Legal
Privacy Notice
Privacy notice for Digital Estate Advisors website, quiz, communications, and related data practices.
Last updated: May 5, 2026 Effective date: May 5, 2026
Digital Estate Advisors is a fictitious name of Maco Strategy LLC, a Virginia limited liability company. The legal entity that collects, controls, uses, and discloses your personal information through the Digital Estate Advisors brand is Maco Strategy LLC. References in this Notice to “Digital Estate Advisors,” “we,” “us,” or “our” mean Maco Strategy LLC operating under its Digital Estate Advisors brand.
This Privacy Notice describes how we collect, use, disclose, and protect personal information of individuals who visit www.digitalestateadvisors.com, complete our Digital Estate Readiness Quiz (the “Quiz”), or otherwise interact with us through this brand (collectively, “you”). This Notice also describes the rights of California residents under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA/CPRA”), and applies to all U.S. residents.
The Quiz is offered to U.S. residents only. We do not knowingly collect personal information from individuals located in the European Economic Area, the United Kingdom, or other non-U.S. jurisdictions through the Quiz.
1. Scope and Coverage
This Notice applies to personal information we collect through:
(a) the Digital Estate Advisors website at www.digitalestateadvisors.com;
(b) the Quiz and any related landing pages, forms, or thank-you pages;
(c) emails we send you under the Digital Estate Advisors brand (including the Results Email and Marketing Emails); and
(d) cookies, pixels, software development kits, and similar technologies used in connection with the foregoing on the digitalestateadvisors.com domain.
This Notice covers the Digital Estate Advisors brand only. Maco Strategy LLC also operates a separate cybersecurity-advisory brand at macostrategy.com under its own privacy notice. Information collected under one brand is not used for marketing communications from the other brand without your separate, affirmative consent. See Section 5.6 for details on brand separation.
2. Categories of Personal Information We Collect
In the past twelve (12) months, we have collected, or may collect, the following categories of personal information (using the categories defined in CCPA/CPRA, Cal. Civ. Code § 1798.140(v)):
| CCPA/CPRA Category | Examples for our Quiz |
|---|---|
| Identifiers | Name (if provided), email address, IP address, online identifiers, device identifiers, cookie IDs, and — for future paid customers — billing name, billing address, and the masked/last-four digits of any payment card returned to us by Zoho Payments |
| Customer records (Cal. Civ. Code § 1798.80(e)) | Name and email address combined |
| Commercial information | Records of products or services considered, including the fact that you completed the Quiz, your Score band, and engagement with our marketing emails |
| Internet or other electronic network activity | Browsing history on our site, interaction data, pages visited, referring URL, time on page, click-stream data, cookie/pixel data from analytics and advertising tags |
| Geolocation data (non-precise) | Approximate location inferred from IP address (e.g., U.S. state) |
| Inferences | The Digital Estate Readiness Score and score band, segment classification for marketing, and other inferences about your digital-organization readiness drawn from your responses |
| Audio, electronic, visual, thermal, olfactory, or similar information | None collected through the Quiz |
| Sensitive personal information (Cal. Civ. Code § 1798.140(ae)) | We do not intentionally collect sensitive personal information through the Quiz. We expressly ask you not to submit Social Security numbers, financial account credentials, passwords, PINs, account credentials, biometric templates, cryptocurrency seed phrases or private keys, precise geolocation, government IDs, racial or ethnic origin, religious or philosophical beliefs, union membership, communications contents, genetic data, biometric identifiers, health information, or sex life/orientation data. If you voluntarily submit such information despite our request not to, we will use it only to respond to you and will delete it as soon as reasonably practicable. |
| Biometric information; genetic data; health information; education information; protected classifications; sex life/orientation | Not collected |
We do not intentionally collect personal information from anyone we know to be under 16 years of age. The Quiz is restricted to adults 18 and older.
3. Sources of Personal Information
We collect personal information from:
(a) You directly, when you submit the Quiz, send us email, subscribe to our list, or otherwise communicate with us;
(b) Automatically, when you visit www.digitalestateadvisors.com or interact with our emails, through cookies, pixels, web beacons, server logs, and similar technologies; and
(c) Service providers and third parties that help us operate the website, deliver the Quiz, send emails, process analytics, and serve advertising, as described in Section 5.
