Information We Collect About Consumers.
GeauxPlans potentially collects the following categories of information about consumers, some of which may be collected or maintained in a manner such that it can be considered Personal Information:
Identifiers: Examples of the types of identifiers that GeauxPlans may collect include real names, nicknames, postal addresses, online identifiers, Internet Protocol addresses (“IP addresses”), email addresses, account numbers, Social Security numbers, driver’s license numbers, passport numbers, and other government identification numbers.
Other types of information: Examples of other types of information include physical characteristics or descriptions of you, telephone number, insurance policy number, education, employment, financial information including bank account, credit card, and debit card numbers, and health insurance information. It also includes additional information provided to GeauxPlans directly by you, such as when you complete a questionnaire, answer a survey, or receive a financial consultation. This category includes information identified as Personal Information in California Civil Code Section 1798.80(e) that is not otherwise categorized.
Characteristics protected under some laws: Examples of the types of characteristics that GeauxPlans may collect include age, national origin, citizenship, marital status, medical information, sex, sexual orientation, and veteran or military status.
Commercial information: Examples of the types of commercial information that GeauxPlans may collect includes records of business and other property owned, products or services purchased, obtained, or considered from GeauxPlans or our partners, and other purchasing or consuming histories or tendencies.
Internet information: Examples of the types of internet or other electronic network activity information that GeauxPlans may collect includes browsing history, search history, information about the device the consumer is using to access our website or applications, and information regarding a consumer’s interaction with GeauxPlans’s or our partners’ websites, applications, or advertisements. We may also collect information from visitors to our website such as browser settings, operating systems, referring/exit pages, and clickstream data. When we send you an email, GeauxPlans may also collect information, including about how you interact with that email.
Geolocation information: GeauxPlans may collect information about where a consumer resides or is otherwise located.
Audio and visual information: GeauxPlans may make audio recordings of calls with consumers. We may make visual recordings of consumers when they visit our premises or when consumers agree that GeauxPlans may take their photograph or videotape them. We may also collect visual images of consumers when they are provided to us in connection with a product, such as when they are submitted as part of a trademark order. We do not collect thermal or olfactory information.
Professional and employment-related information: Examples of the types of professional and employment-related information GeauxPlans may collect includes information about professional status and affiliations, employment history, and employment status.
We do not collect biometric or education information that is maintained by an educational institution or party acting on an educational institution’s behalf. We also do not collect inferences about consumers, although as described below, may we may internally create inferences based on the information that we do collect.
Where We Collect Information About Consumers.
Related Consumers: We may collect information about you from someone you know. For instance, if you are a shareholder in a business that is formed through GeauxPlans, we may be given information about you in order to complete the formation.
Employers: We may collect information about you from your employer if your employer has elected to provide you with employment benefits through GeauxPlans. For instance, your employer will tell GeauxPlans when you are first eligible to receive services from GeauxPlans as part of your benefits.
Professionals (including Affiliated Attorneys and other Professionals): We may collect information about you from the independent professionals with whom you may schedule a consult with through our product offerings. An example of the type of information that we may receive from these professionals includes the fact that a consult has occurred through an Attorney-Guided Plan or otherwise. While we cannot control what information affiliated attorneys share with us, GeauxPlans does not intend to collect any information from attorneys where the collection would result in a waiver of the attorney-client privilege.
Business Partners and Affiliates: We may collect information about you from our business partners and affiliates. An example of the type of information that we may receive from business partners and affiliates is information about the product you purchased from them after you indicated an interest in an offer that GeauxPlans presented to you.
Publicly/Commercially Available Information: We may collect information related to you from publicly available sources of information, including government records and commercially available sources of consumer information. Examples of the type of information we may collect from publicly available sources are whether your entity is in good standing with a Secretary of State or whether you have recently expressed interest in purchasing a product that GeauxPlans sells.
Unrelated Parties: We may receive information related to you from people and entities with whom GeauxPlans does not have a direct relationship. An example of the type of information that we may receive from unrelated third parties is documents that we receive on your behalf in our role as your Registered Agent.
How We Use the Information We Collect About Consumers.
If, in the future, GeauxPlans wishes to use information about you in a manner that is not consistent with the purposes outlined below, we will seek your consent prior to the expanded use if and where we are legally required to do so.
Providing Products and Services: GeauxPlans collects information for the purpose of providing products and services. We may also use information to respond to inquiries from potential customers who are interested in learning more about our products and services. Examples of the types of uses of consumer information for these purposes include producing and delivering documents purchased by consumers, administering the GeauxPlans website, and displaying content based on consumer preferences.
