Terms & Privacy
Terms of Use
The following is an agreement between you and the owners of EstateWorkbook.com ("website"), and Estate Workbook™ Ltd. ("owner”, "we") which governs the use of the digital or physical workbooks (“products”) on this website. By downloading or purchasing this workbook, you automatically agree to be bound by the terms of this agreement, without any other conditions or declarations. If you do not agree with these terms, you should not download or purchase the products on this website.
All written text, graphics and digital products included on our Websites are property of Estate Workbook™ Ltd. and Rosemary Pahl.
Copyright Ⓒ Rosemary Pahl 2021.
Our products may not be used:
- As part of a trademark or logo.
- For resale and distribution (modified or unmodified) to any persons. Do not share our product, it is strictly forbidden.
- For unlawful or other immoral purposes.
- In a way that can give a bad name to Rosemary Pahl or Estate Workbook™ Ltd.
You acknowledge that by your download or purchase the ownership of the workbook does not get transferred to you and you must not claim that it is yours. Your license is non-transferable, which means that you are not allowed to sell, rent, give, or transfer the products or the right to use them to anyone else.
Indemnification
You agree to indemnify, defend, and hold harmless Rosemary Pahl and Estate Workbook™ Ltd. and its employees and suppliers against all claims, liability, damages, costs and expenses, including reasonable legal fees and expenses, arising out of or related to a breach of this aAgreement, the use of this site and the use or the inability of use of any product, your failure to abide by any restriction regarding the use of a product, or any claim by a third party related to the use of our products.
Warranty and Liability
The website and its products are provided "as is". We offer no warranty, explicit or implied, regarding any products, the website, the accuracy of any information, or any rights or licenses under this agreement including, without limitation, any implied warranties of merchantability or fitness for a particular purpose. Estate Workbook™ Ltd. and Rosemary Pahl does not represent or warrant that the website or the products will meet your requirements or that their use will be uninterrupted or error free.
Estate Workbook™ Ltd. and Rosemary Pahl shall not be liable to you or to any other person or entity for any general, punitive, special, indirect, consequential or incidental damages, or lost profits or any other damages, costs or losses arising out of your use of our products.
Price Changes
Prices of products are subject to change with or without notice. We reserve the rights to change or modify current Terms and Conditions without notice.
No Redistribution
You may not redistribute, encumber, sell, rent, lease, sublicense, or otherwise transfer any rights to (or content, data and/or information derived from) the products and services provided by Estate Workbook™ Ltd.
The Departing Details Workbook can only be legally obtained by downloading it through our website, EstateWorkbook.com. We encourage all of our users to promote and share the Departing Details Workbook by directing users to download it from our website.
Estate Workbook™ Ltd. Privacy Policy
Thank you for visiting the EstateWorkbook.com online store, located at: www.estateworkbook.com ("Site"), which belongs to Estate Workbook™ Ltd. (“we,” “our,” “us”). We respect the privacy of our customers, partners, and clients, and we take the issue of your privacy very seriously. If you have any questions or concerns about this Privacy Policy or our practices regarding your information, please contact us at info@estateworkbook.com.
This Privacy Policy (“Policy”) serves to inform you of our policies and procedures regarding the collection, use, and disclosure of the information we receive when you visit www.estateworkbook.com and use our services in any way, including entering your personal information to receive the download link for the Departing Details Workbook (“Service”).
This Policy is an integral part of our Terms of Service (the “Terms of Service”). If there are any terms that you do not agree with in this Policy or the Terms of Service, please discontinue use of our Site and Services immediately.
Information We Collect
We collect personal data that you voluntarily provide to us when you register for our Service or express interest in obtaining information from us.
Estate Workbook™ Ltd. requests that customers supply personal data including your name, email address, physical address, and phone number. This data is used for the purpose of fulfilling our Service, communicating with customers and providing marketing communications.
We also collect network and device information, including information about location or similar location-based information. We automatically receive and record information from your browser or mobile platform, including your location, IP address, cookie information, and activity on the Site.
How Your Information is Used
We use the information you have voluntarily shared with us to provide our Service (to deliver the free digital download of the Departing Details Workbook to you directly). We may also use the information you have voluntarily shared for the following purposes:
- To request feedback on our Site or Service
- To send administrative information to you regarding any change in Service, as well as Terms or Privacy updates
- To protect our Site and Service
- To respond to legal requests
- To offer support and communicate with you regarding our Site or Service
- To send marketing and promotional communications. We may use your personal information to send marketing information. This information is only collected and used if you have opted-in to this feature and you can opt out at any time.
