Privacy Policy
Effective October 5, 2026
Serving Heart Estate Solutions respects the privacy of families, representatives, shoppers, and professional partners who contact us. This policy explains what information we collect through servingheartestates.com, why we use it, and the choices available to you.
Information we collect
When you submit our intake form, contact us, or join a mailing list, we may collect your name, email address, telephone number, preferred contact method, relationship to an estate, property location, timing, household details, service needs, and any notes you choose to provide. We may also receive basic technical information such as browser type, device type, and pages visited when normal website analytics or security tools are in use.
How we use information
We use information to respond to inquiries, evaluate whether our services may be a good fit, schedule consultations, plan and provide services, maintain business records, improve our website, protect against misuse, and send updates when you have requested them. We do not sell your personal information.
Website analytics and cookies
We use Google Analytics to understand how visitors find and use our website. Google Analytics may collect information such as pages viewed, approximate location, device and browser details, referral source, and interactions with the site through cookies or similar technologies. We do not intentionally send names, email addresses, phone numbers, or estate-intake details to Google Analytics. You can learn more about how Google uses information from sites that use its services and manage cookies through your browser settings.
When information may be shared
We may share only the information reasonably necessary with service providers that support our website, communications, scheduling, payment processing, or business operations. We may also disclose information when required by law, to protect legal rights or safety, or as part of a business transfer. Service providers are expected to use information only for the work they perform for us.
Estate intake information
Please do not submit Social Security numbers, financial account numbers, passwords, medical records, or other highly sensitive information through the website. Intake details are used to assess and follow up on a potential engagement; submitting an intake form does not create a client relationship or guarantee that we can accept a sale.
Retention and security
We retain information for as long as reasonably needed for the purposes described above, to meet legal and recordkeeping obligations, and to resolve disputes. We use reasonable administrative and technical safeguards, but no online transmission or storage system can be guaranteed completely secure.
Your choices
You may ask us to correct or delete information you submitted, or opt out of nonessential marketing messages, by contacting us. We may retain limited information when required for legal, security, or legitimate business-record purposes.
Children’s privacy
Our services are intended for adults. We do not knowingly collect personal information from children under 13 through this website.
Updates to this policy
We may update this policy as our services or legal obligations change. The effective date shown above will identify the current version.
Contact us
Questions or privacy requests may be directed to info@servingheartestates.com or (512) 651-1859.