Privacy policy

Last updated: 19 August 2026

Settling an estate means handling some of the most sensitive information a family has — financial records, government identifiers, and the personal details of someone who has died. This page explains what we collect, why, and what we do with it.

1. Information we collect

When you contact us

Through the contact form or by email, we receive whatever you choose to send: your name, email address, phone number if given, the county involved, and whatever you write in the message. We ask you not to include Social Security numbers or account numbers at this stage, and the form says so.

When you become a client

To do the work, we typically need to collect and handle:

Identifying information for you and for the decedent, which can include Social Security numbers
Death certificates and other vital records
Financial account details, statements, and policy numbers
Property records, vehicle titles, and deeds
Wills, trusts, and beneficiary designations
Correspondence with institutions on the estate's behalf

We ask only for what a specific task actually requires, at the time it requires it — not for a complete file up front on the chance we might need something.

Automatically, when you visit the site

This website is hosted on Cloudflare Pages. Cloudflare processes standard server request data, including IP addresses, for security and delivery purposes.

We do not use advertising cookies, tracking pixels, or third-party analytics that profile you across sites. We do not sell or share your information with data brokers or advertisers, and there is nothing on this site that follows you elsewhere.

2. How we use information

We use the information you give us only to:

Respond to your inquiry and arrange an initial call
Perform the services described in a signed engagement agreement
Communicate with institutions and agencies as authorized by you
Keep records we are required to keep, including fiduciary accountings
Meet legal obligations that apply to us

We do not use your information for marketing to third parties, and we do not add you to any mailing list unless you ask.

3. When we share information

We disclose information only in these circumstances:

To institutions and agencies you have authorized us to contact — banks, insurers, motor vehicle offices, Social Security, and so on — and only what each one requires
To courts, where a filing or fiduciary accounting requires it
To other professionals you have engaged, such as your attorney or CPA, at your direction
To service providers who host our systems under confidentiality obligations
Where required by law, such as a valid subpoena or court order

We never sell personal information, and we never share it for anyone else's marketing.

4. How we protect it

Documents are stored encrypted, both in transit and at rest
Files are exchanged by secure link rather than as email attachments
Access is limited to those working on your matter
Accounts holding client information use multi-factor authentication
Paper documents, where they exist, are stored securely and shredded when no longer needed

No method of storage or transmission is perfectly secure, and we don't claim otherwise. If a breach affecting your information ever occurred, we would notify you promptly and as required by Colorado law.

5. How long we keep it

At the end of an engagement, you receive a complete copy of the file. We retain our own working records for as long as needed for legitimate business and legal purposes — which for fiduciary engagements can be several years, since accountings may need to be produced later.

You can ask us to delete our working copies once an engagement is closed, and we will do so except where we are legally required to retain something. Just email us.

6. Information about deceased persons

Much of what we handle concerns someone who has died. Privacy laws generally give fewer formal protections to the information of deceased individuals, but we treat it with the same care as living clients' information regardless. It belongs to a family, and it is frequently a target for identity theft — which is precisely why we recommend notifying the credit bureaus early.

7. Your rights

Colorado residents have rights under the Colorado Privacy Act, including the right to access the personal data we hold about you, to correct inaccuracies, to request deletion, to obtain a portable copy, and to opt out of targeted advertising, sale, or profiling — none of which we do in any case.

To exercise any of these, email hello@findeverguide.com. We will respond within the timeframe the law requires and may need to verify your identity first. If we decline a request, you may appeal by replying to our response, and you may contact the Colorado Attorney General's office.

8. Children

This site is not directed to children under 13, and we do not knowingly collect their information. Where a minor is a beneficiary of an estate, we handle their information as part of the engagement and with the involvement of their parent or guardian.

9. Changes

If we update this policy, the date at the top will change. For material changes affecting current clients, we'll notify you directly rather than relying on you to check.

10. Contact

Questions, concerns, or requests about privacy:
hello@findeverguide.com

Everguide & Co
Colorado, United States