01. Collection of Heir Data
To facilitate the accurate identification and verification of legal successors, Legacy Probates collects specific categories of personal information. This includes, but is not limited to, full legal names, historical residential records, government-issued identification, and lineage documentation.
Mandatory Information Sets
- verified Primary identification records and civil certificates.
- account_tree Genealogical data and kinship verification documents.
- history_edu Historical probate records and previous legal filings.
02. Secure Storage and Retention
All sensitive information is housed within our "Digital Vault" infrastructure—a multi-layered architecture utilizing AES-256 encryption at rest and TLS 1.3 for data in transit. We treat digital records with the same permanence and security as physical archival parchment.
Legacy Probates retains records for a duration mandated by international probate statutes, typically spanning ten to twenty-five years post-settlement, to ensure the integrity of the legacy chain and provide a definitive audit trail for future claims.
03. Beneficiary Privacy
The confidentiality of the beneficiary is our paramount concern. Information regarding the valuation of estates, distribution timelines, and specific asset allocation is strictly restricted to the verified beneficiary and their authorized legal counsel. We do not engage in the sale of beneficiary lists or behavioral data to third-party marketing entities.
04. Data Sharing with Legal Entities
In the execution of our duties, Legacy Probates may share vetted heir information with judicial bodies, court-appointed executors, and regulated legal counsel. Such sharing is strictly limited to the information necessary to fulfill the legal requirements of the probate process.
05. Rights of Verified Heirs
Individuals who have successfully completed the verification process maintain the following rights over their digital archive:
Request a comprehensive log of all internal and external access to your archival records.
The ability to update or correct historical data with the provision of updated legal documentation.
Obtain a certified digital transcript of your claim data for use in external legal proceedings.
Limit the processing of data during active legal disputes or verification challenges.
Inquiries Regarding Privacy
Direct all formal data requests to our Compliance Officer.