Privacy Policy

Compass Legal Planning, PLLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard your information when you visit our website or interact with our services, including estate planning, asset protection, special needs planning, Kids Protection Plans®, and probate/estate administration.

We do not sell or share your personal data with third parties for marketing or promotional purposes.

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1. Data Sharing and Disclosure

We do not share your personal data with third parties for advertising or promotional use. We may share your information only in the following situations:

• Service Providers: We may share information with trusted third-party vendors who assist in operating our website, SMS communications, data storage, payment processing, appointment scheduling, or IT systems.
• Legal Obligations: We may share your information when required by law, legal process, court order, or regulatory request.
• Protection: We may disclose information to protect the rights, property, or safety of Compass Legal Planning, our clients, or others, including fraud prevention or security monitoring.

2. Data We Collect

We may collect the following categories of personal information:

• Identity Data: Name, contact person information (if submitting on behalf of another), and other identifying details.
• Contact Data: Email address, phone number, mailing address, and communication preferences.
• Technical Data: IP address, browser type, device information, operating system, and browsing behavior.
• Usage Data: Information about how you interact with our website, such as page views, referral sources, and time spent on pages.
• Marketing and Communications Data: Preferences regarding newsletters, event invitations, attorney communications, or educational content.

3. Methods of Data Collection

We collect information through:

• Direct Interactions: When you fill out forms on our website (e.g., Contact Us, Book a Call, Newsletter Signup), register for events, request resources, or communicate with us.
• Automated Technologies: Cookies, server logs, and analytics tools that collect technical and usage information as you browse.
• Third-Party Tools: Appointment scheduling platforms, email marketing systems, form builders, or payment processors used by Compass Legal Planning.

4. How We Use Your Personal Data

We use your information to:

• Provide Legal Services: To prepare estate planning documents, schedule consultations, and deliver legal guidance.
  SMS Program: To send messages related to services, scheduling reminders, document updates, events, and important notices. You may opt out at any time.
• Marketing and Communications: To send newsletters, helpful legal updates, event invitations, and resources, only if you choose to receive them.
• Client Prospecting: To better understand your needs, respond to your inquiries, and determine whether our services are a good fit.
• Customer Support: To answer questions, provide updates, and assist you throughout your planning process.

5. Data Storage, Maintenance, and Protection

We take appropriate technical and organizational measures to protect your personal information, including:

• Data Encryption: Both in transit and at rest when stored through secure platforms. 
• Access Controls: Only staff and service providers with a legitimate need have access to personal data. 
• Regular Security Assessments: We assess our digital tools and data processes to reduce vulnerabilities.

While no system is 100% guaranteed secure, we maintain industry-standard safeguards to protect your information.

6. Your Rights You have the following rights regarding your personal data:

Depending on your location and applicable law, you may have the right to:

• Access: Request a copy of the personal data we hold about you.
• Correction: Request correction of inaccurate or incomplete information.
• Erasure: Request deletion of your personal data when legally appropriate.
• Objection: Object to processing when we rely on legitimate interest.
• Restriction: Request that we limit how your data is processed.

To exercise these rights, contact us at:

Email: info@compasslegalplanning.com
‍Phone: (405) 968-7007
Address: 701 Cedar Lake Blvd, Suite 310, Oklahoma City, OK 73114

7. Opt-Out Options and Mobile Information

You may opt out of marketing communications at any time by:

• SMS: Reply “STOP” to any message.
• Email: Click “unsubscribe” in any email.
• Direct Request: Contact us using the information above.
  

Mobile Information & SMS Privacy

If you subscribe to our SMS program:

• You consent to receive texts related to services, scheduling, updates, or reminders.
• Message frequency may vary.
• Standard message and data rates may apply.
• You may opt out at any time by replying “STOP.”

We never share mobile numbers, SMS opt-in data, or SMS consent with third parties for marketing or promotional use.

We may share mobile information only with trusted vendors who assist with SMS delivery, and they must keep your information confidential.

8. Changes to this Privacy Policy

We may update this Privacy Policy as needed to reflect changes in our services, legal requirements, or data practices. We will update the “Last Updated” date at the top of this page when changes occur.

We encourage you to review this Policy periodically to stay informed about how we protect your information.