Protect the Estate — Probate Property Action Planner

Information We Collect

When you use the Probate Property Action Planner or submit a contact form, we may collect the following information: your name, phone number, email address, property location (city, county, state), your answers to the planner questions, and any additional notes you provide.

How We Use Your Information

Your information is used solely to provide you with your property action plan results and to allow Erik Kaiser to follow up with you about your property situation if you request a call. Contact form submissions and lead information are sent to [email protected]. A summary email is also sent to the email address you provide.

Data Sharing

We do not sell, rent, or share your personal information with third parties for marketing purposes. Your information is shared only with Erik Kaiser and his team for the purpose of responding to your inquiry.

Data Storage

Your information is stored securely in our database and is accessible only to authorized personnel. Planner session data may also be stored locally in your browser for convenience.

Your Rights

You may contact us at any time to request access to, correction of, or deletion of your personal information. To make such a request, please email [email protected] with the subject line “Data Request.”

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