Privacy Policy
Last updated: October 2026. This policy is the firm's single privacy statement. It replaces any earlier version and is consistent with the Privacy Notice in our Client Disclosures, which is attached to every Legal Services Agreement.
Wood Legal Group, LLP respects your privacy. Under the Gramm-Leach-Bliley Act, estate planning attorneys, like accountants, banks and trust companies, are required to tell clients how they handle client information. Attorneys have always been required by their rules of professional conduct to keep client information confidential. This policy states our practices in writing, and applies to this website, our forms and portals, and our work for clients.
Information we collect
- Identifiers. Name, postal address, email address, telephone number, and account identifiers if you use our client portal.
- Information about your family and your property that you provide through forms, questionnaires or meetings.
- Financial information related to the legal services we provide, and payment information processed by our payment providers. We do not store full card numbers or bank account numbers on our systems.
- Information about your legal matter, including documents you send us.
- Recordings and transcripts of meetings. Meetings are ordinarily recorded and transcribed so nothing from your file is lost. California is a two-party consent state. You will be told at the start of any recorded meeting, and you may ask that recording stop at any time.
- Answers you give on this website, including the Start Here questions, intake forms and contact forms.
- Technical information collected automatically, including IP address, browser type, device type, pages visited and referring page.
Sensitive personal information. Some of what you tell us is sensitive under California law. We collect it only where it is necessary to perform the legal services you have asked for, we use it only for that purpose, and we do not use or disclose it to infer characteristics about you.
How we use your information
- To provide our legal services and communicate with you about your matter
- To respond to your questions and follow up on your Start Here answers
- To process payments and billing
- To meet our professional, ethical and legal obligations, including conflict checks and file retention
- To improve and secure our website, and to detect and prevent fraud
- To send educational emails and newsletters only where you have asked to receive them. You may unsubscribe at any time.
We do not sell your personal information, and we do not share it for cross-context behavioral advertising.
Artificial intelligence
We use artificial intelligence tools to assist with recording and summarizing meetings, organizing information, preparing first drafts from firm templates, research assistance and routine administration. Artificial intelligence does not decide anything about your matter and does not give you legal advice. No document or advice leaves this firm without review by a licensed attorney who is responsible for it. We do not enter confidential client information into free or consumer versions of publicly available artificial intelligence services. You may ask us not to use these tools on your matter.
Who we share it with
Firm personnel and service providers. We use outside providers for practice management, website hosting and forms, email and newsletters, scheduling, webinars, electronic signature and payment processing. Each receives only what is necessary for the service it provides and is bound by confidentiality obligations. We remain responsible to you for the confidentiality of your information.
Outside professionals. We may need to share information with someone assisting with your matter, such as an accountant or appraiser. We never do so without your permission.
Required disclosures. We may disclose information as required by law, court order or legal process.
How long we keep it
We retain client files for five years after a matter closes. You keep the one original of your signed trust. We keep the unsigned version of your plan in your client portal so it can be re-signed if needed. Website analytics and marketing records are kept no longer than needed for the purpose they were collected for.
Your California privacy rights
If you are a California resident, you have the right to know what personal information we collect and how we use it, to access it, to delete it (subject to our obligations to retain client files), to correct it, to limit the use of sensitive personal information, and not to be discriminated against for exercising these rights. We do not sell or share personal information. To make a request, call (626) 898-9195 or write to info@woodlegalgroup.com with the word Privacy in the subject line. We will verify your identity before acting.
Cookies, analytics and outside services
What runs when you visit. This site does not run advertising pixels, social media pixels, session recording or analytics when a page loads. Our fonts are hosted on our own server. We use your browser's local storage only for things that make the site work, such as remembering your Start Here answers so the calendar can pre-fill them. That information stays on your device.
Analytics. Analytics is not turned on today. If we turn it on, it will be Google Analytics 4 through Google Tag Manager, and it will load only after you click "Allow analytics" in the cookie banner. Until you do, nothing loads. You will be able to change your choice at any time from "Cookie settings" at the bottom of every page. If your browser sends a Global Privacy Control signal, we treat it as a choice of essential cookies only.
Outside services you choose to use. Some steps use services run by other companies. They load only when you take that step, and their own privacy notices apply:
- Calendly shows our booking calendar. It loads only when you click "Open the calendar," and it may set its own cookies and use its own analytics.
- LawPay processes payments on its own secure page. We never see or store your card or bank details.
- Demio hosts our webinars on its own site.
- Kit sends our emails when you request a guide or opt in to our newsletter. You can unsubscribe from any email.
- Netlify hosts this site and receives the forms you submit.
Security
We maintain physical, electronic and procedural safeguards consistent with our professional obligations. Email is not a secure medium. We will never send you new or changed wire instructions by email. If you receive wire instructions that appear to come from this firm, call us at a number you already have before sending anything.
Children
This website is not directed to children under 13, and we do not knowingly collect their personal information.
Contact
Wood Legal Group, LLP, 1308 E. Colorado Blvd. #2286, Pasadena, CA 91106. (626) 898-9195. info@woodlegalgroup.com.