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Privacy Policy

 

Davis and Davis LLP |  davisestateplanning.com

Effective Date: 03/18/2026

Last Updated: 03/18/2026

1. Introduction

Davis and Davis LLP (“we,” “us,” or “our”) operates the website davisestateplanning.com (the “Site”). This Privacy Policy describes the types of information we collect from visitors and prospective clients, how we use and protect that information, and the choices available to you regarding your personal data. This Policy applies to all information collected through the Site, including through our estate planning intake form, newsletter signup, and any other interactive features we offer.

2. Information We Collect

2.1 Information You Provide Directly

When you complete our estate planning intake form or otherwise interact with the Site, we may collect the following specific data fields:

Estate Planning Intake Form

  • Full Name: Your first and last name, as entered in the intake form name field.
  • Preferred Contact Method: Your selected preference for how you would like us to reach you (for example, phone, email, or text message).
  • Estate Planning Type (Multi-Select): The specific estate planning service(s) you are interested in, selected from a predefined list of options (for example, wills, trusts, powers of attorney, advance healthcare directives, or other estate planning instruments).
  • Minor/Dependent Planning Interest: Your indication of whether you have minor children or dependents for whom you wish to establish guardianship, custodial, or trust arrangements as part of your estate plan.
  • Real Estate Ownership: Your indication of whether you currently own real property, which may be relevant to your estate planning needs.
  • Approximate Estate Value: A general range or estimate of the total value of your estate, as selected or entered on the intake form.
  • Preferred Timeframe: Your selected preference for when you would like to begin or complete the estate planning process.
  • Goals/Situation (Free-Text Field): Any additional information you choose to provide in your own words regarding your estate planning goals, family situation, concerns, or other relevant details.

Newsletter Signup

  • Email Address: Collected when you voluntarily subscribe to our newsletter or email communications.

2.2 Information Collected Automatically

When you visit the Site, certain information may be collected automatically through cookies, web beacons, analytics tools, and similar technologies. This may include:

  • Your Internet Protocol (IP) address
  • Browser type and version
  • Operating system
  • Pages visited, time spent on pages, and referring/exit URLs
  • Device identifiers and general geographic location (city or region level)

3. How We Use Your Information

We use the information we collect for the following purposes:

  1. To respond to your inquiry and evaluate your estate planning needs based on the intake form data you submit.
  2. To contact you using your preferred contact method regarding consultations, appointments, or follow-up communications.
  3. To send newsletters, educational content, and updates about our services to subscribers who have opted in.
  4. To improve, maintain, and optimize the functionality and content of the Site.
  5. To analyze usage trends and user behavior in aggregate for internal business purposes.
  6. To comply with applicable legal obligations, enforce our Terms and Conditions, and protect our rights.

4. Third-Party Sharing and Disclosure

We do not sell your personal information. We may share your information in the following limited circumstances:

  • Service Providers: We may share data with trusted third-party vendors who assist us with website hosting, analytics, email delivery, or other operational functions. These providers are contractually obligated to use your information solely for the purpose of providing services to us and to maintain appropriate confidentiality safeguards.
  • Legal Compliance: We may disclose your information if required by law, regulation, subpoena, court order, or other governmental request, or when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
  • Business Transfers: In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.

5. Cookies and Analytics Technologies

The Site may use cookies and similar tracking technologies to enhance your browsing experience and to collect analytical data. Cookies are small data files stored on your device that help us recognize returning visitors and understand how users navigate the Site.

We may use the following types of cookies:

  • Strictly Necessary Cookies: Required for the Site to function properly (for example, maintaining form sessions).
  • Analytics Cookies: Used to collect aggregated data about Site traffic and user behavior. We may use tools such as Google Analytics or similar platforms for this purpose.

You may control or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of the Site.

6. Your Rights Under the California Consumer Privacy Act (CCPA)

If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), grants you specific rights regarding your personal information. Davis and Davis LLP honors these rights as follows:

6.1 Right to Know

You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources from which that information was collected, the business or commercial purpose for collecting the information, and the categories of third parties with whom we share it.

6.2 Right to Delete

You have the right to request the deletion of the personal information we have collected from you, subject to certain exceptions permitted by law (for example, where retention is necessary to complete a transaction, comply with a legal obligation, or detect security incidents).

6.3 Right to Opt-Out of Sale or Sharing

Davis and Davis LLP does not sell your personal information, nor do we share it for cross-context behavioral advertising purposes. If this practice changes in the future, we will update this Policy and provide you with the ability to opt out in accordance with the CCPA.

6.4 Right to Non-Discrimination

We will not discriminate against you for exercising any of your CCPA rights. You will not receive different pricing, a different quality of service, or be denied services for making a rights request.

6.5 How to Submit a Request

To exercise any of the rights described above, please contact us at:

We will verify your identity before fulfilling any request and will respond within 45 days as required by law. You may also designate an authorized agent to submit a request on your behalf.

7. Data Retention

We retain your personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including to satisfy applicable legal, accounting, or reporting requirements. Specifically:

  • Intake form submissions are retained for 90 days following submission, or for the duration of any client relationship, whichever is longer.
  • Newsletter subscriber email addresses are retained until you unsubscribe or request deletion.
  • Automatically collected analytics data is retained in accordance with the retention settings of the applicable analytics platform.

When personal information is no longer required, we will securely delete or anonymize it.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect the personal information we collect from unauthorized access, disclosure, alteration, or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Children’s Privacy

The Site is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal data from a minor, we will take steps to delete that information promptly.

10. Links to Third-Party Websites

The Site may contain links to external websites operated by third parties. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any external site you visit.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the “Last Updated” date at the top of this document. We encourage you to review this Policy periodically.

12. Contact Information

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

Davis and Davis LLP

Website: davisestateplanning.com

Email: eric@davisestateplanning.com 

Phone: 818-476-5333