Privacy, in plain English
Last updated October 2026 · [Full policy text reviewed by compliance]
The short version
Your checkup and calculator answers stay in your browser. We only receive what you choose to send us: an email address to get your result, or details you give when you book a call.
What we collect
- Nothing, if you just use the tools. Answers to the checkup and calculators are not saved or sent.
- Your email, if you ask us to send you a result. [Plus the result itself, if emailed.]
- Booking details, if you schedule a call: name, contact information and what you tell us.
- Site analytics: [tool used, what it records, whether cookies are set].
How we use it
To send what you asked for, follow up about a call you requested and [occasional educational emails, with an unsubscribe link in every one]. We don’t sell your information. [Sharing with service providers, per compliance.]
Your choices
Unsubscribe at any time, or ask us to delete what we hold by writing to [privacy email]. [Firm privacy notice under Regulation S-P, linked here.]
TrustAndEstate is a Morrowgate Private Wealth resource. Morrowgate’s full privacy policy and disclosures are at morrowgatewealth.com.