Legacy Architect RVA
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Privacy Policy

Effective October 12, 2026

Legacy Architect RVA respects your privacy and is committed to protecting the personal information entrusted to us. This policy explains how we collect, use, protect, and disclose information when you use our website or services.

The No-Retention StandardInformation We CollectHow We Use Your InformationCookies and Tracking TechnologiesSharing of InformationNot Legal, Financial, Medical, or Tax AdviceData SecurityData RetentionYour RightsChildren's PrivacyChanges to This Privacy PolicyContact

The No-Retention Standard

No-Retention means we don't hold onto your private information. While your Life Manual is being built, what you share sits in a secure portal that only you and Craig can see, and we never store passwords or credentials. Your documents live in your own Secure Drive. We help organize the structure. You control what goes in, where it lives, and who can access it. This standard covers your Life Manual and planning information. Conversations with Elara, the assistant on our website, are handled separately and described below.

Life Manual information submitted through the client portal is processed temporarily during your active engagement and the 72-hour post-handoff review period. It is then purged from the portal. This timing applies to Life Manual project information, not to website assistant chats or other categories described separately in this policy. After that, your delivered Life Manual is the only copy in existence, and it belongs entirely to you.

Information We Collect

Contact information

  • Name, email, phone, mailing address
  • Communication preferences

Personal planning information

When you complete assessments or engage our services, you may provide details related to family, contacts, household, property, digital accounts, insurance, healthcare preferences, personal wishes, and business continuity. You control what you provide. Please provide only what's necessary for your requested service.

Conversations with Elara

Elara processes the questions you send so it can reply, but our website no longer sends the text of your questions or Elara's answers to our analytics database. Some conversations collected under an earlier version of the site may still exist in historical records. They were previously subject to a retention period of up to three months; you can contact us to request deletion of those earlier records. Please don't share passwords, account numbers, or other sensitive information with Elara. If you turn on Read aloud, the text of Elara's replies is sent to ElevenLabs, our voice provider, to turn it into speech. Your own messages aren't sent to ElevenLabs through the Read aloud feature.

Automatically collected

When you visit, we may collect technical data like IP address, browser type, pages visited, and referring sites through analytics and cookies. You can disable cookies in your browser settings.

How We Use Your Information

To provide requested services, create your Life Manual, schedule conversations, communicate with you, process payments, and protect against fraud. We do not sell your personal information. We never use your Life Manual data for marketing, advertising, analytics, or profiling.

Cookies and Tracking Technologies

Our website may use cookies or similar technologies to remember preferences, analyze traffic, and understand how visitors use our site. You may disable cookies through your browser settings, though some features may not function properly if you do.

Sharing of Information

We may share information only when necessary to operate our business, including with trusted service providers such as website hosting, payment processors, scheduling platforms, email providers, analytics providers, and cloud storage providers. These providers are authorized to use information only as necessary to provide services to us. We may also disclose information when required by law, legal process, or court order, or to protect our rights, property, or safety, or to prevent fraud or abuse.

Not Legal, Financial, Medical, or Tax Advice

We provide organization, documentation, and continuity planning. We are not attorneys, financial professionals, tax professionals, insurance agents, or medical professionals. Our services don't replace advice from licensed professionals. You should consult appropriate licensed professionals regarding legal documents, financial decisions, medical decisions, taxes, and estate planning matters.

Data Security

We protect your information with encryption in transit (HTTPS/TLS) and at rest (AES-256), cryptographically hashed passwords, and limited access. No system can be guaranteed completely secure, and providing information electronically carries inherent risk.

Data Retention

We retain information only as long as reasonably necessary to provide services, maintain business records, meet legal obligations, resolve disputes, and enforce agreements. Life Manual data submitted through our tools is permanently purged within 72 hours of delivery under our No-Retention Protocol. The site no longer collects full Elara transcripts for analytics. Previously collected messages may still be present in historical records and can be requested for deletion.

Your Rights

Depending on applicable law, you may request access to, correction of, or deletion of your information, and ask how your data is used. Requests can be submitted using the contact information below.

Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 13.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. The updated version will be posted on this website with a revised effective date.

Contact

Legacy Architect RVA · Richmond, Virginia. For privacy questions or data requests, reach us at info@legacyarchitectrva.com or (804) 866-1320.

info@legacyarchitectrva.com(804) 866-1320Schedule a CallRichmond, Virginia
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Legacy Architect RVA  ·  Richmond, Virginia  ·  Order in Your Absence

Elara

Ask me what a Life Manual is, how it works, or where to start.

General info only. Not legal, financial, or tax advice. Email Craig directly