Privacy Policy

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Privacy Policy

LIFE LAW PLANNING GROUP Privacy Notice

Effective Date: March 23, 2025

The Law Offices of Julie M. Carlson, Julie Carlson Professional Services, LLC, d/b/a LIFE LAW PLANNING GROUP ( “LLPG”) (a Florida registered entity) respects your right to privacy. This Privacy Policy explains how we may collect, share, use and process personal information about you and how you can exercise your privacy rights. It applies to personal information we collect through our website (www.lifelawplan.com), mobile apps, social media pages, as well as through our marketing activities, services we provide to our clients, live events, any offline business interactions you may have with us and other activities described in this Privacy Notice (collectively, the “Service”.)

We may provide additional or supplemental privacy notices for specific products or services that we offer at the time of collection. Unless otherwise noted, those supplemental notices should be read together with this Privacy Notice.

1. Personal Information We Collect

When you use our Service, we collect personal information about your use of our Service and information that you send us. We may collect and store the following information when running the Service:

Information You Provide Voluntarily: We collect information that you voluntarily provide to us, including: when you communicate via email or other channels; when you sign up for news, publications, marketing communications, webinars and events; and when you respond to our communications or requests for information. The information you provide may include: your name, contact information, title and information about the organization with which you are affiliated.

Information We Collect Automatically: We may automatically collect information about you when you use our Services such as, but not limited to device Information- we may collect information about devices you use to access the Services and how you use the Services, such as your Internet Protocol (“IP”) address and which websites you visited before accessing our Services; Performance and Log Data- our servers may automatically record information created by your use of our Services, which may include information such as, but not limited to, your IP address, browser type, operating system, command line information, diagnostic information related to the Services (e.g., crash activity reports), the referring web page, pages visited, location, your mobile carrier, device and application IDs, and search terms. For instance, when we send you an email, we may collect certain information including the nature of the email, whether you opened or deleted our email, action you took upon receipt of our email, or your name and contact information; Cookies- we use cookies to display information more effectively, store, on a user’s computer or device information about the user’s preferences and settings, gather statistical information about the use of our Services to improve our design and functionality, and for security purposes.

Information We Receive from Third Parties: When we receive personal information about you from third parties and use such information, this can include: your name, email address, contact information, identification and background information and other personal information.

Tracking Technologies: We may use various methods and technologies to store or collect Usage Information (“Tracking Technologies”). Tracking Technologies may set, change, alter or modify settings or configurations on your Device. A few of the Tracking Technologies include, without limitation, the following (and subsequent technology and methods later developed):

Cookies- A cookie is a data file placed on a Device when it is used to visit the websites. A Flash cookie (or locally shared object) is a data file placed on a Device via the Adobe Flash plug-in that may be built-in to or downloaded by you to your Device. HTML5 cookies are similar to Flash cookies but do not require a plug-in. Regular cookies may generally be disabled or removed by tools that are available as part of most commercial browsers, and in some but not all instances can be blocked in the future by selecting certain settings. Each browser you use will need to be set separately and different browsers offer different functionality and options in this regard. Also, these tools may not be effective with regard to Flash cookies or HTML5 cookies. For information on disabling Flash cookies go to adobe.com. Please be aware that if you disable or remove any cookies on your Device, some parts of our websites may not function properly, and that when you revisit our websites your ability to limit cookies is subject to your browser settings and limitations.

Web Beacons- Small graphic images or other web programming code called web beacons (also known as “web beacons”, “1×1 GIFs” or “clear GIFs”) may be included in our websites’ pages and messages. Web beacons or similar technologies may be used for a number of purposes, including, without limitation, to count visitors to the websites, to monitor how users navigate the websites, to count how many e-mails that were sent were actually opened or to count how many particular articles or links were actually viewed.

Embedded Scripts- An embedded script is programming code that is designed to collect information about your interactions with the websites, such as the links you click on. The code is temporarily downloaded onto your Device from our web server or a third party service provider, is active only while you are connected to our websites, and is deactivated or deleted thereafter.

ETag, or entity tag- An ETag is a type of identifier assigned by a web server to a specific version of a resource found at a URL. If the resource content at that URL ever changes, a new and different ETag is assigned. Used in this manner ETags are similar to fingerprints, and they can be quickly compared to determine if two versions of a resource are the same or not. ETag tracking may generate unique tracking values even where the consumer blocks HTTP, Flash and/or HTML5 cookies.

We may use Tracking Technologies for a variety of purposes, including:

Strictly Necessary. We may use cookies or other Tracking Technologies that we consider are strictly necessary to allow you to use and access our websites, including cookies required to prevent fraudulent activity, improve security or allow you to make use of certain functionality on our websites.

