This policy explains what information Wes Masterson collects when you register for The Will & Trust Workshop or buy anything on wesmasterson.com, how it is used, and who it is shared with.
Who we are
Wes Masterson, 4920 Lincoln Avenue, Suite 105, Evansville, IN 47715. You can reach us at info@wesmasterson.com or at the mailing address above.
What we collect
- Information you give us. Your name, email address, and optionally your phone number when you register for the workshop. If you fill in the questionnaire before booking a call, the answers you provide there.
- Purchase information. If you buy the Completion Kit, your billing details and a record of the purchase.
- Technical information. Standard web data such as IP address, browser, device type, pages visited, and the page that referred you.
How we use it
- To register you for the workshop and send you the join link and reminders
- To deliver anything you purchase
- To schedule and prepare for a call if you book one
- To send follow-up emails about the workshop and related services, which you can stop at any time
- To understand how the site is used so we can improve it
- To meet legal and accounting obligations
Who we share it with
We do not sell your personal information. We share it with the service providers we use to run this business, and only as needed:
- ClickFunnels for website hosting, forms, and email delivery
- Payments AI for payment processing
- Zoom for running the live workshop
- Calendly for scheduling calls
- Family Legacy Docs and Estate Documents Pro, LLC if you decide to move forward with estate planning services, as they prepare the documents
We may also disclose information if required by law, or in connection with the sale or transfer of the business.
Email and how to stop it
If you register or purchase, you will receive emails from us about the workshop and related services. Every one of them has an unsubscribe link at the bottom, and unsubscribing takes effect immediately. You can also email us and we will remove you.
Cookies and tracking
This site uses cookies and similar technology to keep your session working, remember your registration, and measure how pages perform. Most browsers let you block cookies in their settings, though some parts of the site may not work properly if you do.
How long we keep it
We keep your information for as long as needed to provide the service and to meet legal, tax, and accounting requirements. If you ask us to delete your information, we will, except where we are required to keep records.
Your choices
You can ask us to tell you what information we hold about you, correct it, or delete it. You can unsubscribe from marketing email at any time. To make any of these requests, email info@wesmasterson.com. Depending on where you live, you may have additional rights under your state's privacy law, and we will honor those requests.
Children
This site and these services are intended for adults. We do not knowingly collect information from anyone under 18. If you believe a child has given us information, contact us and we will delete it.
Security
We take reasonable steps to protect your information, and we rely on established providers for payments and hosting. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Changes
If this policy changes, the updated version will be posted here with a new effective date.
Contact
Wes Masterson
4920 Lincoln Avenue, Suite 105, Evansville, IN 47715
info@wesmasterson.com