Privacy Policy

1) Who we are

AAEAP is a professional association supporting families and professionals involved in estate transitions, settlement coordination, downsizing, and related services.

2) Information we collect

We may collect information in three ways: (a) information you provide, (b) information collected automatically, and (c) information from third parties you choose to use.

a) Information you provide

• Contact details (such as name, email address, phone number)
• Location information (such as ZIP code or city/state of the estate)
• Membership information (such as role, business/organization, service areas, and related professional details if you apply to join)
• Education/seminar requests (such as session interest, availability, and optional notes)
• Messages you send to us (such as questions and support requests)

b) Information collected automatically

• IP address, device type, browser type, and operating system
• Pages viewed and general interaction with the site
• Approximate location derived from IP address (city/region level)
• Referral source (e.g., how you arrived at our site)

c) Comments (if enabled)

If site comments are enabled and you submit a comment, we collect the information shown in the comment form along with the visitor’s IP address and browser user agent to help with spam detection.

3) How we use your information

We use information to:

• Respond to inquiries and requests for estate-related professional support
• Process membership requests and communicate about membership
• Provide information about education resources and seminars
• Operate, maintain, and improve our website and services
• Protect the security and integrity of the site (fraud/spam prevention)
• Comply with applicable legal obligations

4) When we share information

We may share information only as needed:

• With service providers that support website hosting, form delivery, analytics, and security (acting under contract and instructions)
• With professionals or partners only when necessary to respond to a request you initiate (for example, to route a “Find an Estate Professional” inquiry)
• For legal and safety reasons if required to comply with law or to protect rights, safety, and security

We do not sell your personal information.

5) Cookies and similar technologies

Cookies help the site function and help us understand usage. Depending on site configuration, cookies may be used for:

• Essential site functionality (including login sessions where applicable)
• Remembering preferences
• Website analytics (understanding traffic and improving content)
• Security and fraud prevention

You can control cookies through your browser settings. Disabling cookies may limit some site functionality.

6) Embedded content from other websites

Pages on this site may include embedded content (for example, videos). Embedded content behaves as if you visited the external site directly. Those sites may collect data about you, use cookies, and track your interaction according to their own policies.

7) Media uploads (if enabled)

If you upload images or files to the website, avoid including embedded location data (EXIF GPS). Visitors may be able to download and extract that information.

8) Account and portal information (Members Only)

If member accounts are enabled, we store information necessary to manage access, authenticate users, and provide member-only content. Administrators may access account details to support member needs and maintain the site.

If you request a password reset, your IP address may be included in the reset email as part of security controls.

9) Data retention

We retain personal information only as long as reasonably necessary for the purposes described in this policy, including:

• Responding to your request or providing association-related communications
• Maintaining records for administrative, legal, or security purposes
• Operating member accounts (where applicable)

If comments are enabled, comments and related metadata may be retained to maintain conversation history and support moderation.

10) Your privacy rights and choices

Depending on where you live, you may have rights to access, correct, or delete certain personal information we hold about you. You may also request an export of your personal data or request deletion, subject to legal and security requirements.

11) Security

We use reasonable technical and organizational measures to protect personal information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

12) Children’s privacy

This website is not intended for children under 13, and we do not knowingly collect personal information from children.

13) Where your data is sent

Visitor submissions (including comments, if enabled) may be checked through automated spam detection services. Website data may be processed by our hosting provider and service vendors depending on how the site is configured.

14) Contact us

If you have questions about this Privacy Policy or want to exercise a privacy-related request, contact us through our Contact Us page.

15) Changes to this policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.