Privacy Policy

Effective Date: June 23, 2025

At Trusts & Wealth, PLLC, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how Trusts & Wealth, PLLC collect, use, disclose, and safeguard your information when you visit our website or engage with us online.

Contact Information

Email: contact@trustsandwealth.com
Phone: (703) 745‑5565

1. Information We Collect

We collect the following categories of information:

  • Personal Information: Names, phone numbers, addresses, email addresses, and relationship details related to your estate planning (including family members, fiduciaries, and beneficiaries).

  • Sensitive Information: Uploaded documents, financial information, intake form responses, health information you might choose to share when discussing a need for government benefits, and payment details shared through secure third-party platforms.

  • Usage Data: IP address, browser type, device information, and pages visited, collected via cookies and analytics tools.

2. How We Collect Information

Information is collected through:

  • Contact forms and intake questionnaires (e.g., DecisionVault)

  • Appointment scheduling (e.g., Calendly)

  • Live chat (e.g., Tidio)

  • Analytics tools (e.g., Google Analytics, Meta/Facebook Pixel)

  • Newsletter subscriptions (e.g., Mailchimp)

  • Payment platforms (e.g., PayPal, Stripe)

  • Communication tools (e.g., Dialpad, ReceptionHQ)

The Price Estimate and Probate Calculator on the Pricing page is intended as a resource for website users to assess their potential probate costs. The form fields include examples of potential financial information that may influence probate costs. This information is only processed on the user’s browser and is not shared with or saved by the firm. Should the website user decide to retain the services of the firm, the user will complete an intake form through a secure customer portal.

3. How We Use Your Information

We use the collected information to:

  • Communicate with you about your legal matters

  • Respond to your inquiries and schedule consultations

  • Provide legal services and document preparation

  • Send newsletters, legal updates, or marketing content (you may opt out at any time)

  • Improve our website and user experience through analytics and feedback

  • Process payments and maintain secure records

  • Comply with legal and ethical obligations

4. How We Share Your Information

We do not sell your personal information. We may share data:

  • With service providers under contract who assist with intake, communication, payments, or marketing (e.g., VirtualGalFriday.com, ReceptionHQ, Mailchimp)

  • With co-counsel or experts, but only with your express consent

  • With advertising and analytics services to help us understand website performance and improve outreach (e.g., Google Analytics, Facebook/Meta Pixel)

  • When required by law, court order, or regulatory obligation

  • Mobile phone contact information will not be shared or sold to third parties for marketing purposes.

5. Use of Cookies and Tracking Technologies

We use cookies and similar technologies for:

  • Website functionality

  • Analytics and performance

  • Remarketing and advertising

You can control cookie settings through your browser preferences. Our website may display a cookie banner if required.

6. Data Security

We implement physical, technical, and administrative safeguards to protect your personal data, including:

  • SSL encryption

  • Secure platforms for intake, payment, and communication (e.g., Clio, Google Workspace, Stripe, PayPal)

  • Restricted access to sensitive client information

7. Your Rights and Choices

Under the Virginia Consumer Data Protection Act (VCDPA), you may:

  • Request access to the personal data we hold about you

  • Request correction or deletion of your information

  • Opt out of marketing communications at any time (via unsubscribe links or by contacting us directly)

To make a request, email us at contact@trustsandwealth.com or call (703) 745‑5565.

8. Children’s Privacy

Our services and website are not directed toward children under the age of 18. We do not knowingly collect information from minors.

9. Compliance

We comply with all applicable data privacy laws, including:

  • Virginia Consumer Data Protection Act (VCDPA)

  • Gramm‑Leach‑Bliley Act (GLBA)

  • Legal ethics rules and professional conduct obligations

10. Third‑Party Services

We use reputable third‑party vendors (e.g., Squarespace, Clio, Stripe, PayPal) that may collect data according to their own privacy policies. We encourage you to review their policies if you have concerns.

11. Social Media

We maintain official pages on social media platforms, including but not limited to LinkedIn, Facebook, Instagram, and YouTube. If you interact with us on these platforms (e.g., by commenting, liking, or messaging us), your information may be visible to the public and subject to the privacy policies of those platforms. We recommend reviewing each platform’s privacy settings and policies for details on how your data is used and shared.

If you contact us through social media messaging tools, we may use that information to respond to your inquiry but will not use or disclose it beyond that purpose unless required or permitted by law.

We do not control how social media platforms collect or process your data. For more information, please refer to:

12. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

13. Contact Us

If you have questions or want to exercise your data rights, you can reach us at:

Email: contact@trustsandwealth.com
Phone: (703) 745‑5565