Privacy Policy
Last Updated: May 2026
Cornerstone Wealth & Legacy Law, PLLC ("the Firm," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect through this website, how we use it, and the choices you have. By using this website, you agree to the practices described below.
Information We Collect
We collect information you choose to provide and certain information automatically when you visit the site.
Information you provide
- Contact details such as your name, email address, and phone number when you submit a form or request a consultation.
- Information you enter into our self-guided planning tools or account portal, including details about your estate planning goals.
- The content of any message you send to us.
Information collected automatically
- Basic technical data such as browser type, device type, and pages visited, collected through standard web analytics.
- Cookies and similar technologies used to operate the site and understand how it is used. You can disable cookies in your browser settings.
How We Use Information
- To respond to your inquiries and schedule consultations.
- To provide, maintain, and improve our website, tools, and client portal.
- To deliver documents and services you request.
- To comply with legal and professional obligations.
We do not sell your personal information.
How We Share Information
We share information only as needed to operate the Firm and this website, including with:
- Service providers that host our website, process payments, send email, or provide similar functions on our behalf, subject to confidentiality obligations.
- Authorities or third parties when required by law, court order, or to protect our legal rights.
Third-Party Services
This site uses third-party services that may collect information under their own privacy policies, including payment processing, scheduling, email delivery, and analytics. We encourage you to review the privacy policies of those providers.
Text Messaging (SMS)
If you provide your mobile phone number and consent — by calling the Firm and agreeing to be texted, or by submitting a form on this website that includes SMS consent language — we may send you text messages such as appointment confirmations, appointment reminders, and follow-ups regarding your inquiry.
What we collect: your name and mobile phone number, and the content of messages you exchange with us.
How we use it: solely to communicate with you about scheduling and your inquiry or matter. We do not use your number for unrelated marketing without your consent.
How we share it: we use a messaging service provider to deliver texts on our behalf, subject to confidentiality obligations. SMS consent is not shared with third parties or affiliates, and your mobile information is not sold, rented, or shared for their own marketing purposes.
Your control: message frequency varies, and message and data rates may apply. You can opt out at any time by replying STOP, and get help by replying HELP or contacting us at (877) 867-6077. See our SMS Terms of Service for details.
Data Security
We use reasonable administrative and technical safeguards designed to protect the information we collect. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please do not send confidential information through unsecured channels.
Children's Privacy
This website is not directed to children under 18, and we do not knowingly collect personal information from children.
Your Choices
You may request access to, correction of, or deletion of the personal information you have provided to us by contacting the Firm using the details below. We will respond consistent with applicable law and our professional obligations.
Changes to This Policy
We may update this Privacy Policy from time to time. The "Last Updated" date above reflects the most recent revision. Continued use of the site after changes are posted constitutes acceptance of the revised policy.
Contact Us
Questions about this Privacy Policy may be directed to Cornerstone Wealth & Legacy Law, PLLC by phone at (877) 867-6077. You may also reach us through our contact page.