Legal
Privacy Policy
This policy explains what information this website collects, how it is used and how it is protected.
Last updated: [DATE]. This policy is a starting framework and must be reviewed by counsel before publication.
Information collected
When you submit a form on this site, we collect the information you choose to provide — typically your name, email address, phone number, preferred contact method, the service you are interested in and a general description of your situation. We also collect limited technical information such as pages visited and referring source through analytics tools.
Information we ask you not to send
Please do not submit Social Security numbers, taxpayer identification numbers, tax returns or transcripts, bank or card details, medical or health information, or copies of identity documents through website forms or email. When such information is required, you will be invited to an approved secure document portal.
How information is used
- To respond to your inquiry and schedule a consultation
- To route your request to the correct service pipeline
- To send service-specific follow-up you have consented to receive
- To meet professional, regulatory and recordkeeping obligations
Sharing
Information is not sold. It may be shared with service providers who help operate the practice — for example scheduling, email, CRM and secure document platforms — and with third parties where you authorize it or the law requires it. Real estate matters may require sharing information with [BROKERAGE NAME] and transaction parties; insurance matters may require sharing information with carriers you apply to.
Analytics and cookies
This site may use Google Analytics 4 and Google Search Console to understand traffic and performance. Cookies used for analytics can be declined through your browser settings.
Retention and security
Information is retained as long as needed for the purpose collected and to satisfy professional and legal obligations. The site is served over SSL, and reasonable administrative and technical safeguards are used. No method of transmission is completely secure.
Your choices
You may request access to, correction of or deletion of the information you have submitted, and you may unsubscribe from any email at any time. Contact [EMAIL ADDRESS] or call [PHONE NUMBER].
Children
This website is not directed to children under 13, and we do not knowingly collect their information.
Changes
Updates to this policy will be posted here with a revised date.