Privacy notice — pre-integration version
Privacy Expectations for This Educational Site.
This static release is designed to let you read guides and use local planning tools without creating an account or submitting personal information. Contact delivery, CRM, email, calendar and transcript storage are not configured in this version.
What the local tools do
Find My Path, the options comparison and cost planner calculate their educational summaries in your browser. The implementation does not intentionally send answers, names, contact details, exact property addresses, family details or tool results to an analytics platform or a receiving business.
What not to send through public forms
Do not enter death certificates, Social Security numbers, financial-account numbers, government IDs, exact account information, sensitive documents or other people’s private contact details in a public intake.
What must happen before contact collection
Before any contact form goes live, the operator must publish a final privacy notice, specify the receiving entity and purpose, implement server-side validation, spam protection, rate limits, delivery logging, consent records, retention/deletion rules and a tested opt-out process.
No advertising on sensitive answers
Personal grief, legal disputes and urgent financial distress should not be used to create remarketing audiences. Sensitive intake values should not be placed in analytics events, session recordings or URLs.