Privacy Policy

Effective date: May 26, 2026

Plain language summary. We collect what we need to deliver the book, run the site, and (only if you opt in) refer you to a local probate professional. We do not sell your information to data brokers. The opt-in box on the post-purchase survey controls everything. You can revoke at any time by emailing support@inheritedhomesfl.com.

1. Who we are

This Privacy Policy describes how Apex Unity Brands LLC ("Inherited Homes FL," "we," "us," or "our") collects, uses, discloses, and protects personal information through the website at inheritedhomesfl.com and any related services, emails, surveys, and digital products (collectively, the "Service").

Inherited Homes FL operates the digital book The Inherited Home Survival Guide and related companion materials. The brand name on our website is "Inherited Homes FL." The brand name on our Meta (Facebook and Instagram) advertising is "Inherited Homes USA." Both names refer to the same business and the same Privacy Policy.

The legal entity is identified above. Customer-facing copy may credit a publisher pseudonym; that pseudonym is a pen name and is not the legal entity. Legal notices, disputes, and privacy requests must reference the legal entity.

2. Information we collect

We collect the following categories of personal information, as those categories are defined under the California Consumer Privacy Act ("CCPA"), the California Privacy Rights Act ("CPRA"), and the Florida Digital Bill of Rights ("FDBR"):

Category	Examples	Source
Identifiers	Name, email address, billing address, IP address, device identifiers, Stripe customer ID	You (at checkout, lead capture, and survey); Stripe; cookies
Commercial information	Products purchased, transaction amount, order date, refund status	Stripe; our checkout
Internet or other electronic network activity	Pages viewed, links clicked, email opens and clicks, scroll depth, A/B variant, referrer URL, UTM parameters	Cookies; pixels; server-side tracking
Geolocation (approximate)	County, state, ZIP-area derived from IP or stated in survey responses	Your survey answers; IP geolocation
Inferences	Estate-value tier, attorney status, probate stage, willingness to receive partner introductions	Derived from survey responses
Survey responses (sensitive context)	Decedent's name, county of probate, date of death, will status, real-estate count, estate-value tier, attorney status, consent for partner introductions	You, on the post-purchase activation survey at /activate

We do not knowingly collect government identification numbers, financial account numbers (Stripe stores card data, we do not), health information, biometric data, or precise GPS location.

3. How we collect it

Directly from you. Forms on the site: lead capture (email), checkout (name, email, billing address through Stripe), the post-purchase activation survey, contact forms, and email replies.
Cookies and similar technologies. First-party and third-party cookies for analytics, A/B test assignment, and session state. See Section 7 below and our Cookie Notice.
Tracking pixels. Meta Pixel (Facebook and Instagram), Google Analytics 4, PostHog, ELU, and Microsoft Clarity fire on page load and record events such as page views, clicks, and purchases.
Server-side tracking. When a purchase or lead event happens server-side, we send hashed customer details (email, name, IP) to advertising platforms (currently Meta Conversions API) so that ad delivery and attribution still work when browser tracking is blocked.
From service providers. Stripe sends us payment confirmation events; Resend sends us email delivery, open, click, and bounce events.

4. Why we collect it

To deliver the product you purchased. Email receipts, secure download links, the 5-email welcome sequence, and customer support.
To run the post-purchase survey ("Activation"). The survey helps us tailor the welcome emails to your situation and decide which partner category (if any) is relevant to you.
To make partner introductions you opted in to. See Section 5.
To improve the product and the funnel. Aggregated analytics, A/B test results, and survey-level patterns.
To run advertising. Conversion tracking, lookalike audience seeding, and retargeting on Meta and Google.
To comply with the law. Tax records, fraud prevention, payment-card-industry obligations, and lawful requests.

5. Partner introductions and lead sharing

This section is the most important one. Read it.

Inherited Homes FL operates a referral program. After purchase, we ask you on a survey whether you want to be introduced to a local probate professional. We only share your information with a partner if you affirmatively opt in to that introduction. The default is no sharing. You can revoke consent at any time.

5.1 Categories of partners we may share opted-in information with

If you check the consent box on the post-purchase survey (or reply "yes, introduce me" to a follow-up email), we may share your name, email, county, state, and the relevant survey context with one or more of the following partner categories:

Probate attorneys licensed in your state.
Real estate professionals with probate or inherited-property experience, including agents holding the Certified Probate Real Estate Specialist (CPRES) designation.
Certified Public Accountants and tax professionals with experience in estate, step-up basis, and inherited-property tax matters.
Cash home buyers and probate cash-advance companies that purchase inherited real estate or advance funds against an heir's expected distribution.
Real estate appraisers qualified to provide date-of-death valuations.

