Effective Date: 03/18/2026
Last Updated: 10/08/2026
1. Introduction
Davis & Davis LLP (“we,” “us,” or “our”) operates the website davisestateplanning.com (the “Site”). This Privacy Policy describes the types of information we collect from visitors and prospective clients, how we use and protect that information, and the choices available to you regarding your personal data. This Policy applies to all information collected through the Site, including through our estate planning intake form, newsletter signup, and any other interactive features we offer.
2. Information We Collect
2.1 Information You Provide Directly
When you complete our estate planning intake form or otherwise interact with the Site, we may collect the following specific data fields:
Estate Planning Intake Form
Full Name: Your first and last name, as entered in the intake form name field.
Preferred Contact Method: Your selected preference for how you would like us to reach you (for example, phone, email, or text message).
Estate Planning Type (Multi-Select): The specific estate planning service(s) you are interested in, selected from a predefined list of options (for example, wills, trusts, powers of attorney, advance healthcare directives, or other estate planning instruments).
Minor/Dependent Planning Interest: Your indication of whether you have minor children or dependents for whom you wish to establish guardianship, custodial, or trust arrangements as part of your estate plan.
Real Estate Ownership: Your indication of whether you currently own real property, which may be relevant to your estate planning needs.
Approximate Estate Value: A general range or estimate of the total value of your estate, as selected or entered on the intake form.
Preferred Timeframe: Your selected preference for when you would like to begin or complete the estate planning process.
Goals/Situation (Free-Text Field): Any additional information you choose to provide in your own words regarding your estate planning goals, family situation, concerns, or other relevant details.
Newsletter Signup
Email Address, First Name, and Last Name: Collected when you voluntarily subscribe to our newsletter or email communications.
2.2 Information Collected Automatically
When you visit the Site, certain information may be collected through cookies and analytics tools. Except for strictly necessary cookies, these technologies do not operate until you provide consent through our cookie banner (see Section 5). Where you consent, this information may include:
Your Internet Protocol (IP) address
Browser type and version
Operating system
Pages visited, time spent on pages, and referring/exit URLs
Device identifiers and general geographic location (city or region level)
3. How We Use Your Information
We use the information we collect for the following purposes:
To respond to your inquiry and evaluate your estate planning needs based on the intake form data you submit.
To contact you using your preferred contact method regarding consultations, appointments, or follow-up communications.
To send newsletters, educational content, and updates about our services to subscribers who have opted in.
To improve, maintain, and optimize the functionality and content of the Site.
To analyze usage trends and user behavior in aggregate for internal business purposes, where you have consented to analytics.
To comply with applicable legal obligations, enforce our Terms and Conditions, and protect our rights.
4. Third-Party Sharing and Disclosure
We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We may share your information in the following limited circumstances:
Service Providers: We work with trusted third-party vendors who assist us with website hosting, analytics, email delivery, and other operational functions. These providers are contractually obligated to use your information solely to provide services to us and to maintain appropriate confidentiality safeguards. The specific providers we currently use include:
- Google Analytics (Google LLC): Provides website analytics. Loaded only after you consent to analytics cookies. It may receive your IP address, device and browser information, and on-site interaction data. See Google’s Privacy Policy at policies.google.com/privacy.
- Mailchimp (Intuit Inc.): Processes newsletter subscriber information (name and email address) to deliver our email communications. See Mailchimp’s privacy practices at intuit.com/privacy.
- accessiBe (accessWidget): Provides accessibility features on the Site. It processes limited data (such as IP address, page URL, and on-page interactions) transiently to deliver accessibility functionality, sets no tracking cookies, and does not use the data for advertising. See accessibe.com/privacy-notice.
- Website Hosting: Our hosting provider stores and serves the Site and its data on our behalf.
Form Spam Protection: We protect our forms using a self-hosted, privacy-friendly challenge that runs on our own servers. It transmits no data to third parties and sets no cookies.
Legal Compliance: We may disclose your information if required by law, regulation, subpoena, court order, or other governmental request, or when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
Business Transfers: In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.
5. Cookies, Analytics, and Your Consent
The Site uses cookies and similar technologies. Cookies are small data files stored on your device. We group them into two categories:
- Strictly Necessary Cookies: Required for the Site to function (for example, storing your cookie consent choice and maintaining form sessions). These are always active.
- Analytics Cookies: Used to understand Site traffic and usage. We use Google Analytics for this purpose.
We use a consent management tool that displays a cookie banner when you first visit the Site. Analytics and other non-essential cookies and scripts are blocked and do not run until you affirmatively accept them. You may decline, and you may change or withdraw your consent at any time through the cookie settings on the Site. Closing the banner, scrolling, or continuing to browse is not treated as consent.
We honor Global Privacy Control (GPC) browser signals. If your browser transmits a GPC signal, we treat it as a valid request to opt out of the sale or sharing of personal information.
For a current, detailed list of the specific cookies we use, their purpose, and their duration, please see our Cookie Policy.
6. Your Rights Under the California Consumer Privacy Act (CCPA)
If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), grants you specific rights regarding your personal information. Davis & Davis LLP honors these rights as follows:
6.1 Right to Know
You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources from which that information was collected, the business or commercial purpose for collecting the information, and the categories of third parties with whom we share it.
6.2 Right to Delete
You have the right to request the deletion of the personal information we have collected from you, subject to certain exceptions permitted by law (for example, where retention is necessary to complete a transaction, comply with a legal obligation, or detect security incidents).
6.3 Right to Correct
You have the right to request that we correct inaccurate personal information we maintain about you, subject to verification.
6.4 Right to Opt-Out of Sale or Sharing
Davis & Davis LLP does not sell your personal information, nor do we share it for cross-context behavioral advertising purposes. We also honor Global Privacy Control (GPC) signals as a valid opt-out request. If our practices change in the future, we will update this Policy and provide you with the ability to opt out in accordance with the CCPA.
6.5 Right to Non-Discrimination
We will not discriminate against you for exercising any of your CCPA rights. You will not receive different pricing, a different quality of service, or be denied services for making a rights request.
6.6 How to Submit a Request
To exercise any of the rights described above, please contact us at:
Email: eric@davisestateplanning.com
Phone: 818-476-5333
We will verify your identity before fulfilling any request and will respond within 45 days as required by law. You may also designate an authorized agent to submit a request on your behalf.
7. Data Retention
We retain your personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including to satisfy applicable legal, accounting, or reporting requirements. Specifically:
Intake form submissions are retained for 90 days following submission, or for the duration of any client relationship, whichever is longer.
Newsletter subscriber information is retained until you unsubscribe or request deletion.
Automatically collected analytics data is retained in accordance with the retention settings of the applicable analytics platform.
When personal information is no longer required, we will securely delete or anonymize it.
8. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect the personal information we collect from unauthorized access, disclosure, alteration, or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
9. Children’s Privacy
The Site is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal data from a minor, we will take steps to delete that information promptly.
10. Links to Third-Party Websites
The Site may contain links to external websites operated by third parties. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any external site you visit.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the “Last Updated” date at the top of this document. We encourage you to review this Policy periodically.
12. Contact Information
If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:
Davis & Davis LLP
Website: davisestateplanning.com
Email: eric@davisestateplanning.com
Phone: 818-476-5333