Effective Date: October 19, 2026

Coastal Peace of Mind, LLC (“CPM,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information through www.thecoastalpeaceofmind.com, our forms and communications, and our estate management, estate transition stewardship, household staffing, and position-listing services.

This policy describes our privacy practices. It does not replace a service agreement, candidate agreement, background-screening disclosure or authorization, or other separately required notice or permission.

Information we collect

Information you provide

Depending on your interaction with CPM, we may collect:

• Contact information, including your name, email address, telephone number, and mailing address.
• Employer and representative information, including the hiring person or entity and your authority to represent a household.
• Position details, including general location, duties, schedule, compensation, benefits, qualifications, and relevant household preferences.
• Candidate information, including résumés, cover letters, employment and education history, qualifications, certifications, availability, preferences, and references.
• Information necessary to coordinate estate management or stewardship services, including authorized property information, photographs, condition observations, and contents records.
• Communications, service requests, agreements, permissions, and records of your interactions with us.
• Payment-related information, including billing details, order information, payment status, and transaction identifiers.

Payments are processed through payment providers. Please do not send full payment-card numbers or banking credentials through ordinary forms or email.

Information from other sources

Where appropriate and lawfully permitted, we may receive information from authorized household representatives, candidates, references, professional contacts, public records, and service providers.

Identity and screening information

If a service requires identity verification or employment-purpose screening, we may collect or review additional information through an appropriate process. Required screening disclosures and authorizations are provided separately.

Please do not submit Social Security numbers, identification documents, medical information, access credentials, or other sensitive records through general inquiries or initial job-listing or application forms.

Technical information

Our website and its providers may collect IP addresses, browser and device information, pages viewed, referring pages, visit dates and times, and information about website interactions through cookies, logs, and similar technologies.

2. How we use information

We use information as reasonably necessary to:

• Respond to inquiries and coordinate requested services.
• Review, prepare, publish, update, and administer position listings.
• Process payments and maintain transaction records.
• Receive and administer candidate applications.
• Share applications with the relevant hiring household or its authorized representatives.
• Provide separately agreed recruitment, referral, verification, and screening coordination services.
• Maintain candidate records and, where you choose, consider you for future opportunities.
• Provide authorized estate management, residence documentation, and transition coordination.
• Improve website functionality and service delivery.
• Prevent misuse, address complaints, protect information, and enforce agreements.
• Maintain appropriate business records and comply with legal obligations.

We do not use an initial application as authorization to obtain a background report.

Public position listings and household privacy

Approved position details may be published on our website and, where authorized for the listing, in related recruitment communications or promotional channels.

Public information may include the position title, general location, duties, schedule, compensation, benefits, qualifications, and approved application instructions.

Private coordination details are not intended for publication unless separately authorized. Do not include exact residential addresses, security information, children’s names, or sensitive family details in text submitted for public use.

For separately agreed recruitment or referral services, we may disclose reasonably necessary household and position information to prospective candidates. Exact work locations may be disclosed when reasonably necessary for an authorized interview, referral, or commencement of work.

Information published online may be copied or retained by others. Removing a listing does not necessarily remove third-party copies or search-engine caches.

Candidate applications and future opportunities

When you apply for an identified position through CPM, we use your submission to administer that application. Subject to applicable permissions, we may share your résumé, cover letter, qualifications, availability, and relevant application communications with the hiring household and its authorized hiring representatives.

Applications are not published as public candidate profiles merely because they are submitted.

Where we offer an optional future-opportunity selection, choosing it allows us to retain your information for consideration for other positions and contact you about potentially suitable opportunities. You may withdraw that preference by contacting us.

Withdrawal does not undo disclosures already made or require deletion of records we must lawfully retain. We obtain additional permission for new disclosures where required.

Driver’s-license copies, identification numbers, and similar identity-verification records are maintained for internal verification purposes and are not included in ordinary candidate packets or shared with hiring households. Any disclosure to a verification provider, adviser, or authority must have an appropriate lawful basis and follow any required permissions.

Background reports and detailed screening findings are handled under applicable law, provider restrictions, and separate disclosures and authorizations. They are not automatically shared with a household merely because it receives an application.

Other disclosures

We may disclose information, as reasonably necessary and lawfully permitted, to:

• Website, form, hosting, email, scheduling, document-signature, database, and technology providers.
• Payment processors and financial service providers.
• Authorized contractors assisting with agreed services, subject to appropriate confidentiality restrictions.
• Verification or screening providers through the applicable authorized process.
• Legal, accounting, insurance, and other professional advisers.
• Authorities or other recipients when legally required, or where permitted to address fraud, threats, disputes, or protection of legal rights.

A hiring household receiving an application may maintain its own employment records and privacy practices. CPM does not control every subsequent action of an independent recipient.

We do not sell candidate résumés or household contact lists as a separate data product. Our fees are for the agreed services.

Cookies, analytics, and privacy preferences

Cookies and similar technologies may support website functionality, security, analytics, and embedded third-party features. Depending on the tools enabled, third parties may collect information about activity over time and across websites.

You can manage cookies through your browser and any cookie controls available on our website. Restricting cookies may affect some features.

Our website does not currently provide a separate response to legacy browser “Do Not Track” signals. Where applicable law requires recognition of another privacy preference signal, including Global Privacy Control, we will honor that requirement.

Retention

We retain information for as long as reasonably necessary for the purposes described in this policy, considering the service relationship, application process, future-opportunity preferences, legal recordkeeping requirements, security needs, and potential disputes.

We do not promise immediate deletion of employment, screening, transaction, or other records subject to required retention or a legal hold. Information no longer needed is deleted, de-identified, or securely disposed of as appropriate.

Security

We use reasonable safeguards designed to protect personal information and limit access to those who need it for authorized purposes.

No website, email system, or storage method is completely secure. Please contact us to arrange an appropriate method before providing sensitive documents.

Your choices and requests

You may contact concierge@thecoastalpeaceofmind.com to:

• Request access to or correction of information you provided.
• Request deletion of information.
• Withdraw your preference for future-opportunity contact.
• Ask us to stop sending optional marketing communications.
• Ask questions about our privacy practices.

We may verify your identity and authority before acting. Requests are subject to applicable law, required recordkeeping, and other lawful limitations. Marketing opt-outs do not prevent necessary application, service, payment, or legal communications.

California residents may have additional rights where applicable privacy laws cover the business, information, and activity involved. We will address requests under the requirements that apply and will not unlawfully retaliate against anyone for exercising protected privacy rights.

Third-party services

Our website may link to or incorporate third-party services. Those providers’ privacy policies govern their independent collection and use of information. Review their policies before providing information directly to them.

Children and household information

Our website and application services are intended for adults aged 18 and older, not for children submitting information independently.

Adults arranging household services may provide limited information about children when relevant to the position, such as ages and care needs. Please omit names, photographs, medical records, and unnecessary identifying details from public listings.

Changes to this policy

We may update this policy as our services or practices change. The revised policy will be posted here with an updated effective date. For material changes, we will provide additional notice and obtain further permission where required by law.

Contact us

If you have questions regarding this Privacy Policy or how your information is handled, please contact us:

Coastal Peace of Mind
Laguna Beach, California

Email: care@thecoastalpeaceofmind.com

Website: www.thecoastalpeaceofmind.com

© 2026 Coastal Peace of Mind. All Rights Reserved.