We share only the categories of partners that match what you told us on the survey. If you said you already have an attorney, we will not refer you to one. If you said you do not want partner introductions, we will not refer you to anyone.

5.2 How the opt-in works

Consent is collected in one of two ways, both of which are affirmative, unbundled actions:

On the post-purchase activation survey, a checkbox titled "Yes, please introduce me to a vetted local probate professional in [your category]." The box is unchecked by default. We record the timestamp and the IP address of your submission.
By replying "yes" (or words to that effect) to a follow-up email from us that proposes a specific introduction. We retain the reply as the record of consent.

5.3 What we share

When an introduction is made, we share the following with the partner:

Your first and last name
Your email address
Your phone number (only if you provided one)
Your state and county
The relevant survey context (e.g., "estate is in probate in Broward County, FL; decedent passed within 90 days; estate-value tier 75K to 500K; no attorney yet")

We do not share your Stripe payment information, IP address, browsing history, or unrelated survey answers.

5.4 Compensation

We may receive a referral fee, lead fee, success fee, or revenue share from partners. The fee does not change what you pay them; it comes from the partner's marketing budget. Whether or not we receive a fee, you are not obligated to engage any partner we introduce.

5.5 Whether this is a "sale" of personal information

Under the CCPA and several other state privacy laws, sharing personal information in exchange for monetary or other valuable consideration can be defined as a "sale" of personal information, even when the consumer affirmatively opts in. To be conservative, we treat partner introductions as a "sale" under the CCPA and as a "sale or sharing" under the FDBR.

You have the right to opt out of the sale or sharing of your personal information at any time. See Section 9.

5.6 How to revoke consent or opt out

Email support@inheritedhomesfl.com with the subject line "Opt out of partner introductions." We will:

Flag your record as opted out within 7 days.
Stop making new introductions immediately upon receiving your request.
Notify any partner we already introduced you to that you have withdrawn consent, and request that the partner delete the record.

Opting out of partner introductions does not affect your access to the product you purchased.

6. Other ways we disclose information

Outside of opted-in partner introductions, we disclose personal information only as follows:

Service providers. Vendors who process information on our behalf and only for our purposes (see Section 8 for the list).
Legal obligations. When required by subpoena, court order, regulatory request, or other valid legal process; to enforce our Terms; or to protect rights, safety, or property.
Business transfers. If we sell, merge, or otherwise transfer the business or its assets, customer records will transfer with the business. Any successor will be bound by this Privacy Policy or will provide notice of any material changes.
Aggregated or de-identified data. Statistics that cannot reasonably be re-identified to an individual may be published or shared for any purpose.

7. Cookies, pixels, and tracking

We use first-party and third-party cookies, pixels, and similar technologies for the purposes described in Section 4. The categories in use:

Strictly necessary. Stripe checkout session, A/B variant assignment, anti-fraud, security.
Analytics. Google Analytics 4 (GA4), PostHog, ELU, Microsoft Clarity (session recordings, sampled).
Advertising. Meta Pixel and Meta Conversions API for conversion tracking, retargeting, and lookalike audience seeding.

You can control or refuse cookies through your browser settings or any browser ad blocker. If you opt out of analytics and advertising cookies, the site will still work, but conversion tracking and retargeting will stop. For the full list, see our Cookie Notice.

8. Third-party service providers

We share information with the following service providers only to the extent needed for them to perform their function:

Stripe, Inc. — payment processing, fraud screening, billing records.
Supabase, Inc. — application database hosting.
Resend, Inc. — transactional and broadcast email delivery, including open and click tracking.
Netlify, Inc. — website and serverless function hosting.
Cloudflare, Inc. — DNS, edge caching, and bot mitigation (where applicable).
Meta Platforms, Inc. — Pixel and Conversions API for Facebook and Instagram advertising.
Google LLC — Google Analytics 4 and Google Ads conversion tracking.
PostHog, Inc. — product analytics and funnel analysis.
ELU — session-replay-based friction analysis (sampled).
Microsoft Corporation — Microsoft Clarity (sampled session recordings).

Each provider operates under its own privacy policy and applicable data processing terms. We have signed data processing agreements where required.

