LEGAL
Privacy
Policy
Effective Date: April 1, 2026
Introduction
Casey Estate & Business Planning, A Professional Law Corporation (“we,” “us,” or “our”) operates the website caseyplanning.com (the “Website”).
This Privacy Policy explains how we collect, use, and protect information you provide when visiting our Website.
By accessing or using our Website, you agree to the terms of this Privacy Policy.
No Attorney-Client Relationship
Use of this Website, including sending messages through contact forms, email, or other communications, does not create an attorney-client relationship between you and Casey Estate & Business Planning, A Professional Law Corporation.
An attorney-client relationship is formed only after the firm has agreed to represent you and a written engagement agreement has been executed.
Information contained on this Website is provided for general informational purposes only and should not be considered legal advice.
Information We Collect
We may collect certain information when you visit or interact with our Website.
Personal Information You Provide
You may voluntarily provide personal information when contacting us through forms, email, or other communications. This information may include:
- Name
- Email address
- Phone number
- Mailing address
- Any information you choose to include in a message to us
Providing this information is voluntary. However, certain features of the Website may require this information in order for us to respond to your request.
Confidentiality Warning for Contact Forms
Please do not send confidential, sensitive, or privileged information through this Website or through any contact forms.
Information submitted through the Website may not be treated as confidential until an attorney-client relationship has been formally established.
Before we agree to represent you, we must conduct a conflict-of-interest review and confirm representation through a written engagement agreement.
Automatically Collected Information
When you visit the Website, certain information may be collected automatically through standard internet technologies such as cookies and analytics tools.
This information may include:
• IP address
• Browser type and version
• Device type
• Pages visited on the Website
• Date and time of visits
• Time spent on pages
• Referring website addresses
This information helps us improve the functionality and performance of the Website.
Cookies
Cookies are small files stored on your device that allow websites to recognize your browser.
We may use cookies to:
• Improve Website functionality
• Analyze Website usage
• Remember user preferences
You may disable cookies through your browser settings, though doing so may limit some Website functionality.
How We Use Information
We may use the information collected to:
• Respond to inquiries or communications
• Provide information about our legal services
• Improve the Website and user experience
• Monitor Website performance and usage
• Maintain security and prevent misuse of the Website
• Comply with legal obligations
We do not sell personal information to third parties.
Sharing of Information
Service Providers
We may share information with third-party vendors that help operate the Website, such as website hosting providers, analytics services, and IT service providers. These providers may only use information as necessary to perform services on our behalf.
Legal Requirements
We may disclose information if required by law or if necessary to comply with legal obligations, protect the rights or safety of our firm or others, or prevent fraud or misuse of the Website.
Data Security
We take reasonable administrative and technical measures to protect the information submitted through the Website.
However, no internet transmission or electronic storage system can be guaranteed to be completely secure.
California Privacy Rights (CCPA/CPRA)
If you are a California resident, you may have certain rights regarding your personal information under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).
These rights may include the right to request disclosure of personal information we collect about you, request deletion of your personal information, correct inaccurate personal information, and know whether personal information is sold or shared.
We do not sell personal information.
To submit a request regarding your personal information, please contact us using the email listed below. We will respond to verified requests in accordance with applicable law.
Do Not Track Signals
Some browsers offer a “Do Not Track” feature that signals websites not to track your online activity. Our Website does not currently respond to Do Not Track signals.
Links to Third-Party Websites
Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies.
Children’s Privacy
This Website is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
If we become aware that personal information from a child has been collected without parental consent, we will delete such information.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Casey Estate & Business Planning, A Professional Law Corporation
Email: information@caseyplanning.com