Privacy Policy

Last updated: October 9, 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, our phone and text messages, and our work for clients.

Information we collect

• Identifiers. Name, postal address, email address, telephone number, and account identifiers if you use a client portal.
• Information about your family and your property that you provide through forms, questionnaires, uploads 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 and calls. Meetings are ordinarily recorded and transcribed so nothing from your file is lost, and calls to our office may be answered by an AI phone assistant and recorded and transcribed. California is a two-party consent state. You will be told at the start of any recorded meeting or call, 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. Social Security numbers are collected only in person during a meeting, never through this website or by email, and are stored encrypted with access limited to the attorney and her operations manager.

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 schedule appointments and send reminders
• 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

Wood Legal Group uses artificial intelligence (AI) throughout our business and in the systems where we store data. We use AI tools to answer and route phone calls, to record, transcribe and summarize meetings and calls, to answer questions through website and messaging assistants, to organize information, to prepare first drafts from firm templates, to assist with research, and for routine administration. The providers we use today include OpenAI (ChatGPT), Anthropic (Claude), Google (including Google Meet transcripts and Gemini), and Nextiva (XpertAI).

The AI tools we use, and the ways we use them, will change over time. We reserve the right to change AI providers and how we use them without additional notice to you. This page always describes our current practice.

What does not change. AI 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 AI services. When you are speaking or chatting with an AI assistant, you are not speaking with a person, and you may ask for a member of our team at any time.

Your consent. By using this website, submitting a form, calling or texting us, booking an appointment or engaging the firm, you acknowledge that you have been informed of, and agree to, the use of AI with your information as described in this policy.

Text messages

If you give us a mobile number and agree to receive texts, we send text messages about appointments, payments and your matter through our phone provider, Nextiva. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Agreeing to texts is never a condition of buying any service. We do not sell or share your mobile number or your text consent with anyone for their own marketing.

Who we share it with

Firm personnel and service providers. We use outside providers for each part of our work. 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. Today these include:

• Website hosting and forms: Netlify
• Our secure client records system: Supabase
• Email, calendar, video meetings and the fonts on this website: Google Workspace and Google Fonts
• Phone, text messages and AI phone assistant: Nextiva
• Scheduling: Calendly
• Payments: LawPay
• Newsletters and email: Kit and Industry Newsletters
• Webinars: Demio
• Client document storage and portal: DynasticAI, Inc.
• AI tools: the providers named in the Artificial intelligence section

We may change these providers without notice. This list describes our current providers.

DynasticAI. Legal services are provided by Wood Legal Group, LLP. The DynasticAI platform is provided by DynasticAI, Inc. They are separate companies under common founding ownership. Clients contract with DynasticAI directly, and the firm sees a client's information on the platform only with that client's consent.

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, and your documents

We keep unsigned documents and client files for five years after your matter closes. You keep the one original of your signed documents. If you would like signed copies of your documents kept for you, you will need to maintain a client portal with our document storage company, currently DynasticAI, Inc. or a similar provider. We reserve the right to change our document storage company without notice. 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, to opt out of the sale or sharing of personal information, and not to be discriminated against for exercising these rights. We do not sell or share personal information, so there is nothing to opt out of; if that ever changes, we will update this policy first and add a "Do Not Sell or Share My Personal Information" link. To make a request, call (626) 898-9195 or write to info@woodlegalgroup.com with the word Privacy in the subject line. You may use an authorized agent. We will verify your identity before acting.

Shine the Light. We do not share personal information with third parties for their own direct marketing purposes.

Do Not Track and Global Privacy Control. This website treats a Global Privacy Control signal from your browser as a choice to block analytics cookies. We do not respond to other "Do Not Track" signals, because there is no common standard for them.

Maryland and other states

If you live in Maryland or another state that gives you privacy rights, you may make the same requests described above, and we will honor them as the law of your state requires.

Cookies and analytics

We use essential cookies and local storage so the site works, for example to remember your cookie choice and your Start Here answers on your device. Analytics (Google Analytics 4 through Google Tag Manager) only runs if you choose "Allow analytics." You can change your choice at any time using "Cookie settings" at the bottom of every page. This site loads its fonts from Google Fonts, which receives your IP address to deliver them. We do not run advertising or social media tracking pixels.

Security

We maintain physical, electronic and procedural safeguards consistent with our professional obligations. Email is not a secure medium; please send documents through your client portal or a secure upload link from our office, never by email. 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.

Changes to this policy

We may update this policy at any time by posting a new version here. The date at the top shows when it last changed.

Contact

Wood Legal Group, LLP, 1308 E. Colorado Blvd. #2286, Pasadena, CA 91106. (626) 898-9195. info@woodlegalgroup.com.