Privacy Policy

1. Introduction

At Heirstead, we respect your privacy and are committed to protecting your personal data. This Privacy Policy outlines how we handle your information when you visit our website, use our interactive tools, or book a consultation.

2. Information We Collect

Heirstead collects personal information only when you choose to provide it. If you submit our consultation request form, we collect the information you enter — such as your name, email address, phone number, state, and any details you choose to share about your coverage goals, budget, timeline, and health basics — solely so that we can prepare for and conduct your consultation. We never collect personal information through hidden forms, trackers, or pop-ups, and providing any individual piece of information is voluntary.

Any interactive tools on our website that do not request contact details process the data you enter locally in your browser; that data is not transmitted to or stored on our servers.

3. How Your Information Is Stored and Used

Information you submit through our forms is transmitted securely and stored in Heirstead's private business systems, where access is restricted to Heirstead personnel who need it to serve you. We use it exclusively to respond to your request, prepare your consultation, and communicate with you about it. We do not sell, rent, or trade your contact information to third parties.

4. Scheduling and Third-Party Booking

If you choose to book a consultation, scheduling is handled through our secure third-party scheduling calendar. The information you provide there (such as your name and email) is used solely to secure your appointment and facilitate communication regarding your consultation.

5. A2P & SMS Compliance

Heirstead strictly adheres to Application-to-Person (A2P) messaging compliance. We do not engage in unsolicited SMS marketing. Any SMS communication you receive will only occur if you explicitly opt in — through our forms or during the calendar booking process — and those messages will be strictly limited to appointment reminders and communications related to your request.

6. Cookies and Analytics

We may use basic, non-intrusive analytics to understand how our website is used (e.g., page views, time on site). This data is aggregated and cannot be used to identify you personally.

7. Contact Us

If you have any questions about this Privacy Policy, please contact us at info@heirstead.io.