Privacy Policy

Privacy Policy for NextGen Estate Solutions

Effective Date: April 4, 2025

At NextGen Estate Solutions, we are committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us, including phone numbers, whether you are a current or prospective client.   

Information We Collect:

We may collect the following information from you:

  • Contact Information: This includes your name, address, email address, and phone number.
  • Information Related to Your Legal Matter: If you are a current client, we collect information relevant to your estate planning or related legal needs.
  • Information from Prospective Clients: When you contact us with a legal inquiry regarding estate planning or related matters, we may collect your contact information and details about your potential legal needs.
  • Consent Records: We maintain records of your consent to contact you, where applicable.

Use of Your Phone Number and Other Information:

We use the information we collect for the following purposes:

  • Communication: To communicate with you regarding your estate planning matter, potential legal needs, appointments, updates, and other relevant information. This includes contacting you via phone calls and text messages if you have provided your phone number and given consent where required.
  • Providing Legal Services: To provide you with the estate planning and related legal services you have requested or that we believe may be of interest to you as a prospective client.
  • Internal Operations: For our internal administrative purposes, such as record-keeping, client management, and improving our services.
  • Compliance with Legal Obligations: To comply with applicable laws, regulations, and professional ethical obligations (Governed by the NC State Bar).

No Sharing of Phone Numbers or Consent with Third-Party Providers:

We want to be explicitly clear that we do not and will not share your phone numbers or records of your consent to contact you with any third-party providers for their own marketing or promotional purposes.

Your phone number and consent information are strictly used for our direct communication with you in relation to your estate planning matter or potential legal needs with NextGen Estate Solutions.

Privacy for Future Clients:

This Privacy Policy applies equally to prospective clients who contact us with inquiries about potential estate planning or related legal services. We treat the information of future clients with the same level of confidentiality and care as that of our current clients. Any phone numbers or contact information provided by prospective clients will be used solely for the purpose of responding to their inquiries and potentially establishing a client relationship with NextGen Estate Solutions. We will not share this information with third parties for their independent use.

Data Security:

We take reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.   

Your Rights:

You may have certain rights regarding your personal information, including the right to:

  • Request access to the personal information we hold about you.
  • Request correction of any inaccurate or incomplete personal information.   
  • Request the deletion of your personal information, subject to legal and ethical obligations.
  • Withdraw your consent to be contacted, where applicable.   

To exercise these rights, please contact us using the contact information provided below.

Changes to this Privacy Policy:

We may update this Privacy Policy from time to time. We will post any changes on our website and update the "Effective Date" accordingly. We encourage you to review this Privacy Policy periodically.   

By providing us with your information, including your phone number, you acknowledge that you have read and understood this Privacy Policy.