Privacy Policy
How mylegacymanagement.com collects, uses, and protects your information.
We respect your privacy and handle your information with care.
Information collection. We collect only the information you voluntarily provide — such as your name, phone number, email, and the details you share when requesting a consultation. We do not sell your personal information to third parties.
How we use it. Your information is used solely to respond to your inquiry, prepare insurance recommendations, and stay in touch about your coverage. It is never shared or sold for marketing purposes.
Marketing communications & consent. Where our pages or landing forms offer marketing updates, you are added only if you affirmatively check a consent box that is unchecked by default. That required checkbox is the only way to complete a marketing opt-in. Consent is separate from any request for a quote or consultation, and you can withdraw it at any time via the unsubscribe link in any message or by contacting us.
Automated & AI-assisted services. We may use automated systems and AI-assisted services (for example chat assistants, scheduling, and document preparation tools) to respond to inquiries and deliver services. These tools process only the information needed for your request, and significant decisions about your coverage are always reviewed by a licensed professional.
Cookies. Essential cookies keep the site working. Non-essential cookies (such as analytics or marketing) are used only with your consent where required, and you can adjust or withdraw that choice through your browser settings or our cookie notice.
California privacy rights (CCPA/CPRA). If you are a California resident, you have the right to know what personal information we collect and how it is used; to access it; to request deletion or correction; to opt out of any sale or sharing of personal information (we do not sell or share personal information as those terms are defined by the CPRA); to limit use of sensitive personal information; and to be free from discrimination for exercising these rights. To exercise any of these rights, email info@
Contact. For any questions about your data, email info@