Privacy Policy

Last Updated: September 22, 2026

Bulletproof Legacy (“Bulletproof Legacy,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when using CreateALivingTrust.com (the “Website”).

This Privacy Policy explains what information we may collect, how we collect and use that information, when information may be shared with third parties, the technologies we use to operate and analyze the Website, and the choices and rights that may be available to you.

By accessing or using this Website or submitting information through the Website, you acknowledge the practices described in this Privacy Policy.

Information We Collect

We may collect information that you voluntarily provide to us and information that is collected automatically when you visit or interact with the Website.

Information You Provide Directly

When you complete a form, request information, schedule a consultation, communicate with us, complete an estate-planning questionnaire or intake form, or otherwise interact with the Website, we may collect information including:

• First and last name
• Email address
• Telephone number
• Mailing address
• Information necessary to schedule or conduct a consultation
• Information regarding your estate-planning goals and needs
• Information concerning family members, beneficiaries, trustees, or other individuals relevant to your estate plan
• Information concerning property, assets, real estate, financial accounts, business interests, or other financial matters
• Information contained in estate-planning questionnaires or client intake forms
• Communications you send to us
• Any other information you voluntarily provide

Some forms used in connection with our estate-planning services may request private, confidential, financial, or other sensitive personal information.

When sensitive or confidential information is requested, we may use secure, encrypted forms and systems designed to protect information during transmission and processing.

Please provide sensitive information only through forms or systems specifically designated for that purpose.

Information Collected Automatically

When you visit or interact with the Website, we and third-party service providers may automatically collect information about your device, browser, and Website activity.

This information may include:

• Internet Protocol (IP) address
• Browser type and version
• Device type
• Operating system
• Referring website or source
• Pages viewed
• Links and buttons clicked
• Date and time of visits
• Time spent on pages
• Website navigation and interaction data
• Advertising campaign information
• Referral information
• Device identifiers
• Cookie identifiers
• Approximate geographic location derived from an IP address
• Other technical and usage information

We may use this information to operate the Website, understand visitor behavior, improve Website performance, measure marketing effectiveness, prevent fraud or misuse, and improve our services.

Cookies, Pixels, and Tracking Technologies

We use or may use cookies, tracking pixels, tags, scripts, device identifiers, server logs, and similar technologies to operate the Website and understand how visitors interact with it.

These technologies may be used to:

• Analyze Website traffic
• Measure Website performance
• Understand how visitors use the Website
• Remember visitor preferences
• Determine how visitors arrived at the Website
• Measure advertising effectiveness
• Attribute leads or conversions to advertising campaigns
• Improve advertising and marketing
• Build or measure advertising audiences
• Detect fraud, abuse, or security problems
• Improve Website functionality and user experience

Some of these technologies are operated by third parties.

Google Analytics

We use Google Analytics to help us understand how visitors use the Website.

Google Analytics may collect information about Website visits, devices, browsers, interactions, traffic sources, and other usage information through cookies and similar technologies.

We use this information to analyze Website traffic, understand how visitors interact with our content, identify Website performance issues, and improve the Website and our marketing.

Google’s collection and processing of information is governed by Google’s applicable privacy policies and terms.

Meta Pixel

We use or may use the Meta Pixel and related Meta technologies for advertising measurement, analytics, audience development, and marketing purposes.

These technologies may allow Meta to receive information concerning visits to or interactions with the Website. Depending on your browser, device, account settings, consent choices, and other factors, Meta may associate this information with other information it maintains.

We may use Meta technologies to measure advertising performance, understand whether advertisements resulted in Website visits or conversions, develop advertising audiences, and improve our marketing campaigns.

Meta’s processing of information is governed by its applicable privacy policies and terms.

Taboola

We use or may use Taboola advertising and tracking technologies to advertise our Website and services and to measure the effectiveness of advertising campaigns.

Taboola and its technologies may collect information about Website visits, interactions, devices, browsers, referral sources, advertising activity, and conversions through cookies, pixels, and similar technologies.

We may use this information for advertising attribution, campaign measurement, audience development, optimization, and related marketing purposes.

Taboola’s processing of information is governed by its applicable privacy policies and terms.

Additional Analytics and Advertising Technologies

We may use additional analytics, advertising, attribution, conversion tracking, or Website optimization services from time to time.

These services may use cookies, pixels, scripts, device identifiers, or similar technologies to collect information about Website visits and interactions.

We may use these technologies to understand Website performance, determine how visitors find and use the Website, measure advertising campaigns, attribute leads and conversions, optimize advertising, and improve our services.

