Effective Date: August 10, 2026
Last Updated: August 10, 2026
DEFINITIONS
“KARE Legacy,” “we,” “us,” or “our” refers collectively to KARE Legacy Law, PLLC (a Florida law firm) and KARE Legacy Group, LLC (a non-legal advisory company), unless otherwise specified. “Legal Services” refers only to services provided by KARE Legacy Law, PLLC pursuant to a written engagement agreement. “Non-Legal Services” refers to consulting, education, legacy planning support, and memory preservation services provided by KARE Legacy Group, LLC. “Website” refers to all pages, content, features, forms, and communications available through our online platform. “User,” “you,” or “your” refers to anyone who accesses or uses the Website.
1. INTRODUCTION
Kare Legacy Law, PLLC and Kare Legacy Group, LLC (collectively, “KARE Legacy,” “we,” “us,” or “our”) respect your privacy and are committed to protecting the personal, financial, and legacy-related information you entrust to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you:
- Visit our website(s)
- Engage our estate planning, legal, insurance, or legacy preservation services
- Communicate with us in any manner (online, phone, email, or in person)
As a law firm and advisory organization, KARE Legacy may be subject to attorney-client privilege and confidentiality obligations only after a formal attorney-client relationship has been established through a signed written engagement agreement. Information submitted prior to such engagement may not be protected as privileged or confidential.
2. SCOPE OF THIS POLICY
This Privacy Policy applies to:
- Website visitors
- Prospective clients
- Clients of Kare Legacy Law, PLLC
- Clients of Kare Legacy Group, LLC
- Individuals whose information is included in estate plans, insurance applications, or legacy preservation materials
This Policy applies only to online and firm-related data practices and does not govern third-party platforms not controlled by us.
3. INFORMATION WE COLLECT
We collect information necessary to deliver high-quality legal, advisory, and legacy services.
A. Personal Information
- Full name, address, email, phone number
- Date of birth and identification details
- Family structure (spouse, children, beneficiaries, fiduciaries)
- Employment and financial background
B. Sensitive & Confidential Information
- Financial data (assets, liabilities, insurance coverage)
- Estate planning details (wills, trusts, beneficiaries)
- Health-related information (when relevant to planning or insurance)
- Audio, video, or written legacy preservation materials
- Personal messages, recordings, or memories intended for loved ones
C. Insurance & Financial Planning Data
- Policy details, underwriting information, and risk factors
- Beneficiary designations and coverage needs
D. Technical & Usage Data
- IP address, browser type, device information
- Pages visited, time spent, referring URLs
- Cookies and analytics data
E. Communications
- Emails, messages, call recordings (where permitted)
- Intake forms and consultation notes
4. HOW WE COLLECT INFORMATION
We collect information in the following ways:
- Directly from you, when you complete a form, book a consultation, email or call us, or provide documents during an engagement.
- Automatically, through cookies and analytics when you browse the Website.
- From third parties you authorize, such as insurance carriers, financial institutions, or other professionals coordinating on your matter.
- From public records, where necessary to complete estate planning or insurance work.
5. HOW WE USE YOUR INFORMATION
We use your information to respond to inquiries; schedule and conduct consultations; deliver the legal, advisory, insurance, and legacy preservation services you engage us for; prepare and maintain documents; communicate with you about your matter, including appointment reminders and service updates; send educational or promotional communications where you have consented; maintain our books and records; and comply with our legal, regulatory, and professional obligations.
6. TEXT MESSAGING (SMS/MMS)
If you provide your mobile telephone number and opt in, we may send you text messages relating to your inquiry or engagement, including appointment scheduling, confirmations and reminders, replies to your questions, requested resources, service updates, and, where you have consented, occasional educational or promotional messages.
We do not sell, rent, or share your mobile phone number, SMS consent, or text messaging opt-in information with any third parties or affiliates for their own marketing or promotional purposes. Mobile information is used solely by KARE Legacy Group, LLC to deliver the messages you requested. We may share it only with the messaging service providers that transmit messages on our behalf, and only to the extent necessary to deliver those messages; those providers are contractually prohibited from using it for any other purpose.
Consent to receive text messages is not a condition of purchasing any good or service. You may opt out at any time by replying STOP to any message, and you may reply HELP for assistance. Message frequency varies. Message and data rates may apply. Full program terms are set out in the SMS Terms section of our Terms & Conditions.
Text messaging is not a secure or confidential channel. Please do not send sensitive personal, financial, health, or legal information by text.
7. HOW WE SHARE INFORMATION
We do not sell your personal information. We disclose it only as follows:
- Service providers who help us operate — scheduling, email and text message delivery, client relationship management, document storage, and analytics — under confidentiality obligations and only for that purpose.
- Insurance carriers, underwriters, and financial institutions, where necessary to process an application or policy you have asked us to pursue.
- Professionals you ask us to coordinate with, such as accountants, financial advisors, or trustees.
- Between our entities, as needed to deliver the services you engaged, subject to the confidentiality and privilege limits described in this Policy.
- When required by law, subpoena, or court order, or where necessary to establish or defend our legal rights, or to prevent harm.
- In connection with a merger, acquisition, or transfer of the business, subject to this Policy.
Text messaging originator opt-in data and consent is not shared with any third party for marketing purposes.
8. COOKIES AND ANALYTICS
The Website uses cookies and similar technologies to remember your preferences, keep the site secure, and understand how it is used. You may disable cookies through your browser settings, though some features may not function properly as a result.
9. HOW WE PROTECT YOUR INFORMATION
Given the sensitivity of estate planning, financial, and insurance information, we maintain administrative, technical, and physical safeguards including access controls limited to personnel who need the information, encrypted transmission and storage, and confidentiality obligations for our staff and vendors. No method of transmission or storage is completely secure, and we therefore cannot guarantee absolute security.
10. DATA RETENTION
We retain your information for as long as necessary to deliver our services and thereafter for the periods required by applicable law, Florida Bar recordkeeping rules, and insurance and tax requirements. When information is no longer required, we delete or de-identify it.
11. YOUR RIGHTS AND CHOICES
You may request access to the personal information we hold about you; ask us to correct inaccurate information; request deletion, subject to the recordkeeping obligations described above; withdraw consent to marketing email by using the unsubscribe link; and withdraw consent to text messages by replying STOP. Depending on your state of residence, you may have additional rights under applicable privacy law. To exercise any of these rights, contact us using the details in Section 15.
12. THIRD-PARTY WEBSITES
The Website may link to third-party websites, tools, and platforms that we do not control, including scheduling and payment providers. We are not responsible for their content or privacy practices. Please review their policies before submitting information.
13. CHILDREN’S PRIVACY
The Website is not directed to children under 18, and we do not knowingly collect personal information from them. Information about minor children provided by a parent or guardian in the course of estate planning is treated as confidential client information under this Policy.
14. CHANGES TO THIS POLICY
We may update this Policy from time to time. The current version is always posted on this page with its effective date, and we will note material changes where practical.
15. CONTACT US
Questions about this Privacy Policy, or requests relating to your information, may be directed to:
KARE Legacy Group, LLC
121 Alhambra Plaza, Suite 1000, Coral Gables, FL 33134
Email: [email protected]
Phone: 888-884-5273