Security: GeauxPlans collects information for the purpose of ensuring that we maintain appropriate security over computer networks and our physical facilities. We may also collect information for the purposes of detecting fraud or other suspicious activities.
Meeting Legal Requirements: GeauxPlans collects information in order to meet our legal obligations. These obligations may include satisfying screening requirements prior to assisting with entity formations, maintaining records as required in our role as Registered Agent, or responding to subpoenas for information.
Product Development: GeauxPlans collects information for use in improving our existing products and developing new products.
Analytics: GeauxPlans collects information for use in performing various types of analytics. For example, GeauxPlans uses information to analyze how visitors interact with our website, where visitors to our website arrive from and exit to, and gaining insights into the types of consumers that may be interested in our products and services. We may also use information to develop inferences from the information we collect regarding consumer preferences, characteristics, predispositions, behaviors, and attitudes.
Operational Purposes: GeauxPlans collects information for use for our operational purposes, and the operational purposes of our service providers and business partners. For instance, GeauxPlans may use information for maintaining our website and other infrastructure, training and quality assurance, for conducting surveys or sweepstakes, to promote our brand, and to use in connection with our relationships with service providers and business partners.
Sharing with Business Partners: GeauxPlans collects information in order to provide business partners’ information in connection with consumers who have either expressed interest in hearing from the business partner or who have purchased a bundled product through GeauxPlans.
Financial Reporting: GeauxPlans collects information for use in various types of financial reporting and other similar internal uses. Examples of the types of financial reporting that GeauxPlans may use consumer information in connection with are internal budgets and projections, calculation of compensation, and reporting to investors.
In addition to the purposes listed above, GeauxPlans may also use de-identified or aggregate data that is not capable of being linked to any individual consumer for additional purposes not listed above.
How We Share Consumer Information and Who We Share It With.
Service Providers: GeauxPlans may share information about consumers with Service Providers who assist us with completing the business purposes outlined in the “How We Use the Information We Collect About Consumers” section. These companies are not authorized to use the information we share with them for any other purpose other than providing services to GeauxPlans or to you.
Professionals (including Attorneys and other Professionals): GeauxPlans may share consumer information with the independent professionals that can be accessed through products such as our legal plans and attorney-assisted products.
Business Partners and Affiliates: GeauxPlans may share information with business partners and affiliates in limited circumstances. These include:
- If you express interest in an offer made by a business partner, we may provide information about you in connection with the offer you have selected. If you later decide to opt-out from allowing GeauxPlans to share your information with business partners for their marketing purposes, you may do so by contacting Customer Care at email@example.com (800) 773-0888. To the extent that GeauxPlans has already shared your information prior to your decision to opt-out, you may opt out from future marketing by contacting our business partners directly.
- When you purchase a product from us that is bundled with a product offered by one of our business partners, we will share information about you with those business partners so that they can provide you with the product or services included with your purchase. These companies are not authorized to use the information we share with them about you for their own marketing purposes without first asking for your permission.
Employers: GeauxPlans may share information with employers who have elected to provide employment benefits through GeauxPlans. This is done for operational purposes, such as verification of employee emails. GeauxPlans does not share Personal Information that is collected during advice sessions with employers.
Related Consumers: In limited circumstances, we may provide information about you to someone you know. For instance, we may provide information connected to your account with GeauxPlans to your authorized contacts.
Public Postings: GeauxPlans may publicly share information about consumers, such as by displaying the information on our website or having the information published in publicly available media, in a limited number of circumstances.
- We may share information publicly when it is necessary in order to fulfill a product that has been purchased by a customer. For example, in some states, fictitious business names, including the name and address of the business owner, must be published in a newspaper.
- We may display personal testimonials of satisfied customers received through email surveys on our website or other marketing. If you wish to update or delete your testimonial, you can contact us at firstname.lastname@example.org.
- When consumers leave us reviews either on the GeauxPlans website, or on other publicly available websites, we may display these customer reviews on the GeauxPlans website. If you provide a review that we display and wish to update or delete it, you can also contact us at email@example.com. We will delete your review at your request or if, at our discretion, we choose not to update your review as requested.
- Our website includes areas where users may interact with each other, including a question and answer section. Any information that is provided in these areas of our website may be publicly available. You should use caution when deciding whether to disclose your Personal Information in these areas of the site. To request removal of your information from our community forums, contact us at firstname.lastname@example.org. In some cases, we may not be able to remove your Personal Information, in which case we will let you know if we are unable to do so and why.
