Privacy Policy

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Carolina Probate Realty Solutions (“we,” “our,” or “us”) is committed to protecting your privacy and handling your personal information responsibly and transparently. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you interact with our website and our services related to real estate brokerage and probate-related support services in South Carolina.

This policy is designed to align with applicable state and federal privacy standards, the South Carolina Real Estate Commission (SCREC) regulations, and the National Association of REALTORS® (NAR) Code of Ethics.

1. Scope of Services

Carolina Probate Realty Solutions provides:

• Licensed real estate brokerage services through affiliated, licensed real estate professionals in South Carolina, and
• Administrative and organizational support services related to estate and probate coordination that are non-legal and non-financial in nature.

We do not provide legal, tax, or financial advice. Clients are encouraged to consult qualified attorneys, CPAs, or other licensed professionals for such services.

2. Information We Collect

We may collect the following categories of information:

Personal Information

• Name, mailing address, email address, and phone number
• Property address and real estate-related details
• Information provided by personal representatives, heirs, or authorized parties related to a property or estate
• Communication preferences
• Information submitted through website forms, emails, phone calls, or written correspondence

Non-Personal Information

• IP address, browser type, device type, and pages visited
• General geographic location (city/state level)
• Website analytics and performance data
• Cookies or similar tracking technologies (if enabled on our website)

3. How We Use Your Information

We use collected information for legitimate business and compliance purposes, including:

• Responding to inquiries and service requests
• Providing real estate brokerage services
• Coordinating probate-related administrative support at the direction of authorized parties
• Maintaining records as required by the South Carolina Real Estate Commission
• Improving website functionality and user experience
• Communicating service updates, property information, or requested materials
• Complying with legal and regulatory obligations

We do not sell personal information.

4. Real Estate Brokerage Confidentiality

In accordance with South Carolina law, SCREC regulations, and the REALTOR® Code of Ethics, licensed real estate professionals affiliated with Carolina Probate Realty Solutions are required to protect confidential client information, including but not limited to:

• Client motivations
• Financial information
• Estate details not made public through court filings
• Negotiation strategies and personal circumstances

Such information is disclosed only when authorized by the client or required by law.

5. Sharing of Information

We may share information only as necessary and appropriate, including with:

• Service Providers: Title companies, inspectors, lenders, photographers, and transaction-management platforms, when authorized by the client
• Technology Providers: Website hosting, CRM systems, email platforms, and document-storage services used to operate our business
• Legal Authorities: When required by law, court order, or regulatory inquiry

All parties receiving information are expected to maintain appropriate confidentiality and data-security standards.

6. Probate-Related Sensitivity

We recognize that probate matters often involve personal and sensitive information. We take reasonable administrative, technical, and physical measures to restrict access to estate-related information to only those who require it to perform authorized services.

7. Data Security

We maintain reasonable safeguards designed to protect personal information from unauthorized access, disclosure, or misuse. These measures may include:

• Secure digital storage systems
• Limited access to sensitive records
• Encrypted communication platforms where available

While we strive to protect your data, no system can be guaranteed to be completely secure.

8. Cookies and Website Technologies

Our website may use cookies or similar technologies to:

• Improve website functionality
• Analyze site traffic and visitor behavior
• Enhance user experience

You may control cookie settings through your browser preferences. Disabling cookies may affect certain website features.

9. Your Rights and Choices

You may request to:

• Access the personal information we maintain about you
• Correct inaccurate or incomplete information
• Limit or opt out of non-essential communications

Requests can be made using the contact information below.

10. Third-Party Links

Our website may contain links to third-party websites or service providers. We are not responsible for the privacy practices, policies, or content of those external sites. We encourage you to review their privacy policies independently.

11. Regulatory Compliance

This Privacy Policy is intended to align with:

• South Carolina Real Estate Commission (SCREC) regulations
• National Association of REALTORS® Code of Ethics
• Applicable state and federal privacy and consumer protection laws

This policy does not limit or replace any statutory rights or obligations under South Carolina law.

12. Policy Updates

We may update this Privacy Policy periodically. Any changes will be reflected on this page with a revised “Effective Date.” Continued use of our website or services constitutes acceptance of the updated policy.

13. Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

Carolina Probate Realty Solutions
lisa@carolinaprobaterealtysolutions.com

843-618-1688

Carolina Probate Realty Solutions is committed to protecting your privacy and maintaining confidentiality in accordance with South Carolina Real Estate Commission regulations and the REALTOR® Code of Ethics. We do not sell personal information.