Privacy Policy

Aldermill Planning LLC · aldermillplanning.com · Virginia Beach, Virginia

This Privacy Policy describes how Aldermill Planning LLC ("Aldermill," "we," "us," or "our") collects, uses, and protects information when you use our website and services. By using our website, you agree to the terms of this policy.

1. Information We Collect

We collect information you provide directly when using our services, including:

  • Personal information — name, email address, mailing address, phone number

  • Estate planning information — family details, asset information, and beneficiary designations you enter while creating your plan

  • Payment information — processed securely through our payment processor; we do not store full payment card details

  • Communications — messages you send us via contact forms or email

We also collect certain information automatically when you visit our website, including IP address, browser type, pages visited, and referring URLs, through standard web analytics tools.

2. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and improve our estate planning services

  • Generate and deliver your estate planning documents

  • Communicate with you about your account, plan, or inquiries

  • Send service-related notifications and reminders

  • Process payments and prevent fraud

  • Comply with legal obligations

We do not sell your personal information to third parties. We do not use your information for targeted advertising.

3. Information Sharing

We may share your information with:

  • Service providers — third-party vendors who assist us in operating our website and services (e.g., payment processors, document generation platforms, email services), subject to confidentiality agreements

  • Legal requirements — when required by law, court order, or governmental authority

  • Business transfers — in connection with a merger, acquisition, or sale of all or a portion of our assets

4. Data Security

We use industry-standard technical and organizational measures to protect your personal information against unauthorized access, disclosure, or destruction. Your estate planning documents and personal data are stored securely. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you services. You may request deletion of your account and associated data at any time by contacting us at hello@aldermillplanning.com. Certain information may be retained as required by law or for legitimate business purposes.

6. Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you

  • Correct inaccurate or incomplete information

  • Request deletion of your personal information

  • Opt out of certain communications

To exercise any of these rights, please contact us at hello@aldermillplanning.com.

7. Cookies

Our website uses cookies and similar tracking technologies to improve your experience and analyze site usage. You may disable cookies through your browser settings, though some features of our site may not function properly as a result.

8. Children's Privacy

Our services are not directed to children under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on this page with an updated effective date. Your continued use of our services after any changes constitutes acceptance of the updated policy.

10. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at:

Aldermill Planning LLC
Virginia Beach, Virginia
hello@aldermillplanning.com