Legal

Privacy Policy

Effective Date: June 5, 2026

Overview

Legato ("we," "us," or "our") is committed to protecting the privacy of individuals who visit our website and use our services. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your personal data.

By using our website at legatobenefits.com or submitting any form on our site, you agree to the practices described in this policy.

Information We Collect

We collect information in the following ways:

Information You Provide Directly

When you fill out a contact form, request a fiduciary assessment, or otherwise communicate with us, we may collect:

  • First and last name
  • Email address
  • Phone number
  • Company name and size
  • The nature of your inquiry or message

Information Collected Automatically

When you visit our website, certain technical information may be collected automatically, including:

  • IP address and general geographic location
  • Browser type and version
  • Pages visited and time spent on the site
  • Referring URL
  • Device type and operating system

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and fulfill your requests
  • Schedule and conduct fiduciary assessments
  • Connect you with a Legato advisor or partner in your area
  • Send you relevant information about Legato's services (with your consent)
  • Improve our website and user experience
  • Comply with legal obligations

We will never use your personal information for purposes unrelated to your interaction with Legato without first obtaining your explicit consent.

Sharing Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

  • Legato Partners: If you request an assessment or consultation, we may share your information with a licensed Legato partner broker in your area to facilitate that service.
  • Service Providers: We use trusted third-party services to operate our website and process form submissions (including Web3Forms for form delivery). These providers are contractually obligated to protect your data and may not use it for any other purpose.
  • Legal Requirements: We may disclose information if required to do so by law or in response to valid legal process.

Any Legato partner who receives your information is bound by confidentiality obligations and applicable insurance and financial services privacy regulations, including HIPAA where relevant.

Cookies & Tracking

Our website may use cookies and similar tracking technologies to enhance your experience and analyze site usage. These may include:

  • Essential cookies: Required for the website to function properly.
  • Analytics cookies: Help us understand how visitors use the site so we can improve it.

You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of the site but will not prevent you from using it.

We do not use cookies to deliver targeted advertising or share your browsing behavior with advertising networks.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, or as required by applicable law. Form submission data is retained for up to 24 months unless you request earlier deletion.

If you would like your information deleted sooner, please contact us at the address below.

Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you.
  • Correction: Request that we correct inaccurate or incomplete information.
  • Deletion: Request that we delete your personal information.
  • Opt-Out: Opt out of any marketing communications at any time by replying "unsubscribe" to any email or contacting us directly.
  • Portability: Request that your data be provided in a portable format.

To exercise any of these rights, please contact us at privacy@legatobenefits.com. We will respond within 30 days.

Security

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, or disclosure. Our website is served over HTTPS, and form submissions are transmitted securely.

However, no method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Children's Privacy

Our website is not directed to children under the age of 13, and we do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately and we will delete it.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we do, we will update the effective date at the top of this page. We encourage you to review this policy periodically.

Continued use of our website after any changes constitutes your acceptance of the updated policy.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us: