Privacy Policy
Last Updated: May 1, 2026
At Wealth Made Easy 4 U, operated by Carlos Milsap, we take your privacy extremely seriously. This Privacy Policy explains how we collect, use, store, protect, and disclose your personal information when you use our California Revocable Living Trust preparation service at fastaffordablelivingtrusts.com (the “Service”).
By using our Service, you agree to the collection and use of information as described in this policy. We are committed to safeguarding your personal data with the highest standards of security and confidentiality.
1Information We Collect
To prepare your California Revocable Living Trust and associated estate planning documents, we collect the following types of information:
Personal Identification Information
Full legal names, dates of birth, Social Security numbers (if provided), addresses, phone numbers, email addresses, marital status, and citizenship status for you, your spouse/partner, and any named trustees or beneficiaries.
Family Information
Names, dates of birth, and relationships of children, beneficiaries, successor trustees, guardians, and other individuals named in your trust documents.
Financial and Asset Information
Descriptions and estimated values of real property, bank accounts, investments, retirement accounts, life insurance policies, business interests, and personal property that you wish to include in your trust.
Payment Information
Payment is processed securely through Stripe, a PCI-DSS Level 1 compliant payment processor. We do not store your credit card numbers, bank account details, or other payment card information on our servers. Stripe handles all payment data directly.
Technical Information
Browser type, IP address, device information, and usage data collected automatically when you access our website. This information is used solely for improving website functionality and security.
2How We Use Your Information
Your personal information is used exclusively for the following purposes:
- To prepare your California Revocable Living Trust, Pour-Over Will, Certificate of Trust, Assignment of Personal Property, and Trust Funding Instructions
- To process your payment securely through Stripe
- To communicate with you regarding your trust documents and service
- To send your completed trust package to you via mail in a personalized binder
- To provide customer support and respond to your inquiries
- To comply with applicable laws and legal obligations
- To improve the quality and security of our Service
3How We Protect Your Information
We implement robust security measures to protect your personal information:
Encryption in Transit
All data transmitted between your browser and our servers is encrypted using TLS/SSL (HTTPS) encryption.
Encryption at Rest
Your personal data stored in our databases is encrypted at rest using industry-standard AES-256 encryption.
Secure Payment Processing
Stripe (PCI-DSS Level 1) handles all payment transactions. We never see or store your card details.
Access Controls
Access to your personal information is strictly limited to authorized personnel who need it to provide the Service.
4Information Sharing and Disclosure
We are committed to keeping your information confidential. We do not sell, rent, trade, or otherwise share your personal information with third parties, except in the following limited circumstances:
Payment Processing
We share limited transaction data with Stripe solely to process your payment. Stripe's privacy policy governs their use of this data.
Legal Requirements
We may disclose your information if required by law, court order, subpoena, or other legal process.
Service Delivery
Your name and mailing address are used to ship your completed trust binder to you.
With Your Consent
We may share information with your explicit written consent for purposes you authorize.
5Data Retention
We retain your personal information and trust document data for as long as necessary to provide the Service and fulfill the purposes described in this policy. Your form submission data is securely stored to enable future amendments or updates to your trust if requested. You may request deletion of your data at any time by contacting us (see Section 9 below). Upon a verified deletion request, we will permanently delete your personal data from our systems within 30 business days, except where retention is required by law.
6Your California Privacy Rights (CCPA)
Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), California residents have the following rights:
- Right to Know: You have the right to request that we disclose what personal information we have collected, used, and disclosed about you.
- Right to Delete: You have the right to request deletion of your personal information, subject to certain legal exceptions.
- Right to Correct: You have the right to request correction of inaccurate personal information.
- Right to Opt-Out: We do not sell your personal information. If this ever changes, you will have the right to opt out.
- Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.
To exercise any of these rights, please contact us using the information provided in Section 9.
7Cookies and Tracking Technologies
Our website uses essential cookies that are strictly necessary for the operation of the Service, such as maintaining your session while completing the intake form. We use localStorage to auto-save your form progress so you do not lose your work.
Analytics & Visitor Tracking: We use Google Analytics and our own analytics system to collect anonymous data about how visitors use our website. This includes: pages visited, time spent on the site, device type, browser, operating system, general geographic location (country, city), IP address, and referral source. This data helps us improve our service and understand our audience. We do not use third-party advertising cookies or tracking pixels. We do not track your browsing activity across other websites.
You may decline analytics cookies through the cookie consent banner displayed when you first visit our site. Declining analytics cookies will not affect your ability to use our services.
8Children's Privacy
Our Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. The information we collect about minors (such as children named as beneficiaries) is provided by their parent or legal guardian as part of the estate planning process.
9Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact us:
10Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. Any changes will be posted on this page with an updated “Last Updated” date. We encourage you to review this policy periodically. Your continued use of the Service after any changes constitutes your acceptance of the updated policy.
This Privacy Policy is effective as of May 1, 2026 and applies to all information collected through our website at fastaffordablelivingtrusts.com.