Effective Date: 04/27/25

At Goertz Law ("we," "us," or "our"), we are committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our estate planning services, visit our website, or interact with us.

By using our services, you consent to the practices described in this Privacy Policy.

Information We Collect

We may collect personal information when you:

- Visit our website

- Contact us by phone, email, or in person

- Complete client intake forms

- Engage us for legal services

The types of information we may collect include:

- Personal Identifiers such as name, address, phone number, email address, and date of birth

- Financial Information such as account numbers, assets, income, and liabilities

- Legal Information including wills, trusts, powers of attorney, and healthcare directives

- Online Information such as IP address, browser type, and website usage details

How We Use Your Information

We use your information to:

- Provide legal services and advice

- Communicate with you regarding your legal matters

- Maintain and improve our services

- Manage billing and collections

- Comply with legal and ethical obligations

We do not sell or rent your personal information to third parties.

Information Sharing and Disclosure

We may share your information:

- With your consent

- With service providers who assist us under confidentiality agreements

- To comply with legal obligations, court orders, or ethical rules

Data Security

We use reasonable administrative, technical, and physical measures to protect your information. However, no method of transmission over the internet or electronic storage is completely secure.

Your Privacy Rights

If you are a Texas resident, you have the right to:

- Request access to your personal information

- Request correction of inaccurate information

- Request deletion of your personal information, subject to legal and ethical obligations

To exercise these rights, please contact us using the information below.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a new effective date. We encourage you to review this policy periodically.