Cassadas Legacy Planning is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, store, and protect information obtained through our website.

Please review this policy carefully to understand our practices.

1. Information We Collect

When you interact with our website — including scheduling a consultation, submitting a contact form, subscribing to updates, or making a payment — you may be asked to provide certain personal information.

This may include:

• Name

• Email address

• Mailing address

• Telephone number

• Payment information

• Other details relevant to your inquiry or service request

You may also visit our website anonymously.

2. How We Use Your Information

Information collected through our website may be used to:

• Respond to inquiries and provide requested services

• Process payments and transactions

• Communicate regarding appointments or services

• Send newsletters or educational updates (if you opt in)

• Improve website functionality and user experience

• Comply with legal and regulatory obligations

We use information only for legitimate business purposes and in a manner consistent with applicable laws.

3. Protection of Your Information

We implement appropriate technical and administrative safeguards to protect personal information.

• Our website is routinely monitored for security vulnerabilities.

• Personal information is maintained within secure systems.

• Access to sensitive information is limited to authorized individuals who are required to maintain confidentiality.

• Payment information is encrypted using Secure Socket Layer (SSL) technology.

• Transactions are processed through secure third-party payment gateways and are not stored on our servers.

While we take reasonable steps to protect information, no online transmission is completely secure. Users submit information at their own risk.

4. Cookies and Website Tracking

Our website may use cookies and similar technologies to enhance user experience.

Cookies are small data files stored on your device that allow the website to recognize returning visitors and analyze site usage patterns.

We may use cookies to:

• Improve website performance

• Understand visitor behavior

• Enhance site functionality

You may disable cookies through your browser settings. However, doing so may limit certain website features.

We may utilize trusted third-party analytics services to help us understand website traffic and usage trends.

5. Disclosure of Information to Third Parties

We do not sell, trade, or rent your personally identifiable information to third parties.

Information may be shared with:

• Website hosting providers

• Payment processors

• Service providers assisting in business operations

These third parties are required to maintain confidentiality and use information solely for authorized purposes.

We may also disclose information if required to comply with legal obligations, enforce site policies, or protect rights, property, or safety.

Telephone numbers and text messaging opt-in data will not be shared with third parties for marketing or promotional purposes.

6. California Online Privacy Protection Act (CalOPPA)

In compliance with CalOPPA:

• Users may visit our website anonymously.

• A link to this Privacy Policy is available on our homepage or the first significant page upon entering the site.

• Any updates to this policy will be posted on this page.

We honor “Do Not Track” (DNT) browser signals and do not engage in tracking behavior when such mechanisms are in place.

7. Data Breach Notification

If a data breach occurs affecting your personal information, we will take prompt corrective action and provide notice consistent with applicable law.

Notification may include:

• Website notification within one business day, when appropriate

• Email notification within seven business days, when required

8. Email Communications and CAN-SPAM Compliance

We collect email addresses in order to:

• Respond to inquiries

• Provide service-related communications

• Send requested information

• Deliver newsletters or educational content (if subscribed)

In accordance with the CAN-SPAM Act, we:

• Do not use misleading subject lines or email addresses

• Clearly identify marketing communications when applicable

• Include our physical business address in email communications

• Provide an easy opt-out mechanism

• Promptly honor unsubscribe requests

You may unsubscribe from marketing communications at any time by clicking the unsubscribe link included in our emails.

9. Contact Information

If you have any questions regarding this Privacy Policy or how your information is handled, please contact Cassadas Legacy Planning at alex@cassadaslaw.com (Email).