Privacy Policy

Last Updated: September 8, 2026

JoeTurtle.com and TRUSTMAKER™ respect your privacy. This Privacy Policy explains how information may be collected, used, and shared when you visit JoeTurtle.com, submit information through the website, or otherwise communicate with us.

1. Information We Collect

We may collect information that you voluntarily provide to us, including when you complete the Get Started form, contact us, or use other interactive features of the website.

This information may include:

Your name
Email address
Phone number
Whether you currently own a home
Whether you currently have a living trust
The type of estate-planning help or information you are interested in
Information you choose to provide in an inquiry or message
Your consent and communication preferences

Please do not submit highly sensitive information through general website forms, such as Social Security numbers, financial-account credentials, passwords, or other confidential financial information.

2. Information Collected Automatically

When you visit JoeTurtle.com, certain technical information may be collected automatically by the website, hosting provider, security services, analytics tools, or other technology providers.

This information may include:

IP address
Browser and device information
Operating system
Pages visited
Referring website or source
Approximate location derived from an IP address
Date and time of visits
Website interactions
Cookie or similar technology information

This information may be used to operate, secure, maintain, understand, and improve the website.

3. How We Use Your Information

We may use information collected through JoeTurtle.com to:

Respond to your questions or inquiries
Contact you regarding your request
Provide educational information and resources
Help determine an appropriate next step based on your inquiry
Operate and improve JoeTurtle.com
Maintain website security and prevent fraud or misuse
Maintain records of inquiries and communications
Comply with applicable legal or regulatory obligations

We do not use information submitted through the website to create an attorney-client relationship.

4. Phone, Text, and Email Communications

If you submit the Get Started form and consent to being contacted, Rob Salter or an appropriate representative may contact you by phone, text message, or email regarding your inquiry.

Consent to receive communications is not a requirement to purchase a product or service.

Message and data rates may apply to text communications depending on your wireless provider and service plan.

You may ask us to stop nonessential communications at any time by replying to the communication or contacting us using the information provided below.

5. Cookies and Similar Technologies

JoeTurtle.com and services used to operate the website may use cookies and similar technologies.

Cookies are small files or identifiers that can help websites function properly, remember preferences, improve security, understand website usage, or measure performance.

Your browser may allow you to block or delete cookies. Disabling certain cookies may affect how some website features operate.

6. Website Forms

Information submitted through forms on JoeTurtle.com may be processed and stored by the website and by service providers used to operate the forms, deliver notifications, host the website, or manage communications.

Submitting a form does not create an attorney-client relationship or other professional relationship.

We take reasonable measures intended to protect information submitted through the website, but no internet transmission or electronic storage system can be guaranteed to be completely secure.

7. AI Assistant and Chatbot

JoeTurtle.com may provide an AI-powered assistant or chatbot to help visitors find educational information, understand general estate-planning concepts, navigate website resources, or get connected with Rob Salter.

Information you enter into an AI-powered feature may be processed by technology providers that help operate that feature.

Do not provide highly sensitive, confidential, privileged, or financial information to the AI assistant.

AI-generated information is provided for general educational purposes and should not be considered legal, tax, financial, investment, or other professional advice.

8. How We Share Information

We may share information with service providers that help us operate JoeTurtle.com and respond to inquiries, such as website hosting, form-processing, email, communications, security, analytics, and technology providers.

We may also disclose information when reasonably necessary to:

Comply with applicable law, regulation, legal process, or governmental request
Protect the rights, property, or safety of JoeTurtle.com, TRUSTMAKER™, our visitors, or others
Detect or prevent fraud, misuse, security incidents, or unlawful activity
Complete a business transaction involving the website or its operations, subject to applicable law

We do not sell personal information for money.

9. Third-Party Websites and Services

JoeTurtle.com may contain links to or integrations with third-party websites and services.

Those third parties operate under their own privacy policies and practices. We are not responsible for the privacy practices, security, or content of third-party websites or services.

We encourage you to review their privacy policies before providing personal information.

10. How Long We Keep Information

We may retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, including responding to inquiries, maintaining business records, resolving disputes, complying with legal obligations, and protecting the website and its users.

Retention periods may vary depending on the type of information and the reason it was collected.

11. Your Privacy Choices and Rights

Depending on where you live and applicable law, you may have rights regarding certain personal information we maintain about you.

These may include rights to request access to, correction of, or deletion of certain personal information.

You may contact us using the information below to make a privacy-related request.

We may need to verify your identity before completing certain requests, and some information may need to be retained when permitted or required by law.

12. California Privacy Notice

California residents may have additional rights regarding their personal information under applicable California privacy laws.

Depending on whether a particular law applies to our operations and the information involved, these rights may include requesting information about personal information collected, requesting correction or deletion, and obtaining information about certain disclosures or uses of personal information.

JoeTurtle.com does not sell personal information for money.

To submit a privacy request, contact us using the information provided below.

13. Children’s Privacy

JoeTurtle.com is intended for adults seeking general estate-planning information and is not directed toward children under 13.

We do not knowingly seek to collect personal information directly from children under 13 through this website.

If you believe a child has provided personal information through JoeTurtle.com, please contact us so that we can review the situation and take appropriate action.

14. Security

We use reasonable administrative and technical measures intended to protect information handled through JoeTurtle.com.

However, no website, electronic communication, transmission method, or storage system can be guaranteed to be completely secure.

15. Changes to This Privacy Policy

We may update this Privacy Policy as JoeTurtle.com, our technology, or applicable requirements change.

When we make changes, we may update the “Last Updated” date at the top of this page.

16. Contact Us

If you have questions about this Privacy Policy or would like to make a privacy-related request, contact:

JoeTurtle.com / TRUSTMAKER™
Rob Salter
Phone: (877) 257-6620
Email: support@joeturtle.com