1. Introduction
BayAreaPreplanning.com ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or submit a contact form. Please read this policy carefully. If you disagree with its terms, please discontinue use of the Site.
2. Information We Collect
Information you provide directly:
- Name, email address, phone number, and zip code when you submit a contact or lead form
- Your preferred funeral home location and the nature of your inquiry
- Your explicit consent to be contacted (TCPA opt-in checkbox with timestamp)
Information collected automatically:
- IP address, browser type, device type, operating system
- Pages visited, time on site, referring URL
- Cookie and tracking data (see Section 6)
3. How We Use Your Information
- To connect you with a preneed counselor at the requested or nearest Bay Area funeral home
- To send you the free guides, checklists, or resources you requested
- To send follow-up emails related to preneed planning (if you opted in)
- To improve our website and marketing effectiveness
- To comply with legal obligations (including TCPA record-keeping)
4. How We Share Your Information
We do not sell your personal information. We may share your information with:
- Affiliated funeral homes: Your lead information is shared with preneed counselors at the relevant Bay Area funeral home(s) to follow up on your inquiry.
- Service providers: Third-party tools we use to operate the site (e.g., WPForms, Zapier, Google Workspace, email marketing platforms) may process your data on our behalf under data processing agreements.
- Analytics and advertising: Anonymized or aggregated data may be shared with Google Analytics, Google Ads, and Meta (Facebook) for site analytics and advertising optimization.
- Legal requirements: We may disclose your information if required by law or in response to valid requests by public authorities.
5. TCPA Compliance
When you submit a form and check the consent checkbox, your opt-in consent is recorded along with the date, time, and source URL of your submission. This record is retained for compliance purposes. You may withdraw consent at any time by contacting us or replying STOP to any text message.
6. Cookies and Tracking Technologies
We use cookies and similar tracking technologies including:
- Google Analytics (GA4): Website analytics and user behavior tracking
- Google Ads Remarketing: Serves relevant ads to past site visitors
- Meta Pixel (Facebook/Instagram): Tracks conversions and enables retargeting ads
- Google Tag Manager: Manages all tracking tags
You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on. You can manage ad preferences at Google Ad Settings or Facebook Ad Preferences.
7. Data Retention
Lead form submissions and opt-in records are retained for a minimum of 4 years for TCPA compliance purposes. Website analytics data is retained per Google's default retention policies. You may request deletion of your personal data by contacting us (see Section 10).
8. California Privacy Rights (CCPA/CPRA)
California residents have the right to:
- Know what personal information we have collected about you
- Request deletion of your personal information
- Opt out of the sale of personal information (we do not sell personal information)
- Non-discrimination for exercising your privacy rights
To exercise these rights, contact us using the information in Section 10.
9. Children's Privacy
This Site is not directed to children under 13 years of age. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us immediately.
10. Contact Us
For privacy questions, data requests, or to opt out of communications:
Bay Area Preplanning
Email: privacy@bayareapreplanning.com
Phone: (415) 797-0921
11. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of the Site after changes are posted constitutes your acceptance of the updated policy.