Privacy Policy

Effective Date

December 21, 2025

The Digital Estate Planning Board (“the Board,” “we,” “us,” or “our”) is committed to respecting the privacy of visitors to our website and maintaining appropriate safeguards for personal information. This Privacy Policy describes how information is collected, used, and protected in connection with the operation of this website.

Scope

This policy applies solely to information collected through this website and does not govern offline interactions or third-party websites linked from our site.

Information We Collect

We collect limited personal and technical information, including:

  • Information voluntarily provided by you, such as name, email address, professional affiliation, or inquiry details
  • Technical and usage information, such as IP address, browser type, device information, referring pages, and pages viewed

We do not intentionally collect sensitive personal data through this website.

Purpose of Collection and Use

Information is collected and used for legitimate business and educational purposes, including to:

  • Respond to inquiries and communications
  • Provide access to educational content, publications, programs, or updates
  • Improve website functionality, security, and performance
  • Maintain administrative and operational records

Personal information is not used for automated decision-making or profiling.

Legal Basis for Processing (GDPR)

Where applicable, personal information is processed based on one or more of the following lawful bases:

  • Your consent
  • Legitimate interests in operating and improve the Board’s educational mission and website
  • Compliance with legal obligations

Cookies and Tracking Technologies

Cookie Notice: This website uses limited cookies and similar technologies to support core functionality and basic analytics. Cookies may be used to:

  • Enable essential site operations
  • Understand aggregate website usage
  • Improve user experience
  • Measure the effectiveness of our advertising (see “Advertising measurement” below)

Apart from the advertising measurement tags described below, which run only on our certification landing page and our checkout and order-confirmation pages, we do not use cookies for behavioral advertising or cross-site tracking. You may control or disable cookies through your browser settings. Continued use of the website constitutes consent to the use of cookies as described above.

Advertising measurement. On our certification landing page and our checkout and order-confirmation pages, we may use measurement tags from Meta Platforms, Inc. (the Meta Pixel), Google LLC (the Google tag, for Google Ads and Google Analytics) and LinkedIn Corporation (the LinkedIn Insight Tag) to measure how well our advertising on their platforms works. These tags use cookies and similar technologies to collect information such as the pages you visit on those parts of our site, actions you take there (for example, requesting our self-check or completing a purchase, including the purchase amount), and technical information about your browser and device. Each provider may combine this with other information it holds about you, under its own privacy policy. We do not send your name, email address or payment details to these providers through the tags.

You can manage how these providers use this information for advertising in your Facebook and Instagram ad preferences, Google My Ad Center and LinkedIn advertising settings, and learn more in the Meta, Google and LinkedIn privacy policies. Google also offers a browser add-on to opt out of Google Analytics. You can also block or delete cookies in your browser settings.

Information Sharing and Disclosure

We do not sell, rent, or license personal information.

Information may be disclosed only:

  • To service providers assisting with website operations under confidentiality obligations
  • To advertising platforms (Meta, Google and LinkedIn), limited to the measurement information described under “Advertising measurement” above
  • To comply with legal, regulatory, or lawful governmental requests
  • To protect the rights, security, or integrity of the Board

Data Retention

Personal information is retained only for as long as reasonably necessary to fulfill the purposes for which it was collected, or as required by applicable law or professional obligations.

Data Security

We implement reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, disclosure, alteration, or destruction. No method of electronic transmission or storage is entirely secure.

Individual Rights (GDPR & CCPA)

Depending on jurisdiction, you may have the right to:

  • Access personal information we maintain about you
  • Request correction or deletion of your information
  • Object to or restrict certain processing activities
  • Request information regarding data use and disclosures

The Board does not sell personal information and does not discriminate against individuals for exercising privacy rights.

Requests may be submitted using the contact information below.

Third-Party Links

This website may include links to third-party websites. The Board is not responsible for the privacy practices or content of those sites.

Children’s Privacy

This website is intended for adults and professionals. We do not knowingly collect personal information from children under 13 years of age.

Policy Updates

This Privacy Policy may be updated periodically. Any material changes will be posted on this page with an updated effective date.

Contact Information

Questions or requests regarding this Privacy Policy may be directed to: privacy@digitalestate.org