Privacy Policy

Effective Date: 11-27-2025
Company: Trucess d/b/a Legacy Checked (“Legacy Checked,” “we,” “us,” or “our”)

Overview
This Privacy Notice explains how we collect, use, share, and protect information when you use our websites, funnels, apps, and related Services. It reflects our fiduciary, values‑aligned approach and applies to U.S. visitors and customers.

1) Information We Collect

Identifiers & Contact: name, email, phone, mailing address.

Account & Transaction: order details, payment confirmations (we don’t store full card numbers), appointment status.

Self‑Directed Inputs: information you enter to generate documents or assessments.

Device/Usage: IP, pages visited, UTM parameters, cookies/pixels, approximate location.

Communications: emails, texts, forms, surveys, and support tickets.

Third‑Party Sources: payment, scheduling, analytics, document automation, and referral partners you direct us to.

2) How We Use Information

Deliver and improve the Services; process payments; schedule sessions; send confirmations and reminders.

Provide educational content and guidance; customize experiences.

Send marketing communications with your consent; honor opt‑outs.

Prevent fraud/abuse; ensure security; comply with law; enforce Terms.

3) Sharing
We share with service providers under contract (hosting, payment, CRM, calendar, analytics, messaging, document automation), professional partners you direct us to, successors in a business transaction, and authorities as required by law. We do not sell personal information for money. Some states treat cross‑context behavioral advertising as a “sale” or “share”; we provide opt‑out controls where required. 

4) Cookies & Tracking
We use necessary, functional, analytics, and advertising cookies/pixels. Manage preferences via your browser or our cookie banner. We do not respond to browser Do Not Track signals.

5) Communications; Your Choices

Email/SMS: Unsubscribe via email links; reply STOP to SMS; HELP for help.

Preferences: Manage cookies and marketing choices in‑app or via the links provided.

6) Data Retention & Security
We keep data while your account is active and as needed for the purposes above, then delete or de‑identify per our schedules. We apply reasonable administrative, technical, and physical safeguards. No system is 100% secure.

7) Children’s Privacy
Our Services are not directed to children under 13 (or under 16 where applicable). We do not knowingly collect such data.

8) International Users
If you use the Services from outside the U.S., your data may be processed in the U.S. or other countries with different laws.

9) Third‑Party Links & Tools
Third‑party sites and embedded tools have their own policies; review them before use.

10) Changes
We may update this Notice. The “Effective Date” indicates the latest version; material updates will be posted here or otherwise communicated.

11) Contact
Legacy Checked • [email protected]


Trucess d/b/a Legacy Checked is not a law firm and does not provide legal, tax, or accounting advice. The Will Packages offered on this page are self‑guided document services delivered through a trusted third‑party estate planning provider. No attorney is drafting, reviewing, or approving your documents as part of this offer, and no attorney‑client relationship is created. All purchases are final and non‑refundable once completed at checkout. Any comparative values or “estimated attorney pricing” referenced are general illustrations based on common market rates for attorney‑prepared estate plans; actual attorney pricing varies significantly by provider and location and may be higher or lower than the estimates shown.

This Black Friday Will Package must be claimed and finalized within 120 days of purchase; unclaimed packages expire after that period. Your documents become legally effective only after you carefully review them and comply with your state’s specific signing, witnessing, and/or notarization requirements. Laws differ by state, and individual circumstances may require additional planning beyond what a self‑guided service can provide. If you have questions about your personal situation—such as business ownership, blended families, special needs considerations, substantial or multi‑state assets, or other complex planning needs—you should consult with a licensed attorney in your jurisdiction before relying solely on these documents.