Privacy Policy

Effective Date: August 29, 2026

Prospirion LLC ("Prospirion," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, complete a form or questionnaire, request information, or communicate with us about estate planning, insurance, financial services, or any other Prospirion service.

1. Information We Collect

PERSONAL INFORMATION

We may collect information you voluntarily provide, including:

• First and last name
• Email address
• Telephone number
• Mailing or business address
• State of residence
• Preferred contact method
• Marital status and family composition
• Whether you have existing estate planning documents
• General information about your property, accounts, business interests, or insurance
• The service or topic you would like help with
• Documents or additional information you later choose to provide

AUTOMATICALLY COLLECTED INFORMATION

When you visit our website, we may automatically collect:

• IP address
• Device and browser information
• Website activity and referring pages
• Cookie and tracking data
• Form and video activity

2. How We Use Your Information

We may use your information to:

• Review and respond to your request
• Prepare for a consultation or review meeting
• Coordinate your request with an attorney-connected estate planning platform, qualified legal professionals, insurance carriers, or other appropriate providers
• Communicate with you about your request and related services
• Create and maintain your contact record
• Send requested information, educational material, and service-related updates
• Improve our website, forms, communications, and services
• Prevent fraud, protect our operations, and maintain security
• Comply with applicable legal and regulatory requirements

Submitting a form does not create an attorney-client relationship, does not guarantee any particular outcome, and does not obligate you to purchase any product or service.

3. How We Share Information

We may share relevant information with:

• Attorney-connected estate planning document platforms and the qualified legal professionals who work through them
• Insurance carriers, general agencies, and financial-service providers involved in evaluating or processing your request
• Referral partners and professional advisers involved in your request, with your knowledge
• Service providers that support our customer relationship management, website hosting, communications, analytics, document processing, and administrative operations
• Professional advisers, regulators, courts, or government authorities when legally required
• Another organization in connection with a merger, acquisition, financing, restructuring, or sale of business assets

Information is shared only as reasonably necessary to evaluate your request, provide services, operate our business, or comply with the law.

We do not sell or rent your personal information for unrelated third-party marketing.

4. Telephone, Email and SMS Communications

If you provide your contact information and consent to communications, Prospirion and its representatives may contact you by telephone, email, or text message regarding your request and related services.

• Message frequency may vary.
• Message and data rates may apply.
• Consent to receive automated marketing communications is not a condition of receiving services.
• Reply STOP to unsubscribe from text messages.
• Reply HELP for assistance.
• Mobile carriers are not responsible for delayed or undelivered messages.

You may also request assistance or withdraw your communication consent by emailing [email protected] or calling 508-835-3708.

5. Cookies and Tracking Technologies

We may use cookies and similar technologies to operate and secure our website, remember preferences, understand website traffic and visitor activity, measure form performance, and improve our marketing and user experience.

You can manage cookies through your browser settings. Disabling certain cookies may affect website functionality.

6. Data Security

We use reasonable administrative, technical, and physical safeguards intended to protect the information we maintain. However, no website, transmission method, or storage system can be guaranteed to be completely secure.

7. Data Retention

We may retain information for as long as reasonably necessary to review and manage your request, maintain business and communication records, provide services, resolve disputes, enforce agreements, and meet legal, regulatory, and operational requirements.

8. Your Privacy Choices

Depending on applicable law, you may request to:

• Access certain personal information we maintain about you
• Correct inaccurate information
• Request deletion of certain information
• Withdraw consent where processing relies on consent
• Opt out of promotional email or text communications

To submit a privacy request, contact [email protected]. We may need to verify your identity before completing a request. Certain information may be retained when legally or operationally required.

9. Third-Party Websites and Providers

Our website may link to third-party websites or services. We are not responsible for their privacy, security, or business practices. Review their policies before submitting information directly to them.

Estate planning document platforms, attorneys, insurance carriers, and other providers maintain their own privacy policies and information requirements.

10. Children's Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under 13. If we learn that such information was collected, we will take reasonable steps to delete it.

Where a parent or guardian provides information about a minor child as part of an estate planning request, that information is treated as the parent's or guardian's submission.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any revised version will be posted on this page with an updated effective date. Your continued use of the website after an update is subject to the revised policy.

12. Contact Us

For questions, requests, or concerns regarding this Privacy Policy, contact:

Prospirion LLC
287 Grove Street, Suite 204
Worcester, MA 01605

Email: [email protected]
Phone: 508-835-3708