Privacy Policy
Last Updated: December 21, 2025
1. Introduction
Fortitude Financial ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our estate planning platform.
2. Information We Collect
Personal Information
We collect information that you provide directly to us, including:
- Name, email address, phone number, and mailing address
- Date of birth and Social Security Number (when required)
- Financial information for estate planning purposes
- Family and beneficiary information
- Payment information (processed securely through Stripe)
Automatically Collected Information
- IP address, browser type, and device information
- Pages visited and time spent on our platform
- Cookies and similar tracking technologies
3. How We Use Your Information
We use your information to:
- Provide and personalize our estate planning services
- Generate and prepare legal documents
- Process payments and maintain account records
- Communicate with you about your account and services
- Provide customer support and respond to inquiries
- Improve our platform and develop new features
- Comply with legal obligations and prevent fraud
4. Data Security
Your data security is our top priority.
We implement industry-standard security measures including encryption, secure servers, and regular security audits. All sensitive data is encrypted both in transit and at rest. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
5. Information Sharing
We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
- With Your Consent: When you authorize us to share information with attorneys or financial advisors
- Service Providers: With trusted third-party vendors who assist in operating our platform (e.g., Stripe for payment processing)
- Legal Requirements: When required by law, court order, or government regulation
- Business Transfers: In connection with a merger, acquisition, or sale of assets
6. Your Rights
You have the right to:
- Access and review your personal information
- Request corrections to inaccurate information
- Request deletion of your personal data (subject to legal requirements)
- Opt-out of marketing communications
- Download your data in a portable format
7. Cookies and Tracking
We use cookies and similar technologies to enhance your experience, analyze usage patterns, and provide personalized content. You can control cookie preferences through your browser settings, though some features may not function properly if cookies are disabled.
8. Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Document drafts and finalized documents may be retained indefinitely for your access unless you request deletion.
9. Children's Privacy
Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date. Your continued use of our services after such changes constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Fortitude Financial
Email: jason.malone@fortitudefinancial.co
Important Disclaimer: Fortitude Financial is an online service providing legal forms and information. We are not a law firm, we do not provide legal advice, and the online forms we provide are not a substitute for the advice or services of an attorney.