Last Updated: 3/20/19

Carolina Family Estate Planning and our affiliates take your privacy seriously. Our privacy policy applies to our website, and it governs our practices with regards to data collection, processing, and usage. It also explains your choices when it comes to use, access, and correction of your personal information. By using our website, you are agreeing to the terms of this privacy policy.

We encourage you to review our privacy policy periodically. If the policy changes, we will post the changes on this page. If the changes are significant, we will provide a more prominent notice either on our website or via email.

If you have any questions about this privacy policy or our use of the information you provide us, please email us at welcome at or write to us at this address: 201 Commonwealth Ct #100 Cary, NC 27511.

Data We Collect

You may browse our website freely without providing any personal information. When you complete a form on our website, we will ask you to provide personal information, and we collect the corresponding navigational information.

Personal Data

This is information that you voluntarily share with us that identifies you personally. It may include contact information such as your name, email address, company name, address, phone number, and other information about you. Personal information can also include transaction information that you entered on the website, information about you from the internet (including social media sites), and any other publicly available information we obtain from service providers.

Personal information also includes information about your computer and visits to our Website that can be used to directly or indirectly identify you. This navigational information includes data such as your IP address, geographic location, browser type, referral source, length of visit, and pages viewed. Please refer to the navigation information section below for more information.

Special Note About Children

Our website is not targeted toward or intended for children under the age of 16. Further, we do not intentionally or knowingly collect data about children under 16. If you think we have collected data about a child under the age of 16, please contact us at welcome at so that we may delete it.

Login and Usage Information

We automatically collect data about your computer software and hardware when you view our website content or use our services. The information we collect may include your IP address, operating system, browser type, domain names, internet service provider (ISP), the content you viewed on the site, clickstream data, access times, and referring website addresses.

Third-Party Data

Occasionally, we may obtain personal information about you from third-party sources including companies we partner with on joint marketing activities, those with which we offer co-branded services, social media websites, and other publicly available sources.

How We Use Data

Information we collect is only used in compliance with this privacy policy. We will never sell your personal information to any third party.

Personal Data

In addition to uses identified elsewhere in this privacy policy, your personal information may be used by us to:

       Enhance and personalize your browsing experience.

       Distribute Carolina Family Estate Planning content, marketing communications, or other information we think may be of interest to you by email, post, or other means.

       Share informational and promotional content with you to promote the services we provide.

       Provide statistical information about our users to other companies. This data will not be used to identify individuals.

       Meet legal requirements.

       Send you notices about changes to our privacy policy or other legal agreements.

From time to time, we may contact you on behalf of external business partners about offerings you may be interested in. In these cases, your personal information is not transferred to the third party.

Navigational Data

Navigational information is used by us to operate and improve our website. Navigational information may be used alone or combined with personal information to provide you with personalized information about Carolina Family Estate Planning.

Client Testimonials and Case Stories

We post client testimonials and comments on our website that may contain personal information. Each client's consent is obtained before posting the client's name and testimonial.

Credit Card Data

Credit card information provided to us is used only to check your financial qualifications and collect payment from you. We use a third-party service provider to manage credit card processing. This service provider is not permitted to store, retain, or use the information you provide except for the sole purpose of credit card processing on our behalf.

Personal Data Security

To help protect your personal information from unauthorized access, use, or disclosure, we use a variety of security technologies. Any personal information you provide is secured on computer servers in a controlled and secure environment. All personal information is protected using appropriate physical, technical, and organizational measures.

Social Media Features

Our website may include social media features, such as the Facebook Like button, social media icons, widgets, and other interactive mini-programs. These features may require the use of cookies to function properly, and they may collect your IP address and track the pages you are visiting on our website. These features may be hosted directly on our site or hosted by a third party. This privacy policy does not apply to social media features. Your interactions with these features are governed by the privacy policy and other policies of the companies that provide them.

