Privacy Policy

1. Information We Collect

We collect information you provide directly to us when you:

• Fill out a contact form or request a planning session
• Register for a workshop or webinar
• Download our free guides, checklists, or resources
• Take our interactive quizzes or assessments
• Sign up for our newsletter or email communications
• Contact us by phone, email, or other means
• Engage with us as a client

This information may include:

• Contact Information: Name, email address, phone number, mailing address
• Family Information: Marital status, number and ages of children, family structure
• Planning Information: Current estate planning status, areas of concern, goals
• Financial Information: General asset information provided during planning sessions (protected by attorney-client privilege when applicable)

2. Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

• Device type, browser type, and operating system
• IP address and approximate geographic location
• Pages visited, time spent on pages, and navigation patterns
• Referring website or search terms that led you to our site

We use cookies and similar technologies to collect this data. You can control cookie settings through your browser preferences.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule planning sessions
• Provide legal services and estate planning counsel
• Send you requested resources (guides, checklists, workshop details)
• Communicate about our services, workshops, and educational content
• Improve our website, services, and user experience
• Comply with legal obligations and professional ethical requirements

4. Attorney-Client Privilege

Important: Information shared during an attorney-client relationship is protected by attorney-client privilege and the Texas Disciplinary Rules of Professional Conduct. This privilege is separate from and in addition to the protections described in this privacy policy.

Please note that submitting a contact form or attending a workshop does not automatically create an attorney-client relationship. That relationship is formally established through an engagement letter.

5. Information Sharing

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

• Service Providers: With trusted third-party vendors who help us operate our website, process communications, or deliver services (e.g., email services, scheduling tools, payment processors). These providers are bound by confidentiality agreements.
• Legal Requirements: When required by law, subpoena, or court order, or to protect our rights, safety, or property.
• With Your Consent: When you explicitly authorize us to share your information.

6. Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encrypted data transmission (HTTPS/SSL)
• Secure storage of client files and documents
• Access controls limiting who can view personal information
• Regular security reviews and updates

While we strive to protect your information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

7. Your Rights & Choices

You have the right to:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete your personal information (subject to legal retention requirements)
• Opt-Out: Unsubscribe from our email communications at any time by clicking the “unsubscribe” link in any email
• Cookie Control: Manage cookie preferences through your browser settings

To exercise any of these rights, please contact us at privacy@legacydad.com.

8. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites. We encourage you to read the privacy policies of any third-party sites you visit.

9. Children's Privacy

Our website and services are not directed to children under 13 years of age. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us immediately so we can delete it.

10. Changes to This Policy

We may update this privacy policy from time to time to reflect changes in our practices, technology, or legal requirements. We will post the updated policy on this page with a revised “Last Updated” date. We encourage you to review this policy periodically.

11. Contact Us

If you have questions about this privacy policy or our data practices, please contact us: