Privacy Policy

Last Updated: Jun 16, 2026

Sunshine Legacy Concierge, LLC (“Company,” “Sunshine Legacy Concierge,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you visit our website, submit a form, schedule a consultation, communicate with us, enroll in services, make payments, or otherwise interact with us.

Sunshine Legacy Concierge, LLC is an Oklahoma limited liability company providing non-medical concierge, lifestyle support, family communication, appointment coordination, transportation assistance, and related services within the State of Oklahoma only.

By using our website or services, you agree to this Privacy Policy.

Information We Collect

We may collect personal information directly from you, your authorized representative, family member, legal representative, or other person acting on your behalf.

Information we may collect includes:

  • Name

  • Phone number

  • Email address

  • Mailing address

  • Service address

  • Relationship to the senior/client

  • Emergency contact information

  • Authorized family contact information

  • Appointment details

  • Transportation needs

  • Scheduling preferences

  • Service preferences

  • Payment information

  • Billing information

  • Communication preferences

  • Information submitted through website forms

  • Information shared during consultations

  • Information provided through intake forms or service agreements

  • General household, mobility, access, or safety-related information needed to provide concierge services

We may also collect limited technical information when you use our website, such as browser type, device information, IP address, pages visited, general location data, and website usage information.

Information About Seniors or Service Recipients

Because our services often involve independent seniors and their families, we may collect information about the senior or service recipient from the senior, an adult child, spouse, legal representative, emergency contact, or other authorized person.

This information may include general service-related details such as appointment needs, transportation needs, home access instructions, emergency contacts, mobility considerations, preferences, and general well-being observations.

Sunshine Legacy Concierge is not a medical provider and does not provide medical care. We do not request or require detailed medical records. Any health-related information voluntarily provided to us is used only as reasonably necessary to provide non-medical concierge coordination, safety awareness, family communication, or emergency contact support.

No Medical Provider Relationship

Sunshine Legacy Concierge is not a healthcare provider, home health agency, nursing provider, medical transportation provider, emergency medical service, or licensed medical care provider.

Information we collect or communicate is not used for medical diagnosis, treatment, clinical assessment, or medical decision-making.

If you are experiencing a medical emergency, call 911 immediately.

How We Collect Information

We may collect information when you:

  • Visit our website

  • Complete a contact form

  • Request a consultation

  • Call, text, or email us

  • Sign up for services

  • Complete intake forms

  • Sign a service agreement

  • Authorize payment

  • Schedule or receive services

  • Communicate with us about a client or family member

  • Opt into SMS/text communications

  • Interact with our website, ads, or online content

  1. How We Use Information

We may use personal information to:

  • Respond to inquiries

  • Schedule consultations

  • Provide concierge services

  • Coordinate appointments

  • Coordinate transportation assistance

  • Communicate with clients and authorized family members

  • Send family updates

  • Provide customer care

  • Process payments

  • Manage billing and account records

  • Confirm appointments

  • Send reminders

  • Provide service updates

  • Maintain client records

  • Improve our website and services

  • Comply with legal, regulatory, insurance, tax, accounting, and business obligations

  • Protect the safety, rights, and property of clients, families, employees, contractors, and the Company

  • Respond to emergencies when appropriate

  1. Payment Information

We may collect payment-related information for billing purposes, including ACH authorization, credit card information, billing address, and transaction details.

Payment information may be processed by third-party payment processors. Sunshine Legacy Concierge does not control the privacy practices of payment processors and encourages you to review their policies.

We do not store full credit card numbers on our website unless provided through a secure payment processor.

SMS/Text Messaging Privacy

If you provide your phone number and opt into SMS/text communications, you consent to receive text messages from Sunshine Legacy Concierge regarding inquiries, appointment reminders, scheduling, service updates, transportation confirmations, customer care, billing reminders, and related concierge communications.

Message frequency varies. Message and data rates may apply.

You may opt out at any time by replying STOP. For assistance, reply HELP or contact us at concierge@sunshinelegacyconcierge.com or 405-252-0501.

Consent to receive text messages is not a condition of purchase.

