Privacy Policy

Name: Shueply Trust Administrators
Address: B260 340 E. Palm Lane, Phoenix, Texas
Telephone: (602) 892-0289

Data Controller

Shueply Trust Administrators is the Data Controller responsible for your personal data. Contact Details:

Address: Shueply Trust Administrators, 340 East Palm Lane b260, Phoenix, AZ 85004, USA
Email: privacy@shueplytrust.com
Phone: (602) 892-0289

Collected Personal Data

We collect and process the following types of personal data to provide our trust administration services:

Contact Information: Name, email address, phone number, and mailing address.
Identity and Financial Information: Social Security Number, tax identification number, financial account details, and trust-related documentation (e.g., trust agreements or beneficiary details).
Professional Information: Details related to your role as a settlor, trustee, or beneficiary, including legal or financial advisor contacts.
Website Usage Data: IP address, browser type, device information, and cookies or analytics data when you visit our website.
Other Information: Information you voluntarily provide, such as inquiries, feedback, or survey responses.

We collect this data directly from you (e.g., through forms, consultations, or account creation), from third parties involved in trust administration (e.g., attorneys or financial institutions), or automatically via website technologies like cookies.

Purpose of Collecting Data

We collect and process personal data for the following purposes:

To Provide Trust Administration Services: To manage trusts, process distributions, maintain records, and fulfill fiduciary duties as outlined in trust agreements.
To Communicate with You: To respond to inquiries, provide updates on trust activities, or send relevant communications (e.g., tax reporting or account statements).
To Enhance Our Services: To analyze website usage and improve our platform’s functionality and user experience through analytics tools.
To Comply with Legal Obligations: To meet regulatory requirements, such as tax filings (e.g., IRS Form 1041), anti-money laundering checks, or other legal duties under applicable laws.
To Ensure Security: To protect our website and services from fraud, unauthorized access, or other security risks.

We only process personal data where we have a lawful basis, such as your consent, a contractual obligation, compliance with legal requirements, or our legitimate interests (e.g., improving services or fraud prevention).

How We Share Your Data

We may share your personal data with:

Service Providers: Trusted third parties, such as legal advisors, accountants, payment processors, or IT providers, who assist in delivering our services. These providers are bound by confidentiality agreements.
Regulatory Authorities: As required by law, such as for tax reporting or compliance with trust regulations.
Other Parties: With your consent or as necessary to fulfill trust obligations (e.g., sharing with beneficiaries or co-trustees).

We do not sell your personal data or share it for marketing purposes without your explicit consent.

Data Retention

We retain personal data only for as long as necessary to fulfill the purposes outlined in this notice, comply with legal obligations, or resolve disputes. For example, trust-related data may be retained for the duration of the trust’s administration and as required by tax or fiduciary laws (typically 7–10 years after trust termination).

Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal data:

Access: Request a copy of the personal data we hold about you.
Correction: Request corrections to inaccurate or incomplete data.
Deletion: Request deletion of your data, subject to legal retention requirements.
Restriction or Objection: Limit or object to certain processing activities.
Data Portability: Request a transferable copy of your data.
Withdraw Consent: Withdraw consent for data processing where applicable.

To exercise these rights, contact us at privacy@shueplytrust.com or (602) 892-0289. We will respond within the timeframes required by law (e.g., 30 days under GDPR).

Cookies and Tracking

Our website uses cookies and similar technologies to enhance functionality and analyze usage. You can manage your cookie preferences through your browser settings or our cookie consent tool. For more details, see our Cookie Policy.

Data Security

We implement industry-standard security measures, including encryption, access controls, and secure servers, to protect your personal data. However, no system is completely secure, and we encourage you to use strong passwords and secure communication channels when interacting with us.

International Data Transfers

If you are located outside the United States, note that your data may be processed in the U.S., where our servers are located. We ensure appropriate safeguards, such as Standard Contractual Clauses, for international data transfers to comply with regulations like GDPR.

Changes to This Privacy Notice

We may update this Privacy Notice to reflect changes in our practices or legal requirements. Updates will be posted on our website with the revised effective date. We encourage you to review this notice periodically.

For questions, concerns, or to exercise your data protection rights, please contact: Shueply Trust Administrators Email: privacy@shueplytrust.com Phone: (602) 892-0289 Address: 340 East Palm Lane b260, Phoenix, AZ 85004, USA