Legacy Duo Solutions LLC ("Legacy Duo Solutions," "LDS," "we," "us," or "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us.
By using our services or submitting your information through any of our forms, you agree to the terms of this Privacy Policy.
Section 01
Information We Collect
Information You Provide Directly
- Full name, business name, and contact information (email address, phone number, mailing address)
- Business information including EIN, LLC status, UEI, SAM.gov registration, and business bank account status
- Financial information such as annual revenue range and funding goals
- Grant readiness information submitted through our forms
- Payment information processed through our secure payment providers
- Communications you send to us via email, SMS, or phone
Information Collected Automatically
- IP address, browser type, and device information
- Pages visited, time spent, and referral sources
- Cookies and similar tracking technologies
Section 02
How We Use Your Information
We use the information we collect to:
- Provide, operate, and improve our tax compliance, business credit, and grant readiness services
- Process applications for LLC formation, EIN, UEI, SAM.gov registration, and virtual address setup
- Match your business with relevant grant opportunities
- Send appointment reminders, payment reminders, and service updates
- Communicate with you via email and SMS (with your consent)
- Send marketing communications about Legacy Duo Solutions services and events
- Comply with legal obligations and protect our legal rights
- Improve our website, services, and customer experience
Section 03
SMS / Text Message Communications
SMS opt-in information will not be shared with third parties or affiliates for marketing purposes.
SMS Opt-In Disclosure: By providing your phone number and submitting any form on our website or in our registration portals, you expressly consent to receive text messages (SMS/MMS) from Legacy Duo Solutions LLC at our toll-free number 877-693-8796. These messages may include appointment reminders, payment reminders, grant readiness updates, service notifications, and promotional offers. Message and data rates may apply. Message frequency varies. You may opt out at any time by replying STOP to any text message. For help, reply HELP or contact us at [email protected].
Types of SMS Messages We Send
- Appointment and event reminders (including the Wealth & Legacy Seminar)
- Payment reminders and invoice notifications
- Grant readiness status updates and follow-ups
- Business credit monitoring alerts through Credit Guard
- Service completion confirmations
- Promotional messages about Legacy Duo Solutions services and events
How to Opt Out
You may opt out of SMS communications at any time by:
- Replying STOP to any text message from Legacy Duo Solutions
- Emailing us at [email protected] with your opt-out request
- Contacting us directly at the information provided below
Section 04
Sharing of Information
We do not sell your personal information. We may share your information with:
- Service providers: Third-party vendors who assist with CRM, payment processing, email, SMS delivery, and website hosting (such as GoHighLevel, Stripe, and similar platforms)
- Government agencies: When required to submit applications on your behalf (IRS for EIN, SAM.gov for UEI, state agencies for LLC formation)
- CreditSafe: As our official bureau partner, payment and tradeline data may be reported to CreditSafe to build your business credit profile
- Legal compliance: When required by law, subpoena, or government request
- Business transfers: In connection with a merger, acquisition, or sale of assets
Section 05
Data Security
We implement industry-standard security measures to protect your personal information including encrypted data transmission (SSL/TLS), secure cloud storage, and access controls limiting who can view your information.
However, no method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security. If you believe your information has been compromised, please contact us immediately.
Section 06
Your Rights & Choices
You have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Request deletion of your personal information (subject to legal obligations)
- Opt out of marketing emails by clicking "unsubscribe" in any email
- Opt out of SMS messages by replying STOP
- Request a copy of your data in a portable format
To exercise any of these rights, contact us at [email protected].
Section 07
Cookies & Tracking
Our website uses cookies and similar tracking technologies to improve your browsing experience, analyze site traffic, and personalize content. You can control cookie settings through your browser. Note that disabling cookies may affect some website functionality.
Section 08
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will delete it.
Section 09
Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this page. We encourage you to review this policy periodically. Continued use of our services after any changes constitutes your acceptance of the updated policy.