Privacy Policy

Our Commitment to Your Privacy

Sage Legacy Law ("we," "us," or "the firm") respects your privacy. This Privacy Policy describes what information we collect through this website and how we use, share, and protect it. It is provided to comply with the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA").

This policy applies to information collected through sagelegacylaw.com. It does not describe how we handle confidential client information shared during an attorney-client relationship, which is governed by our professional obligations and a separate engagement agreement.

Information We Collect

Information you provide directly. When you submit an intake form, contact form, workshop registration, or resource download request, we collect your name, email address, phone number (if provided), and the details you choose to share about your situation and goals.

Information collected automatically. We may collect technical data such as your IP address, browser type, pages visited, and referring URLs through analytics tools to improve the site.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiry and evaluate whether we can help
• Schedule consultations and communicate with you
• Send workshop confirmations and related educational content
• Improve our website, content, and services
• Comply with legal and professional obligations

We do not use your personal information for targeted advertising.

How We Share Your Information

We do not sell your personal information. We may share information with service providers who help us operate the website and communicate with you (such as email and scheduling tools), each bound by confidentiality obligations. We may disclose information when required by law, court order, or the California Rules of Professional Conduct.

Sensitive Personal Information

Some information you may share — such as health conditions, financial details, or immigration status — is considered "sensitive personal information" under the CCPA. We do not collect this information for any purpose other than responding to your inquiry, and we do not use it to infer characteristics about you. Until an attorney-client relationship is formally established through a written engagement agreement, please avoid including sensitive medical, financial, or immigration details in website forms. Once we represent you, such information is governed by our professional confidentiality obligations and a separate engagement agreement.

Third-Party Tools and Embedded Content

This website embeds third-party tools that may set their own cookies or collect usage data independently:

• Google Maps — used to display our office location. Google may collect data about your visit.
• Microsoft Outlook Bookings — used for consultation scheduling.
• Calendly — may be used for appointment links.

We do not control these third parties' data practices. We do not use third-party advertising cookies, and we do not sell or share your information for cross-context behavioral advertising.

Data Retention

We retain information submitted through intake and contact forms for as long as reasonably necessary to respond to your inquiry and for our legitimate business and compliance purposes. You may request deletion of your information at any time (see below).

Your Rights Under the CCPA

If you are a California resident, you have the right to:

• Know the categories and specific pieces of personal information we collect
• Access a copy of your personal information
• Delete your personal information (subject to legal retention obligations)
• Correct inaccurate personal information
• Opt out of any "sale" or "sharing" of personal information for cross-context behavioral advertising

To exercise any of these rights, contact us at sage@sagelegacylaw.com. We will verify your identity before responding. We will respond to verified requests within 45 days, as required by the CCPA.

Do Not Sell or Share My Personal Information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising. No opt-out is necessary because these activities do not occur.

Cookies and Analytics

We may use cookies and analytics to understand how visitors use the site. You can control cookies through your browser settings. We do not use cookies to track you across other websites for advertising. If we send you educational or newsletter emails, each message includes an unsubscribe link and our physical mailing address, as required by the CAN-SPAM Act.

Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security.

Children's Privacy

Our services are not directed to children under 16, and we do not knowingly collect personal information from them. Our young adult planning resources are intended for adults (18+) or for parents and guardians submitting on behalf of a minor; by submitting a workshop registration that includes a minor's information, you confirm that you are the parent or legal guardian authorized to do so.

Changes to This Policy

We may update this Privacy Policy from time to time. The "last updated" date above reflects the most recent revision.

Contact Us

If you have questions about this Privacy Policy or your personal information, contact us:

Sage Legacy Law · Angela Hsiao, Esq. · CA Bar No. 263815 Virtual estate planning throughout California · In-person signing support by appointment · Serving California sage@sagelegacylaw.com · (626) 822-9909