Privacy Policy – Life Counsel Planning

Our Privacy Commitment

Life Counsel Planning respects and deeply values your privacy and security when it comes to personal information or other private data you may provide through the use of our site. As a trusted estate and legal planning resource center for individuals and families, we fully understand that when you come to us for research and support, sensitive data is also at stake. Accordingly, this Privacy Policy is designed to describe the manner in which information about you is collected, used, transmitted, and stored when you visit our website, access resources online, request a subscription to receive newsletters, or retain our services (directly or indirectly) as part of your estate and legal planning process. We have built our reputation on transparency and the strictest code of ethical practice, so that you can enjoy complete peace of mind in your dealings with us during what can sometimes be complex legal or estate planning matters.

Who We Are

Life Counsel Planning is an estate and legal planning resource with a Tampa, Florida-based national presence. Life Counsel Planning is a service of Westshore Concierge, LLC, led by Sarah Mitchell, a Florida licensed attorney with more than 15 years’ experience in the area of estate law. Our approach is focused on enhancing decision-making through professional guidance, education, and customized support. We can be reached at [email protected], via telephone at (656) 253-7412, or by visiting us offline at 301 W Platt St Ste 940, Tampa FL 33606.

Scope of this Privacy Policy

This Privacy Policy shall apply to all users of Life Counsel Planning’s website (https://lifecounselplanning.com/), subdomains, and related websites and services. This Privacy Statement governs the collection of information from users who access the Life Counsel Planning website, subscribe to our newsletters, receive financial services through our digital communications or educational materials, and in the use of all other digital platforms. Your use of this website indicates your acceptance of this policy. If you do not agree with any portion of the policy, we suggest that you do not use our website or services.

Data We Collect

We gather information to deliver better services and personalize your experience, as well as to comply with our legal or contractual obligations. The following categories of information we may collect:

Personal Details: such as your name, email address, telephone number, and other details unique to you if you contact us or book a consultation.
Demographic Information: such as your age, location, and any non-identifying details that may assist in personalizing content and resources.
Legal or Planning Information: such as estate planning information, family/living situation details, or legal questions you may disclose not otherwise available at the time of consult or intake forms.
Technical Data: such as your IP address, type of browser, operating system, device and referral source plus usage data – collected through cookies and web analytics.
Communication Records: such as email messages, account notes from conversations with staff including feedback or inquiries about products and services.
Newsletter/Subscription Information: such as individual preferences, performance info, and opt-in records for email communications.

How We Collect Your Data

We collect information through several channels, always with your knowledge and, where necessary, your consent. These include:

Direct collection – when forms are completed on our website or you subscribe to a newsletter, request information, request a quotation, or book an appointment.
Automated technologies – cookies, web beacons, and other online tracking technologies gather technical information to analyze site performance and user interaction with the site.
Communications – emails, telephone calls, and online chat sessions are recorded in order to provide a quality service and for internal training and monitoring purposes.
Third party relationships – from time to time we may receive information about you from trusted third parties such as referral sources and/or analytics providers, subject to applicable privacy laws and your consent.

Reasons We Collect and Use Your Information

We use your information only to provide a better client experience and serve you. Specifically, we may use the information you provide to us to:

Provide legal and estate planning advice and services that are customized to your needs
Process and respond to inquiries regarding consultations or recent engagements for services
Send newsletters and updates relating to our publications and educational materials based on your interests
Enhance our site, content, and services based on usage, statistics, and analytics
Comply with the law and attorneys’ professional responsibility obligations
Notify you of prominent changes in services or our rules and policies
Deter fraudulent activity and protect users of the services or systems

How We Secure Your Information

Protecting your personal data is a top priority at Life Counsel Planning. We take a number of physical, technical, and administrative security measures to protect your information against unauthorized access, disclosure, modification, or destruction. Such measures include:

Secure Servers: All information is stored on secure servers via an encrypted connection (SSL/TLS).
Access Controls: Access to sensitive data is only provided to personnel with a specific need to know, and they are given the least amount of access in order to perform their job functions.
Regular Security Testing: Security measures are evaluated and updated periodically, and vulnerability assessments and penetration tests are regularly performed.
Staff Data Protection Training: Staff is continually trained in best practices for data privacy and cybersecurity.
Data Minimization: Only collecting the minimum amount of data necessary for a specified, limited purpose and retaining information for no longer than necessary.

Cookies and Similar Technologies

Our website employs cookies and similar technology to improve your site experience, track site data, and provide pertinent content. Cookies are bits of information that are stored on your computer by your browser. We use cookies so we can recognize repeat visitors, identify site preferences, and track site usage. You can set your browser to refuse cookies or to alert you when cookies are being sent. However, some functionality on our site may become unavailable as a result. For more information, please see our Cookie Policy.

Third Party Services & Links

Life Counsel Planning may engage trusted third-party service providers (for website hosting, analytics, email management, and payment processing, for example) who may also have access to your data. These partners are selected because of their expertise, security practices, and contractual promises to handle your data securely and in line with our policies. Our website may include links to other websites or resources that are provided by third parties. We have no responsibility or control over the privacy practices or how these others use external websites/resources. We suggest you read their privacy policy before you provide any of your personal data to them.

Disclosure and Sharing of Your Data

We will not sell, trade, or rent your personal information to third parties, and your data may be shared only in the following ways:

Service Providers: Trusted third party service providers that help us to deliver our services (IT servicing houses, email distribution services, analytic agencies) have access only to the data they need to perform their tasks. All third-party service providers are required to sign confidentiality contracts.
Legal Compliance: Where we believe that we are required to do so by law, court order, or other legal authority, we may disclose our customers’ personal information to such entities as necessary to comply with applicable laws or regulations, or to otherwise comply with legal process or governmental requests.
Business Transfers: In the event that Life Counsel Planning acquires or is acquired by another company, your information may be transferred as a business asset, or in the case of a bankruptcy proceeding. Your information will continue to be protected according to this policy.
With Your Consent: We may choose at some point in the future to share information with other companies. In these instances, you will be asked for express consent to share your information.

