Aegispire, Inc. Privacy Policy

Effective Date: January 1, 2025
Last Updated: October, 29, 2025

1. Introduction

Aegispire, Inc. (“Aegispire,” “we,” “us,” or “our”) values your trust and is committed to protecting your privacy.
This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information when you visit our website, communicate with us, or engage our fiduciary, trust administration, or related professional services.

We are a California-based professional fiduciary firm, and we adhere to all applicable state and federal privacy laws, including the California Consumer Privacy Act (CCPA), California Privacy Rights Act (CPRA), and applicable provisions of HIPAA and Gramm-Leach-Bliley Act (GLBA) where financial or medical data is involved.

2. Information We Collect

We collect both personal and non-personal information as needed to provide fiduciary, trust, and case management services. This may include:

Personal Information:
- Name, address, phone number, and email address
- Social Security number, driver’s license, or other identification
- Financial information (bank accounts, assets, liabilities, tax data)
- Health or medical information (for healthcare power of attorney cases)
- Legal documents and estate planning materials
- Demographic or family information provided in client intake forms

Non-Personal Information:
- Browser type, device, and operating system
- IP address and approximate location
- Website usage analytics (via cookies or similar technologies)

3. How We Collect Information

We collect information in the following ways:
- Directly from you: when you contact us, submit an intake form, schedule a consultation, or engage our services.
- From third parties: such as attorneys, CPAs, medical professionals, or financial institutions who collaborate with us.
- Automatically: when you visit our website through cookies, analytics tools, or other tracking technologies.

4. How We Use Your Information

We use your information only for legitimate business purposes, including:
- Providing fiduciary, trustee, or power of attorney services
- Managing estates, trusts, and client matters
- Communicating with you and your authorized representatives
- Complying with legal or regulatory obligations
- Improving our website, services, and client experience
- Preventing fraud and ensuring data security

5. How We Share Information

Aegispire does not sell personal information.
We may share your information in limited situations:
- With authorized professionals: such as attorneys, accountants, or healthcare providers involved in your case
- With service providers: who perform business or administrative functions on our behalf (e.g., IT, accounting, case management software)
- As required by law: to comply with court orders, subpoenas, or regulatory requirements
- With your consent: when you authorize release to a third party

6. Data Security

We implement physical, administrative, and technological safeguards to protect personal information against unauthorized access, loss, or misuse.
Examples include:
- Encrypted digital storage and communications
- Secure, access-controlled case management systems
- Regular data security audits and employee training
- Secure document destruction procedures

While we take all reasonable steps to secure your information, no system is completely infallible, and we cannot guarantee absolute security.

7. Retention of Information

We retain client and case data for as long as required by law or necessary for fiduciary, regulatory, or recordkeeping purposes.
After the retention period, records are securely destroyed or anonymized in accordance with professional fiduciary and privacy standards.

8. Your Rights Under California Law

If you are a California resident, you have the following rights under CCPA/CPRA:
- Right to Know: what personal information we collect and how it’s used
- Right to Access: obtain a copy of your data
- Right to Delete: request deletion of personal information (subject to legal exceptions)
- Right to Correct: update inaccurate information
- Right to Limit Use of Sensitive Information
- Right to Non-Discrimination: we will not deny services or charge different rates for exercising your privacy rights

To exercise these rights, contact us at privacy@aegispire.com or write to:

Aegispire, Inc.
Attn: Privacy Officer
8841 Williamson Drive, Suite 30
Elk Grove, CA 95624

We may need to verify your identity before processing any request.

9. Cookies and Analytics

Our website may use cookies, tracking pixels, and analytics tools (such as Google Analytics) to improve performance and understand user behavior.
You can manage or disable cookies in your browser settings. However, disabling cookies may affect certain site features.

10. Third-Party Links

Our website may contain links to third-party websites or service providers.
We are not responsible for the content, security, or privacy practices of those external sites.

11. Children’s Privacy

Aegispire’s website and services are not intended for children under 13.
We do not knowingly collect personal information from minors without parental or guardian consent.

12. Updates to This Policy

We may update this Privacy Policy periodically to reflect legal, regulatory, or operational changes.
The updated version will be posted on our website with a new effective date.

13. Contact Us

If you have questions or concerns about this Privacy Policy, please contact:

Privacy Officer
Aegispire, Inc.
Email: info@aegispire.com
Phone: (916) 473-1364
Mail: 8841 Williamson Drive, Suite 30, Elk Grove, CA 95624