Privacy Policy

Last Updated: December 26, 2025

Heritance Law (“Heritance Law,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, store, and protect information obtained through our website, https://heritancelaw.com (the “Website”).

This Privacy Policy applies to all visitors to our Website, including prospective clients, current clients, and other individuals who interact with us online.

By using our Website, you agree to the collection and use of information in accordance with this Privacy Policy.

1. Information We Collect

We collect information in several ways, including information you provide directly to us and information collected automatically when you use our Website.

A. Information You Voluntarily Provide

You may provide personal information to us when you:

Fill out a contact form
Request a consultation
Subscribe to newsletters or updates
Download resources or materials
Communicate with us via email, phone, or online forms

This information may include:

Full name
Email address
Phone number
Mailing address
Business or employer information
Information related to estate planning, asset protection, business planning, or other legal matters you voluntarily submit
Any other information you choose to provide

Important: Submitting information through this Website does not create an attorney-client relationship. Please do not submit confidential or sensitive information unless and until an attorney-client relationship has been formally established.

B. Information Collected Automatically

When you visit our Website, we may automatically collect certain technical and usage information, including:

IP address
Browser type and version
Device type and operating system
Pages visited and time spent on the Website
Referring URLs
Date and time of access

This information helps us understand how visitors use our Website and allows us to improve performance, content, and user experience.

C. Cookies and Tracking Technologies

We may use cookies, pixels, tags, and similar technologies to enhance your experience and gather data about Website usage.

Cookies may be used to:

Remember user preferences
Analyze traffic and usage trends
Improve Website functionality
Support marketing and advertising efforts

You can control or disable cookies through your browser settings. Disabling cookies may limit certain features of the Website.

2. How We Use Your Information

We may use the information we collect for purposes including, but not limited to:

Responding to inquiries and consultation requests
Providing legal information and services
Communicating with you regarding services, updates, or events
Improving Website functionality and user experience
Conducting analytics and performance analysis
Complying with legal and regulatory obligations
Protecting the security and integrity of our Website
Marketing and business development activities (where permitted by law)

We do not sell your personal information.

3. Disclosure of Information

We may share your information only as necessary and as permitted by law, including in the following circumstances:

A. Service Providers

We may share information with trusted third-party service providers who assist us with:

Website hosting
Data analytics
Email communications
Customer relationship management (CRM)
Marketing services

These providers are contractually obligated to protect your information and use it only for authorized purposes.

B. Legal and Ethical Obligations

We may disclose information when required to:

Comply with applicable laws, regulations, or court orders
Respond to lawful requests from government authorities
Enforce our legal rights
Protect the safety, security, or rights of Heritance Law, our clients, or others

C. Business Transfers

In the event of a merger, acquisition, restructuring, or sale of assets, your information may be transferred as part of that transaction, subject to appropriate confidentiality protections.

4. Attorney-Client Privilege Disclaimer

Information submitted through this Website is not protected by attorney-client privilege unless and until an attorney-client relationship has been formally established in writing.

Please do not submit confidential, privileged, or sensitive information through this Website unless expressly instructed to do so by one of our attorneys.

5. Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, use, or disclosure.

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

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.

7. Your Privacy Rights

Depending on your state or country of residence, you may have certain rights regarding your personal information, including the right to:

Access the personal information we hold about you
Request correction of inaccurate information
Request deletion of your personal information (subject to legal exceptions)
Opt out of certain communications

To exercise your rights, please contact us using the information below.

8. California Privacy Rights (CCPA/CPRA Notice)

California residents may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including:

The right to know what personal information is collected
The right to request deletion of personal information
The right to opt out of the sale or sharing of personal information

Heritance Law does not sell or share personal information as defined by these laws.

Requests may be submitted by contacting us directly.

9. Children’s Privacy

Our Website is not directed to children under the age of 13, and we do not knowingly collect personal information from children.

If you believe a child has provided us with personal information, please contact us so we can promptly remove it.

10. Third-Party Websites

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

11. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements, technology, or our practices.

When updates are made, the “Last Updated” date at the top of this page will be revised. Continued use of the Website after changes indicates your acceptance of the updated policy.

12. Contact Information

If you have questions about this Privacy Policy or our data practices, please contact us:

Heritance Law

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