Privacy Policy

Effective Date: September 10, 2026
Last Updated: September 10, 2026

Alliston Estate Planning (“Alliston Estate Planning,” the “Firm,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains the types of information we may collect when you visit our website, communicate with the Firm, submit information through an online form, request a consultation, or otherwise interact with our online services. It also describes how we may use, disclose, retain, and protect that information and the choices that may be available to you regarding your information.

This Privacy Policy may be modified from time to time. Any revisions will be posted on this page and reflected in the “Last Updated” date above. Changes become effective when posted.

This Privacy Policy works together with our Website Disclaimer. Please review both documents before using this website or submitting information through our consultation form.

Interpretation and Definitions

For purposes of this Privacy Policy:

“Personal Data” or “Personal Information” means information that identifies, relates to, describes, or could reasonably be associated with an individual.

“Service” means this Website and other electronic services, forms, communications, scheduling tools, marketing services, or related online services offered by or on behalf of the Firm.

“Service Provider” means a third-party company, professional, contractor, vendor, or other person or entity that processes information or provides services on behalf of the Firm.

“Website” means the Alliston Estate Planning website and associated webpages operated by or on behalf of the Firm.

“You” or “Your” means the individual accessing or using the Website or Service or another individual or entity on whose behalf the Website or Service is being accessed.

Collecting and Using Information

Types of Information We May Collect

The information we collect depends upon how you interact with the Firm and our Website.

Personal Information

When you contact the Firm, request information, schedule a consultation, become a client, or otherwise interact with us, we may collect information such as:

• Your name and contact information, including mailing address, email address, and telephone number;
• Information you voluntarily provide through Website forms, emails, telephone calls, scheduling tools, or other communications;
• Information concerning the nature of your estate planning, probate, estate administration, asset protection, or other legal inquiry;
• Information concerning family members, beneficiaries, fiduciaries, heirs, property, businesses, trusts, estates, or other persons or entities relevant to a legal matter;
• Financial, property, asset, account, or ownership information when necessary to provide requested legal services;
• Government-issued identification or tax-related information when required in connection with legal representation;
• Information necessary for conflicts checks, client intake, engagement, billing, or Firm administration;
• Information provided in connection with meetings, seminars, Firm programs, or events; and
• Any other information you voluntarily provide to the Firm.

Please do not submit confidential, privileged, highly sensitive, or time-sensitive information through a general Website contact form.

Submitting information through this Website, requesting a consultation, or otherwise contacting the Firm does not, by itself, create an attorney-client relationship. Please review our Website Disclaimer for additional information.

Usage Data

Certain information may be collected automatically when you visit or interact with our Website.

Usage Data may include your Internet Protocol (“IP”) address, browser type and version, device type, operating system, pages visited, date and time of your visit, time spent on particular pages, referring website, approximate geographic location, unique device identifiers, and other technical or diagnostic information.

When you access the Website through a mobile device, additional technical information may be collected regarding your device, operating system, browser, and network.

Cookies and Tracking Technologies

Our Website uses or may use cookies and similar technologies to operate the Website, maintain security, remember user preferences, analyze Website traffic, understand how visitors interact with our content, and improve the Website and our services.

Cookies are small files placed on your computer, mobile device, or other device when you visit a website. Some cookies remain on your device after your browsing session ends, while others expire when you close your browser.

The technologies used by our Website may include:

• Necessary or Essential Cookies. These cookies are used to provide essential Website functionality, maintain security, prevent fraudulent or automated activity, and provide services requested by Website visitors.
• Cookie Preference Cookies. These cookies may be used to remember choices concerning your cookie or privacy preferences.
• Functionality Cookies. These cookies may remember certain choices or preferences to improve your experience when returning to the Website.
• Analytics and Performance Cookies. Our Website uses analytics technologies, including Google Analytics, to help us understand how visitors interact with the Website, how visitors arrive at the Website, which pages receive traffic, and how the Website performs. These technologies may use cookies and similar identifiers to collect information regarding Website usage.

You can generally configure your browser to refuse or delete cookies. However, disabling certain cookies may affect the availability or functionality of portions of the Website.

