Privacy Policy

Last updated: May 24, 2021

This Privacy Policy (“Privacy Policy” or “Policy”) describes how Peace of Mind Estate Organization, LLC (“POM” or “us” or “we”) collects, uses, shares, processes and protects personal information (“Personal Information”) of individuals (“you”) who use or interact with POM’s websites and/or services, communicates with us, or contacts us. “You” may be a visitor to one of our websites, a user of our Services (“User”) or a customer (“Customer”).

POM is committed to protecting your Personal Information. We DO NOT rent, sell or trade your Personal Information.

Scope of Policy (Please Read Carefully)
This Policy applies to all visitors of our websites, and users of our product, websites, features or services, or any other POM websites that link to this Policy (the “Websites”), unless covered by a separate privacy policy, and explains how we collect, use, disclose, and safeguard your information. Please note that this Privacy Policy does not apply to the extent that we process Personal Information in the role of a processor (or a comparable role such as “service provider” in certain jurisdictions) on behalf of our customers, including where we offer to our customers various cloud products and services, through which our customers (and/or their affiliates) connect their own applications to our hosted platform, sell or offer their own products and services, send electronic communications to other individuals, or otherwise collect, use, share or process Personal Information via our or third party cloud products and services.

How POM uses Personal Information
We use Personal Information to facilitate the business relationships we have with our Users, to comply with our financial regulatory and other legal obligations, and to pursue our legitimate interests where these are not overridden by the interests, rights or freedoms of Users . We also use Personal Information to complete payment transactions. We only collect and process your Personal Information to the extent it is necessary to fulfill these purposes and where we can rely on a legal basis for such.

We use Personal Information we collect to provide products and/or services to you, keep our Websites running smoothly, and protect us legally. We will not use or share your Personal Information in ways unrelated to those described below and will not sell your Personal Information for any purpose.

  • POM will only share and disclose Personal Information in accordance with a Customer’s instructions, including any applicable terms in our other agreements with you, and in compliance with applicable law and legal process.
  • Owners, administrators and other Customer representatives and personnel, as defined in the Customer Agreement, may be able to access, modify or restrict access to Personal Information.
  • POM engages certain third-party companies or individuals to process Personal Information and support our business. We maintain a list of these third parties here: (Link on POM Site to List of subcontractors…e.g., vault providers).
  • We may disclose or use aggregated or de-identified Personal Information for any purpose. For example, we may share aggregated or de-identified information with prospects or partners for business or research purposes, such as showing a total count of active users accessing our products.
  • If we receive a request for information, we may disclose Personal Information if we reasonably believe disclosure is in accordance with or required by any applicable law, regulation or legal process.
  • To protect and defend the rights, property or safety of POM or third-parties, including enforcing contracts or policies, or in connection with investigating and preventing fraud or security issues.
  • POM may share Personal Information with third parties when we have consent to do so.

How long does POM keep your data?
POM only processes and keeps Personal Information for as long as necessary to achieve the purpose for which the information was collected. The length of time we keep Personal Information in POM’s control depends on our processing purposes and applicable statutory retention period for that type of information. After the statutory period of time passes, or if storage of Personal Information is not needed, Personal Information is deleted or anonymized.

Data Collection & Uses
This Policy describes how we collect and/or use your Personal Information, whether it is shared and/or disclosed, and how we address privacy matters, such as deletion of your Personal Information upon request, and opting-out of marketing communications. The summary table explains what information we collect from you and why, based upon your relationship with POM.


What we collect

Why we collect it


Individuals who visit our Website, without logging in or using our products and/or services

  • IP Address
  • Cookie Information
  • Browser Info
  • To determine interest in our products, assess effectiveness of marketing, monitor usage patterns and improve our Website and products.


Individuals who have an account with us, or otherwise use our Website and products.

  • Name
  • Email
  • Username
  • Company Name
  • Credit Card details
  • Phone number
  • To access our products and Websites, products and/or services
  • Billing
  • Security/Identity verification
  • Authentication

POM takes appropriate administrative, physical and organizational security measures to protect your Personal Information from theft, misuse, loss and unauthorized access. We follow generally accepted practices in the industry to protect the Personal Information submitted to us, both during transmission and  after receipt, taking into account the nature of the information and the risks involved in processing, and comply with applicable laws, rules and regulations. While we have taken reasonable steps to secure the Personal Information you provide to us, please be aware that despite POM’s best efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse. Any information disclosed online is vulnerable to interception and misuse by unauthorized parties. Therefore, we cannot guarantee complete security if you provide Personal Information via our Websites.

