Privacy Policy for Texas Legacy Wills & Trusts
Updated: January 20th, 2026

1. Introduction
Texas Legacy Wills & Trusts, PLLC (“we,” “us,” “our,” “Firm”) values your privacy and is
committed to protecting the personal information you share with us. This Privacy Policy explains
how we collect, use, disclose, and safeguard your information when you visit
https://www.texaslegacywills.com/ (the “Site”) and interact with our services, including online
forms, legal services, consultations, emails, phone calls, live chat, and educational materials
(collectively, the “Services”). By using our Services, you agree to the terms of this Privacy
Policy. If you do not agree with any aspect, please do not use the Services. This Privacy Policy is
incorporated into our Terms of Service and governs your use of the Firm’s services.  When we
use the terms “Texas Legacy”, “Firm”, “we”, “us" and “our,” this refers to Texas Legacy Wills
& Trusts, PLLC, a Texas law firm. If you have any questions about this policy or any other
aspect of the Firm’s policies and services, including those concerning the Site, please contact us
at info@texaslegacywills.com.
Note for clients and prospective clients: Visiting our Site or contacting us through online forms
does not by itself create an attorney–client relationship. Do not send confidential or time-
sensitive information through the Site.

 

2. Information We Collect
We collect information in three main ways: (1) information you provide directly to us; (2)
information we collect automatically through technology when you use the Services; and (3)
information we collect from other sources. When you use our Services, you may provide certain
information to us.  For example, we may collect information directly from you when you create
an estate plan using the Services;  when you submit information into our forms and
questionnaires; and/or interact with the Firm via chat or phone.

 
A. Information You Provide Directly
Information you provide may include:
• Name, address, email, phone number
• Family and asset information relevant to planning
• Estate planning goals and preferences
• Responses in questionnaires and intake forms
• Payment information (processed through secure third‑party processors)
• Communications with our staff
We ask that you do not submit sensitive personal information through the Site or by email/text
unless we expressly request it and provide a secure method for transmission. “Sensitive personal
information” includes, for example:

• Government IDs and numbers (Social Security, driver’s license, passport)
• Full financial information (bank/account numbers, full payment card numbers, access
codes or PINs)
• Medical/health information and protected health information (PHI)
• Biometric identifiers or precise geolocation
• Login credentials (passwords, answers to security questions)
• Special-category data (e.g., race/ethnicity, religious beliefs, union membership, sexual
orientation) not necessary for the Services
Browsing the Site does not require you to provide sensitive personal information. If you choose
to share such information before we have confirmed representation in writing, it may not be
protected by attorney–client privilege or other confidentiality obligations. If you become a client,
we will provide secure channels for any confidential or sensitive communications and
documents, and we ask that you use those channels rather than the Site contact form or standard
email.
If you believe you have submitted sensitive personal information to us via the Site in error,
please contact us so we can address it and, where feasible, delete it consistent with our retention
and legal obligations.

B. Information Collected Automatically
When you use the Site, we and our service providers may collect information automatically via
cookies, tracking pixels, and similar technologies. This may include:
• IP address, device type, browser type and settings
• Pages you visit and how you interact with the site
• Date/time of visit, referral source, usage patterns
• General location information (e.g., city or state based on IP)
Cookies help improve your experience, analyze trends, and tailor content. You can control or
block cookies through your browser settings, but this may affect site functionality.
C. Information from Other Sources
We may receive information about you from third parties, such as:
• Marketing partners
• Public or commercial databases
• Referrals or shared contact information
• Analytics and advertising partners

 

3. How We Use Your Information
We may use the information we collect for the following purposes:

 To communicate with you by email, telephone, or text message, for example, to keep you
posted on your estate plan, provide transaction or account-related messages, share
Services and product updates, and notify you of changes to our terms, conditions, and
policies.
 For marketing, advertising, and analytics purposes, including sending you newsletters,
promotional emails, surveys and information about products, services, and promotions
offered by us, our partners, and other organizations with which we work and to allow us
and our advertising partners to personalize the content and advertising that you see on the
Services or other websites and mobile applications.  To learn more about how we use this
information for online analytics and advertising, please see the “Online analytics and
advertising section” below. 
 To improve our Services, including bug detection and error reporting, to understand how
users interact with our Services and advertisements, improve usability and effectiveness
of our products, perform research and analytics, and to test and create new products,
features, and services.
  For our business operations, including maintaining your account, and for security, fraud
prevention, and legal compliance, such as detecting security incidents and protecting
against malicious, deceptive, fraudulent, or illegal activity.
  For other purposes for which we seek your consent.  We may use your information for a
specific purpose that we communicate to you. We will ask for your consent to process
your information for such purpose in accordance with applicable legal requirements.
 To provide you with the services you requested, including to assemble and deliver your
personalized estate planning documents, process payments, verify your identity, create
and administer your account, carry out the requests you make throughout your use of our
Services, and offer member support to make sure that you get the answers you are
looking for and to solve any problems you encounter.
 We do not sell your personal information for money, and we do not allow third-party ads
on our Site.
We may also use your contact information to send important updates about our services. If you
sign up for a newsletter or other communications, you can unsubscribe at any time. Please note
that we also use the information you provide us to notify the people you choose about your estate
plan, or as required by court order or law.

