This Privacy Policy describes how Kelly Legacy Estates Living Trust and the Kelly Legacy Institute collect, use, maintain, and protect information submitted through our website, educational programs, intake systems, communication channels, and associated learning platforms.
Information may be collected when individuals submit intake forms, enroll in educational programs, communicate through email or platform messaging, participate in online learning activities, request institutional information, or access educational resources.
Information is collected for educational enrollment, curriculum delivery, institutional communication, participant verification, recordkeeping, platform management, educational improvement, and operational administration.
Participation records, curriculum completion records, assessments, administrative notices, and related submissions may be retained as part of the Institute’s internal educational record system.
The Institute may utilize third-party platforms including Skool, Google Forms, Google Drive, email service providers, and website hosting services. Use of third-party platforms may be governed by those providers’ policies.
Participant information is not sold to third parties. Information may be disclosed only when reasonably necessary for operational administration, platform functionality, legal compliance, institutional protection, fraud prevention, or enforcement of applicable terms.
Submission of information, participation in programs, or communication with the Institute does not create an attorney-client, fiduciary-client, financial advisory, agency, partnership, or joint venture relationship.
Questions regarding this Privacy Policy may be directed to: kellylegacyestatesllc@gmail.com