TUTELA DOMUS PRIVACY POLICY

Tutela Domus LLC
Effective Date: May 1, 2026  |  Last Updated: June 3, 2026

1. Who We Are

Tutela Domus LLC is a personal life administration consultancy based in Minnesota. We help individuals and families organize their important documents, accounts, policies, and life details into a structured, accessible system.

2. Information We Collect

We collect personal information in the following ways and categories:

2.1 Information You Provide Directly

When you contact us, complete our intake form, or engage our services, we may collect:

• Contact information: name, email address, phone number, and mailing address

• Household and family information: household composition, family situation, and related details you share during the intake and setup process

• Organizational inventory data: lists and descriptions of your accounts, insurance policies, legal documents, digital accounts, medical providers, important contacts, business records, and property. We collect descriptions and locations of these items, not the actual documents or financial credentials themselves

• Scheduling information: name and email address when you book a consultation through our scheduling tool

• Communications: emails, messages, and notes exchanged during our engagement

2.2 Payment Information

When you pay for our services, payment card information is collected and processed directly by our third-party payment processor. We do not store your payment card details. We retain records of transactions, including amounts, dates, and service descriptions for our own invoicing and accounting purposes.

2.3 Information Collected Automatically

When you visit tuteladomus.com, our service providers and we automatically collect certain technical information, including:

• Pages visited and time spent on the site

• Browser type and device information

• IP address and general location

• Referring website

This information is collected through cookies and similar technologies used by our website platform and analytics tools. See Section 5 for more information about cookies.

3. How We Use Your Information

We use the information we collect to:

• Provide, deliver, and improve our services

• Build and maintain your Records Ledger and client portal

• Communicate with you about your engagement, invoices, and account

• Schedule consultations and review sessions

• Send renewal reminders and service-related notifications

• Comply with legal obligations

• Protect the security and integrity of our systems and your information

We do not sell your personal information. We do not use your information for advertising or marketing to third parties.

4. How We Share Your Information

We share your information only as necessary to provide our services and operate our business. We use the following categories of third-party service providers:

4.1 Cloud Database and Portal Services

We use cloud-based database and client portal platforms to store your Records Ledger data and provide you access to your private client portal. These providers store your organizational inventory data on secure servers and are contractually prohibited from using your data for any purpose other than providing services to us.

4.2 Payment Processing

We use Stripe to process payments. When you pay for our services, your payment card information is transmitted directly to Stripe and is subject to their Privacy Policy available at stripe.com/privacy. We do not receive or store your full payment card details.

4.3 Scheduling Services

We use a third-party scheduling tool to manage consultation bookings. When you book a consultation, your name and email address are shared with this provider to facilitate scheduling and send confirmation and reminder emails.

4.4 Invoicing and Accounting Services

We use third-party invoicing and accounting software to manage our business finances. Your name, email address, and transaction information are stored in this system for invoicing purposes.

4.5 Document Execution Services

We use a third-party electronic signature platform to send and execute our client service agreements. Your name, email address, and signed agreement are stored in this system.

4.6 Website Analytics

Our website uses analytics tools provided by our website platform and Google Analytics to understand how visitors use our site. These tools use cookies to collect anonymized data about website traffic and usage patterns. Google Analytics data is subject to Google's Privacy Policy available at policies.google.com/privacy.

4.7 Legal Requirements

We may disclose your information if required to do so by law, court order, or governmental authority, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

5. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies. Cookies are small text files placed on your device that help our website function and help us understand how visitors use our site.

5.1 Types of Cookies We Use

• Essential cookies: Required for the website to function. These cannot be disabled.

• Analytics cookies: Used by our website platform and Google Analytics to collect anonymized information about how visitors use our site. These help us improve our website and services.

5.2 Managing Cookies

You can control cookies through your browser settings. Most browsers allow you to refuse or delete cookies. Please note that disabling cookies may affect the functionality of our website. You can also opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on available at tools.google.com/dlpage/gaoptout.

6. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with our legal obligations.

• Client organizational data: retained for the duration of your active Continuity Membership, or for twelve (12) months following the end of your last active term or engagement completion date if no Continuity Membership is selected. After twelve (12) months, your Records Ledger will be permanently deleted. You will receive written notice thirty (30) days prior to deletion. You may request immediate deletion at any time in writing.

• Payment and transaction records: retained for seven years to comply with tax and accounting requirements.

• Communications: retained for the duration of our engagement and a reasonable period thereafter.

• Website analytics data: retained according to the data retention settings of our analytics providers.

You may request deletion of your personal information at any time by contacting us at tuteladomus.com/contact. Please note that some information may be retained as required by law or for legitimate business purposes.

7. Data Security

We take the security of your information seriously. We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction.

These measures include:

• Encrypted client portal access requiring authentication

• Use of reputable, security-certified third-party service providers

• Limited access to client data on a need-to-know basis

• Regular review of our data practices and security measures

No method of transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security. If you have reason to believe your information has been compromised, please contact us immediately at tuteladomus.com/contact.

8. Your Rights

Depending on where you live, you may have certain rights regarding your personal information. We honor these rights regardless of your location.

• Right to access: You may request a copy of the personal information we hold about you.

• Right to correction: You may request that we correct inaccurate or incomplete information.

• Right to deletion: You may request that we delete your personal information, subject to certain exceptions.

• Right to restriction: You may request that we restrict how we use your information in certain circumstances.

• Right to portability: You may request a copy of your information in a structured, commonly used format.

• Right to opt out of sale: We do not sell your personal information.

To exercise any of these rights, please contact us at tuteladomus.com/contact. We will respond to your request within 30 days.

9. California Residents — CCPA Rights

If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with additional rights regarding your personal information.

Categories of personal information we collect: identifiers (name, email, address), commercial information (services purchased), internet activity (website usage data), and professional or employment-related information (household and organizational details).

We do not sell personal information as defined by the CCPA. We do not discriminate against you for exercising your CCPA rights.

To submit a CCPA request, contact us at tuteladomus.com/contact with the subject line CCPA Request.

10. Children's Privacy

Our services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected information from a child under 13, please contact us immediately at tuteladomus.com/contact, and we will take steps to delete that information.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. When we make changes, we will update the Effective Date at the top of this policy and post the updated version on our website.

We encourage you to review this policy periodically. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Tutela Domus LLC
Contact us at tuteladomus.com/contact
Website: tuteladomus.com

We will respond to all privacy inquiries within 30 days.

Tutela Domus LLC  |  Privacy Policy  |  Effective May 1, 2026  |  tuteladomus.com