Privacy Policy | Carpenter Estate Solutions

CARPENTER ESTATE SOLUTIONS, PLLC - PRIVACY POLICY

Effective Date: September 17, 2026 Last Updated: September 17, 2026

1. Introduction and Scope

Carpenter Estate Solutions, PLLC ("the Firm") and its principal attorney, Todd W. Carpenter, Esq. ("I," "me," or "my"), respect your privacy and am committed to protecting the personal information of visitors to this website located at www.CarpenterEstateSolutions.com (the "Site"), as well as prospective and current clients who interact with the Firm through the Site, telephone, email, text message, or in-person consultation.

This Privacy Policy explains what information is collected, how it is used and protected, who it is shared with, and the choices available to you. By using the Site or submitting information through any intake form, scheduling tool, telephone call, email, or text message, you acknowledge that you have read and understood this Privacy Policy.

Data Controller / Contact Information:

Carpenter Estate Solutions, PLLC Attn: Todd W. Carpenter, Esq. 1131 Route 55, Suite 102, Lagrangeville, NY 12540 Telephone: (845) 489-0769 Email: Todd@CarpenterEstateSolutions.com

This Privacy Policy applies to the Site and to the data flows associated with the Firm's intake and case management systems, including Clio Grow, Clio Manage, and Clio Payments. It does not apply to third-party websites that may be linked from the Site, which are governed by their own privacy policies.

2. Information Collected

2.1 Information You Voluntarily Provide

The Firm collects information that you knowingly and voluntarily submit, including but not limited to:

Full name, mailing address, email address, and telephone number(s), including mobile telephone number;
Information submitted through Wix-hosted contact and inquiry forms;
Information submitted through Clio Grow intake questionnaires and the Clio Grow public scheduling link, including household composition, family relationships, asset and property information, health or incapacity-related information relevant to advance directives, and other estate planning details necessary to evaluate or provide legal services;
Information provided during scheduled consultations, whether by telephone, video conference, or in person;
Billing, retainer, and payment information submitted through Clio Payments or other designated third-party payment processors; and
Correspondence sent by email, text message (SMS), online form, or postal mail.

2.2 Information Collected Automatically

When you visit the Site, certain technical information is automatically collected through cookies, pixel tags, and similar tracking technologies, including:

Internet Protocol (IP) address;
Browser type and version, device type, and operating system;
Referring and exit web pages, pages viewed, and time spent on the Site;
General geographic location derived from IP address; and
Interaction data collected via Google Analytics, the Meta Pixel, and Wix's built-in visitor analytics tools.

These technologies help in understanding how visitors use the Site and in improving its content and functionality, and, where applicable, in measuring the effectiveness of the Firm's online presence.

3. How Your Information Is Used

Information described above is used for the following purposes:

To respond to inquiries submitted through the Site, by email, or by telephone;
To schedule, confirm, reschedule, or send reminders regarding consultations booked through Clio Grow's public scheduling tool;
To perform a conflict-of-interest check prior to accepting any engagement;
To prepare engagement letters, retainer agreements, and, upon formal engagement, to provide legal services;
To process retainer payments and invoices through Clio Payments or other designated payment processors;
To send administrative and transactional communications regarding your matter, appointment, or account, including by SMS text message as described in Section 5 below;
To maintain internal business records consistent with recordkeeping obligations under the New York Rules of Professional Conduct; and
To analyze, maintain, and improve the functionality, security, and content of the Site.

Personal information collected through the Site is not used to make automated decisions that produce legal or similarly significant effects concerning you.

4. Third-Party Service Providers

The Firm relies on the following categories of third-party service providers to operate the practice and the Site. These providers process personal information solely on the Firm's behalf and solely for the operational purposes described below; they are not authorized to use your information for their own independent marketing purposes:

Clio (Themis Solutions Inc.) — client intake (Clio Grow), practice and case management (Clio Manage), and payment processing (Clio Payments);
Wix.com, Inc. — website hosting, form submission, and visitor analytics;
Microsoft Corporation — Microsoft 365 / Outlook email hosting and correspondence;
Google LLC — Google Analytics website traffic analysis;
Meta Platforms, Inc. — Meta Pixel website interaction analysis; and
Payment processors engaged through Clio Payments for the secure processing of retainer and invoice payments.

