Privacy Policy

FAMILY ESTATE PLANNING LAW GROUP
PRIVACY POLICY
Last Updated: May 29, 2025

Family Estate Planning Law Group (“FEPLG,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and protect your information when you interact with us through our website, forms, chatbot, social media, or other platforms (“Sites”).

By using our Sites, you agree to the practices outlined in this Privacy Policy and our Terms of Use. If you do not agree with these policies, please do not use our Sites.

Introduction

This Privacy Policy applies to all digital platforms and forms of communication operated by FEPLG, including:

• www.feplg.com
• Our chatbot, Legacy Lou
• Online forms and consultation requests
• Social media channels
• Email communications
• Offline collection through phone or paper submissions

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The date of the most recent revision will always be listed at the top. Continued use of our Sites after any changes indicates your acceptance of the updated policy.

Types of Data We Collect

Personal Data

We collect information that identifies you as an individual when you fill out forms, contact us, or engage with our chatbot. This may include:

• Name, address, email, phone number
• Date of birth and marital status (as applicable)
• Legal needs or questions
• Information provided via intake forms or phone calls
• Billing or payment information (if applicable)

Non-Personal Data

We automatically collect non-identifying information through cookies and similar technologies, such as:

• IP address, browser type, device type
• Site usage behavior, clicks, and page views
• Referral links, time on site, and geographic region

How is Personal Information Protected?

We take certain appropriate security measures to help protect your personal information from accidental loss and from unauthorized access, use or disclosure. However, we cannot guarantee that unauthorized parties will always be unable to defeat our security measures.

How We Use Your Information

We use your information to:

• Respond to inquiries and provide legal service information
• Schedule consultations and deliver requested services
• Follow up on chatbot or form submissions
• Send educational materials, updates, or event invitations
• Customize and improve your user experience
• Meet legal and ethical obligations as a law firm

By submitting your information, you consent to FEPLG contacting you via email, phone, or other channels.

Legal Basis for Processing

We process your data based on:

• Your consent (e.g., opting in to be contacted)
• The performance of a contract (e.g., providing legal services)
• Our legitimate interest (e.g., improving services or marketing)
• Compliance with legal obligations (e.g., bar regulations)

7. How We Share Your Data

We do not sell your personal information. We may share data only as necessary with:

• Trusted vendors (e.g., website platforms, CRM systems, email services)
• Legal or regulatory authorities when required
• Our professional partners (e.g., financial advisors, CPAs) at your request
• Social media platforms to serve targeted legal education or awareness ads

In the event of a firm reorganization, merger, or acquisition, your data may be transferred in accordance with this policy.

Your Rights & Managing Your Preferences

You may:

• Request access to your personal data
• Ask us to correct, update, or delete your data
• Withdraw consent for communications at any time
• Opt out of emails using the unsubscribe link provided

To exercise any of these rights, contact us at [email protected].

Third-party Services

We may use services hosted by third parties to understand user behavior and improve our Website. You can manage cookie settings in your browser. Disabling cookies may limit certain features.

We use a third-party analytics provider (Google Analytics) to help us understand how visitors use our site. Google Analytics uses cookies to collect information about our visitors, but it does not receive personally identifiable information through these cookies and is prohibited from combining, matching, or cross-referencing information from our site with any other information. You can review the Google Analytics privacy policy for additional information.

Our website may also use the Google AdWords “remarketing” service to serve advertising on third-party websites (including Google) to previous visitors of our site. This service also uses cookies, and any information collected will be in accordance with this privacy policy and Google’s privacy policy.

You may be able to opt-out of the collection and use of information for ad targeting by some third parties by visiting www.aboutads.info/choices.

Children’s Privacy

Our Website is not intended for children under 13, and we do not knowingly collect personal information from children.

Data Retention

We retain your personal data only as long as needed to fulfill the purposes described in this policy, unless a longer period is required by law. If you request deletion, we will remove your information from our active records unless retention is legally or administratively required.

Data Security

We implement industry-standard measures to safeguard your data. However, no internet transmission is 100% secure. We recommend caution when sharing personal information online.

Breach Notification

In the event of a data breach that affects your personal information, we will notify you in accordance with applicable laws using email, phone, or other appropriate means.

External Links

Our Website may link to third-party websites or resources. We are not responsible for the privacy or security of those sites and encourage you to review their individual policies.

California Privacy Rights

California residents are entitled to request information about the sharing of their personal data with third parties for direct marketing purposes. To exercise these rights, contact us using the details below.

International Users

Our Website is hosted in the United States. If you access it from outside the U.S., your data may be transferred and processed under U.S. laws, which may differ from those in your country.

Contact Information

If you have any questions about this Privacy Policy or would like to exercise your rights, please contact us:

Family Estate Planning Law Group
6 Kimball Lane, Suite 340
Lynnfield, MA 01940
(781) 246-8200
[email protected]