Last updated: July 30, 2025
This Privacy Policy explains how Navigating Probate ("we," "us," or "our") collects, uses, and protects your personal information when you visit NavigatingProbate.com, download or purchase the book "Navigating Probate for Families: Essential Information for Executors and Heirs" (the "Book"), or interact with our related resources, content, and communications (collectively, the "Services").
We are committed to protecting your privacy and handling your personal data in compliance with applicable data protection laws, including the EU General Data Protection Regulation (GDPR), where it applies.
- Who We Are
The Services are operated under the brand Navigating Probate, associated with the Book and related educational materials.
For the purposes of the GDPR, the data controller responsible for your personal data is Navigating Probate Book.
- What Information We Collect
We collect and process different types of personal data depending on how you interact with us.
2.1 Information You Provide Directly
When you use our Services, you may provide us with:
Contact information
- Name
- Email address
- Mailing address
- Phone number (if you provide it)
Order and billing information (when applicable)
- Billing address
- Shipping address
- Purchase details (products or services ordered)
- Partial payment information (handled via third party payment processors. We do not store full card details on our servers.)
Communication data
- Messages you send via email or contact forms
- Responses to surveys or feedback forms
Email marketing opt in data
- Your consent to receive updates, newsletters, or promotional messages
- Your communication preferences
2.2 Information Collected Automatically
When you visit NavigatingProbate.com, certain data may be collected automatically, such as:
- IP address
- Browser type and version
- Device type and operating system
- Referring website or URL
- Pages viewed and actions taken on the site
- Date and time of visits
This information is generally collected through cookies, pixels, and similar technologies. See Section 7 (Cookies and Similar Technologies) for more details.
2.3 Information from Third Parties
We may receive personal data about you from:
- Payment processors and checkout platforms (for example, online carts or e commerce tools)
- Email marketing or automation tools (to track subscription status or bounces)
- Advertising or analytics partners (in aggregated or pseudonymized form)
We only use this data in accordance with this Privacy Policy and applicable law.
- How We Use Your Information
We process your personal data for the following purposes and legal bases.
3.1 To Provide and Operate Our Services
We use your information:
- To deliver the Book and related digital products you request
- To process and confirm your orders
- To provide customer support and respond to inquiries
- To manage your account or subscription (if applicable)
Legal basis (GDPR):
- Performance of a contract (Article 6(1)(b))
- Legitimate interests (Article 6(1)(f)) where appropriate
3.2 To Communicate with You
We use your information:
- To send transactional emails (order confirmations, delivery notices, important service updates)
- To respond to your questions and support requests
Legal basis:
- Performance of a contract (Article 6(1)(b))
- Legitimate interests (Article 6(1)(f))
3.3 To Send Marketing Communications (With Consent)
We use your information:
- To send newsletters, book updates, probate related tips, and offers related to Navigating Probate or closely related products and services
- To personalize our communications where reasonable
You can opt out of marketing emails at any time by clicking the unsubscribe link in the email or contacting us at support @ navigatingprobate.com.
Legal basis:
- Consent (Article 6(1)(a))
3.4 To Improve Our Website and Services
We use your information:
- To understand how visitors use our website
- To troubleshoot and improve site performance and user experience
- To develop new content, features, or offerings
Legal basis:
- Legitimate interests (Article 6(1)(f))
3.5 To Comply with Legal Obligations
We use your information:
- To maintain records required by tax, bookkeeping, and other applicable laws
- To respond to valid legal requests or regulatory inquiries
Legal basis:
- Compliance with legal obligations (Article 6(1)(c))
- How We Share Your Information
We do not sell your personal data. We may share your data with:
4.1 Service Providers (Processors)
We use trusted third party service providers to help operate our business and the Services, including:
- Website hosting and maintenance
- Email marketing and automation platforms
- Payment processors and shopping cart providers
- Analytics and performance tools
These providers only process your personal data on our instructions and are bound by contractual obligations to protect your data.
4.2 Legal and Compliance
We may disclose your information when required by law, including:
- To comply with a legal obligation or court order
- To protect our rights, property, or safety, or that of others
4.3 Business Transfers
In the event of a merger, acquisition, asset sale, or similar transaction, your personal data may be transferred as part of that transaction. We will take reasonable steps to ensure your privacy rights continue to be protected.
- International Data Transfers
Our Services are operated from the United States. If you access our website from the European Economic Area (EEA), the United Kingdom, or other regions with data protection laws, please be aware that your data may be processed in countries that may not provide the same level of protection as your home jurisdiction.
Where required by law, we take appropriate measures to protect such transfers, for example by using standard contractual clauses or other safeguards recognized under applicable data protection laws.
- Data Retention
We retain your personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including:
- For as long as you maintain an ongoing relationship with us (for example, a newsletter subscription or customer account)
- For the period required by applicable laws (for example, tax and accounting)
- For a reasonable period to respond to disputes or enforce agreements
When your data is no longer needed, we will delete it or anonymize it, unless we must retain it to fulfill legal obligations.
- Cookies and Similar Technologies
We may use cookies and similar technologies (such as pixels or tags) on NavigatingProbate.com to:
- Ensure the website functions properly
- Remember your preferences
- Analyze website traffic and usage
- Support marketing and performance tracking
Depending on applicable law, you may see a cookie notice when you first visit the site, giving you options to accept or manage cookies. You can also adjust your browser settings to block or delete cookies. Doing so may affect the functionality of the website.
- Your Rights (GDPR and Similar Laws)
If you are in the EEA, the United Kingdom, or another region with data protection rights, you may have some or all of the following rights, subject to legal limitations:
Right of access. You may request confirmation whether we process your personal data and obtain a copy of that data.
Right to rectification. You may request correction of inaccurate or incomplete information.
Right to erasure ("right to be forgotten"). You may request deletion of your personal data in certain circumstances.
Right to restriction of processing. You may request that we limit how we use your information in certain cases.
Right to data portability. You may request your personal data in a structured, commonly used, machine readable format, where technically feasible.
Right to object. You may object to processing based on legitimate interests, including profiling, and to direct marketing.
Right to withdraw consent. Where processing is based on your consent, you may withdraw it at any time. This will not affect processing carried out before withdrawal.
To exercise any of these rights, please contact us at support @ navigatingprobate.com and include enough information for us to verify your identity and understand your request.
You also have the right to lodge a complaint with your local data protection authority if you believe your rights have been violated.
- Children’s Privacy
Our Services are intended for adults and are not directed to children under 18. We do not knowingly collect personal data from children under 18. If you believe that a child has provided us with personal information, please contact us so we can take appropriate steps to delete it.
- Security of Your Information
We take reasonable technical and organizational measures to protect your personal data against loss, misuse, unauthorized access, disclosure, alteration, or destruction.
Please understand that no method of transmission over the Internet or method of electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
- Third Party Links
Our website and materials may contain links to third party websites, services, or resources. We are not responsible for the privacy practices or content of those third party sites. We encourage you to review the privacy policies of any third party sites you visit.
- Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we do, we will update the "Last updated" date at the top of this page.
Where required by law, we will notify you of significant changes and, if needed, seek your consent where appropriate.
- How to Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, you may contact us at:
Email: support @ navigatingprobate.com
Mail:
Navigating Probate Book
c/o PSI
14629 SW 104 Street, #461
Miami, FL 33186