We collect the information you choose to provide when you use our site, including email addresses submitted for checklist delivery and any information you later submit through forms, purchases, or document preparation workflows.
We use third-party services to operate the site and deliver materials. Those services may include Vercel for hosting, MailerLite for subscriber management, Resend for transactional email delivery, and payment or form providers such as Stripe or Tally when those features are active.
Those providers process data according to their own privacy practices and only to the extent needed to provide their services.
If you request the free checklist or otherwise provide your email address, we may send the requested resource, follow-up educational emails, and occasional offers related to Michiana Trust Planning. You may unsubscribe from marketing emails at any time using the unsubscribe link in those emails.
We keep information for as long as reasonably necessary to operate the site, deliver requested materials, maintain records, and comply with applicable obligations. No online system is completely secure, but we use reasonable administrative and technical measures appropriate for a small digital service business.
You may contact us to ask about the personal information we have about you, request corrections, or request deletion where appropriate. We may retain limited information when needed for legal, accounting, or operational reasons.
If you have questions about this Privacy Policy, contact info@michianatrustplanning.com.
Michiana Trust Planning is a document preparation service only. We are not a law firm and do not provide legal advice.