External Websites

Our website may contain links to other websites, but we are not responsible for and do not control the content or practices of those websites. Our provision of links to external websites does not constitute an endorsement of the websites, their practices, owners, or content. This privacy policy does not apply to these external websites. Use of these external websites is subject to the privacy policy and other policies of the companies that provide them.

Personal Data Retention

The length of time we keep the information we collect about you depends on the information type (described in further detail below). After such time, we will delete or anonymize your information. If this isn’t possible, we will securely store your information and isolate it from further use until deletion is possible.

Personal information you provide is retained by us when we have an ongoing legitimate business need to do so.

When we no longer have an ongoing legitimate business need to process your personal information, we will securely delete or anonymize the information. If this is not possible, we will securely store your personal information and isolate it from any further processing until deletion is possible. We will delete this information from the servers at an earlier date if you request for us to do so, as described in the "Unsubscribing from Our Communications" section below.

We retain tracking information obtained from cookies and other technologies for a reasonable amount of time after the data is created. If you have agreed to receive marketing materials from us, we will retain your marketing preferences for a reasonable amount of time from the last date in which you expressed interest in our services or content.

How We Share Data

Service Providers

Other companies and people are employed by Carolina Family Estate Planning to provide services to our website visitors, and our clients and may need to share your information with them to provide information or services to you. Examples of this may include removing duplicated information from prospect lists, analyzing data/performing statistical analysis, providing marketing assistance or customer support, processing credit card payments, and supplementing the information you provide to us so we can provide you with better service. In all cases where we share your information with such agents, we explicitly require the agent to acknowledge and adhere to our privacy and client data handling policies.

Business Events

If Carolina Family Estate Planning (or our assets) is acquired by another company, whether by merger, acquisition, bankruptcy or otherwise, that company will receive all information gathered by Carolina Family Estate Planning from the website. In the event of any change in ownership, use of your personal information, and choices you may have regarding your personal information, you will be notified via email and/or a prominent notice on our website.

Compelled Disclosure

We reserve the right to use or disclose your personal information if required to do so by law, or if we reasonably believe that use or disclosure of personal information is necessary to protect our rights, your safety, the safety of others, investigate fraud, or comply with a law, court order, or legal process.

Usage Data


Carolina Family Estate Planning and our partners use cookies or other similar technologies to operate our website, analyze trends, understand how you and other users are using our website, and gather demographic information about our user base as a whole.

Navigational Information

We use Navigational Information to operate and improve our website. We may also use Navigational Information may be used alone or in combination with personal information to provide you with personalized information about Carolina Family Estate Planning.

Single Sign-On

You can log on to our website using a Single Sign-On (SSO) service. SSO service authenticates your identity and provides you with the option to share specific personal information with us—your name and email address—to pre-populate our sign up form. These services may provide you with the option to post information about your activities on this site to your profile page to share with others within your network.

How to Access, Update, or Control Your Personal Data

Your data protection rights are as follows:

   You can request access, updates, corrections, or deletion of your personal information.

   You can object to the processing of your personal information or request for us to restrict the processing of your personal information of your personal information.

   If we have collected and processed your personal information with your consent, your consent can be withdrawn at any time. Withdrawing consent will neither impact the lawfulness of any processing we conducted before your withdrawal nor will it impact the processing of your personal information conducted in reliance on lawful processing grounds other than consent.

To exercise any of these rights, please contact us by emailing welcome at or by mailing 201 Commonwealth Ct #100 Cary, NC 27511. We will respond to your request to update, correct, or delete your information within a reasonable period and notify you of any action we have taken.

Anti-Spam Policy

Our Acceptable Use Policy prohibits us from distributing unsolicited commercial email in violation of applicable laws and requires the inclusion of an opt-out feature and other required information in every email sent.

Unsubscribing From Our Communications

To unsubscribe from our marketing communications, you can click the "unsubscribe" link at the bottom of our emails, update your communication preferences, email welcome at, or mail your request to 201 Commonwealth Ct #100 Cary, NC 27511.