Performance-Related. We may use cookies or other Tracking Technologies that are useful in order to assess the performance of the websites, including as part of our analytic practices or otherwise to improve the content, products or services offered through the websites.

Functionality-Related. We may use cookies or other Tracking Technologies that are required to offer you enhanced functionality when accessing the websites, including identifying you when you sign in to our websites or keeping track of our specified preferences, including in terms of the presentation of content on our websites.

Targeting-Related. We may use Tracking Technologies to deliver content relevant to your interests on our websites based upon how you interact with our content. This includes using Tracking Technologies to understand the usefulness to you of the content that has been delivered to you. There may be other Tracking Technologies now and later devised and used by us in connection with the websites.

Information We Receive from a Social Network: If you connect to us from a social network, such as LinkedIn, Instagram, TikTok or Facebook, we will collect personal information from the social network in accordance with your privacy settings on that social network. The connected social network may provide us with information such as your name, profile picture, network, gender, username, user ID, age or age range, language, country, friends list, follower list and any other information you have agreed it can share or that the social network provides to us. We will assume that such social network or other third parties are entitled to collect and share such personal information with us.

Sensitive Information. We may collect sensitive information about you when you use our Services. Any use of such information is limited to such purposes described to you at the time of collection.

2. How and Why We Use Your Information

To Provide Our Services to You. We may process your personal information to inform you about our Services, new legal and policy developments, relevant information in the industries we serve and about our marketing events. Without your personal information, we cannot provide such Services.

To Respond to Your Inquiries. We process your personal information when you contact us, such as with questions, concerns, feedback, disputes or issues. Without your personal information, we cannot respond to you or ensure your continued use and enjoyment of the Services.

To Enforce Our Terms or Agreements. We process your personal information to actively monitor, investigate, prevent and mitigate any alleged or actual prohibited, illicit or illegal activities in connection with our Services; investigate, prevent, or mitigate violations of our terms, agreements or policies; and enforce our agreements with third parties and partners. We cannot perform our Services in accordance with our terms, agreements or policies without processing your personal information for such purposes.

To Ensure the Security of the Service. We are committed to ensuring your safety and continued enjoyment of our Services. To do so, we process your personal information to: combat spam, malware, malicious activities or security risks; improve and enforce our security measures; and to monitor and verify your identity so that unauthorized users do not access your account with us or your information we otherwise hold. We cannot ensure the security of our Services if we do not process your personal information for security purposes.

To Personalize Your Experience on the Services. We may provide you with third- party services, plugins, and many other options to personalize your experience of our Services. In addition, we also use cookies and similar tracking technology for such purposes. By personalizing the Services, you get to enjoy our Services even more because we keep track of your preferences (e.g. your language selection, your time zone, etc.). Without processing your personal information for such purposes, you may not be able to access or personalize part or all of our Services.

For Research and Development Purposes. To continue to provide you with our innovative Services, we collect information about the way you use and interact with our Services for research and development purposes. Research and development help us improve our Services and build new Services and customized features or Services. We take additional security measures when processing your personal information for such purposes, by de-identifying or pseudonymizing your information, limiting access to personnel that may conduct research and development, and applying other technical, physical and administrative security measures.

To Engage in Marketing Activities. We process your personal information to inform you about our Services, new legal and policy developments, relevant information in the industries we serve and our marketing events (including by
electronic means, such as email). To do so we may process your contact information or information about your interactions on our Services to send you marketing communications; provide you with information about events, webinars, or other materials; deliver targeted marketing to you; and keep you updated about our Services. You can opt-out of receiving our marketing information at any time by clicking an unsubscribe link in our emails.

3. Information Sharing and Disclosure

We do not sell, exchange, transfer, or give your personal information to any other company or individual for any reason except as set forth in this Privacy Notice and as described below:

Our Service Providers. We share information with our service providers, suppliers, subcontractors and similar third parties who provide services to us, or act on our behalf so that they can assist us with the maintenance of our Service. Our contracts with these service providers prohibit them from sharing your personal information with others for other purposes than as directed by us. Legal Concerns or Liabilities. We may use, share, or disclose information about you in order to address legal concerns or liabilities, especially when we believe, in our sole discretion, that (a) you might have misused the Services, such as to gain unauthorized access to any system, engaged in spamming, denial of service attacks or similar attack; (b) disclosure is reasonably necessary to enforce our Terms of Use; (c) to respond to suspected illegal or fraudulent activity; (d) to protect legal rights or defend against legal claims; and to allow us to pursue available remedies or limit the damages that we or a third party may sustain.

