Privacy Policy

At Succession+ (“the Firm,” “Succession+,” “we,” “us,” or “our”), we are committed to safeguarding your privacy and protecting the confidentiality of the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and retain your information when you access our website, www.succession-plus.com (the “Website”), or engage with us through other related estate and business planning services (collectively, the “Services”).

By using our Website or Services, you agree to the terms set forth in this Privacy Policy.

1. Information We Collect

We collect only the information necessary to deliver our estate and succession planning services effectively. This may include:

• Full name
• Email address
• Phone number
• Details about your legal or financial inquiry
  

We collect this information when you voluntarily provide it—such as when you complete a contact form, book a consultation, download content, or communicate with our team via email, phone, or other channels.

Note: We do not collect sensitive personal information (e.g., Social Security numbers, financial account data) unless necessary for the scope of our planning services and you have expressly provided it.

2. Information from Minors

Our services are intended for individuals aged 18 and older. We do not knowingly collect information from anyone under the age of 18. If you believe a minor has submitted information to us, please contact us so we can delete the data appropriately.

3. SMS Communication & Consent

If you opt into SMS communication, we may contact you via text message for:

• Appointment confirmations
• Meeting reminders
• Service-related notifications
  

Message Frequency: Up to 5 messages per week
Carrier Charges: Standard messaging and data rates may apply

How to Opt In:‍

• Completing a contact form
• Verbal or written consent (digital or physical)
  

How to Opt Out:‍

• Reply “STOP” to any message
• Contact us through our website or by phone
  

We do not share SMS data with third parties for marketing purposes.‍

4. How We Use Your Information

We use your information to:

• Respond to your inquiries
• Provide estate and business succession planning services
• Fulfill regulatory or legal obligations
• Improve the security and functionality of our Website
  

Legal Bases for Processing:‍

• Your explicit consent
• Fulfillment of a service contract
• Legal compliance
• Our legitimate interest in operating and improving our services

5. Disclosure of Your Information

We do not sell or rent your personal information. We may share data only:

• With service providers (e.g., technology, billing, scheduling tools) under confidentiality obligations
• To comply with legal obligations or court orders
• To protect the rights or safety of Succession+ or others
• With your direct consent

6. Data Retention

We retain your personal data only as long as necessary to fulfill the purposes outlined above or to comply with legal requirements. Once no longer needed, we securely delete or anonymize your data.

7. Security Measures

We employ reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. However, no digital transmission or storage method is completely secure.

8. Data Breach Notification

If a data breach occurs that may impact your personal information, we will notify you in accordance with applicable laws via email or a prominent Website notice.

9. Your Rights and Choices

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

• Access your personal data
• Correct inaccurate information
• Request deletion of your information (with some legal limitations)
• Withdraw your consent at any time
  

To exercise any of these rights, please contact us directly using the information below.

10. External Links

Our Website may include links to third-party sites for educational or informational purposes. We are not responsible for the content or privacy policies of external sites. Please review their terms before submitting your information.

11. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be reflected on this page with a revised effective date. Continued use of our Website or Services signifies acceptance of the updated terms.

12. Contact Information

If you have any questions or concerns about this Privacy Policy or how your data is handled, please reach out to us:

Succession+
‍(620) 245-8123
info@succession-plus.com
‍1105 Forest Ct, McPherson, KS 67460

www.succession-plus.com

This policy is accessible from the footer of every page on our Website.