Southwest Florida

Privacy Policy

Keeping client information private is a priority for Manasota Estate Planning. To enable us to provide you with superior legal services, we need to collect certain information from you. However, we want to emphasize that we are committed to maintaining the privacy of this information in accordance with law. All individuals with access to personal information about our customers are required to follow this policy.

We are providing you this privacy notice to inform you of what personal information we collect about you and how we treat that information. We hope this privacy notice answers any questions you may have regarding our treatment of your personal information and reassures you of our dedication to keeping your personal information secure.

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, social security number, and payment instructions;
  • Information you may provide during visits to our web site; and
  • Information about your transactions with us. 

Information We Share

We do not disclose any non-public personal information about our clients or former clients to any third parties except when it is: 1) previously requested or authorized by you, 2) required by law, or 3) to protect our rights or property.

When information is shared with companies that perform services on our behalf, we protect against the subsequent disclosure of that information with a confidentiality agreement.

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. 

Opting Out

Using a contact form on this website may allow you to put your name on an “email list.” If at any time you wish to stop receiving emails from us, you can just contact us or click the “unsubscribe” link at the bottom of any email you receive from us. 

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 federal regulation to guard your non-public personal information.

Questions

If you have questions about this Notice, please contact Cynthia M. Clark at 941-444-5958.

You wonder whether your granddaughter will think of you fondly when you’re not around anymore.

You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.

Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.

Contact us today. We can help.

Please note: Our office will be closed from 5:00 pm June 18, 2024 until 9:00 am July 8, 2024.

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