Privacy Policy
Effective Date: March 2026
Information We Collect
Everwise Legal ("we," "us," "our") collects personal information that you voluntarily provide when using our website or contacting our office:
- Contact forms: Name, email address, phone number, description of your legal needs, and how you heard about us.
- Lead capture forms: Name and email address when you request our free estate planning checklist.
- Scheduling: When you book a consultation through Calendly (a third-party service), Calendly collects your name, email, and scheduling preferences according to their own privacy policy.
How We Use Your Information
We use the information you provide to:
- Respond to your inquiries and provide requested materials
- Schedule and prepare for consultations
- Send administrative communications related to your inquiry
We do not sell, rent, or share your personal information with third parties for marketing purposes.
Third-Party Services
Our website uses the following third-party services:
- Calendly: For online appointment scheduling. Calendly's privacy policy governs information collected through their platform.
- Resend: For delivering email notifications. Resend processes email data according to their privacy policy.
Cookies and Tracking
Our public website does not use tracking cookies, analytics, or advertising pixels. The only cookie used is a session cookie for authenticated administrators of this website.
Data Security
We implement appropriate technical and organizational measures to protect your personal information, including encryption in transit (HTTPS), secure data storage, and access controls.
Data Retention
We retain contact form submissions and lead information for the purpose of responding to your inquiry and for our business records. You may request deletion of your personal information at any time by contacting us.
Your California Privacy Rights
Under the California Consumer Privacy Act (CCPA), California residents have the right to:
- Know what personal information we collect about you
- Request deletion of your personal information
- Opt out of the sale of personal information (we do not sell personal information)
- Not be discriminated against for exercising your privacy rights
Children's Privacy
Our website is not directed to individuals under 18 years of age, and we do not knowingly collect personal information from children.
Changes to This Policy
We may update this privacy policy from time to time. The effective date at the top of this page indicates when it was last revised.
Contact Us
If you have questions about this privacy policy or wish to exercise your privacy rights, please contact us:
Jim Blair, Esq.
Everwise Legal — A Professional Corporation
1320 Willow Pass Rd, Suite 600
Concord, CA 94520
Phone: 925-430-7105
Email: jim@everwiselegal.com