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Privacy Policy

Effective Date: February 7, 2024

Introduction

Keystone Pinnacle Property Advisors ("we," "us," or "our") respects your privacy. This Privacy Policy outlines how personal data is collected, used, and protected when you visit brooklynsurrogatecourt.com or contact us through this website.

1. Information We Collect

Personal Information Provided by You:

  • Contact Details: Name, email address, phone number, and mailing address
  • Property Information: Details about inherited property, estate situations, or court proceedings you share through our contact form
  • Transaction Data: Information about properties bought or sold through our advisory services
  • Waitlist Data: Name, email, and service interest when you join our document preparation waitlist

Automatically Collected Information:

  • Device Data: IP address, browser type, operating system
  • Usage Data: Pages visited, time spent on site, search queries, referral sources (collected via Google Analytics 4 and Vercel Analytics)

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide personalized guidance on estate property transactions and Surrogate's Court proceedings
  • Facilitate communication between you and our advisory team
  • Process property transactions, including scheduling consultations and coordinating with title companies and attorneys
  • Improve our website functionality and user experience
  • Send you relevant updates about our services (only with your consent)
  • Comply with legal obligations, including tax reporting requirements

3. Opt-In Consent

We request your explicit consent before contacting you via phone, email, or text message. Each consent request specifies the purpose of the communication. You may withdraw consent at any time by replying "STOP" to any text message, clicking the unsubscribe link in any email, or contacting us directly.

4. SMS/Text Message Communications

Your phone number and SMS opt-in consent will never be shared with third parties or affiliates for promotional purposes. You may opt out of text messages at any time by replying "STOP" to any message. Message and data rates may apply.

5. Data Sharing and Third Parties

We do not sell your data. Your mobile opt-in information is never shared with third parties for marketing purposes. Non-mobile personal data may be shared with:

  • Service Providers: Companies that assist us in operating our website, processing transactions, or delivering services (e.g., email delivery via Resend, analytics via Google)
  • Professional Partners: Attorneys, title companies, or lenders involved in your transaction — only with your knowledge and consent
  • Legal Compliance: When required by law, court order, or governmental request

6. Data Security

We implement industry-standard security measures to protect your personal information, including SSL/TLS encryption for all data transmitted through our website, access controls limiting who can view your data, and regular security assessments.

We do not collect Social Security numbers, bank account numbers, or other sensitive financial data through this website. Court forms that require this information are generated with those fields left blank for you to complete by hand.

7. Data Retention

Personal data is retained for five years following completion of a transaction or your last interaction with us, unless you request earlier deletion. Waitlist data is retained until the relevant service launches; if the service is not launched within 12 months, waitlist data is deleted. Anonymized analytics data may be retained indefinitely.

8. Your Rights

You have the right to:

  • Request access to the personal data we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal data
  • Opt out of marketing communications at any time

To exercise any of these rights, contact us using the information below.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of the website after changes constitutes acceptance of the revised policy.

10. Contact Information

If you have questions about this Privacy Policy or wish to exercise your data rights: