Effective Date: January 26, 2026

This Privacy Policy explains how Elder Legal Solutions LLP ("Elder Legal Solutions," "the Firm," "we," "us," or "our") collects, uses, discloses, and protects personal information obtained through www.elderlegalsolutionsllp.com (the "Website") and related communications, including SMS/text messaging.

1. 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

4. Who Personal Information Is Shared With

The Firm may share personal information only as reasonably necessary for the purposes described above, including with:

4.1 Service Providers (Processors)

Vendors who provide services to the Firm, such as:

Website hosting and IT support
Client relationship management (CRM) and intake systems
Scheduling and calendar tools
Analytics services
SMS/text messaging platform providers and telecommunications partners for message delivery
Email and communications providers

These providers are engaged to perform services on the Firm's behalf and are expected to use information only as needed to provide those services.

4.2 Legal, Compliance, and Safety

Information may be disclosed:

To comply with applicable law, regulation, court order, subpoena, or lawful request
To protect the rights, property, and security of the Firm, clients, users, or others
To enforce Website terms and protect against misuse

4.3 Business Transfers

If the Firm undergoes a merger, acquisition, reorganization, dissolution, or sale of assets, information may be transferred as part of that transaction, subject to appropriate confidentiality protections.

4.4 Important SMS Consent Disclosure

Mobile Opt-in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

5. 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.

Privacy Policy