Privacy Policy

Effective Date: September 10, 2026

Principled Estate Management respects the privacy of our clients, prospective clients, and website visitors. Because our work may involve sensitive household, financial, property, and personal information, discretion and responsible handling of information are fundamental to our business.

This Privacy Policy explains the types of information we may collect through this website, how that information may be used, and the choices available to you.

Information We Collect

When you contact Principled Estate Management, request a private consultation, or otherwise communicate with us, you may voluntarily provide information such as your name, email address, telephone number, general location, information about your residences, the services you are interested in, and information you choose to include in your inquiry.

Please do not submit passwords, account numbers, financial credentials, Social Security numbers, or other highly sensitive information through the website or consultation form.

Our website provider and related technology providers may also automatically collect certain technical information, such as browser type, device information, IP address, pages visited, referring websites, and similar website-usage information.

How We Use Information

Information collected through this website may be used to respond to inquiries, evaluate whether our services may be appropriate for your needs, schedule and conduct consultations, communicate with prospective and current clients, provide and improve our services, maintain website security and functionality, and comply with applicable legal obligations.

We do not sell your personal information.

Client Confidentiality

Information provided by clients in connection with an established engagement may be subject to additional confidentiality, security, access, and information-handling procedures established as part of the client relationship.

This website Privacy Policy does not replace any confidentiality provisions contained in a client service agreement.

Service Providers

We may use third-party service providers to operate our website and business, including website hosting, email, scheduling, communications, document management, accounting, payment processing, or other administrative technologies.

These providers may process information as necessary to provide their services to us and are subject to their own privacy and security practices.

Cookies and Website Analytics

Our website may use cookies and similar technologies for website functionality, security, analytics, and performance. Depending on the technologies enabled on the website, you may be able to manage certain cookie preferences through your browser or available website controls.

Information Sharing

We may disclose information when reasonably necessary to operate our business, provide requested services, work with service providers acting on our behalf, comply with applicable law or legal process, protect our rights or the security of our systems, or with your direction or consent.

We do not disclose client or prospective-client information to third parties for their independent marketing purposes.

Data Security

We take reasonable administrative and technical measures appropriate to the nature of the information we handle. However, no website, email system, electronic transmission, or data-storage system can be guaranteed to be completely secure.

For that reason, sensitive financial credentials and similar information should not be transmitted through the public website.

Data Retention

We may retain information for as long as reasonably necessary for the purposes for which it was collected, to maintain appropriate business records, to comply with legal obligations, or to protect legitimate business interests.

Your Choices

You may contact us to request access to, correction of, or deletion of personal information you have provided through the website, or to ask questions about how your information is handled. Certain information may be retained where necessary to comply with applicable legal, contractual, or recordkeeping requirements.

Third-Party Links

This website may contain links to websites or services operated by third parties. Principled Estate Management is not responsible for the privacy practices or content of those third-party services.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, or legal requirements. The effective date at the top of this page will indicate when the policy was most recently updated.

Contact

Questions regarding this Privacy Policy may be directed to:

Principled Estate Management
hello@principledestatemanagement.com
Utah, United States