Privacy Policy
Planning to safeguard your legacy, protect your loved ones, and honor your wishes for generations to come.
Information the Firm Collects
The Firm collects information from you whenever you schedule an appointment, fill out a form, subscribe or sign up to receive electronic communication from the Firm, or request to receive information from the Firm. When doing so, as appropriate, you may be asked to provide the following information:
- First and last name
- Company name
- Telephone number (either business or personal)
- E-mail address
- Mailing Address
- Occupation
- Credit card information, including billing address
- Areas of interest
The Firm will also request information needed for the attorney to evaluate how best to service you, which may include financial and family information.
What the Firm Does with this Information
Any of the information that the Firm collects from you may be used in one or more of the following ways:
- To personalize your experience (the more information that you provide to us, the better we may be able to respond to your individual needs)
- To improve our website (we continually strive to improve our website and our offerings based on the feedback we receive from you)
- To improve customer service (the information provided by you allows us to respond to your requests in an efficient and timely manner)
- To process transactions (your information will never be sold, exchanged, transferred, or given to any other party for any reason whatsoever, without your consent, other than for the express purpose of providing you with services according to the terms of our engagement with you)
- To send periodic e-mails (the information you are able to provide us help us narrow down and segment what kinds of e-mails you will receive and how often you receive them; the e-mail address you provide for order processing may also be used to send you information and updates pertaining to our services to you, as well as information about any company news, updates, related products, upcoming events, and other announcements that we think you might be interested in based on the information you have provided us)
- To administer a contest, promotion, survey, or other site feature
How the Firm Protects Your Information
The Firm implements a variety of security measures to maintain the safety of your personal information. This includes the engagement of third-party services that take security measures to meet our privacy policy standards.
Sharing Your Information
The Firm does not sell or trade your personally identifiable information. The Firm may share some personally identifiable information with trusted third parties who assist the Firm in operating its website, conducting business, or servicing you, so long as those parties agree to keep this information confidential. The Firm may also release your information when the Firm believes it is necessary to comply with the law, enforce site policies, and/or protect the Firm’s or others’ property or safety.
Third Party Links
This website contains links to sites operated by third parties. The Firm is not responsible for the content or privacy practices of such other sites. The Firm encourages its website users to be aware when they leave the Firm’s website and to read the privacy statements of other sites that may collect personally identifiable information.
Unsubscribing from Emails
You may unsubscribe from the Firm’s emails using the “unsubscribe” link at the bottom of the email. You may also send an email at [email protected] with the subject line, “Unsubscribe.”
Changes to the Privacy Policy
This policy was last modified on August 4, 2023. If the Firm updates this privacy policy, the Firm will post those changes here on its website so that you are always aware of what information the Firm collects, how the Firm uses it, and under what circumstances, if any, the Firm discloses it. The Firm is committed to conducting business in accordance with these principles to ensure that the confidentiality of your personal information is protected and maintained.