Privacy policy
Draft for attorney review. Effective date: [DATE]
ShortLife Advisors LLC ("ShortLife," "we") respects your privacy. This policy explains what we collect through shortlifeadvisors.com and how we use it.
What we collect
Information you submit in our forms, such as your name, email, phone number, property address, purchase price and purchase date. If you engage us, we also collect the documents you upload, such as closing statements, contracts and depreciation schedules. Our hosting provider records basic technical data, such as IP address and browser type, for security and performance.
How we use it
To prepare your savings estimate, respond to you, deliver the services you engage us for, and meet our professional and legal obligations. We do not sell your information.
Who we share it with
Only service providers that help us deliver our work, including our engineering and cost-estimating partner, secure document portal, e-signature and payment processors, and email provider. Each is bound by confidentiality obligations. We may also disclose information when required by law or professional standards.
How we protect it
We keep a written information security plan, use multi-factor authentication on our systems, and store client documents in an encrypted portal. We keep records as long as our professional standards require.
Your choices
You can ask us to access, correct or delete the information you gave us, subject to our record-keeping obligations, by emailing hello@shortlifeadvisors.com.
Contact
ShortLife Advisors LLC · Montgomery, Alabama · hello@shortlifeadvisors.com