Your Consent. We will disclose your information to a person you have given us your consent to disclose to or as required to complete the Services.

4. Security

We seek to use reasonable technical, organizational and administrative measures to protect user information within our organization against unauthorized or unlawful access or processing, and against accidental loss, destruction or damage. We believe that these measures are reasonably adapted to the nature of the information in our custody. In addition to the security measures detailed above, we protect personal information by taking measures: (i) to protect the ongoing confidentiality, integrity, availability, and resilience of our processing systems and services; (ii) to restore the availability of and access to personal information in a timely manner in the event of a physical or technical incident; and (iii) to regularly test, assess, and evaluate the effectiveness of our technical and organizational measures. However, even though LLPG makes reasonable efforts to protect information in its custody, no security system or data storage or transmission over the Internet or otherwise is fully secure. Thus, we cannot guarantee the security of any information we may have collected or received from you or transmitted to you. If you believe your information is not secure, please immediately notify us of the problem at the address provided in the “How to Contact Us” section below.

5. Data Retention

We retain information about you for as long as necessary to perform the activities described in this Privacy Notice, or where we have an ongoing legitimate business need to do so, such as for legal, regulatory, accounting or reporting requirements. When our legitimate interest for retaining your personal information ceases to exist, we will either delete or anonymize your information so that it can no longer be attributed to a particular individual. To the extent residual information remains within our databases, back-ups or other records and we are unable to anonymize it we will isolate such information from further processing until deletion is possible. If you have any questions, please feel free to contact us.

6. Children’s Information

We do not knowingly collect any personal information from children under 13. If we become aware that an individual under the age of 13 is submitting information without consent from their parent or legal guardian or as permitted under applicable law, we will delete the information as soon as possible from our database. If you believe we are collecting information about an individual under 13, please notify us immediately so that we can take appropriate action.

7. Privacy Rights and Choices

Depending on applicable law where you reside or are located, you may be able to assert certain rights identified below with respect to your personal information. Any rights you may have in relation to your personal information are not absolute. We reserve the right to refuse to act on a request that is manifestly unfounded or excessive (for example because it is repetitive) and/or to charge a fee that takes into account the administrative costs for providing the information or taking the action requested.

Right to Know/Access. You may have the right to obtain a copy, or a list of categories of the personal information that we hold about you, as well as other supplementary information, such as the purposes of processing, and the entities to whom we disclose your personal information.

Right to Correct. You may have the right to correct any of your personal information in our records and systems. You may request us to rectify, correct or update any of your personal information held by us that is inaccurate.

Right to Delete. Under certain circumstance, you may have the right to request that we delete the Personal Information that we hold about you. This right is not absolute, and we may refuse such a request if there are compelling legitimate grounds for keeping your personal information, for legitimate purposes, or as required by law. In addition, in the event your deletion request is honored, we may retain a record of your deletion request as required under applicable law.

Right to Portability. You have the right to receive a copy of the personal information we have collected about you in a structured, commonly used and machine-readable format.

Right to Opt-Out of Automated Decision-making or Profiling. You may have the right not to be subject to a decision which significantly impact your rights that is based solely on automated processing (where a decision is taken about you using an electronic system without human involvement). No decision will be made by us about you solely on the basis of automated decision making which has a significant impact on you.

Right to Appeal. In certain jurisdictions, you may have the right to appeal if we refuse to take action on your rights request. Instructions on how to appeal will be provided to you upon such a denial, but in any event, such instructions will be substantially similar to those provided below for submitting requests.

Right Against Discrimination. You may have the right not to be discriminated against for exercising any of the rights described in this section. We will not discriminate against you for exercising your rights.

We do not sell your personal information. We do not share your personal information for targeted advertising. We do not process any information that may be considered “sensitive personal information”, under certain laws, to infer characteristics about you. To make a privacy rights request, please contact us by email at [email protected] or contact us at 954-642-1520. To confirm your identity, we may ask you to verify personal information we already have on file for you. If we cannot verify your identity based on the information we have on file, we may request additional information from you, which we will only use to verify your identity, and for security or fraud-prevention purposes. In your request, please make clear what information you would like to have changed, whether you would like to have your personal information correct, deleted or other limitations you would like to put on our use of your personal information. We may only implement requests with respect to personal information that is associated with the particular email address that you use to send your request.

You may use an authorized agent to submit a rights request on your behalf. If you use an authorized agent to submit requests on your behalf, we will require you to directly verify your identity with us or have you directly confirm with us that the authorized agent has been authorized to act on your behalf.

