Privacy Policy

Last updated September 11, 2025

This Privacy Policy explains how Live Oak Estate Planning (“we,” “us,” or “our”) collects, uses, shares, and protects your personal information when you visit https://liveoakestateplanning.com/ or interact with us through related services, including consultations, events, and communications.

By using our website or services, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of our Services.

1. Information We Collect

We may collect the following types of information:

• Personal Information Provided by You: name, phone number, email address, mailing address, and other details you provide when you fill out a form, schedule a consultation, or communicate with us.

• Automatically Collected Information: IP address, browser type, operating system, device data, and website usage through cookies or tracking technologies.

• Sensitive Information: We do not knowingly collect sensitive categories such as health, biometric, or financial account information unless voluntarily provided for estate planning services.

2. How We Use Your Information

We use the information we collect to:

• Provide, manage, and improve our legal services

• Communicate with you about your inquiries, appointments, or updates

• Maintain website security and functionality

• Comply with legal obligations and professional responsibilities

3. Sharing of Information

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

• Service Providers: trusted vendors who assist in operating our website or scheduling tools

• Legal Requirements: when required by law, regulation, or court order

• Business Transfers: in the event of a merger or transfer of our practice

4. SMS Communications Disclosure

5. Cookies and Tracking Technologies

We use cookies and similar technologies for website functionality, analytics, and security. You may disable cookies through your browser, but some features of the site may not function properly.

6. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Privacy Policy or as required by law.

7. Data Security

We implement reasonable technical and organizational measures to safeguard personal information. However, no system can be guaranteed 100% secure.

8. Children’s Privacy

Our Services are not directed to children under 18. We do not knowingly collect information from minors. If you believe we have collected such information, please contact us so we can remove it.

9. Your Privacy Rights

Depending on your state of residence, you may have rights to:

• Access and review the personal information we hold about you

• Request correction or deletion of your information

• Opt out of certain tracking technologies

To exercise your rights, contact us using the details below.

10. U.S. State-Specific Rights (California & Others)

Residents of California and certain other U.S. states may have additional rights under state privacy laws, including:

• The right to know what categories of data we collect

• The right to request deletion

• The right to opt out of certain data uses

We do not sell or share personal information with third parties for commercial purposes.

11. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last Updated” date above reflects the most recent revision. Updates will be posted on this page.

12. Contact Us

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

Live Oak Estate Planning
Email: info@liveoakestateplanning.com

Phone: (909) 206-2892