4. How We Use Personal Information (Business and Commercial Purposes)
We use personal information for the following business and commercial purposes:
(a) to provide the Quiz, calculate your Score, and deliver the Results Email;
(b) to send Marketing Emails about Digital Estate Advisors content and products, and to measure their performance;
(c) to operate, maintain, secure, and improve our website, the Quiz, and our methodology, including detecting and preventing abuse, fraud, and security incidents, and debugging errors;
(d) to understand how visitors use our website through analytics (e.g., Google Analytics);
(e) to advertise our products and services to you and similar audiences across other websites and platforms (including Meta and Google), and to measure advertising performance;
(f) to personalize our communications and the website experience;
(g) to manage our customer relationships and our prospect pipeline (CRM);
(h) for future paid transactions, when Digital Estate Advisors launches paid products, to process payments through Zoho Payments, which collects payment information directly; we will not see full card numbers or full bank account credentials;
(i) to comply with law, respond to lawful requests, enforce our Terms, protect our rights and the safety of users, and exercise or defend legal claims; and
(j) for any additional purpose with your consent.
We will not use personal information for materially different, unrelated, or incompatible purposes without providing you notice and, where required, obtaining your consent.
5. Categories of Third Parties; Disclosure, Selling, and Sharing
5.1 Service providers
We share personal information with the following categories of service providers, each of which is contractually restricted from using personal information for any purpose other than performing services for us:
| Vendor | Role | Personal information disclosed |
|---|---|---|
| Zoho Corporation (Zoho Forms, Zoho Campaigns, Zoho CRM, Zoho Commerce, Zoho Sign, Zoho Bookings, and other Zoho One components) | Form hosting, email delivery, CRM, e-commerce, scheduling | Identifiers, customer records, commercial information, Quiz responses, engagement records |
| Zoho Payments (Zoho Corporation) | Payment processing for future paid products | Billing identifiers entered directly with Zoho Payments (we do not see full card or bank credentials) |
| Google LLC (Google Analytics) | Website analytics | Identifiers (including online identifiers), internet activity, approximate geolocation |
| Meta Platforms, Inc. (Meta Pixel) | Advertising and ad measurement | Identifiers (online identifiers), internet activity |
| Hosting, security, email-delivery, and analytics infrastructure providers | Website operation and security | As needed for operation and security |
| Professional advisors (legal, accounting, insurance) | As needed for legal and business purposes | As needed |
5.2 Sale of personal information
We do not sell personal information for monetary consideration.
5.3 Sharing for cross-context behavioral advertising
We may use cookies, pixels, and similar technologies (including the Meta Pixel and Google Analytics with advertising features) that disclose certain online identifiers and internet activity information to third parties for cross-context behavioral advertising purposes. Under CCPA/CPRA, these disclosures may be considered “sharing.” The categories of personal information that may be shared in this way are: identifiers and internet or other electronic network activity. The categories of recipients are advertising networks and analytics providers (currently, Google and Meta).
You have the right to opt out of this sharing. See Section 8 below and the “Do Not Sell or Share My Personal Information” link in our website footer.
5.4 Other disclosures
We may also disclose personal information: (a) to comply with law, legal process, or lawful government requests; (b) to enforce our Terms or other agreements; (c) to protect the rights, property, or safety of Maco Strategy LLC (operating as Digital Estate Advisors), our users, or others; (d) in connection with a merger, acquisition, financing, reorganization, bankruptcy, or sale of all or part of Maco Strategy LLC or the Digital Estate Advisors brand; and (e) with your consent.
5.5 No sale or sharing of personal information of minors under 16
We do not knowingly sell or share personal information of consumers under 16. If we obtain actual knowledge of such a consumer, we will delete the information.
5.6 Brand separation; internal use within Maco Strategy LLC
Maco Strategy LLC operates two distinct brands: the cybersecurity-advisory brand at macostrategy.com and Digital Estate Advisors at digitalestateadvisors.com. Information you provide to Digital Estate Advisors may be processed, stored, and managed using shared Maco Strategy LLC internal systems (including a single Zoho One tenant and shared business functions such as legal, finance, and IT administration), but is brand-tagged and used as follows:
(a) The Digital Estate Advisors email list is maintained separately and is not used to send Maco Strategy LLC cybersecurity marketing emails.
