Keeping customer information private is a priority for Plitz Estate Planning. To enable us to provide you with relevant information, we need to collect certain information from you. However, we want to emphasize that we are committed to maintaining the privacy of this information.
Information We Collect
We collect non-public personal information about you from the following sources:
- Information we receive from you on applications or other forms (such as your name, address, address, email address, and phone number);
- Information from our web servers logs
Please do not submit any confidential, proprietary or sensitive personally identifiable information (e.g. Social Security Number; driver’s license number; or credit card, bank account or other financial information). If you do, you do so at your own risk and we will not be liable to you or responsible for consequences of your submission.
Information We Share
We do not disclose any non-public personal information about our customers or former customers to any non-affiliated entity except as described below and otherwise required by law. We may disclose all of the information we collect, as described above, to provider companies that assist us in the servicing or administration of the service you have requested or authorized. When information is shared with companies that perform services on our behalf, we protect against the subsequent disclosure of that information. In no event do we disclose your personal information to companies that will use that information to contact you about their own products or services.
We may also disclose your personal information if required to do so by law (for example, a subpoena) or regulation, or in good faith to:
(a) comply with legal process served on us or
(b) protect our rights and property
Use of Web Server Logs and Cookies
When you visit our website, we may track information about your visit and store that information in web server logs, which are records of the activities on our sites. The servers automatically capture and save the information electronically. Examples of the information we may collect include: your unique Internet protocol address; the name of your unique Internet service provider; the town/city, county/state and country from which you access our website; the kind of browser or computer you use; the number of links you click within the site; the date and time of your visit; the web page from which you arrived to our site; the pages you viewed on the site; and certain searches/queries that you conducted via our website(s). The information we collect in web server logs helps us administer the site, analyze its usage, protect the website and its content from inappropriate use and improve the user’s experience.
Our Security Procedures
We restrict access to non-public personal information about you to those persons who need such information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with applicable regulations to guard your non-public personal information. However, we cannot guarantee that unauthorized persons will always be unable to defeat our security measures.
If you have questions about this Notice, or would like to review or make changes to your personal information, please e-mail us at email@example.com.
Jim was extremely helpful in creating our trusts and other legal documents. Since I have some training in contracts, Jim was very accommodating and worked with me on changes that I suggested. If I did not understand some aspects of the legal documents, he was very willing to provide a thorough and clear explanation…
My wife and I have discussed a few changes in our living trust with James Plitz and we think he has given us some very good advice. It has been a pleasure working with him.
I began my relationship with My. Plitz when he was in New Mexico and enjoyed the expertise and care he provided. I felt secure with him and had confidence in the consulting work he will continue to do on my behalf as he transitions to his own estate planning firm in Indiana.
James Plitz is the best! He is always there when you need him to help answer any questions about your Estate Planning. The Estate Planning that he does for you is outstanding! I lost my husband 4 years ago, and James was amazing in all the help that he gave me in navigating that process…
John and I first met Jim when we needed to update our Trust. He was knowledgeable, competent, and personable. However, I appreciated him much more after John’s death. He understood the grief! He walked me through the steps to divide and update the trusts…
Jim is upright, honest, and outstanding at what he does. He works hard and tries to do the right thing by his clients.
Jim knows his business. I especially like how he gets back to us quickly with understandable explanations to our questions. I have recommended Jim to friends who have been equally pleased…
It is my privilege to be working with Jim. From the moment we met, I knew that he was the person I wanted to represent me. He instilled a quiet confidence, excellent knowledge – trust and respect. I would always want Jim ‘in my corner’!..
Jim is a great resource for our trust. He is easy to contact, very knowledgeable, and patient. His personable manner makes it easy to discuss and resolve complicated issues. His explanations are relatable and down to earth. Thanks Jim!
We would recommend James as a Trust Attorney without hesitation. While he is extremely knowledgeable, he is also down to earth. He takes the time to educate you using every-day layman’s language. He is genuinely interested in you and not just interested in what he needs to know to do the job and receive payment…
Satisfaction Guaranteed – If you are not 100% satisfied with the service or process within 60 days of signing your estate planning documents, you will receive a full refund.