Terms and Governance
Any capitalized terms used in this document that are not explicitly defined here shall have the meanings provided in our Terms of Service. Should a conflict arise between this Privacy Policy and the Terms of Service, the Terms of Service shall take precedence.
The Data We Collect
When navigating our Site, you may provide us with two distinct categories of information: Voluntary Personal Information: Data you intentionally provide to us on an individual basis. Automated Technical Data: Aggregate information regarding your device and Site usage, such as your IP address, browser type, operating system version, and browsing patterns.
Information You Voluntarily Provide
Newsletter and Communications When you sign up for our electronic communications or newsletters, you provide us with specific details about yourself and your professional interests. This allows us to deliver relevant updates regarding our estate planning services and firm news.
Direct Correspondence
If you communicate with us via email, we may archive the text of your messages, any included attachments, and our subsequent replies. We utilize secure, third-party platforms to manage our email databases and communications. We recommend reviewing the privacy practices of our service providers for further detail on how they handle data.
Analytics and Technical Usage Data
Like most professional websites, we utilize server logs and digital tools (such as Google Analytics) to monitor Site activity. This gathered data includes the timing of your visit, specific pages accessed, duration of stay, and the referring websites that directed you to our Site. This information is used solely to improve our digital experience and service offerings.
Secure Client Payment Portal
For your convenience, we offer a secure portal for processing professional fees. All financial transactions are handled through a dedicated third-party payment processor. We do not store your sensitive credit card or banking details on our internal servers, nor do we share payment information with outside parties. For specific details regarding transaction security, we suggest reviewing the terms provided by our payment gateway provider.