Where required by applicable law, we will provide appropriate notice or choices concerning the use of these technologies.

Forms, CRM, and GoHighLevel

We use GoHighLevel (“GHL”) and may use other customer relationship management, form-processing, communications, automation, and lead-management technologies.

Information submitted through Website forms may be transmitted to and stored within these systems.

These systems may be used to:

• Receive and process inquiries
• Maintain contact records
• Manage prospective and existing client information
• Route inquiries to appropriate personnel
• Manage estate-planning intake information
• Schedule and manage consultations
• Send requested communications
• Send appointment confirmations and reminders
• Maintain records of communications and interactions
• Automate administrative processes
• Track the status of inquiries and consultations
• Provide and improve services

Information processed through these systems may include personal, financial, estate-planning, or other confidential information that you voluntarily provide.

Appointment Scheduling

We use appointment-scheduling technologies to allow visitors to request or schedule consultations.

When you schedule an appointment, we may collect information such as your name, email address, telephone number, preferred appointment date and time, consultation preferences, and other information necessary to coordinate the appointment.

Appointment information may be processed through our CRM, calendar, communications, videoconferencing, or related service providers as necessary to schedule and conduct the consultation.

How We Use Personal Information

We may use information collected through the Website to:

• Respond to inquiries and requests
• Provide information concerning living trusts and estate planning
• Process requests for consultations
• Schedule and manage appointments
• Evaluate estate-planning needs based on information voluntarily provided
• Facilitate communications with estate-planning professionals or service providers
• Maintain customer and prospective-client records
• Provide requested products or services
• Send appointment confirmations, reminders, and related communications
• Operate, maintain, secure, and improve the Website
• Analyze Website traffic and visitor behavior
• Measure advertising and marketing performance
• Attribute leads and conversions to marketing campaigns
• Improve advertising campaigns
• Communicate about products or services that may be relevant to an inquiry
• Prevent fraud, abuse, security incidents, or unlawful activity
• Comply with legal and regulatory requirements
• Establish, exercise, or defend legal rights
• Perform other purposes disclosed when information is collected or with your consent

How We May Share Information

We may disclose personal information to third parties when reasonably necessary to operate our business, fulfill a request, provide services, conduct advertising and analytics, or comply with applicable law.

Estate-Planning Professionals and Service Providers

If you request information, a consultation, or assistance concerning estate planning, living trusts, or related services, information you provide may be shared with an attorney, estate-planning professional, trust professional, financial professional, or other appropriate service provider involved in responding to your request or providing services.

Information shared may include information submitted through consultation, questionnaire, or intake forms when necessary to evaluate or address your estate-planning needs.

Technology and Business Service Providers

We may disclose information to companies that provide services supporting our Website or business operations, including providers of:

• Website hosting
• Secure forms and data processing
• Customer relationship management systems
• Appointment scheduling
• Email, telephone, SMS, and other communications
• Calendar and videoconferencing services
• Data storage
• Website security
• Analytics
• Advertising
• Conversion tracking and attribution
• Marketing automation
• Professional and administrative services

These providers may process information as necessary to provide services to us or as otherwise permitted under their applicable agreements and privacy policies.

Advertising and Analytics Providers

Information concerning Website visits and interactions may be transmitted to advertising and analytics providers, including Google, Meta, Taboola, and other providers we may use.

Depending on the technology involved, these providers may use cookies, pixels, device identifiers, and similar technologies to process information for measurement, analytics, attribution, audience development, advertising, security, and other purposes described in their respective privacy policies.

Legal and Safety Purposes

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable laws or regulations
• Respond to subpoenas, court orders, warrants, or other lawful processes
• Respond to lawful requests from governmental authorities
• Protect our rights, property, or safety
• Protect the rights, property, or safety of users or others
• Investigate suspected fraud or unlawful activity
• Prevent or respond to security incidents
• Establish, exercise, or defend legal claims

Business Transactions

If Bulletproof Legacy is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, personal information may be transferred as part of that transaction, subject to applicable law.

Sale, Sharing, and Targeted Advertising

Certain privacy laws define terms such as “sale,” “sharing,” and “targeted advertising” broadly enough that some disclosures of online identifiers or Website activity to advertising or analytics providers may fall within those definitions even when no money is exchanged for the information.

Where applicable law provides a right to opt out of such processing, we will honor qualifying requests as required by law.

Data Security and Sensitive Information

We recognize that estate-planning inquiries may involve confidential or sensitive personal information.

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, acquisition, disclosure, alteration, destruction, or misuse.

Where sensitive information is collected through designated Website forms, we may use encrypted transmission and secure systems intended to protect that information.

