Grace Senior Transitions

Effective Date: October 22, 2026

At Grace Senior Transitions, we understand that navigating life's later chapters often involves sharing personal information about yourself and the people you love. We respect the trust you place in us and are committed to handling your information thoughtfully, responsibly, and with care.

This Privacy Policy explains how Grace Senior Transitions ("GST," "we," "our," or "us") collects, uses, stores, and shares personal information when you visit our website, request resources, communicate with us, or use our services.

By using our website, you acknowledge the practices described in this policy.

1. Information We Collect

We may collect personal information that you voluntarily provide when interacting with Grace Senior Transitions.

Contact Information

When you complete a contact form, download a resource, subscribe to emails, or schedule a consultation, we may collect:

Your name

Email address

Telephone number

General location

Information you include in messages or inquiries

Consultation and Service Information

If you engage Grace Senior Transitions for planning or guidance, we may collect additional information necessary to understand your family's circumstances, including:

Your relationship to the person receiving assistance

Current living arrangements and housing considerations

Family concerns, preferences, and priorities

General health, mobility, or care-related concerns voluntarily shared with us

Financial or logistical considerations relevant to planning

Other information you choose to provide through questionnaires, consultations, or communications

We encourage you to share only information relevant to your inquiry or the services requested.

Please do not submit Social Security numbers, financial account credentials, payment card details, or detailed medical records through general website contact forms.

Website Usage Information

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

IP address

Browser and device information

Pages visited and general website activity

Referral sources

Cookies and similar tracking information, where enabled

This information helps us maintain and improve our website and understand how visitors interact with our content.

2. How We Use Your Information

We collect and use personal information for legitimate business and service-related purposes, including:

Responding to inquiries and providing requested information

Delivering free resources, including The Stay or Move Decision Guide

Scheduling, confirming, and managing consultations

Providing senior transition planning and related services

Preparing personalized planning documents and recommendations

Processing payments and maintaining transaction records

Sending appointment reminders, service updates, and follow-up communications

Sharing educational resources and marketing communications when permitted by law and your communication preferences

Improving our website, resources, and client experience

Maintaining business records and meeting applicable legal obligations

We seek to use information only for purposes reasonably connected to your interaction with Grace Senior Transitions.

3. Email Communications and Marketing

When you request a free resource, we use your email address to deliver the material you requested.

If you have subscribed to additional communications, or where otherwise permitted by applicable law, we may also send educational emails, helpful resources, business updates, and information about Grace Senior Transitions services.

You may unsubscribe from promotional emails at any time by clicking the unsubscribe link included in those messages or contacting us directly.

Unsubscribing from marketing communications will not necessarily prevent essential service-related emails, such as appointment confirmations, payment receipts, or communications concerning an active engagement.

We respect your communication preferences and will honor applicable opt-out requests.

4. Scheduling, Consultations, and Payments

Grace Senior Transitions uses third-party technology providers to help manage appointments, client communications, and payments.

When you interact with these services, certain information may be processed according to the provider's privacy practices and applicable agreements with Grace Senior Transitions.

We do not ask clients to submit full payment card information through ordinary website contact forms.

Consultations may be recorded for service documentation and planning purposes. When recordings are used, we will provide notice and obtain any consent required by applicable law.

5. Information About Family Members and Loved Ones

Our services often involve conversations about aging parents, spouses, and other family members.

We recognize that this information can be especially personal.

If you provide information about another person, please share only what is reasonably necessary and ensure you have an appropriate basis or authorization to disclose it.

We use information provided about family members to understand the circumstances involved, provide requested guidance, and develop relevant planning recommendations.

We do not provide medical diagnoses or treatment through our website or senior transition planning services.

Information submitted to Grace Senior Transitions is not automatically subject to the Health Insurance Portability and Accountability Act (HIPAA). The applicability of HIPAA depends on the nature of the organization, the information involved, and the services provided.

We nevertheless recognize the sensitive nature of family and health-related information and seek to handle it with appropriate care.

6. How We Share Information

We may share personal information when reasonably necessary to operate our business or provide requested services.

This may include sharing information with:

Service Providers

Companies that provide website hosting, customer relationship management, email delivery, scheduling, payment processing, secure document storage, and related business services.

Professional Advisers

Legal, accounting, technical, or other professional advisers when reasonably necessary for legitimate business purposes.

Third Parties You Authorize

With your direction or appropriate permission, we may communicate with family members, professionals, or service providers involved in your transition planning.

Legal Requirements

We may disclose information when required by applicable law, court order, legal process, or when reasonably necessary to protect the rights, safety, or security of our clients, our business, or others.

Service providers may process information on our behalf according to their agreements and applicable privacy obligations.

7. Cookies and Website Analytics

Our website may use cookies and similar technologies to support website functionality, remember preferences, measure performance, and understand visitor interactions.

Depending on the tools enabled on our website, these technologies may collect information about your browser, device, and general browsing activity.

You can manage many cookies through your browser settings. Disabling certain cookies may affect website functionality.

Where applicable law requires additional choices or consent for nonessential tracking technologies, we will provide those controls.

8. Data Security

We recognize the importance of protecting personal information, particularly when families share sensitive concerns during later-life planning.

We seek to use reasonable administrative, technical, and organizational safeguards appropriate to the information we handle.

Access to client information should be limited to individuals and service providers who reasonably need it for authorized business or service purposes.

However, no website, electronic communication, or data storage system can be guaranteed to be completely secure.

If you have concerns about transmitting sensitive information, please contact us to discuss an appropriate method of communication.

9. How Long We Keep Information

We retain personal information only for as long as reasonably necessary to provide services, maintain relevant business records, resolve disputes, fulfill legal obligations, or support legitimate business operations.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

When personal information is no longer reasonably needed, we seek to delete, securely dispose of, or de-identify it, subject to applicable legal and operational requirements.

10. Your Privacy Choices and Rights

We respect your ability to make choices about your personal information.

Depending on your location and applicable law, you may have the right to:

Request access to certain personal information we maintain about you

Ask us to correct inaccurate information

Request deletion of certain personal information

Withdraw consent where processing is based on consent

Opt out of promotional communications

Exercise other privacy rights provided under applicable law

Some requests may be subject to exceptions, including circumstances where we must retain information for legal, contractual, or legitimate business purposes.

To submit a privacy-related request, please email:

[email protected]

We may need to verify your identity before fulfilling certain requests.

11. Third-Party Websites and Links

Our website may contain links to other websites, resources, or services that are not operated by Grace Senior Transitions.

These may include scheduling platforms, payment processors, educational resources, or professional service providers.

We are not responsible for the privacy practices or content of websites operated by third parties.

We encourage visitors to review the privacy policies of any external websites they use.

12. Children's Privacy

Our website and services are intended for adults, including older adults, family caregivers, and individuals seeking senior transition guidance.

Our website is not directed toward children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through our website.

If you believe a child has provided personal information to us, please contact us so we can review the situation and take appropriate action.

13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable legal requirements.

When changes are made, we will update the effective date displayed at the top of this page.

We encourage visitors to review this policy occasionally.

14. Contact Grace Senior Transitions

If you have questions about this Privacy Policy, how your information is handled, or would like to exercise an applicable privacy right, please contact:

Grace Senior Transitions
Attn: Julie Herbert, Founder
Scarborough, Maine, USA

Email: [email protected]
Phone: 844-484-2580
Website: graceseniortransitions.com

Grace Senior Transitions — Guiding Transitions. Honoring Lives.