Privacy Policy

Last Updated: July 1, 2026

At Move Money Safely, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect personal information that you voluntarily provide to us when you:

• Schedule a consultation or contact us.
• Fill out forms on our website.
• Register for an event or workshop.
• Purchase a service or product.

This information may include your name, email address, phone number, financial information relevant to estate planning, and any other details you choose to share.

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain our services.
• Communicate with you, including scheduling and support.
• Connect you with licensed attorneys or professionals (with your consent).
• Process transactions and send related information.
• Improve our website and services.
• Comply with legal obligations.

3. Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information in the following situations:

• With Service Providers: We may share data with third-party vendors who perform services for us (e.g., payment processing, scheduling, secure document storage).
• With Partner Attorneys: If you choose the attorney-based plan, we will share your relevant details with the matched attorney to facilitate your estate planning.
• For Legal Reasons: We may disclose information if required by law or in response to valid requests by public authorities.

4. Data Security

We use reasonable administrative, technical, and physical security measures to protect your personal information. While we strive to protect your data, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

5. California Privacy Rights (CCPA)

If you are a California resident, you have specific rights regarding your personal information, including the right to request access to the data we have collected about you, the right to request deletion of your data, and the right not to be discriminated against for exercising these rights. To make a request, please contact us using the information below.

6. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to track activity on our website and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

7. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Email: A.Salas@movemoneysafely.com
Phone: 408-554-0007