Privacy Policy

1. Information We Collect

We collect information you provide directly to us and information collected automatically when you use our website.

• Information you provide, which may include: your name, mailing address, email address, telephone and mobile number; information you submit through intake questionnaires, contact forms, and scheduling tools; financial, family, asset, and beneficiary information necessary to provide estate planning, probate, and related legal services; and any other information you choose to share with us.
• Information collected automatically, which may include: IP address, browser type, device information, pages viewed, and similar usage data collected through cookies and similar technologies on our website.

2. How We Use Your Information

We use the information we collect to: provide legal services and communicate with you about your matter; respond to inquiries and schedule consultations; send appointment reminders, case status updates, document-signing notifications, billing and payment communications, and other service-related messages; operate, maintain, and improve our website and services; and comply with our legal, ethical, and regulatory obligations.

3. Text Messaging (SMS) Program

If you provide your mobile number and consent to receive text messages, we may send you appointment reminders, case and matter status updates, document and signing notifications, billing and payment reminders, and general client-service messages.

Consent is not a condition of purchasing or receiving any legal service. Message frequency varies depending on your matter. Message and data rates may apply. You can opt out of text messages at any time by replying STOP, and you can reply HELP for assistance.

4. How We Protect Your Information

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, or disclosure. Client communications and information are further protected by attorney-client privilege and the confidentiality obligations imposed on attorneys. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

5. How We Share Your Information

We do not sell your personal information. We do not share your information for third-party marketing. We may share information in the following limited circumstances:

• Service providers. We use trusted third-party vendors to operate our practice — for example, document storage and email, e-signature, scheduling, telephony and messaging, payment processing, and practice-management providers. These vendors may process information only as needed to perform services for us and are obligated to protect it.
• Legal and ethical obligations. We may disclose information when required by law, court order, or applicable rules of professional conduct, or to establish, exercise, or defend legal rights.
• With your direction. We may share information with third parties (such as financial institutions, courts, or other professionals) when necessary to carry out your legal matter or at your direction.

As stated above, SMS consent and mobile opt-in information are never shared with any third parties or affiliates for any purpose, including marketing.

6. Cookies and Tracking

Our website may use cookies and similar technologies to operate the site and understand how it is used. You can set your browser to refuse cookies or alert you when cookies are being sent; some features of the site may not function properly without them.

7. Data Retention

We retain personal information for as long as necessary to provide our services, maintain client files in accordance with our professional and ethical obligations, comply with applicable law, and resolve disputes. Client file retention follows applicable Massachusetts recordkeeping requirements.

8. Your Choices and Rights

You may request to review or update the personal information we hold about you, opt out of text messages by replying STOP, and unsubscribe from non-essential email communications using the unsubscribe link or by contacting us. Certain communications related to your active legal matter are necessary to our representation and may continue even if you opt out of non-essential messages.

9. Children's Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Effective Date" above indicates when it was last revised. Material changes will be posted on this page.