Legal

Privacy Policy

Effective: November 1, 2026

This Privacy Policy explains how DuPont Law Group and Advocate Wealth Solutions (together, "we," "us," or "our") collect, use, share, and protect information when you visit theprobatetaxtrap.com, complete the Probate Tax Trap™ Scorecard, request the book, or otherwise interact with our content.

By using this site, you consent to the practices described below. If you do not agree, please do not use this site.

Information We Collect

We collect information you voluntarily provide, including:

  • Name and email address when you opt in to receive the book or your Scorecard results.
  • Phone number if you choose to provide it on the Scorecard form.
  • Your answers to the Probate Tax Trap™ Scorecard questions, including estimates of estate value, plan status, and family situation.
  • Communications you send us by email, phone, or scheduled call.

We also collect limited technical information automatically, such as IP address, browser type, device information, pages visited, and referring source. This information is used to operate, secure, and improve the site.

How We Use Your Information

We use the information you provide to:

  • Deliver your Probate Tax Trap™ Scorecard results, your Family Loss Number™, your Protection Gap Report, and a digital copy of the book.
  • Send educational follow up emails about estate planning, tax strategy, long term care, and the 4D Estate Plan™ framework.
  • Schedule and conduct Discovery Sessions you request.
  • Respond to your inquiries and provide customer support.
  • Improve our content, our site, and our services.
  • Comply with applicable law, including legal and regulatory obligations.

How We Share Your Information

We do not sell your personal information. We may share your information only in the following limited situations:

  • Service providers: Trusted third party platforms that help us operate the site and communicate with you, such as our email and CRM platform (GoHighLevel), our scheduling tool (Calendly), and our hosting providers. These providers are contractually obligated to protect your information.
  • Professional advisors: Our attorneys, accountants, and compliance consultants when reasonably necessary.
  • Legal compliance: When required by law, court order, or to protect the rights, property, or safety of our firm, our clients, or the public.
  • Business transfers: In connection with a merger, acquisition, or sale of assets, subject to standard confidentiality protections.

Cookies and Tracking

Our site uses cookies and similar technologies to remember your preferences, measure traffic, and improve performance. You can control cookies through your browser settings. Disabling cookies may affect site functionality.

Data Security

We use commercially reasonable physical, technical, and administrative safeguards to protect your information. No method of transmission or storage is 100% secure, however, and we cannot guarantee absolute security.

Data Retention

We retain your information as long as needed to provide the services you requested, communicate with you, comply with legal obligations, resolve disputes, and enforce our agreements.

Your Choices and Rights

You may:

  • Unsubscribe from marketing emails at any time using the link at the bottom of any email.
  • Request access to, correction of, or deletion of your personal information.
  • Withdraw consent for future communications.

To exercise these rights, email us at [email protected]. We will respond within a reasonable time and as required by applicable law.

Children's Privacy

Our site is not directed to children under 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us and we will delete it.

Third Party Links

Our site may link to third party websites we do not control. This Privacy Policy does not apply to those sites. Please review their privacy practices separately.

Changes to This Policy

We may update this Privacy Policy from time to time. The effective date at the top of this page reflects the most recent version. Material changes will be communicated through the site or by email when appropriate.

Contact Us

Questions about this Privacy Policy or our data practices? Reach us at:

DuPont Law Group
Email: [email protected]

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Important Disclosure. The Probate Tax Trap™ Scorecard, the book, and any results are educational tools only. They do not constitute legal, tax, financial, or investment advice. Reading the book or completing the Scorecard does not create an attorney-client relationship with Gregory S. DuPont, DuPont Law Group, or Advocate Wealth Solutions. Family Loss Number™ is an estimate based on national probate averages and your inputs, not a guarantee of outcome. Estate planning, tax strategy, and investment decisions depend on your specific circumstances and applicable law in your jurisdiction. Always consult with a qualified attorney, CPA, and financial advisor before making decisions about your estate.

Investment Advisory Services offered through Advocate Wealth Solutions, a Registered Investment Adviser. Legal Services provided by DuPont Law Group, an Ohio professional law firm. The information on this site is intended for residents of states where the firm is licensed to practice.

© 2026 DuPont Law Group · All rights reserved. ★ March to a Million™