POM servers are located in the U.S.. If you are located outside of the U.S., please be aware that any information provided to us, including Personal Information, will be transferred from your country of origin to the U.S. POM transfers and processes data, including the data transfers under the EU-U.S. Privacy Shield, the Swiss-U.S. Privacy Shield, and the General Data Protection Regulation (GDPR), in accordance with applicable laws and regulations.

The California Consumer Privacy Act (CCPA) is a new data privacy law that applies to certain businesses which collect Personal Information from California residents. The law became effective on January 1, 2020. POM already offers data protection terms pursuant to the GDPR in Europe. We are now also offering the same terms under the CCPA. Your rights under the CCPA are described below. Please note that POM does not rent or sell any Personal Information.

In addition, California Civil Code Section 1798.83, also known as the “Shine The Light” law, permits California residents to request and obtain from us, once a year and free of charge, (1) information about categories of Personal Information (if any) we disclosed to third parties for direct marketing purposes, and, (2) the names and addresses of the third parties with which we shared Personal Information in the preceding calendar year. If you are under 18 years of age, reside in California, and have a registered account with our Websites, you have the right to request removal of unwanted data that you publicly post on our Websites. To request removal of such data, please contact us using the contact information provided below, and include the email address associated with your account and a statement that you reside in California. We will make sure the data is not publicly displayed on our Websites, but please be aware that the data may not be completely or comprehensively removed from our systems. If you are a California resident and would like to make a request, please submit your request in writing to us using the contact information provided below.

Your Rights
POM recognizes, under the EU-U.S. Privacy Shield, the Swiss-U.S. Privacy Shield, CCPA, and GDPR, that you have certain rights regarding your Personal Information. We feel that your privacy and ability to preserve and exercise your rights is very important. You are encouraged to review and understand these rights as they pertain to you and your Personal Information. In certain circumstances, these rights include, but are not limited to:

  • Right to be Informed: This means we have to tell you why we process your Personal Information, our retention periods, and who it will be shared with.
  • Right of Access: This means we have to provide you with a copy of your Personal Information we process upon your request.
  • Right to Rectification: This allows you to have inaccurate Personal Information rectified or completed if it is incomplete.
  • Right to Erasure: This allows you to have your Personal Information erased.
  • Right to Restrict Processing: This means you can limit the way we use their data.
  • Right to Data Portability: This allows you to receive a copy of your Personal Information in a structured, commonly used and machine-readable format and gives you the right to transmit those data to another controller without hindrance.
  • Right to Object: This allows you to object to the processing of your Personal Information at any time.
  • Right to Non-Discrimination: The CCPA prohibits covered businesses from discriminating against consumers for exercising their CCPA rights. This means we cannot charge a different price, deny access to our products, or impose penalties for exercising your rights under the CCPA.
  • Right to Withdraw Consent: This means you can withdraw your consent at any time.

In support of these rights, you may exercise any of the above rights, with respect to your Personal Information. You may update, correct or delete your Personal Information; if you wish to delete or suspend your account, please note that we may retain certain information as required by law or for legitimate business purposes. If you have become aware that an account has been created about you without your knowledge or consent, you may contact us to request deletion of that said account. You may contact us by emailing For your protection, we may only respond with the Personal Information associated with the particular email address that you use to send us your request, and we may need to verify your identity before implementing your request. We will respond to your request within 30 days.

Changes to This Policy
If we make material changes to this Policy, we will revise the “Last Updated” date at the top of this Policy, and in some cases, we may provide you with more prominent notice (such as adding a statement to our homepage or sending you an email notification). Any changes or modifications will be effective immediately upon posting of the updated Privacy Policy, and you waive the right to receive specific notice of such changes or modifications. We encourage you to review the Policy whenever you access the Websites to stay informed about our information practices and the ways you can help protect your privacy. You will be deemed to have been made aware of, will be subject to, and will be deemed to have accepted the changes to the Privacy Policy by your continued use of the Websites after the date such Policy is posted.

Contact Us

For any and all privacy-related matters, questions or comments, or to exercise a right under the GDPR, Privacy Shield, or the CCPA, you may contact us in writing or by email. Our contact information is as follows:

POM Vault
319 West Town Place
Suite 21
St. Augustine, FL 32092