1. Introduction

Welcome to Wealth360 Mobile Notary Services ("Wealth360," "we," "our," or "us"). We respect your privacy and are committed to handling personal information responsibly. This Privacy Policy explains how we collect, use, store, protect, and disclose personal information when you:

• Visit our website at https://notary.wealth360.life/.
• Complete our online notary appointment request form.
• Request information about our notary services.
• Communicate with us by telephone, email, or text message.
• Schedule or receive mobile notary services.

By using our website or submitting information through our intake form, you acknowledge that you have had the opportunity to review this Privacy Policy.

2. Information We Collect

Depending on the services requested, we may collect the following categories of information:

A. Personal Identification and Contact Information

• First and last name.
• Email address.
• Telephone or mobile number.
• Preferred communication method.

B. Appointment and Location Information

• Requested appointment date and time.
• Appointment location and street address.
• Location type, such as residence, office, hospital, or assisted living facility.
• Special appointment or access instructions.
• Travel and scheduling information.

C. Notary Service Information

• Type of document requiring notarization.
• Estimated number of signers.
• Estimated number of notarial acts.
• Witness requirements.
• Identification type selected by the customer.
• Printing, document handling, or additional service requirements.
• Other information voluntarily provided in connection with the appointment.

D. Transaction and Payment Information

Where applicable, we may collect information relating to:

• Service quotations.
• Appointment fees.
• Payment status.
• Transaction records.
• Applicable service charges.

Payment card or banking information will generally be handled through the applicable payment service provider rather than stored in our general appointment intake records.

E. Electronic and Technical Information

When you visit our website, certain technical information may be collected automatically, depending on the website configuration and services enabled. This may include:

• IP address.
• Browser type and version.
• Device information and operating system.
• Date and time of access.
• Referring website.
• Website usage and interaction information.
• Cookies or similar technologies, if enabled.

3. Information We Do Not Request Through Initial Intake

If additional documentation is required to evaluate or complete a requested service, Wealth360 will communicate an appropriate secure method for providing it.

4. How We Use Your Information

We may use the information collected for legitimate business and operational purposes, including:

1. Responding to appointment requests and customer inquiries.
2. Determining the type of notary services requested.
3. Reviewing appointment requirements.
4. Estimating applicable service and travel fees.
5. Checking availability and coordinating appointments.
6. Contacting customers about scheduling, confirmations, reminders, and changes.
7. Maintaining business, service, and transaction records.
8. Processing and documenting payments.
9. Preventing fraud, spam, misuse, and unauthorized access.
10. Improving website functionality and customer experience.
11. Complying with applicable legal and regulatory requirements.
12. Establishing, exercising, or defending legal claims.

We will not intentionally use information collected through the appointment form for purposes materially unrelated to these activities without an appropriate legal basis or consent where required.

5. How We Share Information

We may disclose personal information in limited circumstances, including:

A. Service Providers

We may share information with trusted third-party service providers who assist us with business operations, including website hosting, Google Workspace and Google Apps Script services, communication and SMS providers, scheduling software, and payment processors. These providers process information on our behalf strictly to perform services necessary for our operations.

B. Notaries and Appointment Service Providers

Where necessary to fulfill your appointment request, information may be shared with the commissioned Notary Public responsible for performing the requested appointment. Only information reasonably necessary for the appointment is shared.

C. Legal and Regulatory Requirements

We may disclose information when reasonably necessary to comply with applicable laws, court orders, subpoenas, or to protect the legal rights and safety of Wealth360, our customers, or the public.

D. Business Transfers

If Wealth360 undergoes a merger, acquisition, restructuring, or sale of business assets, customer information may be transferred as part of that transaction, subject to applicable privacy laws.

6. Text Messages, Emails and Telephone Communications

If you submit an appointment request, we may use the contact information provided to respond to your inquiry and coordinate the requested service. If you separately consent to SMS or other optional electronic communications, we may send appointment acknowledgments, scheduling updates, service quotations, confirmations, reminders, and service-related notices.

SMS message frequency may vary. Message and data rates may apply. You may opt out of SMS messages at any time by replying STOP. You may also contact us directly to request that we stop sending optional electronic communications. Opting out will not prevent us from communicating regarding an active, scheduled transaction where legally permitted. We do not condition the availability of notary services on consent to optional promotional text messages.

7. Cookies and Website Tracking

Our website may use cookies, browser storage, analytics tools, or similar technologies to support functionality, understand website usage, and improve the customer experience. You may manage or disable cookies through your browser settings, though doing so may affect certain website features.

8. Data Storage and Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including processing requests, maintaining business records, and complying with statutory notarial journal requirements under New Jersey law. Information that is no longer required is securely deleted or de-identified.

9. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, destruction, or misuse. However, no internet transmission or electronic database is completely secure, and you acknowledge that online submissions involve some degree of inherent risk.

10. Your Privacy Rights

Depending on your state of residence, you may have rights regarding your personal information, including requesting confirmation of processing, access, correction, deletion, or portability of your data. To submit a privacy request, contact us using the information in Section 15.

11. New Jersey Privacy Rights

New Jersey residents may have rights under the New Jersey Data Privacy Law, where applicable. These rights may include confirming processing, accessing, correcting, deleting, or obtaining a portable copy of personal data, as well as opting out of targeted advertising, sale of personal data, or certain profiling activities. Wealth360 will process qualifying privacy requests in accordance with applicable New Jersey requirements.

12. Children's Privacy

Our website and services are intended for adults. We do not knowingly collect personal information directly from children under the age of 13 through our website.

13. Third-Party Websites and Services

Our website may contain links to third-party websites or services. We do not control their independent privacy practices, and customers should review third-party policies directly.

14. Changes to This Privacy Policy

We may periodically update this Privacy Policy. Any revised policy will be posted on this page with an updated effective date. We encourage customers to review this policy periodically.

15. Contact Us

If you have questions about this Privacy Policy, wish to exercise an applicable privacy right, or have concerns regarding the handling of your personal information, contact: