Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your information.

Last Updated: January 2025

Introduction

Heritage Estate Planning ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Information You Provide

We may collect information that you voluntarily provide to us, including:

  • Contact information (name, email address, phone number)
  • Information submitted through our contact forms
  • Communications you send to us
  • Information necessary to provide legal services if you become a client

Automatically Collected Information

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

  • Browser type and version
  • Operating system
  • Pages visited and time spent on pages
  • Referring website addresses
  • IP address

How We Use Your Information

We may use the information we collect for various purposes, including:

  • Responding to your inquiries and requests
  • Providing legal services to clients
  • Improving our website and services
  • Sending administrative information
  • Complying with legal obligations

Disclosure of Your Information

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

  • With your consent: We may disclose your information when you have given us permission to do so.
  • Legal requirements: We may disclose your information where required by law or in response to valid legal process.
  • Service providers: We may share information with third-party vendors who assist us in operating our website or providing services, subject to confidentiality agreements.

Attorney-Client Privilege

If you become a client, communications between you and our attorneys are protected by attorney-client privilege. This privilege is separate from and in addition to the protections described in this Privacy Policy.

Data Security

We implement appropriate technical and organizational security measures designed to protect your personal information. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. You can set your browser to refuse cookies, but some features of our website may not function properly without them.

Third-Party Links

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

Children's Privacy

Our website is not intended for children under 18 years of age. We do not knowingly collect personal information from children under 18.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access your personal information
  • The right to correct inaccurate information
  • The right to request deletion of your information
  • The right to opt out of certain uses of your information

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us through our contact form.