Privacy Policy

Information We Collect

When you use our website or services, we may collect information you provide directly to us, such as your name, email address, phone number, law firm name and any other details you submit through our forms or during a call.

We may also automatically collect certain technical information when you visit our website, such as your IP address, browser type, device information and pages visited.

How We Use Your Information

We use the information we collect to provide and improve our lead generation and appointment services, respond to your inquiries, communicate with you about your account, and arrange qualified consultations onto your calendar.

We may also use your information to send you service updates and marketing communications, which you can opt out of at any time.

Lead and Appointment Data

Information attached to a booked appointment comes from prospects who gave consent to be contacted about estate planning and who asked to speak with a firm in their state. Each appointment is arranged for one firm only and is not offered to competing practices.

You are responsible for handling that information in compliance with applicable privacy and marketing laws, including any consent requirements for contacting prospects.

Sharing of Information

We do not sell your personal information. We may share information with service providers who help us operate our business (such as scheduling and calendar tools, video meeting providers and analytics providers), and only to the extent necessary for them to perform their services.

We may also disclose information if required by law or to protect our rights, property or safety, or that of others.

Data Security

We take reasonable measures to protect the information we collect from loss, misuse and unauthorized access. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your information for as long as necessary to provide our services and fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law.

Your Rights

Depending on where you live, you may have rights regarding your personal information, including the right to access, correct or delete it. To exercise any of these rights, contact us using the details provided on our website.

Third-Party Links

Our website may contain links to third-party websites, such as scheduling and video meeting tools. We are not responsible for the privacy practices of those websites, and we encourage you to review their privacy policies.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page. Your continued use of our website or services after changes are posted constitutes acceptance of the updated policy.