Legal

Privacy Policy.

Pending Aaron's review. Standard privacy policy template adapted for a small Oklahoma law firm collecting lead and intake data.

Who we are

Blue Line Legacy is a DBA of A.B. Legacy Law, an Oklahoma estate planning law firm. This privacy policy explains how we collect, use, and protect information you share with us through this website.

What we collect

When you fill out a form on this website, we collect:

Name, phone number, email address, and any optional information you provide
Information you submit on the intake form, which is more detailed (family information, asset information, healthcare wishes, etc.)
Standard web analytics data (IP address, browser type, pages visited) collected by Google Analytics and Microsoft Clarity

How we use it

We use the information you provide to:

Respond to your inquiry and prepare for your consultation
Send you the intake form, the booking link, and follow-up communications
Draft your estate planning documents (only if you become a client)
Send you periodic updates about the firm and estate planning topics, if you opt in
Improve our website and our service

Who we share it with

We do not sell, rent, or trade your information. We share it only with:

Service providers who help us operate (Quo for SMS, Google Workspace for email and calendar, Stripe for payments, Zapier for automation, Netlify for hosting)
Other professionals you authorize us to work with on your matter (your CPA, financial advisor, etc.)
Authorities, only if legally required

How we protect it

We use industry-standard security measures to protect your information. We restrict access to client information to those who need it to do their jobs. Once you become a client, your information is also protected by attorney-client privilege under Oklahoma law.

Your rights

You can:

Ask what information we have about you
Ask us to update or correct your information
Ask us to delete your information (subject to our legal and ethical obligations to retain client files)
Opt out of marketing communications at any time

Cookies and analytics

This website uses cookies and analytics tools (Google Analytics 4, Microsoft Clarity, Netlify Analytics) to understand how visitors use the site. You can disable cookies in your browser settings. Doing so may affect how the site functions for you.

SMS communications

If you submit a form on our website, you consent to receive SMS communications from us at the phone number provided. Message and data rates may apply. You can opt out at any time by replying STOP to any text message.

Children

This website is not intended for children under 18. We do not knowingly collect information from children.

Changes to this policy

We may update this privacy policy from time to time. The current version always appears at this URL.

Contact

Questions? Call 405-526-2583 or email hello@bluelinelegacylaw.com.