Privacy Policy

Last Updated: June 2026

MemorialServicePlanner.com ("Website") is operated by Preneed Advantage, LLC ("Company," "we," "our," or "us"). This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our Website, create an account, place an order, or otherwise interact with our services.

By using the Website, you agree to the collection and use of information in accordance with this Privacy Policy.

Information We Collect

We may collect the following information from funeral homes, crematories, cemeteries, and other business customers:

Business Information

  • Business name
  • Business address
  • Shipping address
  • Billing address
  • Reseller permit information
  • Sales tax exemption information

Contact Information

  • Name
  • Job title
  • Email address
  • Telephone number

Account Information

  • Username
  • Password (stored in encrypted form)
  • Login activity
  • Order history

Payment Information

Payments may be processed through third-party payment providers.

We may collect transaction-related information, including:

  • Payment method
  • Transaction date
  • Transaction amount
  • Order information

We do not store complete credit card numbers on our servers.

Website Usage Information

We may automatically collect information such as:

  • IP address
  • Browser type
  • Device type
  • Operating system
  • Referring website
  • Pages viewed
  • Date and time of visits
  • Website activity

How We Use Information

We may use collected information to:

  • Process and fulfill orders
  • Create and manage customer accounts
  • Verify reseller status
  • Provide customer support
  • Communicate regarding orders and account activity
  • Improve Website functionality
  • Prevent fraud and unauthorized activity
  • Comply with legal obligations
  • Send business-related updates and announcements

Email Communications

We may send emails regarding:

  • Order confirmations
  • Shipping updates
  • Account notifications
  • Product updates
  • Promotional offers

You may opt out of promotional emails at any time by following the unsubscribe instructions included in such communications.

Operational and transactional emails may still be sent when necessary to fulfill orders or maintain your account.

Sharing of Information

We do not sell, rent, or trade customer information to third parties.

We may share information with:

Service Providers

Third-party companies that assist with:

  • Payment processing
  • Shipping and delivery
  • Website hosting
  • Technical support
  • Email communications

 

Legal Requirements

We may disclose information when required by law or when we reasonably believe disclosure is necessary to:

  • Comply with legal obligations
  • Protect our rights
  • Prevent fraud
  • Protect customers or the public

Business Transfers

In the event of a merger, acquisition, asset sale, or business reorganization, customer information may be transferred as part of the transaction.

Cookies and Tracking Technologies

The Website may use cookies and similar technologies to:

  • Remember user preferences
  • Maintain login sessions
  • Analyze Website traffic
  • Improve user experience

Most web browsers allow users to manage or disable cookies through browser settings.

Disabling cookies may affect Website functionality.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction.

However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain information for as long as reasonably necessary to:

  • Maintain customer accounts
  • Process transactions
  • Comply with legal obligations
  • Resolve disputes
  • Enforce agreements

Third-Party Websites

The Website may contain links to third-party websites.

We are not responsible for the privacy practices, content, or policies of third-party websites.

Users should review the privacy policies of those websites independently.

Children's Privacy

This Website is intended for business use and is not directed toward individuals under the age of 18.

We do not knowingly collect personal information from children.

California Privacy Rights

California residents may have additional privacy rights under applicable California law.

Eligible individuals may request information regarding certain categories of personal information collected and disclosed by the Company.

Requests may be submitted using the contact information below.

Your Rights

Subject to applicable law, you may request:

  • Access to information we maintain about you
  • Correction of inaccurate information
  • Deletion of information where legally permissible
  • Information regarding how your data is used

We may require reasonable verification of identity before responding to requests.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Any changes will be posted on this page with an updated effective date.

For your business model, this Privacy Policy is intentionally straightforward and geared toward wholesale B2B sales. Once you decide on your payment processor (Stripe, Square, Authorize.net, Coinbase Commerce, etc.) and website platform (WordPress/WooCommerce, Shopify, custom site, etc.), I would customize the policy to specifically identify those providers. That makes the policy more complete and legally defensible.

Continued use of the Website following the posting of changes constitutes acceptance of the revised Privacy Policy.

Contact Information

MemorialServicePlanner.com

A Division of Preneed Advantage, LLC

Phone: (360) 775-8188

If you have questions regarding this Privacy Policy, please contact us using the information above.