However, no Internet transmission, electronic storage system, or security measure can guarantee absolute security. You should use caution when transmitting sensitive information electronically and should submit such information only through the secure systems designated for that purpose.

Data Retention

We may retain personal information for as long as reasonably necessary to:

• Respond to inquiries
• Provide requested services
• Maintain client and prospective-client records
• Maintain business and legal records
• Fulfill contractual obligations
• Resolve disputes
• Prevent fraud or abuse
• Enforce agreements
• Comply with applicable laws and regulatory obligations

Retention periods may vary depending on the nature of the information and the purposes for which it was collected.

Your Privacy Rights and Choices

Depending on where you reside and applicable law, you may have rights concerning your personal information.

These may include the right to:

• Confirm whether we process personal information about you
• Access certain personal information
• Correct inaccuracies in certain personal information
• Request deletion of certain personal information
• Obtain a portable copy of certain personal information
• Obtain information concerning certain third parties to whom personal information has been disclosed
• Opt out of certain targeted advertising
• Opt out of certain sales or sharing of personal information as those terms may be defined by applicable law
• Withdraw consent where processing is based on consent
• Appeal certain decisions regarding privacy requests where applicable

These rights may be subject to exceptions, verification requirements, and limitations under applicable law.

To submit a privacy request, please contact us through:

Contact

We may request information necessary to verify your identity before processing certain requests.

Oregon Residents

Oregon residents may have additional rights under the Oregon Consumer Privacy Act when the Act applies.

Subject to applicable requirements, limitations, and exemptions, these rights may include the ability to:

• Confirm whether personal data is being processed
• Access certain personal data
• Correct inaccuracies
• Request deletion of certain personal data
• Obtain a copy of certain personal data
• Obtain information concerning certain third parties receiving personal data
• Opt out of certain targeted advertising
• Opt out of certain sales of personal data
• Opt out of certain profiling where applicable
• Appeal certain decisions concerning privacy requests

Oregon residents may submit privacy-related requests through our Contact page.

Cookie and Advertising Choices

Most web browsers allow users to control or delete cookies through browser settings.

Disabling cookies may affect certain Website features or functionality.

Google, Meta, Taboola, and other advertising or analytics providers may also provide their own mechanisms for managing advertising preferences or opting out of certain data uses.

Where applicable law requires consent or an opt-out mechanism for certain tracking or advertising technologies, we may provide additional Website controls or notices.

Universal Opt-Out Signals

Certain browsers and privacy tools allow users to transmit universal opt-out preference signals, such as Global Privacy Control (“GPC”).

Where applicable law requires recognition of a qualifying universal opt-out mechanism, we will process qualifying signals as required by law.

Other browser-based “Do Not Track” signals may not operate uniformly across websites and services.

Third-Party Websites and Services

The Website may contain links to third-party websites, platforms, scheduling services, videoconferencing services, or other resources.

We are not responsible for the privacy, security, content, or data-handling practices of third parties.

When you interact directly with another organization or leave our Website, that organization’s privacy policy and terms may apply.

We encourage you to review the privacy policies of third-party services before providing them with personal information.

Children’s Privacy

This Website and our estate-planning services are intended for adults.

The Website is not directed to children under the age of 13, and we do not knowingly solicit personal information directly from children under 13.

If we become aware that personal information from a child under 13 has been collected in circumstances requiring parental consent, we will take appropriate steps to delete or otherwise address the information.

Email, Telephone, and Other Communications

If you provide contact information, we may use that information to respond to your inquiry, coordinate a consultation, provide requested information, or communicate regarding services related to your request.

Where permitted by applicable law and any consent you provide, communications may be made by email, telephone, text message, or other communication methods.

Marketing emails will include an appropriate method for unsubscribing where required.

Opting out of marketing communications does not necessarily prevent us from sending transactional or service-related communications concerning an inquiry, appointment, requested service, or ongoing relationship.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, data practices, legal requirements, or business operations.

When changes are made, the revised Privacy Policy will be posted on this page and the “Last Updated” date will be updated.

We encourage visitors to review this Privacy Policy periodically.

Contact Us

Questions, requests, or concerns regarding this Privacy Policy or our privacy practices may be submitted to:

Bulletproof Legacy
Medford, Oregon

Contact:
https://createalivingtrust.com/contact/

Related Policies

Terms and Conditions:
https://createalivingtrust.com/terms-and-conditions/

Legal Disclaimer:
https://createalivingtrust.com/legal-disclaimer/

Privacy Policy:
https://createalivingtrust.com/privacy-policy/