Willow Vale Legal Services

Privacy Policy and Attorney-Client Privilege

 

Attorneys are bound by professional standards of confidentiality commonly known as the "attorney-client privilege."

In order to generate your legal documents, you will be asked to provide standard personal information in a telephone interview, questionnaire, application, form, or similar document or service. At no time will you be asked questions about your net worth, income, or other financial matters.

In the course of representing our clients, including with respect to estate planning and estate and gift tax advice, we may receive personal information from our clients. All information that we receive from our clients is held in confidence in accordance with the provisions of the attorney-client privilege and ethical rules governing attorney conduct. All nonpublic personal information that the firm receives from clients is held in confidence and is not released to any persons or entities outside the firm, except as directed or agreed to by the client in writing, or as required by law.

We retain records relating to professional services that we provide so that we are better able to assist our clients with their professional needs and in some cases, to comply with professional guidelines. In order to guard client nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.


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