- When we collect publically available information, we may share that information on our website.
Registered Agent Requests: If you designate a person or company other than GeauxPlans to serve as the registered agent for your business entity, GeauxPlans may provide your name and contact information to that party, if the designee requests.
Required by Law: GeauxPlans may disclose consumer information as required by law, such as in response to a subpoena, a lawful request by a public authority, including to meet national security or law enforcement requirements, or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a legal request.
Related Parties: GeauxPlans may disclose consumer information with businesses controlling, controlled by, or under common control with GeauxPlans. If GeauxPlans is merged, acquired, or sold, or if some or all of our assets or equity are transferred, we may disclose or transfer consumer data in connection with the associated transactions.
In addition to the circumstances listed above, GeauxPlans may also share de-identified or aggregate data that is not capable of being linked to any individual consumer with additional entities not listed above.
Summary of GeauxPlans’s Practices Regarding Consumer Information.
The following chart summarizes where GeauxPlans collects each category of information listed above, and how GeauxPlans shares each category of data. GeauxPlans may use each of the categories of information collected for the purposes described in the section above, entitled “How We Use the Information We Collect About Consumers.”
|Category of Information||Where We Collect the Information||Who We Share the Information With|
|Identifiers||Consumers, Related Consumers, Employers, Service Providers, Professionals, Business Partners, Publicly Available, Unrelated Parties||Service Providers, Professionals, Business Partners, Employers, Government Entities, Public, Registered Agents, Required by Law, Related Parties|
|Other||Consumers, Related Consumers, Employers, Service Providers, Professionals, Business Partners, Publicly Available, Unrelated Parties||Service Providers, Professionals, Business Partners, Employers, Government Entities, Public, Registered Agents, Required by Law, Related Parties|
|Protected Characteristics||Consumers, Related Consumers, Employers, Service Providers, Professionals, Unrelated Parties||Service Providers, Professionals, Business Partners, Employers, Government Entities, Public, Registered Agents, Required by Law, Related Parties|
|Commercial||Consumers, Related Consumers, Service Providers, Professionals, Business Partners, Unrelated Parties||Service Providers, Professionals, Business Partners, Employers, Government Entities, Public, Required by Law, Related Parties|
|Internet||Consumers, Service Providers||Service Providers, Business Partners, Required by Law, Related Parties|
|Geolocation||Consumers, Related Consumers, Employers, Service Providers, Professionals, Business Partners, Publicly Available, Unrelated Parties||Service Providers, Professionals, Business Partners, Government Entities, Public, Registered Agents, Required by Law, Related Parties|
|Audio/visual||Consumers||Service Providers, Required by Law, Related Parties|
|Professional/employment||Consumers, Related Consumers, Employers, Publicly Available, Unrelated Parties|
This section expands on how GeauxPlans uses internet technologies, such as cookies, to collect information about consumers.
You may also control which cookies are placed on your browser when you visit GeauxPlans’s website through our cookie preference center. If you reject cookies, you may still use our site, but your ability to use some areas of our site, such order forms, will be limited.
Web Beacons. We employ a software technology called clear gifs (a.k.a. web beacons), that help us track referrals from our partners and affiliates and better manage content on our website. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of web users. In contrast to cookies, which are stored on a user’s computer hard drive, clear gifs are embedded invisibly on web pages and are about the size of the period at the end of this sentence.
If you would like to learn more or opt out of receiving online display advertising tailored to your interests, please visit the Networking Advertising Initiative at
Third Party Links
How You Can Control The Information GeauxPlans May Have About You
This section describes how you can access and control the information that GeauxPlans may have about you. It applies to all consumers worldwide, including individuals who have purchased from GeauxPlans or who believe that information about them may have been provided to us by a third party. Depending on where you reside, you may have additional rights beyond what is described in this section. If you are a resident of California or the European Union, please review the sections “Information for California Residents” and “Information for EU Customers and Visitors” for more information about your rights.
Confirmation of Possession of Information Related to You. Upon a verified request, and subject to the privacy interests of others and technical limitations, GeauxPlans will provide you with information about whether we hold any information related to you. At GeauxPlans’s sole discretion, unless otherwise required by law, we may in some instances correct or delete information upon a verified request. Please note, however, that in certain circumstances we may be required by law to retain your Personal Information, or may need to retain your Personal Information in order to continue providing a product or service to you or another customer.