Sunshine Legacy Concierge does not sell, rent, or share mobile phone numbers or SMS consent information with third parties for marketing or promotional purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All categories of information sharing described in this Privacy Policy exclude text messaging originator opt-in data and consent. Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators, wireless carriers, messaging platforms, and technology providers as necessary to provide SMS/text messaging services.

Email Communications

If you provide your email address, we may use it to respond to inquiries, send service-related communications, provide scheduling information, send documents, share family updates, provide billing information, or communicate about Company services.

You may request to stop receiving non-essential marketing emails at any time. However, we may still send transactional or service-related emails when necessary.

Sharing of Information

We do not sell or rent personal information.

We may share information only as reasonably necessary with:

  • Authorized family members or representatives

  • Emergency contacts

  • Payment processors

  • Scheduling platforms

  • Website hosting providers

  • Email service providers

  • SMS/text messaging providers

  • Insurance providers

  • Legal, accounting, or professional advisors

  • Third-party service providers who support our business operations

  • Emergency responders when appropriate

  • Government, law enforcement, or regulatory authorities if required by law

We may also share information when necessary to protect the safety, rights, property, or legal interests of clients, families, Company personnel, or others.

Third-Party Vendors

At the client’s request, we may assist in coordinating third-party vendors, such as repair professionals, contractors, movers, organizers, cleaners, transportation providers, or other service providers.

If information must be shared with a third-party vendor to coordinate requested services, we will use reasonable judgment and share only information necessary for the requested coordination.

Third-party vendors are independent parties and are responsible for their own privacy and business practices.

Website Cookies and Analytics

Our website may use cookies, analytics tools, pixels, or similar technologies to understand website traffic, improve website performance, measure marketing effectiveness, and enhance user experience.

You may be able to disable cookies through your browser settings. Some website features may not function properly if cookies are disabled.

Third-Party Links

Our website may contain links to third-party websites, platforms, payment processors, scheduling tools, or other services.

We are not responsible for the privacy practices, security, content, or policies of third-party websites or services. You should review their privacy policies before providing information.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information.

However, no method of transmission, storage, website hosting, email communication, SMS communication, or electronic payment processing is completely secure. We cannot guarantee absolute security.

You should avoid sending highly sensitive information through unsecured email, text message, or website forms.

Data Retention

We retain personal information for as long as reasonably necessary to provide services, manage client relationships, comply with legal obligations, resolve disputes, enforce agreements, maintain business records, and satisfy tax, accounting, insurance, and regulatory requirements.

We may retain records after services end if needed for legitimate business, legal, insurance, or compliance purposes.

Children’s Privacy

Our website and services are not directed to children under the age of 13.

We do not knowingly collect personal information from children under 13 through our website. If we learn that we have collected such information, we will take reasonable steps to delete it.

Your Privacy Choices

You may contact us to:

  • Request access to personal information we maintain about you

  • Request correction of inaccurate information

  • Update contact information

  • Change communication preferences

  • Opt out of non-essential marketing communications

  • Opt out of SMS/text messages by replying STOP

  • Ask questions about this Privacy Policy

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

Authorized Representatives

If you submit information about another person, including a parent, spouse, family member, or senior client, you represent that you have authority or permission to provide that information to Sunshine Legacy Concierge.

We may request documentation or confirmation of authority when appropriate.

Business Transfers

If Sunshine Legacy Concierge is involved in a merger, acquisition, sale, reorganization, transfer of assets, or other business transaction, personal information may be transferred as part of that transaction, subject to applicable law.

Legal Compliance

We may use or disclose information as necessary to comply with applicable laws, court orders, subpoenas, legal processes, regulatory obligations, law enforcement requests, insurance requirements, or other lawful requests.

Oklahoma-Only Services

Sunshine Legacy Concierge provides services only within the State of Oklahoma. Our website is intended for individuals seeking services in Oklahoma.

If you access our website from outside Oklahoma, you understand that information may be processed in the United States and governed by applicable United States and Oklahoma law.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

When we update the Privacy Policy, we will revise the “Last Updated” date at the top of this page.

Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Sunshine Legacy Concierge, LLC
Email: concierge@sunshinelegacyconcierge.com
Phone: 405-252-0501
Website: sunshinelegacyconcierge.com