Your information, handled with care.
Legacy Prep Solutions is a division of Allen-Smith Capital Group. All data is collected, processed, and managed under the administration of Allen-Smith Capital Group.
We explain what we collect and why.
Reasonable safeguards for sensitive information.
Used only for planning and document preparation.
1. Company Structure
Legacy Prep Solutions is a division of Allen-Smith Capital Group. All data is collected, processed, and managed under the administration of Allen-Smith Capital Group, which provides operational and strategic oversight across its divisions.
2. Information We Collect
We may collect the following types of information:
- Personal identification information (name, contact details)
- Family and beneficiary information
- Financial and asset-related information (non-account specific)
- Medical-related preferences (for directives and planning purposes)
- User-submitted responses through intake forms
3. Sensitive Information
Some information you provide may be considered sensitive, including medical preferences and personal planning data. This information is used solely for document preparation and planning purposes.
Legacy Prep Solutions is not a healthcare provider, health plan, or covered entity under the Health Insurance Portability and Accountability Act (HIPAA).
While we take reasonable measures to protect sensitive information, this platform is not designed to store or transmit protected health information in a manner subject to HIPAA regulations.
Users should avoid submitting highly sensitive medical records or information not necessary for document preparation.
4. How Information Is Used
- Generate documents based on user input
- Provide planning and structuring services
- Improve platform functionality
- Communicate with users regarding services
5. Data Storage & Security
We implement reasonable administrative, technical, and organizational safeguards to protect user information. However, no system can guarantee absolute security.
6. Data Sharing
We do not sell user data. Information may be shared:
- With independent attorneys (only with user consent)
- With service providers supporting platform operations
- When required by law
7. User Control
Users may:
- Request access to their data
- Request corrections
- Request deletion (subject to legal or operational requirements)
To exercise these rights, contact us through the contact page.
8. Data Retention
We retain information only as long as necessary to provide services and comply with legal obligations.
9. Cookies & Tracking
We may use cookies and similar technologies to:
- Improve user experience
- Track usage patterns
- Optimize platform performance
10. Governing Law
This Privacy Policy is governed by the laws of the State of your state.
11. Policy Updates
We reserve the right to update this policy at any time. Continued use of the platform constitutes acceptance of any changes.
12. User Consent
By using this platform, you acknowledge and consent to the collection and use of your information as described in this Privacy Policy.
Legacy Prep Solutions provides educational and document preparation support services and does not provide legal advice. Clients are encouraged to consult a licensed attorney.