Privacy Policy | Zacharia Frey PLLC

1. Introduction

Zacharia Frey PLLC (“the Firm,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of the personal information you provide to us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website at zacfreylaw.com (the “Site”), including our client intake portal and any related online services.

2. Information We Collect

Information You Provide Directly

We may collect personal information that you voluntarily provide, including:

Contact information: name, email address, telephone number, and mailing address
Intake form data: family information, financial information, asset details, legal history, health-related information, and estate planning goals submitted through our client portal
Uploaded documents: files you upload through our secure document portal
Communications: messages sent through contact forms or email

Information Collected Automatically

When you visit our Site, we may automatically collect certain information, including your IP address, browser type, operating system, referring URLs, and pages viewed. This information is used to improve the functionality and performance of our Site.

3. How We Use Your Information

We use the information we collect for the following purposes:

To evaluate potential legal matters and prepare for consultations
To provide legal services once an engagement is established
To communicate with you regarding your inquiry or legal matter
To improve and maintain our Site and services
To comply with legal obligations and professional ethical rules
To generate anonymized, AI-assisted planning analysis (all personally identifiable information is removed before processing)

4. Data Security

We implement commercially reasonable administrative, technical, and physical security measures to protect your personal information. Data submitted through our intake portal is encrypted in transit using TLS/SSL and stored securely using industry-standard cloud infrastructure. Access to client data is restricted to authorized attorneys and staff of the Firm.

While we strive to protect your personal information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

5. AI-Assisted Analysis

Our Firm may use artificial intelligence tools to assist in analyzing estate planning intake data. When AI tools are used, all personally identifiable information is removed (anonymized) before the data is processed. No client names, addresses, Social Security numbers, or other identifying details are transmitted to any third-party AI service. The anonymized analysis is used solely to assist our attorneys in preparing for client consultations.

6. Third-Party Service Providers

We may share your information with trusted third-party service providers who assist us in operating our Site and delivering services, including:

Cloud hosting and database services (for secure data storage)
Email delivery services (for communications)
Document storage services (for uploaded files)

These providers are contractually obligated to protect your information and may only use it for the purposes we specify. We do not sell, rent, or trade your personal information to third parties for marketing purposes.

7. Attorney-Client Privilege

Information provided by existing clients in connection with legal representation is protected by attorney-client privilege and the Florida Rules of Professional Conduct. This Privacy Policy does not limit or waive any applicable privilege or confidentiality protections.

8. Cookies

Our Site may use cookies and similar tracking technologies to enhance your experience. Cookies are small data files stored on your device. You can control cookie settings through your browser preferences. Disabling cookies may limit certain features of the Site.

9. Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us at the address below. We will respond to such requests in accordance with applicable law. Please note that we may be required to retain certain information to comply with legal and professional obligations.

10. Children’s Privacy

Our Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child under 18, we will take steps to delete that information promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last updated” date. We encourage you to review this policy periodically.

12. Contact Information

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Zacharia Frey PLLC
26811 South Bay Drive, Suite 270
Bonita Springs, FL 34134
Phone: (239) 345-4545
Email: [email protected]