Trustease

Privacy Policy

Last Updated: December 12, 2023

Welcome to Trustease.

At Trustease, we provide trustees and fiduciaries with robust, easy-to-use, and affordable software. Trustease, LLC, respects your privacy and is committed to providing a transparent notice of our privacy practices.

This Privacy Policy (the “Policy”) describes the types of information we may collect from you when you visit our website at https://www.trustease.com or use the services offered through the website (collectively, the “Website”). This Policy also covers information we collect about you from third parties or when you contact us by phone or email. This Policy describes our practices for collecting, using, maintaining, protecting, and disclosing that information.

Please read this policy carefully to understand our policies and practices regarding your information and how we will treat it. This Policy may change from time to time (see Changes to Our Privacy Policy).

Information Collection

We collect several types of information from and about you, including:

Information provided by you, such as your name, address, email address, telephone number, and other personally identifying information. For example, we collect information from you when you subscribe to use the platform or when you accept an invitation to join the platform by a subscriber.
Information provided by third parties about you. As part of our services, we may also collect your name, address, email address, and other information about you provided by third parties.
Information collected automatically as you navigate through the Website. Information collected automatically may include usage details, domain address, IP addresses, internet browser, operating system, your internet connection, the equipment you use to access the Website, and information collected through cookies and similar tracking technologies.

Information collected automatically

We may use the information that we collect about you or that you provide to us:

to present the Website and its contents to you and to improve the Website (we continually strive to improve our website offerings based on the information and feedback we receive from you);
to provide you with information or services that you request from us;
to fulfill our obligations to you as a subscriber and/or user of the Website;
to provide you with notices about your account and to improve customer service (your information helps us to more effectively respond to your customer service requests and support needs);
to carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for invoicing, account organization, and user management;
to notify you about changes to the Website or any products or services that we offer or provide through the Website;
to allow you to participate in interactive features on the Website and to personalize your experience (your information helps us to better respond to your individual needs);
to enable communications to you regarding our services, such as email and text;
to fulfill any other purpose for which you provide it and in any other way we may describe when you provide the information;
to allow you to participate in interactive features on the Website and to personalize your experience (your information helps us to better respond to your individual needs);
for any other purpose with your consent.

Disclosure of Your Information

We may disclose information that we collect about you or that you provide us directly as described in this privacy policy:

to our subsidiaries and affiliates;
to contractors, service providers, payment processors, and other third parties we use to support our business;
to a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Trustease’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Trustease about Website users is among the assets transferred;
to fulfill the purpose for which you provide it;
for any other purpose disclosed by us when you provide the information; and
with your consent.

We may also disclose your personal information:

to comply with any court order, law, or legal process, including to respond to any government, regulatory, or law enforcement request;
to enforce or apply our Terms of Service, and other agreements; and
if we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Trustease, our customers, or others. This includes exchanging information with other companies and organizations for the purposes of fraud protection and credit risk reduction.

We may disclose aggregated information about our users and deidentified data or information that does not identify an individual.

Tracking Technologies

Trustease uses first- and third-party cookies and other tracking technologies for various purposes, including to monitor and analyze the use of the Website, help us provide information to you more effectively, conduct internal analytics, and provide advertising. A cookie is a unit of data stored on the user’s hard drive that helps us remember you and your preferences. You can refuse cookies by turning them off in your browser. Please note, however, that if you delete or turn off cookies, you may not have access to some of the features that make your experience on our sites and apps smoother, you may not be able to store your preferences, and some of our services may not function properly.

Security

We have implemented reasonable measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of the Website, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Links

The Website may contain third party links to other websites, such as Plaid. Please be aware that we are not responsible for the content or privacy practices of such other third-party sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Children Under the Age of 13

The Website is not intended for children under 13 years of age. No one under age 13 may provide any information to or on the Website. We do not knowingly collect personal information from children under 13. If you are under 13, do not use or provide any information to or on the Website or through any of its features. If you believe we might have any information from or about a child under 13, please contact us in one of the ways provided in the Contact Information section, below.

Do Not Track

We do not respond to web browser “do not track” signals or other mechanisms. Other parties may collect personally identifiable information about your activities over time and across different websites when a consumer uses the Website.

Changes to Our Privacy Policy

It is our policy to post any changes we make to our privacy policy on this page. Please check back periodically to ensure you are aware of any recent updates. You can see when this page has been updated by looking at the “Last Updated” date at the top of this page.

Contacting Us

If there are any questions regarding this privacy policy, you may contact us at: info@trustease.com.