(b) The Maco Strategy LLC cybersecurity email list is not used to send Digital Estate Advisors marketing emails.
(c) You may separately and affirmatively opt in to receive communications from the other brand at any time.
(d) Internal personnel of Maco Strategy LLC who administer the shared CRM may have access to both brand records as part of their role, but those personnel are bound by confidentiality and acceptable-use obligations.
This brand separation does not change the fact that Maco Strategy LLC is the legal entity and data controller for both brands.
6. Cookies and Tracking Technologies
Our website uses cookies, pixels, and similar technologies for the purposes described above. Categories include:
(a) Strictly necessary cookies required for the site and Quiz to function (e.g., session, security);
(b) Functional cookies that remember your preferences;
(c) Analytics cookies (Google Analytics) that help us understand how the site is used; and
(d) Advertising cookies and pixels (Meta Pixel; certain Google Analytics advertising features) used for cross-context behavioral advertising and conversion measurement.
You can control cookies through your browser settings, our cookie preferences tool (where available), and the opt-outs described in Section 8. Cookie preferences set on digitalestateadvisors.com are domain-specific and do not carry over to macostrategy.com.
7. Retention
We retain personal information for as long as reasonably necessary for the purposes described in this Notice, after which we delete or de-identify it. Our default retention periods are:
| Category | Retention period |
|---|---|
| Quiz responses and lead contact information | Up to 24 months after your last meaningful engagement (open, click, or content interaction), then deleted or de-identified |
| CRM contact records (active prospects/customers) | Duration of the relationship plus up to 6 years to address contract, tax, and other legal record-keeping requirements |
| Email engagement and marketing analytics | Up to 24 months after collection |
| Web analytics (Google Analytics) | Up to 14 months after collection |
| Cookie data | According to the cookie’s stated lifetime (session to 13 months for non-essential cookies) |
| Server and security logs | Up to 12 months after collection |
| Records of consumer rights requests (as required by 11 CCR § 7101) | At least 24 months after the request |
| Tax, payment, and financial records (when paid products launch) | 7 years as required by federal and state tax law |
We may retain personal information for longer if required by law, in connection with an investigation, audit, claim, or litigation, or to enforce our agreements.
8. Your Privacy Rights
8.1 Rights of California residents (CCPA/CPRA)
If you are a California resident, you have the following rights, subject to verification and applicable exceptions:
(a) Right to know. You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you in the past 12 months (or a longer period if you request), the categories of sources, the business or commercial purposes for collecting, selling, or sharing, and the categories of third parties to whom we have disclosed, sold, or shared personal information.
(b) Right to delete. You have the right to request that we delete personal information we have collected from you, subject to statutory exceptions (e.g., to complete a transaction, detect security incidents, comply with law).
(c) Right to correct. You have the right to request that we correct inaccurate personal information about you.
(d) Right to opt out of sale or sharing. You have the right to opt out of the “sale” or “sharing” of your personal information. As described in Section 5, we may “share” identifiers and internet activity for cross-context behavioral advertising. To exercise this right, click “Do Not Sell or Share My Personal Information” in our website footer, or use the methods in Section 8.4. Our opt-out is symmetric: opting out requires no more steps than opting in.
(e) Right to limit use of sensitive personal information. You have the right to direct us to limit our use and disclosure of your sensitive personal information to specified permitted purposes. We do not currently use sensitive personal information for purposes that would trigger this right.
(f) Right to non-discrimination. We will not discriminate against you for exercising any of these rights.
(g) Right regarding automated decision-making and profiling. Where we use automated decision-making technology in ways that produce legal or similarly significant effects, you have rights to information and, where applicable, opt-out. The Quiz is rules-based and does not produce legal or similarly significant effects on you (it is informational only); if our practices change, this Notice will be updated.
8.2 Global Privacy Control (GPC)
We honor opt-out preference signals, including the Global Privacy Control (GPC), sent by your browser or extension. When we detect a GPC signal, we treat it as a valid request to opt out of the sale and sharing of personal information for that browser or device, and, where we can reasonably link the browser to a known consumer profile, for that profile as well.
8.3 Authorized agents
You may use an authorized agent to submit a request on your behalf. We may require: (a) written, signed permission from you authorizing the agent (or a valid power of attorney); (b) verification of your identity directly with us; and (c) your direct confirmation that you authorized the agent.