How We Use Information

The Firm and its Service Providers may use information collected through the Website or Service for lawful business, administrative, and legal purposes, including:

• Responding to inquiries and consultation requests;
• Communicating with prospective, current, and former clients;
• Determining whether the Firm may be able to assist with a legal matter;
• Conducting conflict-of-interest checks and client intake;
• Scheduling consultations, meetings, reviews, or document-signing appointments;
• Providing and administering legal services;
• Operating, maintaining, securing, and improving our Website;
• Processing payments and administering client accounts;
• Providing information regarding Firm services, programs, events, or updates;
• Understanding Website traffic and visitor behavior;
• Evaluating the effectiveness of our Website and online marketing;
• Detecting and preventing fraudulent, unauthorized, abusive, or unlawful activity;
• Maintaining appropriate business and legal records;
• Complying with applicable laws, court orders, regulatory requirements, professional obligations, and ethical requirements;
• Protecting the Firm, our clients, Website visitors, and others; and
• Carrying out other legitimate business purposes consistent with the context in which the information was provided.

How We May Share Information

We do not sell your Personal Information for monetary compensation.

We may disclose information where reasonably necessary to operate the Firm, provide legal services, administer our Website, or fulfill other lawful and legitimate purposes.

Information may be disclosed to Service Providers that assist us with functions such as:

• Website hosting and administration;
• Cloud-based technology and data storage;
• Client relationship and practice management;
• Scheduling and appointment management;
• Electronic communications;
• Document preparation and management;
• Electronic signatures;
• Payment processing;
• Website security;
• Analytics; and
• Other administrative or professional services.

Information may also be shared with attorneys, accountants, financial professionals, real estate professionals, courts, government agencies, fiduciaries, beneficiaries, or other persons or entities when appropriate in connection with a legal matter and permitted by applicable law and professional obligations.

We may disclose information when required by applicable law, subpoena, court order, legal process, regulatory requirement, or professional obligation, or when reasonably necessary to protect the Firm's legal rights, security, clients, Website visitors, or others.

We may also share information for other purposes with your consent or at your direction.

Any disclosure of information relating to an existing attorney-client relationship remains subject to applicable law, privilege, professional obligations, ethical rules, confidentiality requirements, and the terms of any applicable engagement agreement.

Attorney-Client Confidentiality

This Privacy Policy describes the Firm's general privacy practices. It does not replace or diminish any heightened confidentiality obligations that apply when an attorney-client relationship exists.

Merely visiting this Website, sending an email, completing a Website form, requesting a consultation, speaking with Firm personnel, or otherwise contacting Alliston Estate Planning does not automatically establish an attorney-client relationship.

An attorney-client relationship is established only after the Firm has determined that it is able and willing to accept a matter, any necessary conflict-of-interest review has been completed, and the Firm and client have satisfied the requirements for establishing the engagement, including execution of a written engagement agreement when applicable.

Until an attorney-client relationship has been established, you should avoid transmitting confidential, privileged, or highly sensitive information unless specifically requested by the Firm through an appropriate communication method.

Retention of Information

The Firm may retain Personal Information for as long as reasonably necessary or appropriate considering the purpose for which it was collected, the Firm's relationship with you, applicable engagement agreements, professional obligations, Firm record-retention practices, and applicable law.

Information relating to clients and legal matters may be subject to different or longer retention periods than information collected solely through general Website activity.

The Firm may also retain information when reasonably necessary to establish, exercise, or defend legal rights; comply with legal or professional obligations; maintain appropriate business records; resolve disputes; or protect against fraudulent or unlawful activity.

Usage Data is generally retained for a shorter period unless longer retention is reasonably necessary for Website security, functionality, analytics, legal compliance, or another legitimate business purpose.

Transfer and Storage of Information

Information may be processed or stored at the Firm's offices or through Service Providers operating cloud-based systems, servers, data centers, or other technology infrastructure.

As a result, Personal Information may be processed or stored outside Texas or outside the jurisdiction in which you reside.

We take reasonable measures to use technology and Service Providers appropriate to the nature of the information involved and our professional obligations.

Security of Information

Alliston Estate Planning takes reasonable administrative, technical, and organizational measures designed to protect information against unauthorized access, acquisition, disclosure, alteration, loss, destruction, or misuse.

The Firm may use email, telephone systems, cloud-based applications, practice-management systems, document-management systems, secure portals, electronic signature services, online scheduling systems, and other technologies in operating its practice.

While we take reasonable measures to safeguard information, no website, internet transmission, email system, cloud platform, wireless network, or electronic storage system can be guaranteed to be completely secure.

Accordingly, we cannot guarantee the absolute security of information transmitted or stored electronically.

Your Privacy Choices and Rights

We strive to maintain reasonably accurate and current Personal Information.

