Privacy Policy

Golden State Legacy Planning, PC

Effective Date: April 10, 2026
Last Updated: April 10, 2026

Golden State Legacy Planning, PC ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website at https://www.goldenstatelegacy.com (the "Website") or engage our legal services. Please read this Privacy Policy carefully. By accessing or using our Website, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please discontinue use of our Website.

Please be advised that this is related to our website use, and our privacy policy for how we represent you is different and based on the applicable law, regulations, Professional Rules, advisory opinions and guidance, Client’s Bill of Rights, and other related confidentiality measures that we have employed in our law firm. This information will be presented/explained to you at the time of retaining us, and is further available upon request.

Information We Collect

We may collect personal information that you voluntarily provide to us when you interact with our Website or contact our firm. This information may include your name, email address, telephone number, mailing address, and any other information you choose to provide through contact forms, consultation request forms, or other communications with our office. These are standard website collection practices that most other websites, particularly those serving law firms and lawyers, will typically collect.

We may also collect certain information automatically when you visit our Website. This usage data may include your Internet Protocol (IP) address, browser type and version, the pages of our Website that you visit, the date and time of your visit, the amount of time spent on individual pages, unique device identifiers, and other diagnostic and analytical data. These are standard collection practices that most other websites typically collect.

Cookies and Tracking Technologies

Our Website may use cookies and similar tracking technologies to enhance your browsing experience and analyze how our Website is used. Cookies are small data files placed on your device when you visit a website. You may instruct your browser to refuse all cookies or to alert you when a cookie is being placed. However, if you choose not to accept cookies, some portions of our Website may not function as intended.

We may also use third-party analytics services, such as Google Analytics, that use cookies and similar technologies to collect and analyze information about use of our Website and to report on activities and trends. These third-party services may also collect information about your use of other websites, applications, and online resources.

The use of cookies and tracking technologies such as Google Analytics and other website visitor counters are typical and industry standard.

How We Use Your Information

We use the information we collect for the following purposes: to provide, operate, and maintain our Website; to respond to your inquiries, requests, and communications; to schedule consultations and manage our client relationships; to improve and personalize your experience on our Website; to analyze usage trends and Website performance; to comply with applicable legal obligations; and to protect against unauthorized access, fraud, or other illegal activity.

Disclosure of Your Information

We do not sell, trade, or rent your personally identifiable information to third parties for marketing or promotional purposes. We may share your information with trusted third-party service providers who assist us in operating our Website, conducting our business, or providing services to you, provided that those parties agree to keep your information confidential. We may also disclose your information if required to do so by law, in response to valid legal process, to protect our rights or property, to enforce our Website policies, or to protect the safety of any person.

California Privacy Rights

If you are a California resident, you may have certain rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), depending on whether our firm meets the applicable statutory thresholds. These rights may include the right to know what personal information we collect about you and how it is used, the right to request deletion of your personal information, the right to correct inaccurate personal information, and the right to opt out of the sale or sharing of your personal information. We do not sell or share your personal information as those terms are defined under the CCPA/CPRA.

Under the California Online Privacy Protection Act (CalOPPA), we are required to disclose how we respond to Do Not Track (DNT) browser signals. At this time, our Website does not respond to DNT signals. We will update this policy if we adopt a DNT standard in the future.

Under California Civil Code Section 1798.83, also known as the "Shine the Light" law, California residents may request information regarding the disclosure of personal information to third parties for their direct marketing purposes. As stated above, we do not disclose personal information to third parties for their direct marketing purposes.

Data Retention

We will retain your personal information only for as long as is reasonably necessary to fulfill the purposes for which it was collected, to comply with our legal obligations, to resolve disputes, and to enforce our agreements. When your personal information is no longer needed, we will securely delete or anonymize it.

Data Security

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect the personal information we collect. However, no method of transmission over the Internet or method of electronic storage is completely secure. While we strive to protect your information, we cannot guarantee its absolute security in today’s world.

This is different than how we manage your data security as a client of our law firm, where we meet or exceed all legal requirements in the practice of law.

Third-Party Websites

Our Website may contain links to third-party websites, services, or resources that are not operated or controlled by us. We are not responsible for the privacy practices or content of these third-party websites. We encourage you to review the privacy policy of every website you visit. We often provide these links to other websites for your further reading and education on a topic, whether a similar issue, a narrow definition, or on a broader, background piece.

Children's Privacy

Our Website and legal services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we learn that we have collected personal information from a child under 18, we will take steps to delete that information promptly to the best of our ability. If you believe that a child under 18 has provided us with personal information, please contact us at the information provided below. That all said, since we are a law firm and lawyer, our website does not have content that is inappropriate for children in any manner.

SMS Messaging Privacy Policy

Golden State Legacy Planning, PC values your privacy and is committed to protecting the information you provide when you opt in to receive text messages from our firm.

Data Usage: We collect your mobile phone number and related opt-in information solely for the purpose of sending you text messages related to our legal services, including appointment reminders, account updates, and other informational communications. Your mobile phone number and opt-in data will not be sold, shared with, or disclosed to third parties or affiliates for marketing or promotional purposes. All of the foregoing categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances. We are not responsible for messages that are not sent due to delays or errors of cell phone carriers, whether that is our servicer or yours.

Opt-Out: You may stop receiving text messages from us at any time by replying STOP to any message you receive. Upon receipt of your opt-out request, we will confirm your removal and cease sending further text messages to your number.

Support: If you need assistance with our text messaging program or have questions about your messages, you may contact us by emailing support@goldenstatelegacy.com, by visiting our Website at https://www.goldenstatelegacy.com, or by replying HELP to any text message you receive from us.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, applicable laws, or for other operational or legal reasons. When we make changes, we will update the "Last Updated" date at the top of this page and post the revised Privacy Policy on our Website. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Golden State Legacy Planning, PC

Email: support@goldenstatelegacy.com

Website: https://www.goldenstatelegacy.com