Privacy Policy

AethosTrusts LLC ("AethosTrust," "we," "us," or "our") operates the AethosTrust platform, including our website, intake tools, and educational resources. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services.

By accessing or using AethosTrust, you agree to this Privacy Policy. If you do not agree, please discontinue use of our services.

1. Information We Collect

Information You Provide

When you use our intake form, create an account, or contact us, we may collect:

• Full name, email address, and phone number
• Responses to intake questionnaire questions (e.g., family situation, asset types, estate planning goals)
• Payment information (processed securely by our third-party payment processor — we do not store credit card numbers)
• Any additional information you choose to share through our platform

Information Collected Automatically

When you visit our website, we may automatically collect:

• Device information (browser type, operating system, device type)
• IP address and approximate location (city/state level)
• Pages visited, time spent, and navigation patterns
• Referring URLs and search terms

Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to improve your experience, analyze site usage, and support our marketing efforts. You can control cookie preferences through your browser settings. Disabling cookies may limit certain features of our platform.

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and improve our estate planning education and intake services
• Match you with a licensed estate planning attorney in your state
• Process payments and manage your membership
• Send service-related communications (intake confirmations, status updates, appointment reminders)
• Respond to your inquiries and provide customer support
• Analyze usage patterns to improve our platform and user experience
• Comply with legal obligations and enforce our Terms of Service

3. How We Share Your Information

We do not sell your personal information. We may share your information with:

• Licensed Attorneys: When you complete the intake process, we share your intake responses with a licensed estate planning attorney in your state so they can draft and execute your estate plan. Once referred, the attorney-client relationship is between you and the attorney directly.
• Service Providers: Third-party vendors who assist us with payment processing, hosting, email delivery, and analytics — bound by confidentiality agreements.
• Legal Requirements: When required by law, subpoena, court order, or to protect the rights, safety, or property of AethosTrust, our users, or the public.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Data Retention

We retain your personal information for as long as your account is active or as needed to provide services, comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion of your data by contacting us at the address below.

5. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete information.
• Deletion: Request deletion of your personal information, subject to certain legal exceptions.
• Opt-Out: Unsubscribe from marketing communications at any time using the link in any email we send.
• Data Portability: Request your data in a structured, commonly used format.

To exercise these rights, email us at privacy@aethostrust.com. We will respond within 30 days.

7. Third-Party Links

Our platform may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.

8. Children's Privacy

AethosTrust is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete it promptly.

9. State-Specific Disclosures

California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information we collect, the right to delete, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your rights, contact us at privacy@aethostrust.com.

Virginia, Maryland, and DC Residents

Residents of Virginia, Maryland, and the District of Columbia may have additional rights under applicable state privacy laws. Contact us to learn more about exercising your rights.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last Updated" date at the top of this page. Continued use of our services after changes are posted constitutes acceptance of the revised policy.

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