8.4 How to submit a request
To submit a request to know, delete, correct, opt out, limit, or appeal:
(a) Email: [email protected] with the subject line “Privacy Request — Digital Estate Advisors — [type of request]”; or
(b) Web form / opt-out link: click “Do Not Sell or Share My Personal Information” in the website footer (interactive form available there).
If you are requesting information or action about your data across both brands (Maco Strategy LLC and Digital Estate Advisors), please say so in your request, and we will process the request across both brand records.
8.5 Verification and timing
We will acknowledge your request within 10 business days and respond substantively within 45 calendar days. We may extend the response period by an additional 45 days (90 days total) where reasonably necessary, and will notify you of any extension within the first 45 days. We will not require verification beyond identifying your record for opt-out-of-sale/sharing or limit-use-of-sensitive-PI requests, which we will honor within 15 business days. We will not require you to create an account to submit a request.
8.6 Appeals
If we deny your request in whole or in part, you may appeal by replying to our denial email within 60 days. We will respond to the appeal within 60 days. If you remain dissatisfied, you may contact the California Privacy Protection Agency at https://cppa.ca.gov, or the California Attorney General at https://oag.ca.gov.
8.7 Other state privacy rights
We provide the rights above to all U.S. residents on a voluntary basis where we are not otherwise required to do so by law. Residents of other states with comprehensive privacy laws (including Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, and others) may have similar rights and may submit requests using the same methods. We will respond consistent with applicable law.
9. Children
The Quiz is intended for adults 18 and older. We do not knowingly collect personal information from children under 13, and we do not knowingly sell or share personal information of consumers under 16. If you believe we have collected information from a child in violation of law, please contact us at [email protected] and we will promptly delete it.
10. Notice at Collection
At or before the point of collection (the Quiz form), we provide a short on-form notice describing the categories of personal information collected, the purposes of collection, our retention periods, and a link to this Privacy Notice and to “Do Not Sell or Share My Personal Information.” This Section 10 (together with that on-form notice) constitutes our “notice at collection” under 11 CCR § 7012.
11. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information against loss, misuse, and unauthorized access, alteration, or disclosure. However, no method of transmission or storage over the Internet is 100% secure, and we cannot guarantee absolute security. As described in Section 2 and in our Terms, you should not submit actual passwords, account credentials, seed phrases, or other authentication credentials through the Quiz. The Quiz is not designed to securely store such information.
12. Data Broker Status
Maco Strategy LLC (operating as Digital Estate Advisors) is not a “data broker” under California’s Delete Act (Cal. Civ. Code §§ 1798.99.80 et seq.). We collect personal information directly from individuals who intentionally interact with us through the Quiz, and we do not sell that information to third parties with whom you do not have a direct relationship.
13. Virginia Consumer Data Protection Act
Maco Strategy LLC is based in Virginia. Based on our current operations, we do not meet the applicability thresholds of the Virginia Consumer Data Protection Act (Va. Code §§ 59.1-575 et seq.) (which require, among other things, controlling or processing the personal data of at least 100,000 Virginia consumers, or at least 25,000 Virginia consumers combined with deriving more than 50% of gross revenue from the sale of personal data). Even where VCDPA does not strictly apply, we voluntarily provide the rights described in Section 8 to Virginia residents who request them.
14. Do-Not-Track Signals
Our website does not currently respond to Do Not Track (“DNT”) browser signals other than as described above for the Global Privacy Control.
15. Third-Party Links
Our website and emails may contain links to third-party websites and services. Their privacy practices are governed by their own notices, which we encourage you to read. We are not responsible for the privacy practices of those third parties.
16. Changes to This Notice
We may update this Notice from time to time. The “Last updated” date at the top reflects the most recent revision. Material changes will be communicated by email (where we have your address), by a banner on the website, or by other reasonable means. Your continued use of the website or Quiz after the effective date of a change constitutes acceptance of the updated Notice. We will review and, where appropriate, update this Notice at least every 12 months as required by CCPA/CPRA.
17. Contact Us
If you have questions, complaints, or requests regarding this Notice or our privacy practices, please contact:
Maco Strategy LLC d/b/a Digital Estate Advisors Attn: Privacy 732 Eden Way N, Suite E, #173 Chesapeake, Virginia 23320 Email: [email protected]