Privacy Policy

Walk Thru Legacy, Inc. ("Walk Thru Legacy," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect through our website at walkthrulegacy.com (the "Site"), how we use it, and the choices you have. By using the Site, you agree to the practices described here.

Information We Collect

We collect information in two ways:

Information you provide directly

When you contact us, request a consultation, book a call through our scheduling tool, or email us, you may provide your name, email address, telephone number, and any details you choose to share about your situation. You provide this information voluntarily.

Information collected automatically

When you visit the Site, we use Google Analytics, a web analytics service provided by Google LLC, to understand how visitors find and use our Site. Google Analytics uses cookies and similar technologies to collect information such as your IP address (in truncated/anonymized form where available), browser type, device type, pages viewed, time spent on pages, and the website you came from. This information helps us improve the Site. Google Analytics processes this data on our behalf and may transfer it to Google servers. For more on how Google uses data, see Google's Privacy Policy and How Google uses information from sites that use its services.

Cookies & Your Choices

A cookie is a small text file stored on your device. We use analytics cookies as described above. When you first visit the Site, you will see a banner allowing you to Accept or Decline analytics cookies. If you decline, we disable Google Analytics tracking for your visit and do not collect analytics data about you. You may also block or delete cookies through your browser settings, and you can install the Google Analytics Opt-out Browser Add-on.

How We Use Your Information

• To respond to your inquiries and provide the document preparation services you request;
• To schedule and conduct consultations;
• To prepare the legal documents you direct us to prepare;
• To improve our Site and understand how it is used (via analytics);
• To comply with our legal and regulatory obligations as a registered Legal Document Assistant.

How We Share Your Information

We do not sell your personal information. We share information only as needed to operate our business: with service providers who help us run the Site and our scheduling tool (such as Google for analytics and our calendar/booking provider), with a notary or county recorder when you direct us to facilitate signing or recording, and where required by law, subpoena, or court order. Service providers are permitted to use your information only to perform services for us.

Your California Privacy Rights

If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), gives you the right to:

• Know what personal information we collect, use, and disclose;
• Access a copy of the personal information we hold about you;
• Delete personal information we have collected, subject to legal exceptions;
• Correct inaccurate personal information;
• Opt out of the "sale" or "sharing" of personal information. The use of Google Analytics may be considered "sharing" for cross-context behavioral purposes under California law. You may opt out at any time by selecting Decline on our cookie banner, which disables analytics tracking.

We will not discriminate against you for exercising any of these rights. To submit a request, contact us using the details below. We may need to verify your identity before fulfilling certain requests.

Data Retention

We keep personal information for as long as needed to provide our services, comply with our legal and recordkeeping obligations (including those applicable to registered Legal Document Assistants), resolve disputes, and enforce our agreements.

Data Security

We use reasonable administrative and technical measures to protect the information we hold. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Children's Privacy

Our Site and services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, please contact us and we will delete it.

Third-Party Links

Our Site may link to third-party websites or tools (such as our scheduling provider). We are not responsible for the privacy practices of those third parties. Please review their privacy policies.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be posted on this page.

Important Note About Our Services