Last Updated: October 28, 2024

1. Introduction

LegacyPlanning.sg ("we," "us," or "our") is committed to protecting your personal data in accordance with the Personal Data Protection Act 2012 (PDPA). This Privacy Policy explains how we collect, use, disclose, and protect your personal information.

2. Information We Collect

2.1 Website Analytics

We use the following tools to collect anonymous usage data:

• Google Analytics
• Facebook Pixel
• Microsoft Clarity

These tools may collect information such as:

• IP addresses
• Browser type and version
• Pages visited
• Time spent on pages
• Referring website addresses

2.2 Client Information

When you engage our services, we collect personal information during in-person consultations, including:

• Full name
• Identity numbers
• Contact information
• Asset information
• Beneficiary details and relationships
• Other relevant information necessary for estate planning services

3. How We Use Your Information

We use your personal information to:

• Provide estate planning services
• Draft legal documents
• Communicate with you about our services
• Process your requests and transactions
• Comply with legal obligations
• Send marketing communications (with consent)

4. Data Security

We implement strict security measures to protect your personal information:

• Encryption of stored data using Apple FileVault technology
• Password-protected encrypted ZIP files or PDF encryption for document sharing
• Secure disposal of hardcopy documents through shredding
• Regular security assessments and updates

5. Sharing Your Information

We may share your personal information with:

• Other estate planning companies for estate planning services
• Legal professionals for document drafting
• MAS-regulated trust companies for living trust services
• Other service providers necessary for fulfilling your estate planning needs

All sharing is conducted with appropriate safeguards and in compliance with PDPA requirements.

6. Data Retention

We retain your personal information:

• For the duration of our business relationship
• Until you request its disposal
• As required by applicable laws and regulations

7. Your Rights

Under the PDPA, you have the right to:

• Access your personal information
• Request corrections to your data
• Withdraw consent for data processing
• Request deletion of your information
• Opt-out of marketing communications

8. Marketing Communications

If you have subscribed to our mailing list or opted in through our webinars and seminars:

• We may send you marketing communications about our services
• You can unsubscribe at any time using the link provided in every marketing email
• Your request to unsubscribe will be processed promptly

9. Consent

We obtain your explicit consent through:

• Signed Letter of Engagement before collecting and using your personal information
• Opt-in mechanisms for marketing communications
• Clear notification before collecting any additional personal data

10. Contact Us

For privacy-related inquiries or to exercise your rights under this policy, please contact our Data Protection Officer:

Email: dpo@legacyplanning.sg
Response Time: Within 3 business days

11. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised "Last Updated" date.

12. Governing Law

This Privacy Policy is governed by Singapore law and the Personal Data Protection Act 2012 (PDPA).