- (239) 789-2533
- (833) 517-PLAN (7256)
- EFax: (239) 790-5088
Effective Date: November 13, 2026
Life Law Planning (“the Firm,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information of prospective clients, existing clients, and individuals who contact our office. This Privacy Policy describes how we collect, use, protect, and share personal information, including information associated with SMS text messaging through our legal practice management and communications systems.
We may collect names, telephone numbers, email addresses, mailing addresses, information submitted through our website or intake forms, and information voluntarily provided during consultations or legal representation.
We may also collect information concerning appointments, legal matters, billing, and communications with our office.
We collect information when individuals contact our office, complete online forms, request consultations, communicate by telephone or text message, engage our legal services, or otherwise voluntarily provide information.
We may also receive information from authorized referral sources or representatives where legally appropriate.
We use personal information to respond to inquiries, evaluate requests for legal services, schedule consultations, communicate with prospective and existing clients, provide legal representation, request documents, send appointment reminders, and manage administrative and billing matters.
Where separately authorized, we may also communicate information about our legal services, educational programs, or firm announcements.
We do not sell personal information.
Life Law Planning uses SMS text messaging to communicate with prospective clients, new leads, and existing clients.
Depending on the individual’s relationship with our Firm and the consent provided, text messages may include:
Responses to inquiries about legal services.
Consultation scheduling and appointment confirmations.
Appointment reminders and follow-up communications.
New-client intake and document requests.
Updates concerning ongoing legal matters.
Administrative and billing communications.
Information about legal services or firm announcements, when appropriate marketing consent has been obtained.
Consent
Individuals may consent to receive text messages by expressly opting in through an authorized intake form, website form, or another documented consent process.
Providing a mobile telephone number alone does not automatically constitute consent to receive promotional text messages.
Consent to receive text messages is not a condition of retaining Life Law Planning or receiving legal services.
Message frequency varies. Message and data rates may apply.
Opt-Out
You may opt out of receiving text messages at any time by replying STOP to a message from Life Law Planning.
For assistance, reply HELP or contact our office directly.
After an opt-out request, we will discontinue SMS messages covered by that request unless renewed consent is obtained, except for a permitted confirmation message.
Mobile Information Protection
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
All other categories of information sharing described in this Privacy Policy exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties for their own marketing or promotional purposes.
Life Law Planning may use authorized technology and communications service providers, including Clio and associated messaging providers, solely to deliver and manage communications on our behalf, subject to appropriate confidentiality and security obligations.
We do not sell, rent, or otherwise provide mobile telephone numbers or SMS consent information to outside organizations for their independent marketing activities.
Life Law Planning may disclose personal information when reasonably necessary to provide legal representation, operate the Firm, comply with applicable law, or fulfill professional obligations.
Such disclosures may involve courts, authorized service providers, or other parties when legally appropriate.
We do not share confidential client information for unrelated marketing purposes.
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, or disclosure.
Access to confidential client information is limited as appropriate to personnel and service providers requiring such access for legitimate business or legal purposes.
Although reasonable precautions are taken, no electronic communications system can guarantee absolute security.
Clients and prospective clients should avoid sending highly sensitive personal or financial information through ordinary SMS messaging and should use secure methods of communication when appropriate.
Life Law Planning maintains its professional obligations concerning confidentiality and protection of information obtained from clients and prospective clients under applicable Florida law and the Florida Rules of Professional Conduct.
Contacting our office, submitting an inquiry, or exchanging text messages does not automatically establish an attorney-client relationship.
Personal information is retained as reasonably necessary to provide legal services, manage client relationships, maintain business records, and satisfy applicable legal and professional requirements.
Individuals may contact our office to update contact information, request corrections, or change communication preferences.
SMS consent may be withdrawn at any time by replying STOP.
Requests involving personal information will be addressed in accordance with applicable legal and professional obligations.
Our website may contain links to independently operated third-party websites. Life Law Planning is not responsible for the privacy practices of those websites.
We may update this Privacy Policy periodically to reflect changes in our services, communications practices, or applicable requirements.
Updates will be posted on our website with a revised effective date.
Life Law Planning
Fort Myers Office
5237 Summerlin Commons Blvd., Suite 109
Fort Myers, FL 33907
Naples Office
1415 Panther Lane
Naples, FL 34109
Website: https://lifelawplanning.com
For questions about this Privacy Policy or our SMS communications, please contact our office.