9. Your privacy rights

9.1 California residents (CCPA and CPRA)

If you are a California resident, you have the right to:

Know the categories and specific pieces of personal information we have collected about you, the sources, the purposes, and the categories of third parties to which we have disclosed it.
Delete personal information we have collected, subject to legal and contractual retention exceptions (for example, Stripe transaction records must be retained for tax purposes).
Correct inaccurate personal information.
Opt out of sale or sharing of personal information. As described in Section 5.5, we treat partner introductions as a "sale or share." You may opt out at any time.
Limit the use and disclosure of sensitive personal information. We do not knowingly collect categories of "sensitive personal information" as defined by the CPRA. If we do collect any, you may limit how we use it.
Non-discrimination. We will not deny services, charge different prices, or provide a different level of service because you exercised a privacy right.

9.2 Florida residents (Florida Digital Bill of Rights)

If you are a Florida resident, you have the right to confirm whether we process your personal data, access it, correct inaccuracies, delete it, obtain a portable copy, and opt out of (a) targeted advertising, (b) the sale of personal data, and (c) profiling in furtherance of decisions that produce legal or similarly significant effects. We do not engage in profiling that produces legal or similarly significant effects.

9.3 Other U.S. state residents

Residents of Colorado, Connecticut, Virginia, Utah, Texas, Oregon, Montana, and other states with comprehensive consumer privacy laws have analogous rights. We will honor any verified rights request under any applicable state law.

9.4 EU and UK residents (GDPR / UK GDPR)

If you are in the European Economic Area, the United Kingdom, or Switzerland, you have the right to access, rectify, erase, restrict processing of, port, and object to processing of your personal data, and to withdraw consent at any time where consent is the lawful basis. Our lawful bases are: (a) performance of the purchase contract, (b) your explicit consent for partner introductions and marketing email, and (c) our legitimate interests in operating, securing, and improving the Service. You may lodge a complaint with your local data protection authority.

9.5 How to exercise your rights

Email support@inheritedhomesfl.com with "Privacy request" in the subject line. Include the email address on file, the right you wish to exercise, and (if applicable) the correction you want made. We will verify your request by replying to that email address.

Response timelines:

Access, correction, deletion, opt out of sale/sharing: within 30 days (extendable by 30 days where reasonably necessary; we will notify you if so).
Unsubscribe from marketing email: within 10 business days, consistent with CAN-SPAM.
Opt out of partner introductions: within 7 days, with immediate halt of new referrals.

You may use an authorized agent. We will require written authorization and reasonable verification.

10. Data retention

Customer records. Retained as long as you remain a customer plus 7 years for tax and Stripe-required transaction records.
Survey responses. Retained as long as you remain a customer. Deleted on verified request, except where retention is required by law.
Email engagement logs. Retained 26 months.
Analytics events. Retained per the standard retention windows of each provider (typically 14 to 26 months).
Marketing opt-out records. Retained indefinitely so we can honor your unsubscribe and opt-out preferences.

11. Security

We use industry-standard administrative, technical, and physical safeguards including TLS encryption in transit, encrypted storage at rest with our database and storage providers, restricted access on a least-privilege basis, signed webhook verification, and regular review of vendor security postures. No system is perfectly secure. If we become aware of a security incident that materially affects your personal information, we will notify you and applicable regulators consistent with applicable law.

12. Children's privacy

The Service is intended for adults dealing with the estate of a deceased parent or family member. We do not direct the Service to children under 18 and do not knowingly collect personal information from children under 18. If we learn we have collected information from a child under 18, we will delete it.

13. International transfers

We operate in the United States. If you access the Service from outside the United States, your information will be transferred to, stored in, and processed in the United States. Where required, we rely on Standard Contractual Clauses or equivalent transfer mechanisms with our service providers.

14. Do Not Track

Some browsers send a Do Not Track signal. There is no industry-standard interpretation of that signal. We do not currently respond to it. We do, however, honor verified opt-out requests submitted under Section 9.

15. Changes to this Policy

We may update this Privacy Policy from time to time. We will post the updated version with a new effective date. If changes are material, we will email customers on file at least 30 days before the change takes effect.

16. Contact

Privacy questions, rights requests, and opt-outs:

Apex Unity Brands LLC
d/b/a Inherited Homes FL / Inherited Homes USA
800 N King Street, Wilmington, DE 19801
Email: support@inheritedhomesfl.com