Family Harbor — Privacy Basics

Last updated: 9/9/2025

This page explains our privacy approach in plain language. It is not legal advice. For vendor specifics and data flows, see Data Handling & Vendors.

Quick summary

• We don’t sell personal information
• We collect only what’s needed to deliver Family Harbor (for example, contact info, intake responses)
• You control who sees your information (family members, attorneys, CFPs, and others you choose)
• You can access, correct, export, or delete your data by contacting us
• We use industry-standard security practices (encryption in transit and at rest, access controls)
• Public-facing education pages and resources do not contain private client data

What this page covers

This page covers what we collect, how we use it, your controls and choices, security, retention, and your privacy rights.

It does not cover specific vendors, sub-processors, or detailed data flows. Those will be described in Data Handling & Vendors.

Key definitions

• Personal Information: info that identifies you or can reasonably be linked to you (such as name, email, household details)
• Sensitive Personal Information: higher-risk data like SSN, government IDs, financial account numbers, health details, or exact geolocation
• Client Content: documents and information you provide to organize your legacy (such as lists of accounts, copies of wills or trusts, beneficiary notes)