- To deliver targeted advertising. We may use your information to display personalized advertising (and may work with third party companies) customized for your interests and/or location.
Sharing Information
Estate Workbook™ Ltd. may share your personal information with third parties for the purpose of fulfilling our Services, to comply with laws, or to deliver relevant marketing communications.
We may process your personal information as you have given us consent to do so for the following purposes:
- We will use the personal information provided by you to provide the digital download of Departing Details.
- We may share your personal information with third parties to provide relevant marketing communications.
- We may share your personal information If we reasonably believe we are required to do so by law, regulation or other government authority or to protect against fraud.
- We may transfer your personal information to a successor entity upon a merger, consolidation or other corporate reorganization in which Estate Workbook™ Ltd. participates. Such successor entity shall be bound by the terms and conditions of this privacy policy.
Third Party Companies
We may share your information with the following categories of third parties. If you wish to revoke the consent you’ve given us to share your information, please contact us at info@estateworkbook.com.
- Data Analytics Services
- Sales and Marketing Tools
- Strategic Partners / Acquirers
Data Retention
We keep your personal information for as long as is necessary to fulfill the obligations of this Policy, unless a longer retention period is required or permitted by law (such as tax, accounting or other legal requirements).
If you wish to have your information deleted, please email us at info@estateworkbook.com.
User Rights
You may request to:
- Receive confirmation as to whether or not personal information concerning you is being processed
- Receive a copy of the personal information you volunteered to us
- Request correction of any errors within your personal information as far as it is in our control
- Request erasure of your personal information
- Object to and request restriction of the processing of personal information by us or third party companies
If you have any questions or if you want to update or delete any personal information we hold, or you have a concern about the way in which we have handled any privacy matter, please contact us at info@estateplanning.com
Security
We employ procedural and technological measures designed to protect your personally identifiable information from loss, unauthorized access, disclosure, alteration or destruction. Where reasonably practical, we use SSL and other encryption, password protection, firewalls, internal restrictions and other security measures to help prevent unauthorized access to your personally identifiable information.
International Processing or Transfer
By visiting our Site, using our Service and/or providing us with data, you acknowledge and agree that some of your information (including personal information) may be transferred, processed, and maintained outside your resident jurisdiction, where the privacy laws may not be as protective as those in your jurisdiction. Specific information regarding transfer of data to/from the EEA (European Economic Area) is described below:
Transfer of data outside the EEA and/or Switzerland
EU and Swiss data subjects should be aware that some data recipients may be located outside the EEA. In such cases, according to the EU General Data Protection Regulation (2016/679) (“GDPR”) we will transfer your data only to such countries as approved by the European Commission as providing adequate level of data protection or enter into legal agreements ensuring an adequate level of data protection.
By visiting our Site, using our Service and/ or providing us with data, you, agree to allow Estate Workbook™ Ltd. to process data on your behalf..
California User Rights
All relevant terms as stated in the California Consumer Privacy Act of 2018 (CCPA) have been capitalized.
As a California resident you have the right to receive information on what Personal Information is being processed and sold as it pertains to you. If you have submitted Personal Information on our Website, you also have the right to request deletion of any data you have submitted, as well as the right to request that your information not be sold.
To request the deletion of your Personal Information or request that your Personal Information not be sold, please contact us at info@estateworkbook.com, stating that you reside in California and the name and email address associated with your information.
Estate Workbook™ Ltd. has not Sold nor does in intend to Sell the Personal Information of minors 16 years old or younger without prior authorization.
In the event of a merger, acquisition, or reorganization, Estate Workbook™ Ltd. may sell, transfer or share our assets, including your Personal information and server logs.
Links to Third Party Sites
This Site may be linked to other web sites on the Internet which are not under the control of or maintained by us. Such links do not constitute an endorsement by Estate Workbook™ Ltd. of those other web sites, the content displayed therein, or the persons or entities associated therewith. You acknowledge that we are providing these links to you only as a convenience, and you agree that we are not responsible for the content of such sites. Your use of these other linked web sites is subject to the respective terms of use and privacy policies located on the linked sites.
Online Privacy Policy Only
This privacy policy applies only to our online activities and is valid for visitors to our website and regarding information shared and/or collected there. This policy does not apply to any information collected offline or via channels other than this website.
Consent
By using our website, you hereby consent to our Privacy Policy and agree to its Terms.
Update: This Privacy Policy was last updated on: October 7, 2021
