Intake Questionnaire

Privacy Policy
Introduction
This Privacy Policy outlines how we collect, use, and protect your personal information when you use our Estate Planning questionnaire. By accessing and using our services, you agree to the terms outlined below.
Information We Collect
We collect the following types of personal information:
1. Contact Information: Names, addresses, phone numbers, and email addresses.
2. Financial Details: Assets, liabilities, income, and expenses.
3. Beneficiary Information: Names, relationships, and contact details.
4. Trustee and Successor Information: Names and roles.
Use of Personal Information
Your personal information will be used solely for the purpose of estate planning services. We will:
1. Process Your Requests: Use the information to create legal documents (trusts, wills, etc.).
2. Communicate with You: Contact you regarding your estate planning needs.
3. Ensure Accuracy: Verify and update information as needed.
Confidentiality and Security
1. Confidentiality: We treat your personal information with strict confidentiality.
2. Security Measures: We employ industry-standard security measures to protect your data.
3. Third-Party Tools: While we take precautions, we cannot guarantee the security of third-party tools used to build the questionnaire.
Consent
By submitting your information, you consent to its use for Estate Planning purposes.
Disclaimer
We are not responsible for breaches resulting from third-party tools or page builders.
Applicable Laws
This policy complies with California state laws. Any disputes related to privacy will be subject to California jurisdiction.
Contact Us
If you have any questions or concerns, please contact us at keila@intervivosplan.com.
Certainly! Let’s delve into the federal and state data privacy laws in the United States that protect individuals’ privacy:
1. Federal Data Privacy Laws:
o Privacy Act: Enacted in 1974, the Privacy Act governs the collection, use, and dissemination of personally identifiable information (PII) held by federal agencies. It ensures that U.S. citizens and permanent residents have rights related to their data. Key provisions include:
 Access Rights: Citizens can access data held by government agencies.
 Data Minimization: Agencies must follow data minimization principles when handling personal data.
 Restrictions on Information Sharing: Sharing information between federal and non-federal agencies is restricted.
The contact form sends information by non-encrypted email, which is not secure. Submitting a contact form, sending a text message, making a phone call, or leaving a voicemail does not create an attorney-client relationship.