 

4. How We Share Your Information
We share information only as needed to run our practice and the Site:

• Service providers (e.g., website hosting, analytics, email/SMS, scheduling, payment
processing, document delivery). These vendors may only use information to perform
services for us and must protect it.
• Professional obligations and legal compliance (e.g., to comply with law, respond to
lawful requests, enforce our policies, protect rights, privacy, safety, or property).
• Business transfers (e.g., if we undergo a merger, reorganization, or similar event,
information may transfer as permitted by law).

5. Online analytics and cookies
We use common analytics tools to understand Site usage and improve user experience. These
tools may set cookies or read device identifiers to measure how visitors use the Site and where
traffic comes from. You can opt out of certain third-party analytics by using the controls they
provide or by adjusting your browser settings. Note that opt-outs are browser- and device-
specific. We do not have access to, and this Privacy Policy does not govern, the use of cookies or
other tracking technologies that may be placed on devices you use to access our Services by non-
affiliated third parties.

6. Children’s privacy
The Site is not directed to children under 18, and we do not knowingly collect personal
information from children under 18. Indeed, under Texas law, a child does not have legal
capacity to execute a will. If you believe a child has provided personal information to us via the
Site, please contact us and we will delete it as required by law.

7. Your choices
In addition to the other rights and choices described in this privacy policy, you have these rights
and choices regarding your information:
• Marketing communications: You can unsubscribe from marketing emails via the link in
the email. You will still receive transactional or service-related emails (e.g., scheduling,
invoices). You can unsubscribe from our marketing emails via the unsubscribe link
provided in the emails or by emailing us at info@texaslegacywills.com or contact us at
(956) 903-9455. If you receive an unwanted SMS or text message from us, you may reply
STOP to opt out of receiving future messages. 
• Cookies/analytics: Use your browser settings to block or delete cookies; some features
may not function without them.
• Access, update, or delete: You may request access to, correction of, or deletion of your
personal information, subject to legal and ethical retention duties. Contact us at
info@texaslegacywills.com or contact us at (956) 903-9455.

​

8. Transmission of information to other countries.
Please note that the Firm’s principal office is located at 216 West Village Blvd, Ste 202 in
Laredo, Texas, United States and provides the Services, and processes your data, in the United
States. The Firm may subcontract the processing of your data to, or otherwise disclose your data
to, service providers and trusted business partners in countries other than your country of
residence, including the United States, in accordance with applicable law. By submitting your
information to us you agree to the transfer, storage, and processing of your personal information
in a country other than your country of residence including but not necessarily limited to the
United States.

 

9. Securing and storing your data.
We use reasonable administrative, technical, and physical safeguards designed to protect
personal information. No method of transmission or storage is perfectly secure, and we cannot
guarantee absolute security. Please use caution when sending information over the Internet.
(Security discussion aligned to common language in the reference while omitting provider-
specific claims.

10. Retention
We retain information as needed to provide services, for legitimate business purposes, to comply
with legal and ethical obligations (including attorney record-keeping), to resolve disputes, and to
enforce agreements. When no longer needed, we delete or de-identify information consistent
with our policies and applicable law. (Retention approach mirrors the structure used in the
source.

11. Attorney-Client Relationship and Confidentiality
Contacting us via the Site does not create an attorney–client relationship. Do not send
confidential information until we confirm representation in writing. If you become a client, your
information will be handled consistent with our engagement agreement, professional duties, and
applicable law.

12. Changes to this Policy
We may update this Policy from time to time. The “Last updated” date above reflects the latest
revision. Material changes will be posted on this page and, where required, we will provide
additional notice.

Contact us
Texas Legacy Wills & Trusts
Email: info@texaslegacywills.com
Phone: (956) 903-9455
C/O Mario G. Perez, Jr., Attorney at Law

Principal office: Laredo, Texas