If you would like to submit a request about your data, you may do so by completing the form located here, or by calling us at (855) 213-6300. After you submit the request, you will be asked to verify your email address and may also be asked to provide additional information in order to verify your identity.
User and Authorized Contact Access to Order Information. GeauxPlans will give you, or anyone listed as an authorized contact for your account, information about your order. This may include information about the nature and status of your order, information you provided to process your order, payment information, and contact information. If you want someone to have access to your order, you must list him or her as an authorized contact or they may not obtain information. You can confirm who is listed as an authorized contact for your account, add new authorized contacts, or remove authorized contacts by clicking first on “My Account”, and then on “Account Information”. We may send a confirmation email to your authorized contact(s), alerting them that they have been added as an authorized contact. For some products, we may provide information about your order to other individuals named in the order, such as executors named in a last will. For product-specific information about who may request information about your order, please contact Customer Care at email@example.com or (855) 213-6300.
User Access to and Ability to Update Personal Information through MyAccount. You may visit your personal account profile at any time by clicking on the “My Account” link, which will take you to the following URL:
Through My Account, you may: (i) review and update basic information about you; (ii) complete pending orders; and (iii) begin new orders.
Opting Out of Email. We send promotional emails and newsletters from time to time to consumers who have provided us with their email address or whose email addresses we have obtained through other sources. You can opt-out of promotional communications by using the “Unsubscribe” link and following the unsubscribe instructions in an email you receive from us or by emailing us at firstname.lastname@example.org. We may also send service-related or transactional communications, which are not promotional. Generally, you may not opt-out of these communications. If you do not wish to receive service-related communications, you may terminate your account by contacting us at email@example.com or (855) 213-6300.
Opting Out of Marketing Calls. If you wish to be placed on GeauxPlans’s internal “Do Not Call,” you can tell us either while speaking to us on the phone or by emailing us at firstname.lastname@example.org.
Opting Out of SMS/Text Messages. If you wish to stop receiving SMS or text messages from GeauxPlans you can let us know by replying STOP to any SMS/text that you receive from us. You may also let us know by emailing or calling us at email@example.com or (855) 213-6300.
Data Retention. At minimum, we will retain your information for as long as needed to provide you services, and as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. GeauxPlans may maintain some or all of this data in its archives even after it has been removed from the Site.
Information Processed On Behalf of Third Parties
In some instances, GeauxPlans may process Personal Information on behalf of third party affiliates. GeauxPlans acknowledges that in these instances, you have the right to access your Personal Information. Where GeauxPlans has no direct relationship with the individuals whose Personal Information it processes, individuals seeking access, or seeking to correct, amend, or delete inaccurate data, should direct their inquiry to the third party affiliate (the data controller).
How Secure Is the Personal Information We Collect?
Our Commitment to Data Security. We strive to make certain that our servers and connections incorporate the latest encryption and security devices. We have implemented physical, electronic, and managerial procedures to safeguard and secure the information we collect. Credit card and Personal Information are transmitted by secure servers (TLS). Documents are delivered to you via UPS or similar delivery services, the United States Postal Service, or electronically, including through online storage platforms or email. Unfortunately, no data transmission is guaranteed to be 100% secure and we therefore cannot guarantee the security of information you transmit to or from our website or through the use of our services, and you provide this information at your own risk. ACCORDINGLY, WE DISCLAIM LIABILITY FOR THE THEFT, LOSS, OR INTERCEPTION OF, OR UNAUTHORIZED ACCESS OR DAMAGE TO, YOUR DATA OR COMMUNICATIONS BY USING OUR WEBSITE AND OUR SERVICES. YOU ACKNOWLEDGE THAT YOU UNDERSTAND AND ASSUME THESE RISKS.
IF YOU BELIEVE YOUR PRIVACY HAS BEEN BREACHED PLEASE CONTACT US IMMEDIATELY AT (855) 213-6300.
Information for California Residents.
If you are a resident of California, this section provides information regarding your rights, and GeauxPlans’s responsibilities, regarding your Personal Information.
California Resident Rights
California law allows California residents, upon a verifiable consumer request, to request that a business that collects consumers’ Personal Information give consumers access to certain information. This includes the specific pieces and categories of Personal Information that the business has collected about the consumer, the categories of sources for that information, the business or commercial purposes for collecting the information, and the categories of third parties with which the information was shared.
Consistent with California law, if you choose to exercise your rights, we will not charge you different prices or provide different quality of services unless those differences are related to your information.
