents necessary to complete a transaction
• Legal Requirements: When required by law, court order, or governmental authority
• Business Transfers: In connection with a merger, acquisition, or sale of assets

4. Data Security

We implement industry-standard security measures to protect your personal information, including encryption during transmission (SSL/TLS) and secure data storage. However, no method of transmission over the Internet is 100% secure.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, plus an additional period as required by applicable statutes of limitations (typically 3-7 years after the conclusion of any transaction or inquiry).

6. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of certain data processing activities

California residents have additional rights under the California Consumer Privacy Act (CCPA). To exercise any of these rights, contact us at the email address below.

7. Cookies and Tracking

We use cookies and similar tracking technologies to analyze website traffic and improve user experience. You may disable cookies in your browser settings, though this may affect website functionality.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites. We encourage you to review their privacy policies.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last Updated" date at the top of this page indicates when the policy was last revised. Continued use of our services after changes constitutes acceptance of the updated policy.

10. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, contact us at:

The Life Estate Company
Email: privacy@lifeestateco.com