For all of life's milestones ... we can plan for that

P.O. Box 602, Simsbury, CT 06070

Estate planning to help you live for today and prepare for tomorrow

Privacy Policy

We are committed to protecting and respecting your privacy.  This Privacy Policy, Cookie Policy and the Conditions of Use set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.  Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.    

Information we may collect from you 

We may collect and process the following data about you: 

a. Information that you provide by filling in forms on our Site.  This includes information provided at the time of registering to use our Site, subscribing to our service, posting material or requesting further services.  We may also ask you for information when you report a problem with our Site. 

b. If you contact us, we may keep a record of that correspondence. 

c. We may also ask you to complete surveys that we use for research purposes, although you do not have to respond to them. 

d. Details of transactions you carry out through our Site. 

e. Details of your visits to our Site including, but not limited to, traffic data, location data, weblogs and other communication data, whether this is required for our own billing purposes or otherwise and the resources that you might access.    

IP Addresses 

We may collect information about your computer, including where available, your IP address, operating system and browser type, for system administration and analytic data.  This is statistical data about our users’ browsing actions and patterns on our site only and does not identify any individual.   


Our Site uses cookies to distinguish you from other users of our website.  This helps us to provide you with a good experience when you browse our website and also allows us to improve our Site.  For detailed information on the cookies we use and purposes for which we use them, see our Cookie Policy.   

Where we store your personal data 

When we use your information as described in this Privacy Policy, this may occasionally involve sending your information around the world.  By providing us with your personal information within the context of use of this website, which is generally limited to your name, address, telephone number and e-mail address, you agree that we may transfer, store and process your information in this manner. 

Unfortunately, the transmission of information via the internet is not completely secure.  Although we employ security measures designed to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk.  Once we have received your information, we will use procedures and security features to try to prevent unauthorized access.    

Uses Made of the Information

We may use information held about you in the following ways: 

a. To ensure that content from our Site is presented in the most effective manner for you and your computer. 

b. To provide you with information, products or services that you request from us or which we feel may interest you, where you have consented to be contacted for such purposes. 

c. To carry out our obligations arising from any contracts entered into between you and us.  

d. To allow you to participate in interactive features of our service, when you choose to do so. 

e. To notify you about changes to our service.  

Disclosure of Your Information 

We may disclose your personal information to data processing companies, mailing houses and other third parties working on our behalf, whether directly or indirectly.   

We may disclose your personal information to third parties: 

a. In the event that we sell or buy any business, assets or shares, in which case we may disclose your personal data to the prospective seller or buyer of such business, assets or shares. 

b. If we are under a duty to disclose or share your personal data in order to comply with any legal obligation, or in order to enforce or apply our terms and conditions; or to protect our rights, property, or safety, or those of our customers or others.  This includes exchanging information with other companies and organizations for the purposes of fraud protection and credit risk reduction. 

c. Every now and then, requests are received for information from government departments, the police and other enforcement agencies.  If this happens, and there is a proper legal basis form providing your information, it will be provided to the organization asking for it.   

Changes to our Privacy Policy 

This Privacy Policy may be updated from time to time so you may want to check it each time you visit our Site.   


Please contact us using the details shown on our Site if you have any questions, comments or requests regarding this Privacy Policy.  

Revised: 7/25/2018  

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