How to Submit a Request for Access to Information or Deletion of Information
If you would like to submit a request about your data, we encourage you to do so by contacting us here. You can also submit a request by emailing firstname.lastname@example.org or by calling our toll-free number at (855) 213-6300.
After you submit the request you will be asked to verify your email address and may also be asked to provide additional information in order to verify your identity, including potentially providing a declaration under penalty of perjury. GeauxPlans will attempt to verify your identity by asking for information that correlates with the information that we have previously collected about you. Where this is not possible, GeauxPlans may request you submit additional information for verification, such as proof of residency or redacted government-issued identification. Please note that consistent with California law, we will be unable to satisfy your request until we have verified your identity.
You may also designate an authorized agent to make a request on your behalf. In order to designate an authorized agent to make a request on your behalf, you must provide GeauxPlans with written permission for the agent to make the request on your behalf or provide us with an executed power of attorney. You will also be required to submit your valid government issued-identification, and the authorized agent’s valid government-issued identification.
Selling of Personal Information
Information for EU Customers and Visitors.
If you are located in the European Union (“EU”), this section provides information regarding your rights, and GeauxPlans’s responsibilities, and additional information regarding the processing of your personal data.
Lawful Basis of Processing
GeauxPlans processes personal data of persons in the EU based on the lawful basis outlined below.
Where multiple bases are provided, the basis that GeauxPlans relies on for any particular processing will be context dependent.
|Purpose of Processing||Legal Basis for Processing|
|(Described in the section above entitled “How We Use the Information We Collect About Consumers.”)|
|Providing Products and Services||Performance of Contract, Consent, Legitimate Interest|
|Meeting Legal Requirements||Consent, Legitimate Interest|
|Product Development||Legitimate Interest|
|Operational Purposes||Consent, Legitimate Interest, Compliance with Legal Obligations|
|Sharing with Business Partners||Performance of Contract, Consent|
|Financial Reporting and Other Internal Uses||Legitimate Interest|
|Business Transfers||Legitimate Interest, Compliance with Legal Obligation|
EU User Rights
If you are located in the EU, you have the following rights with respect to how GeauxPlans processes your personal data.
(1) You have the right to request a copy of the personal data that GeauxPlans has about you;
(2) You have the right to request that GeauxPlans correct the information about you if you believe it to be inaccurate;
(3) You have the right to request that GeauxPlans erase or refrain from using your personal data. This is not an absolute right and, in some circumstances, GeauxPlans may decline to erase or limit its usage of your data, such as when GeauxPlans has an on-going business relationship with you or we are legally required to retain the information. If GeauxPlans cannot honor your request, GeauxPlans will inform you of this fact as well as the reasons for GeauxPlans’s decision;
If you are located in the EU, you also have the right to raise any objections regarding the processing of your personal data and to raise any concerns you may have about GeauxPlans’s processing of your person data. You may make an objection or raise any other concerns by contacting Customer Care at email@example.com or (855) 213-6300.
You may also choose to contact GeauxPlans about with any objections or other concerns through our EU Representative, who can be reached at:
While we hope that GeauxPlans can resolve any of your privacy concerns to your satisfaction after you contact us directly, you also have the right to file a complaint regarding GeauxPlans’s handling of your personal data with the Information Commissioner’s Office, the UK’s independent Data Protection Authority. Their contact information is:
Information Commissioner’s Office
+44 1625 545 700
EU-U.S. Privacy Shield
GeauxPlans.com participates in and has certified its compliance with the EU-U.S. Privacy Shield Framework (the “Framework”). GeauxPlans is committed to subjecting all personal data received from European Union (EU) member countries, to the Framework’s applicable Principles. This specifically refers to all EU personal data received by GeauxPlans’s U.S. websites. To learn more about the Privacy Shield Framework, visit the U.S. Department of Commerce’s Privacy Shield List.
Under the Privacy Shield Framework, GeauxPlans is responsible for the processing of personal data it receives and subsequently transfers to a third party acting as an agent on its behalf. GeauxPlans complies with the Privacy Shield Principles for all onward transfers of personal data from the EU, including the onward transfer liability provisions.
With respect to personal data received or transferred pursuant to the Privacy Shield Framework, GeauxPlans is subject to the regulatory enforcement powers of the U.S. Federal Trade Commission.
If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.
Under certain conditions, more fully described on the Privacy Shield website, you may invoke binding arbitration when other dispute resolution procedures have been exhausted.
Changes To This Policy.
Last updated on December 1, 2020