Privacy Policy

At Acorn Care, we believe peace of mind begins with clarity, organization, and trust.

Our mission is to help individuals and families confidently navigate life's complexities by serving as their Life Operating System — bringing together important information, trusted professionals, and personalized action plans into one secure, organized place.

We understand that the information you share with us is deeply personal. Whether you're planning for retirement, organizing your estate, caring for aging parents, preparing for a move, or simply creating order in your financial life, we recognize that privacy is not just a legal obligation — it's the foundation of our relationship with you.

This Privacy Policy explains how Acorn Care (“Acorn Care,” “we,” “our,” or “us”) collects, uses, stores, protects, and shares your information when you visit www.acorn-care.com, create an account, use our Life Command Center, or engage our services.

By accessing our website or using our services, you acknowledge that you have read and understand this Privacy Policy.

Our Philosophy: The Acorn Way

Every client relationship is built around The Acorn Way.

Your privacy is protected throughout every step of this process.

Information We Collect

Depending on the services you request, we may collect information you voluntarily provide, including:

• Name
• Email address
• Phone number
• Mailing address
• Family information
• Emergency contacts
• Professional advisor information
• Estate planning information
• Insurance information
• Property information
• Retirement planning information
• Healthcare directives
• Personal planning information
• Secure documents uploaded through your Life Command Center
• Other information you choose to share to help us provide our services

You decide what information to share with Acorn Care.

Your Life Command Center

As part of our services, Acorn Care may provide you with access to a secure Life Command Center and document vault — a centralized location where you can:

• Securely upload important documents
• Store wills, trusts, powers of attorney, and healthcare directives
• Maintain insurance policies and account summaries
• Track important tasks and deadlines
• View personalized action plans
• Organize household and property information
• Maintain a directory of trusted advisors
• Access important family information
• Exchange secure communications with Acorn Care

Clients are responsible for maintaining the confidentiality of their usernames and passwords and should notify us immediately if they suspect unauthorized access to their account.

How We Use Your Information

We use your information to:

• Deliver the services you request
• Build and maintain your personalized Life Operating System
• Coordinate with trusted professionals you authorize
• Organize and maintain your secure document vault
• Schedule meetings and consultations
• Develop personalized action plans and checklists
• Communicate regarding your account and services
• Improve our website, Life Command Center, and client experience
• Process payments
• Comply with legal obligations
• Protect the security of our systems

We use only the information reasonably necessary to provide the services you've requested.

Coordination With Trusted Professionals

Acorn Care exists to simplify communication and coordination. With your authorization, we may communicate with professionals involved in your planning, including attorneys, accountants, financial advisors, insurance professionals, healthcare providers, real estate professionals, and other individuals you designate.

Acorn Care coordinates information — we do not replace the independent advice or professional judgment of your licensed advisors.

Artificial Intelligence & Technology

To improve efficiency and enhance your experience, Acorn Care may use technology-assisted tools, including automation and artificial intelligence, to organize information, summarize documents, generate reminders, or assist with administrative tasks.

These tools are always used under human oversight. They do not replace professional judgment or provide legal, tax, medical, or investment advice.

Acorn Care will not knowingly use your confidential information to train publicly available artificial intelligence models without your consent.

Security

Protecting your information is central to our mission. We maintain commercially reasonable administrative, technical, and physical safeguards designed to protect your information, including secure cloud storage, encrypted data transmission where appropriate, password-protected systems, access controls, and other security practices intended to reduce the risk of unauthorized access.

While no technology can guarantee absolute security, we continuously strive to protect the information entrusted to us.

Your Privacy Rights

Depending on where you reside, you may have rights regarding your personal information, including the right to:

• Request access to your personal information
• Request corrections to inaccurate information
• Request deletion of certain information
• Withdraw consent where applicable
• Opt out of marketing communications

To exercise these rights, please contact us using the information below.

Changes to This Privacy Policy

As Acorn Care grows and our services evolve, we may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised Effective Date. Your continued use of our website or services after changes become effective constitutes acceptance of the updated Privacy Policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us.

Our Commitment

At Acorn Care, we're honored to help safeguard what matters most. Your information represents your family, your future, your plans, and your legacy. We are committed to treating it with the same level of care, discretion, and professionalism that we would expect for our own families.

That's The Acorn Way.