Depending upon applicable law and your circumstances, you may have certain rights regarding Personal Information maintained about you, which may include the right to:

• Request confirmation of whether Personal Information concerning you is being processed;
• Request access to certain Personal Information;
• Request correction of inaccurate Personal Information;
• Request deletion of certain Personal Information;
• Obtain a copy of certain Personal Information in a portable format;
• Opt out of certain forms of processing, targeted advertising, sale, or sharing where applicable;
• Withdraw consent where processing is based upon your consent; or
• Appeal or otherwise challenge certain decisions regarding a privacy request where applicable law provides such a right.

These rights are subject to applicable exceptions and limitations.

The Firm may be required or permitted to retain or continue processing information notwithstanding a request for deletion, restriction, or withdrawal of consent when reasonably necessary to comply with applicable law or professional obligations, preserve client or Firm records, establish or defend legal claims, complete requested services, protect security, prevent fraud, or fulfill another lawful purpose.

To submit a privacy-related request, please contact the Firm using the information provided in the Contact Us section below.

We may take reasonable steps to verify your identity before fulfilling a request.

Google Analytics

Our Website uses Google Analytics, a web analytics service provided by Google, to help us understand how visitors find, access, and interact with our Website.

Google Analytics may collect information such as your IP address, device and browser information, approximate geographic location, referring website, pages visited, time spent on pages, and other information concerning your interaction with the Website. Google may use cookies and similar technologies in connection with these services.

We use this information to evaluate Website traffic and usage patterns, understand which Website content is useful to visitors, improve Website performance and functionality, and evaluate the effectiveness of our online presence and marketing.

Information collected through Google Analytics is processed in accordance with Google's applicable privacy practices.

You can learn more through Google's Privacy Policy and Google's explanation of how Google uses information from sites or apps that use its services.

Google also provides a Google Analytics Opt-out Browser Add-on for supported browsers.

Google reCAPTCHA

Our Website uses Google reCAPTCHA to help protect Website forms and other functionality against spam, fraud, abuse, and automated activity.

Google reCAPTCHA analyzes interactions with the Website to help distinguish legitimate human activity from automated or potentially abusive activity. In connection with this process, Google may collect certain information concerning your device, browser, IP address, Website interaction, and other technical information.

Information collected through Google reCAPTCHA is processed by Google in accordance with its applicable privacy practices and terms.

For additional information, please review Google's Privacy Policy and Google's Terms of Service.

Advertising and Remarketing

The Firm may from time to time use online advertising or marketing services to promote our legal services or measure the effectiveness of our advertising.

If advertising, remarketing, or similar technologies are implemented on the Website, third-party providers may use cookies, pixels, device identifiers, or similar technologies in accordance with their own privacy policies and applicable law.

Where required, Website visitors may be provided mechanisms to manage applicable cookie or advertising preferences.

Alliston Estate Planning does not sell Personal Information for monetary compensation.

Third-Party Websites and Services

Our Website may contain links to websites, scheduling platforms, government resources, social media services, or other online resources operated by third parties.

If you follow a third-party link, you will be directed to a website or service governed by that third party's own terms, policies, and privacy practices.

The inclusion of a link does not necessarily constitute an endorsement, sponsorship, recommendation, or approval by Alliston Estate Planning.

The Firm does not control and is not responsible for the content, availability, security, accuracy, or privacy practices of third-party websites or services. We encourage you to review the privacy policy of any third-party website before providing Personal Information.

Children's Privacy

Our Website and legal services are intended primarily for adults and are not directed toward children under the age of 13.

We do not knowingly use our Website to solicit Personal Information directly from children under 13.

If we become aware that Personal Information from a child has been collected through our Website in circumstances requiring parental consent or deletion under applicable law, we will take reasonable steps to address the information appropriately.

Email and Electronic Communications

If you provide us with an email address, telephone number, or other contact information, we may use that information to respond to your inquiry, administer your relationship with the Firm, communicate regarding requested or existing services, schedule appointments, and provide other relevant communications.

Electronic communications inherently involve some degree of risk. You should not transmit highly sensitive or confidential information through unsecured email or general Website forms unless requested by the Firm.

Where the Firm provides marketing or promotional electronic communications, you may request to discontinue those communications as permitted by applicable law.

Communications reasonably necessary to administer an existing client relationship, provide requested legal services, comply with professional obligations, or address an active matter may continue as appropriate.

Changes to This Privacy Policy

We reserve the right to revise this Privacy Policy periodically to reflect changes in our Website, technologies, Service Providers, Firm practices, legal requirements, or other circumstances.

Any revised Privacy Policy will be posted on this page and identified by an updated “Last Updated” date.

We encourage Website visitors to review this Privacy Policy periodically.

Contact Us

Questions regarding this Privacy Policy, our Website privacy practices, or requests concerning Personal Information may be directed to: