Privacy Policy
Effective Date: January 26, 2026
www.elderlegalsolutionsllp.com1. Scope
This Privacy Policy applies to personal information collected through:
- The Website and its web forms
- Email, phone calls, and other communications with the Firm
- SMS/text messaging programs administered by or on behalf of the Firm
This Privacy Policy does not cover information collected offline except where stated (e.g., intake by phone that is entered into Firm systems).
2. What Personal Information Is Collected
Depending on how an individual interacts with the Firm, the Firm may collect the following categories of personal information:
2.1 Information Provided Directly by the User
- Identifiers and contact details: name, mailing address, email address, telephone number
- Client/intake information: information submitted in contact forms or during intake (which may include family, financial, medical, and other sensitive information relevant to estate planning, elder law, probate, guardianship, or related matters)
- Communication content: messages, questions, and information provided through forms, email, chat, or SMS
- Appointment and scheduling information
2.2 Information Collected Automatically
- Device and usage data: IP address, browser type, device identifiers, operating system, pages viewed, time spent, referring/exit pages, and clickstream data
- Cookies and similar technologies: used to support Website functionality, analytics, and user experience
2.3 Information from Third Parties
- Service providers may provide limited data necessary to operate the Website, scheduling, communications, analytics, and SMS delivery (e.g., message delivery status)
- If permitted and applicable, marketing/analytics providers may supply aggregated or de-identified insights
3. How Personal Information Is Used
Personal information may be used for the following business and operational purposes:
- To provide and administer services: respond to inquiries, schedule consultations, conduct intake, and provide legal services when engaged
- To communicate: send confirmations, reminders, respond to requests, and provide client/customer care
- To operate and improve the Website: maintain functionality, troubleshoot, analyze performance, and enhance user experience
- To maintain security and prevent fraud: detect, investigate, and prevent security incidents and misuse
- To comply with legal and ethical obligations: including trust accounting, recordkeeping, and responding to lawful requests
- Marketing/communications (where permitted): send Firm updates or information an individual has requested, subject to opt-out rights and applicable law
5. SMS/Text Messaging Terms & Conditions
These SMS Terms & Conditions apply to any SMS/text messaging program offered by the Firm.
5.1 Program Description / Types of Messages
By opting into SMS from a web form, intake process, or other medium, individuals agree to receive SMS/text messages from Elder Legal Solutions LLP. Messages may include, by way of example:
- Appointment confirmations and reminders
- Client/customer care messages and responses to inquiries
- Intake and scheduling coordination
- Office or service-related updates (e.g., document request reminders, status check-ins)
5.2 Messaging Frequency
Messaging frequency may vary.
5.3 Message and Data Rates
Message and data rates may apply, depending on the recipient's mobile plan and carrier.
5.4 Opt-Out
To opt out at any time, text STOP. After texting STOP, the recipient should receive a confirmation message and will no longer receive SMS messages from the program (except where necessary to confirm the opt-out).
5.5 Help
For assistance, text HELP or visit our website at www.elderlegalsolutionsllp.com.
5.6 Where to Find Privacy Policy and Terms
- Visit www.elderlegalsolutionsllp.com for the Privacy Policy
- Visit www.elderlegalsolutionsllp.com for the Terms of Service
5.7 Consent and Condition of Purchase/Services
SMS opt-in consent is provided voluntarily. SMS consent is not a condition of purchasing services or engaging the Firm, to the extent applicable.
7. Data Security
The Firm maintains reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission over the internet or method of electronic storage is entirely secure; therefore, absolute security cannot be guaranteed.
8. Data Retention
Personal information is retained for as long as reasonably necessary to:
- Provide services and maintain business records
- Comply with legal, ethical, regulatory, and insurance obligations
- Resolve disputes and enforce agreements
9. User Choices and Rights
Depending on the nature of the relationship and applicable law, individuals may request:
- Access to certain personal information held by the Firm
- Correction of inaccurate information
- Deletion of information, subject to legal/ethical retention requirements
- Opt-out of certain communications (including SMS via STOP, and marketing emails via unsubscribe links where available)
10. Children's Privacy
The Website is not intended for children under 13, and the Firm does not knowingly collect personal information from children under 13 through the Website.
11. External Links
The Website may contain links to third-party sites. The Firm is not responsible for the privacy practices or content of third-party websites.
12. Changes to This Privacy Policy
The Firm may update this Privacy Policy from time to time. Updates will be posted on this page with a revised "Effective Date." Continued use of the Website after posting constitutes acceptance of the updated policy.
13. Contact Information
Elder Legal Solutions LLP
Website: www.elderlegalsolutionsllp.com
For general inquiries, use the contact form on the Website or the Firm contact details listed there.