*Clients cannot opt out of receiving transactional emails related to their accounts with us.

Unsubscribing From Our Clients' Communications

To unsubscribe from our clients' marketing communications, you can click the "unsubscribe" link at the bottom of their emails, or contact them directly.

This Website uses Google Analytics

This website uses Google Analytics, a web analytics service provided by Google, Inc. ("Google"). Google Analytics uses "cookies", which are placed on your computer, to help us analyze how users use the site. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for us and providing other services relating to website activity and internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google's behalf. Google will not associate your IP address with any other data held by Google. We also use Google analytics demographic and location targeting and related features to help us better understand the users of our web site and reach them with online advertising. You may refuse the use of cookies by selecting the appropriate settings on your browser, however please note that if you do this you may not be able to use the full functionality of this website. By using this website, you consent to the processing of data about you by Google in the manner and for the purposes set out above.

This Website May Utilize Google AdWords, Remarketing, Bing Ads, Facebook Ads, Custom Audiences and Potentially Other Online Advertising Services and Tactics

This website uses Google AdWords and its remarketing capability to advertise on third party websites (including Google) to previous visitors to our site. This allows us to advertise to previous visitors who may or may not have completed a task on our site, for example asking a question or requesting an appointment. This could be in the form of an advertisement on the Google search results page, or a site in the Google Display Network. Third-party vendors, including Google, use cookies to serve ads based on someone's past visits to our website. Any data collected will be used in accordance with our own privacy policy and Google's privacy policy.

You can set preferences for how Google advertises to you using the Google Ad Preferences page, and if you want to you can opt out of interest-based advertising entirely by cookie settings or permanently using a browser plugin or visiting

On Facebook, users can opt-out of the collection and use of information for ad targeting and learn more at and

We may also use other 3rd party remarketing services and/or other online advertising services such as Bing Ads, Facebook, LinkedIN, and others.

We also may use Google's "cross-device functionality" to show ads to signed-in google users who have chosen to enable Google to associate their web and app browsing history with their Google account, and to use such information from their Google account to personalize ads. 

Google Analytics collects Google-authenticated identifiers associated with users’ Google Accounts (and therefore, personal information). Google Analytics temporarily joins these identifiers to our Google Analytics data in order for you to be shown ads of web sites like ours, on devices other than the device you used when you first visited our website. To disable this, you can do so inside your google account and adjust your privacy settings.

This Website May Also Use “Call Tracking” Numbers

This website may also track phone calls made to the phone number(s) listed on its web pages or phone numbers listed in ads on Google, Bing, Yahoo, Facebook or other platforms displaying our phone number on ads. When a caller makes a call to a call tracking number, standard callerID information is passed onto the 3rd party call tracking service and made available to us. In addition, information such as the keyword used and other information related to the ad that was clicked may also be provided to us. Callers wishing to minimize the information passed on to the service may block callerID information prior to making the call or may instead of calling, contact us using the email request form on our web site.

Customer Reviews, Testimonials and Comments

Our website may contain reviews, comments, testimonials and feedback from our clients. Any partial or full reviews appearing on our site are typically taken from actual clients who posted the reviews publicly online or provided feedback privately to us. These may include written and verbal communications. Most comments are displayed verbatim although we may correct a typographical or grammatical error for better readability but we do not change the material aspect of their feedback. Standard disclaimer: every situation and client is different, results may not be typical or guaranteed. Reviews that show dates or time frames are accurate as of the time of addition to our website but time will have passed between then and your viewing of said review(s). For websites that allow posted reviews to be edited, there is a slight chance a review has been edited by the author after our posting of said review. If we become aware that a review has materially changed after our posting of it on our website, we will update it however we do not constantly monitor online reviews for edits.

Contact Information

Carolina Family Estate Planning

201 Commonwealth Ct #100 Cary, NC 27511


If you have concerns about our use of your personal information and data collection, you have the right to contact a data protection authority. Contact details can be found here.