Third Party Marketing and Newsletter

When you subscribe for our newsletter or opt-in to get notices from us, we may send you articles, tips, event notices, and/or information related to our services. You may use the unsubscribe method contained within any email or blog post we send, or you may opt-out by emailing us at [email protected]. We respect your preferences and strive to deliver information that is meaningful and on target.

How We Store, Retain and Dispose of Your Data

Your personal information is stored on secured servers that reside in the United States. We will only retain information for as long as necessary to satisfy the purposes of this Privacy Policy or for legal and regulatory retention requirements. Your data will be deleted or anonymized when no longer needed. If you would like to request deletion of personal information you can email [email protected].

Kids and Privacy

Life Counsel Planning’s sites and services are intended for use by persons age 18 and older. We do not knowingly collect or solicit personal information from children under age 18. If we become aware that a child has provided us with personal information, we will take steps to delete such information.

Your Privacy Choices

Depending on the laws of your state of residence, you have certain rights in relation to your information. You may:

Right to access: Request information we hold about you
Right of rectification: Ask us to rectify inaccurate data or complete incomplete data
Right to erasure: Ask us to delete your personal data, subject to certain exceptions
Right to restrict the processing of your data: Request the restriction or suppression of your personal data in certain circumstances
Right to data portability: Request a copy in a structured, commonly-used and machine-readable format

To exercise any of these rights, please contact [email protected]. We will respond as required by applicable law and within a reasonable time period.

How You Can Update or Correct Your Data

We work hard to ensure accuracy and keep your information up to date. Should you wish to change, correct, or review any personal information we may have about you, please contact our publishing team at [email protected] or ring us at (656) 253-7412. We will verify your identity prior to any changes requested, and maintain the safety and security of your data throughout that process.

Data Security

We take data security seriously and understand you expect the same. In addition to the controls described above, we employ:

Multi-factor authentication for staff access to sensitive systems
Encrypted backups and disaster recovery procedures
Regular penetration testing performed by independent cybersecurity experts
Stringent password policies and application of security patches and updates

We put reasonable safeguards in place to protect your information; however, no measures are perfect and we encourage you to use strong unique passwords and to contact us immediately if you notice any unauthorized use of your matter.

International Users

While Life Counsel Planning mainly serves customers within the USA, the Life Counsel Planning website may be viewed by users from elsewhere in the world. You agree that information you give to us may be transferred to, stored in, and processed in the USA where data protection laws may differ from those in your country of residence. We process all information in accordance with this Privacy Policy and regardless of where you are located.

California Disclosure Notice

Specifically, under the California Consumer Privacy Act of 2018, set forth as part of California Civil Code Sections 1798.100 (the “CCPA”), California residents have certain rights regarding their personal information. These rights include:

The right to know what categories and specific pieces of personal information we have collected
The right to have the personal information deleted
The right to opt out of the sale of personal information (with which we do not engage)
The right to non-discrimination for exercising privacy rights

If you wish to submit a request or get more information about this process please write to us at [email protected] or call us at (656) 253-7412.

Do Not Track Signals

Some web browsers include the ability for users to send “Do Not Track” signals to websites. Our website currently does not support DNT signals because there is no industry standard for DNT signals, but you may change your cookie preferences at any time using your browser settings.

Changes to this Privacy Policy

We may make changes to this Privacy Policy from time to time, as we change our practices, technology, legal requirements, or for business or other reasons. Generally, if we believe the change materially alters your rights we will provide you notice by posting the revised policy on this website in an appropriately dated location, and revising the effective date of this policy. Your continued use of our services after such changes will be deemed acceptance of the changed terms. If such changes are made, we recommend that you visit this page periodically to review our current privacy practices.

How to Reach Us

If you have any questions, issues or requests, please send them our way:

Email	[email protected]
Phone	(656) 253 7412
Mail	301 W Platt St Ste 940, Tampa FL 33606

We strive to address your questions fully and quickly. For more ways to reach us, visit our Contact Life Counsel Planning page.

Your Consent

By using the Life Counsel Planning website or site services, you consent to the collection, use, and/or disclosure of information in accordance with this Privacy Policy. If you do not agree to these policies and practices, do not use our site and/or services.

Effective Date of this Privacy Policy

This Privacy Policy was last updated on June 1, 2024. This Policy replaces all prior versions of the Privacy Policy. Any updates or revisions to the Policy will be posted on this page with the corresponding updated effective date.

Privacy and the Continuing Education Commitment

At Life Counsel Planning, we understand privacy to be a working partnership. Along with protecting your information, we also help educate our clients and website visitors on best practices when it comes to protecting personal information offline and online. Our team makes sure to regularly update its knowledge on privacy law and security trends to make sure your information is in the most secure of hands.

Accessibility and Language Options

We are committed to having our Privacy Policy available for all to access and review, but if you need this disclosure in another format or another language don’t hesitate to reach out to us at [email protected] for help.

Conclusion and Your Assurance

Your trust is essential to our relationship at Life Counsel Planning. Our goal is to provide not only highly competent estate and legal planning services, but also the utmost privacy and confidentiality. We appreciate your choosing us as your estate and legal planning resource. For questions, assistance, or to begin your planning process, go to https://lifecounselplanning.com/ or contact our office. Your privacy is – and always will be – a high priority.