Depending upon the applicable law, access to your rights may be denied: (a) when denial of access is required or authorized by law; (b) when granting access would have a negative impact on another’s privacy; (c) to protect our rights and properties; or (d) where the request is frivolous or vexatious, or for other reasons.

For individuals located in the European Economic Area, Switzerland or the United Kingdom during data collection, please refer to Section 9 below for more information about your rights.

8. Notice to California Residents

The California Consumer Privacy Act of 2018, as amended by the Consumer Privacy Rights Act of (“CCPA”), requires us to explain the “Personal Information” categories, as identified and defined by the CCPA (see California Civil Code section 1798.140(o)), that we collect, the reason we collect the Personal Information, where we obtain the Personal Information, and the other entities with whom we may share the Personal Information. Under the CCPA, Personal Information is defined as any information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household
(“Personal Information”).

We generally collect the following categories of Personal Information in providing our Services:

Identifiers such as a name, address, unique personal identifier, email, phone number, your device’s IP address, software, and identification numbers associated with your devices; Characteristics of protected classifications under California or federal law, such as gender; Commercial information such as records of products or services purchased, obtained, or considered by you; Internet or other electronic information regarding you browsing history, search history, the webpage visited before you came to our website, length of visit and number of page views, click-stream data, locale preferences, your mobile carrier, date and time stamps associated with transactions, and system configuration information; Your geolocation, to the extent you have configured your device to permit us to collect such information; and Inferences about your preferences, characteristics, behavior and attitudes.

For more information about the Personal information we collect and how we collect it, please refer to section 1 above, and our Cookie Notice. We collect Personal Information for the business purposes described in section 2 above, and in our Cookie Notice. The CCPA defines a “business purpose” as the use of Personal Information for the business’s operational purposes, or other notified purposes, provided the use of Personal Information is reasonably necessary and proportionate to achieve the operational purpose for which the Personal Information was collected or another operational purpose that is compatible with the context in which the Personal Information was collected. The categories of other individuals or entities with whom we may share your Personal Information are listed in section 4 above.

LLPG is a single legal entity for purposes of California Civil Code Section 1798.83. California law requires us to inform California residents who have provided us with personal information that they may request of us information about our disclosures to third parties for their direct marketing purposes. To do so, contact us at [email protected] and indicate in the subject line “California Privacy Rights.”

Do Not Track. Please note that we do not currently respond to web browser “do not track” signals or other mechanisms that may allow you to opt out of the collection of information across networks of websites and online services as there is no standard for how online services should respond to such signals.

9. Links to Third Party Services

Our Service may include links to third party services where you might be able to post comments, reviews, or view third party information. Please note, the inclusion of a link on our Service to a third party’s service does not imply endorsement of the third party’s data handling practices, and does not imply that the third party’s practices are covered by this Privacy Notice. We are not responsible for the privacy practices of these entities.

10. Social Security Protection Policy Statement

It is our policy to protect the confidentiality of Social Security numbers (SSNs) from ‎misuse ‎and improper disclosure by maintaining and enforcing physical, ‎‎electronic, and procedural ‎‎safeguards. We prohibit unlawful disclosure of SSNs, and limit access to SSNs to our ‎personnel ‎who need access to SSNs in order to perform their job functions. We do not ‎disclose SSNs to ‎third parties except where required or ‎‎permitted by law.‎ ‎

11. Text Messaging Privacy Statement

We strictly adhere to our SMS Terms of Service, which governs our use of your
Personal Information for text messaging, including the use of short code or otherwise. If you wish to opt-out of our SMS text messaging service, you may reply to our short code with the message “STOP” at any time. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected] or 954-642-1520.

12. Changes to this Privacy Notice

We may update this Privacy Notice from time to time. The effective date of the current Privacy Notice is noted at the top of this page. If we make material changes to the way we collect, use, share or process the personal information that you have provided that adversely impact you, we will notify you by posting it on the Service or other appropriate means. Any modifications to this Privacy Notice will be effective upon our posting the modified version (or as otherwise indicated at the time of posting). In all cases, your use of the Service after the effective date of any modified Privacy Notice indicates your acknowledging that the modified content of the Privacy Notice applies to your interactions with the Service and our business.

13. How to Contact Us

You can contact us via email at [email protected]. If you prefer to contact us by postal mail, please contact us at: Office of the Managing Partner, Life Law Planning Group, 2335 East Atlantic Boulevard, Suite 200, Pompano Beach, FL 33062.