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://heritancelawgroup.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

Office Locations

Nashville Office:

105 Westpark Dr. Ste 350 Brentwood, TN 37027
615-321-0220
 

Greenville Office:

330 E. Coffee St. Greenville, SC 29601
864-375-4788
 

Charleston Office:

222 W. Coleman Blvd., Suite 102, Mt. Pleasant, SC 29464
843-400-4510 

SMS Opt-In & Text Messaging Privacy Notice

How You Opt In

You may opt in to receive SMS/text messages from Heritance Law by:

  • Checking an SMS consent box on a web form and submitting your information,

  • Requesting text communication during an intake call or consultation scheduling,

  • Initiating a text conversation with us or replying to an opt-in confirmation (where applicable), or

  • Using any other method where you provide express consent to receive text messages.

Consent is not a condition of purchasing legal services.

What We Text You About

If you opt in, we may send texts related to:

  • Scheduling, confirmations, and appointment reminders,

  • Intake follow-ups and requests for information or documents,

  • Client service communications (if you become a client), including matter updates and coordination, and

  • (Only if you separately opt in where required) marketing or educational messages.

Message Frequency and Costs

Message frequency varies based on your interactions with our office.
Message and data rates may apply depending on your mobile carrier plan.

Opting Out

You can opt out at any time by replying STOP to any message. After you send STOP, we will send a confirmation and stop texting you (except for messages required to confirm your opt-out or as permitted by law).

Getting Help

Reply HELP for assistance, or contact us at:
Phone: [Phone Number]
Email: [Email Address]

How We Use and Protect Your Mobile Number

We use your mobile number and related messaging data only for the purposes described above. We maintain reasonable administrative, technical, and physical safeguards designed to protect your information.

Sharing of SMS Information

We may share your mobile number and SMS-related information with service providers who help us deliver text messages (for example, communications platforms). These providers are authorized to use your information only to perform services for us.

We do not sell, rent, or share your mobile number or SMS opt-in information for third-party marketing purposes.
SMS consent is not shared with third parties for marketing.

Data Retention

We retain SMS records and related contact information for as long as needed to support our communications, comply with legal and ethical obligations, resolve disputes, and enforce our agreements. Retention periods may vary depending on the nature of your inquiry and whether you become a client.

Privacy Policy and Updates

Your use of our texting program is also subject to this Privacy Policy. We may update this section from time to time, and changes will be posted on this page with an updated effective date.

Optional (recommended) short “form disclosure” you can put next to the checkbox

Use this on your web forms (not just the privacy policy):

Checkbox text:
“I agree to receive text messages from Heritance Law about scheduling, reminders, and my inquiry. Msg & data rates may apply. Reply STOP to opt out, HELP for help.”

If you tell me which texting platform you’re using (e.g., RingCentral, Dialpad, Twilio, Podium, etc.) and whether you text marketing or service-only, I’ll tighten the language to match the most common carrier review expectations for that setup.

 

Mobile Information Sharing Statement