Privacy Policy

Effective Date: 9/1/2025

This Privacy Policy (“Policy”) describes the manner in which Heritage Asset Recovery LLC (“Company,” “we,” “our,” or “us”) collects, uses, maintains, and discloses information obtained from clients and visitors (“you” or “your”). By accessing or using our website and services, you acknowledge that you have read, understood, and agreed to the terms of this Policy.

We may collect the following categories of information:

• Personal Identifiable Information (“PII”) – including but not limited to name, mailing address, email address, and telephone number, provided voluntarily by you.
   
• Claim-Related Documentation – including supporting records required to process unclaimed property claims with the State of Wisconsin or other authorities.
   
• Technical Data – including IP address, browser type, device information, and general usage statistics automatically collected for operational and security purposes.
   

Information collected by the Company shall be used solely for lawful business purposes, including but not limited to:

1. Verifying claimant identity and eligibility.
    
2. Preparing, filing, and administering unclaimed property claims.
    
3. Communicating with claimants regarding the status of their claims.
    
4. Maintaining internal records, compliance obligations, and business operations.
    
5. Improving website functionality and client services.
    

We do not sell, lease, or distribute your information to third parties for marketing or solicitation purposes.

We may disclose information only as reasonably necessary and permitted by law, including:

• Government Agencies – to the Wisconsin Department of Revenue or other agencies for purposes of filing and processing claims.
   
• Professional Service Providers – including legal counsel, genealogical researchers, or other third-party specialists engaged by us to support claim recovery.
   
• Legal Compliance – in response to lawful subpoenas, court orders, or as otherwise required under applicable statutes and regulations.
   

The Company employs commercially reasonable physical, electronic, and procedural safeguards to protect collected information against unauthorized access, disclosure, alteration, or destruction. While no system can be guaranteed as entirely secure, we implement measures consistent with industry practices to mitigate risk.

You retain the right to:

• Request access to the personal information maintained by us.
   
• Request corrections or amendments to inaccurate information.
   
• Withdraw consent to our use of your information (provided that doing so may prevent further assistance with your claim).
   

Our website may contain links to external websites not operated or controlled by us. We assume no responsibility for the privacy practices or content of such external websites.

We reserve the right to amend or revise this Policy at any time without prior notice, subject to applicable law. Revisions will be posted on this website with the updated effective date. Continued use of our website or services after such revisions shall constitute your acceptance of the updated Policy.