Personal information is not sold to third parties. Personal information is not shared with third parties for their own independent marketing or advertising purposes. Information may be disclosed where required by law, court order, or valid legal process, or as necessary to protect the rights, property, or safety of the Firm, clients, or others.

5. Mobile Information and SMS Communications

This section governs the collection, use, and disclosure of mobile telephone numbers and text messaging (SMS) data submitted to the Firm.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties or affiliates.

Text messaging data, including your mobile telephone number and any consent to receive SMS communications, is used exclusively for administrative and transactional communications between the Firm and the client or prospective client, including but not limited to appointment confirmations and reminders, consultation scheduling communications, document signing alerts, and client portal notifications. The Firm does not send marketing or promotional text messages. For complete terms governing SMS communications, including opt-in, opt-out, and support instructions, please refer to the "SMS / Text Messaging Terms & Conditions" section of the Terms and Conditions.

6. Data Security and Ethical Confidentiality Obligations

As a New York attorney, Todd W. Carpenter, Esq. is bound by the duty of confidentiality set forth in New York Rules of Professional Conduct, Rule 1.6, which governs information relating to the representation of a client. Administrative, technical, and physical safeguards are maintained that are designed to protect personal and confidential information transmitted to or stored by the Firm, consistent with these professional obligations.

Notwithstanding these safeguards, no method of transmission over the internet or electronic storage is completely secure. Email, SMS text messages, and web-based form submissions may be transmitted over unencrypted or partially encrypted channels and could, in rare circumstances, be intercepted or accessed by unauthorized third parties. The Firm cannot and does not guarantee absolute security of any information transmitted electronically, and by choosing to communicate with the Firm through these channels, you acknowledge and accept this inherent risk. Prospective clients are cautioned not to transmit highly sensitive information prior to the establishment of a formal attorney-client relationship, as further explained in the Terms and Conditions.

7. Cookies, Pixels, and Your Choices

The Site uses cookies and similar tracking technologies (including those deployed via Wix, Google Analytics, and the Meta Pixel) to operate core Site functionality, remember preferences, and analyze visitor behavior in the aggregate.

You may control or disable cookies through your browser settings. Most browsers allow you to refuse cookies, delete existing cookies, or receive a notification before a cookie is placed. Please note that disabling cookies may affect the functionality of certain features of the Site. You may also opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-on, and you may manage advertising preferences related to the Meta Pixel through your Meta account settings, where applicable.

8. Data Retention

Personal information, including intake and client file information, is retained for as long as necessary to fulfill the purposes described in this Privacy Policy, to comply with applicable legal and ethical obligations (including file retention requirements applicable to trusts and estates practice under New York law and the New York Rules of Professional Conduct), to resolve disputes, and to enforce applicable agreements. Information submitted by prospective clients who do not retain the Firm is retained only as long as reasonably necessary for conflict-check recordkeeping and administrative purposes, after which it may be securely deleted or archived.

9. Children's Privacy

The Site is not directed to individuals under the age of eighteen (18), and personal information is not knowingly collected from minors. If you believe a minor has submitted personal information through the Site, please contact the Firm at the email address above so that the matter may be addressed.

10. Updates to This Privacy Policy

This Privacy Policy may be updated from time to time to reflect changes in practices, technology, legal requirements, or other factors. The "Last Updated" date at the top of this page indicates when this Privacy Policy was most recently revised. You are encouraged to review this page periodically. Continued use of the Site following any update constitutes acceptance of the revised Privacy Policy.

11. Contact

If you have any questions or concerns about this Privacy Policy or the Firm's data practices, please contact:

Carpenter Estate Solutions, PLLC 1131 Route 55, Suite 102, Lagrangeville, NY 12540 Telephone: (845) 489-0769 Email: Todd@CarpenterEstateSolutions.com