Operator and contact
- Legal operator: TrustEstate Growth
- Brand/trade name: TrustEstate Growth
- Email: [email protected]
- Notice address: Available upon request.
Privacy
Privacy Policy
Effective date: April 9, 2026. This policy covers information collected through the public site, checklist request flow, audit request flow, and direct email follow-up tied to those requests.
What we collect
- Contact and firm details such as name, email, phone, role, firm name, location, and practice focus.
- Checklist and audit request details, including stated growth bottlenecks and business-context notes.
- Technical and campaign data such as IP address, browser/device data, page URL, referrer, and UTM parameters.
How we use it
- Deliver the requested checklist or audit response.
- Evaluate fit and communicate next steps for TrustEstate services.
- Run analytics, attribution, site operations, and security monitoring.
- Keep business records and comply with legal obligations.
How it is handled
TrustEstate currently uses Cloudflare Pages and Workers for the site layer, plus Google Workspace tools for intake routing, spreadsheet logging, and email notifications. Analytics may include Google Tag Manager and Google Analytics 4 when configured.
Retention and email preferences
- Checklist leads: up to 12 months from the last meaningful interaction.
- Non-converted audit opportunities: up to 24 months.
- Signed contracts and billing records: 7 years where applicable.
- To opt out of marketing follow-up, email [email protected].
Public-form guardrails
Public forms are meant for business-contact and qualification information only. Please do not submit confidential client matter details, passwords, payment-card data, or other sensitive personal information through the site.
Your choices
You can request access, correction, deletion, or an explanation of how your information is being used by emailing [email protected] or writing to Available upon request.. We may need to verify your request and apply lawful exceptions.