Last updated: October 1, 2026
The Trust Dad is operated by I.T.H. Law, PLLC d/b/a The Trust Dad ("we," "us," or "our"), an estate planning law firm. Our website is thetrustdad.com. If you have questions about this policy, contact us at contact@thetrustdad.com.
Information you provide directly:
Trust Dad Inventory and Assessment:
When you complete the Trust Dad Inventory and Assessment — our secure multi-step estate planning intake — we collect detailed personal, family, and financial information necessary to prepare your estate plan, including:
This information is among the most sensitive we collect. If you are our client, you provide it to us to obtain legal services, so it is protected by the attorney-client privilege and by our professional duty of confidentiality once we receive it, subject in each case to limited exceptions. What you enter in the Family Roadmap is not given to us to obtain legal services and is not protected by attorney-client privilege. If you later schedule a planning session and your inventory opens to our office, we treat it with the confidentiality we owe anyone who consults us about legal services, and what you give us from then on to prepare for your session may also be protected by attorney-client privilege. Whether it is depends on the circumstances: information you wrote before contacting us, or have shared with other people (for example through the Family Roadmap), may not be protected.
Information collected automatically:
Information from third parties:
We do not sell your personal information to third parties.
Information shared with us in the context of legal representation is protected by the attorney-client privilege and our professional duty of confidentiality under the rules of professional conduct. We will not disclose such information except as required by law or with your informed consent.
The Family Roadmap. The Family Roadmap is a free tool for organizing your family’s information. It is not legal services, and using it does not make you a client of The Trust Dad.
Who this section is for. This section applies if you signed up for the Family Roadmap yourself. If you were already our client when you started using it, see “If you were already our client” at the end of this section.
What our staff can see. Your name, email address and state; the date you signed up; how many of the Roadmap’s steps you have started; and whether your own entries show any of four things: a child under 18, a home you own, more than $100,000 outside retirement accounts and life insurance, or a business you own. We see yes or no for each, never the entries themselves.
What our staff cannot see. Our staff cannot open what you enter in your Family Roadmap through the app. If you schedule a planning session with us, your inventory opens to our office before that session, and we tell you when that happens. Everything else stays private: your letters, funeral wishes, recordings, documents checklist, online accounts and the people you listed. There is no way to share them with us. This stays true if you later become our client.
Who else can see it. Only the people you choose to share it with. Each of them gets their own link and must enter a code we email to them each time. You are told each time one of them opens it, and you can remove their access at any time.
What we ask you not to store. Passwords, passcodes, PINs, recovery phrases and full account or card numbers. The Roadmap records where these are kept, not what they are, and it refuses entries that look like one.
Automated processing. What you enter in your Family Roadmap is not sent to any artificial intelligence service.
Email. Everyone who signs up is emailed a short series of tips for finishing their Roadmap, and once a year a reminder to look it over. If you live in New York or Connecticut and your own entries suggest a conversation with a lawyer might help, we may also email you about a free call. If you tick the box at signup, we send you our weekly newsletter. You can stop each of these: the tips, the emails about a call and the newsletter each have an unsubscribe link, and unsubscribing stops all three; the yearly reminder can be turned off on your Roadmap’s first screen.
People you name to tell us of your passing. If you name someone who can tell us you have passed away, we keep their name and email address to send them their own link and, when they use it, a code. When someone tells us, we email you (and text you, if you agreed to texts) so you can stop it if it is a mistake. We do not check these reports. A report does not change anything except releasing what you set to open after your passing.
Records we must keep. Rules that govern lawyers’ advertising require us to keep, for three years, a list of the names and email addresses of people to whom we sent certain emails inviting them to book a call. If you delete your account, everything you entered in your Roadmap is deleted, but your name and email address remain on that list until the three years have passed.
Deleting your account. You can delete your account from Settings. Doing so deletes your Family Roadmap and ends every link you shared.
If you were already our client. Your inventory, the recordings you make yourself and the people you list are part of your client file, as described earlier in this policy. Your letters, written answers, funeral wishes, documents checklist and online accounts stay private to you, and our staff cannot see them.
We share personal information only in the following circumstances:
Your client file. We keep the documents, plan choices and signed instruments that make up your file for as long as required by applicable law and the rules of professional conduct in the states where we are admitted to practice (currently New York and Connecticut).
Your Legacy Interview recordings. We do not put an expiry on them on purpose: you may have chosen to share a recording with someone only after your death, and a recording that expired first would defeat the reason you made it. A recording you made yourself stays until you delete it or delete your account. A recording of an interview we held with you is deleted only if you ask us in writing at contact@thetrustdad.com. After your death, we will not delete your recordings at anyone’s request, and we will carry out any instructions you gave us to share or release them.
Records of people who have opted out. If you unsubscribe or ask us not to contact you, we keep a record of that indefinitely and do not delete it with other information. We keep it precisely so that your request is honored permanently.
System logs. Our systems keep operational logs for about a week. They are used to diagnose faults, are readable only by our administrators and our hosting provider, and are never used to build a profile of you.
We use essential cookies necessary for the site to function and, with your consent, analytics cookies to understand how visitors use our site. You can control cookie preferences through your browser settings. We do not use advertising or cross-site tracking cookies.
If you record a Legacy Interview yourself, or join a meeting with us by video, your browser or device will ask your permission to use your camera and microphone. We only ask when you start that activity, you can decline, and declining does not affect any other part of your plan.
Depending on your location, you may have the right to:
To exercise any of these rights, email us at contact@thetrustdad.com. We will respond within 30 days.
If you have an account, you can also request account closure or deletion directly from Account Settings. Requests subject to legal retention obligations are handled as described in Section 7.
We implement industry-standard technical and organizational measures to protect your personal information, including TLS encryption in transit, encrypted storage, and access controls. No method of transmission over the internet is 100% secure, however, and we cannot guarantee absolute security.
Our services are not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us immediately.
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the revised policy on this page with a new "Last updated" date. Continued use of our services after changes take effect constitutes acceptance of the revised policy.
I.T.H. Law, PLLC d/b/a The Trust Dad
375 South End Ave, 3P
New York, NY 10280
contact@thetrustdad.com
(646) 718-0895