Privacy Policy
Last Updated: February 7, 2026
American Estate Planning Series (“AEPS,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us through our website and related services.
This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your information.
Information We Collect
We may collect information in the following ways:
Information You Voluntarily Provide
You may choose to provide personal information when you:
Subscribe to email updates
Request downloads or resources
Complete questionnaires or inquiry forms
Contact us through the website
This information may include your name, email address, phone number, and other details you choose to provide.
Information Collected Automatically
When you visit our website, certain information may be collected automatically, including:
IP address
Browser type and device information
Pages visited and time spent on the site
Referring website or search terms
We may use cookies or similar technologies to collect this information for analytics and site functionality.
How We Use Information
We use the information we collect to:
Provide requested resources, downloads, or information
Respond to inquiries or questions
Send educational content or updates you have requested
Improve website performance and user experience
Maintain the security and integrity of our systems
We do not sell personal information.
Sharing of Information
We may share information in limited circumstances, including:
With service providers that assist us in operating the website, delivering emails, processing payments, or managing analytics
With participating attorneys or partners only when a user requests or authorizes a referral
All service providers are required to use information only as necessary to provide their services.
Cookies and Analytics
Our website may use cookies and analytics tools (such as Google Analytics) to understand how visitors use the site and to improve functionality.
You can control cookies through your browser settings. Disabling cookies may affect certain features of the site.
Data Security
We use reasonable administrative and technical measures to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Children’s Information
This website is intended for adults. We do not knowingly collect personal information from children under the age of 13.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Continued use of the website after changes are posted constitutes acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy, you may contact us at: paul@epseries.com