Privacy Policy

Genesis Law, PA

Effective Date: November 12, 2026

Genesis Law, PA (“Genesis Law,” “the firm,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through genesislawpa.com (the “Website”), our online forms, scheduling and payment tools, and our phone, text, and email communications. It also explains how we use and share that information and the choices you have.

By using the Website or giving us your information, you agree to the practices described in this Privacy Policy.

1. Information We Collect

Information you give us

Online forms. Our online forms are hosted by Lawcus. Our request forms (such as the free video request and the out-of-state referral request) ask for:

• First and last name;
• Phone number;
• Email address;
• How you learned about Genesis Law;
• The type of service you are interested in (estate planning, probate, or trust administration); and
• For referral requests, the relevant state: where you live, where a deceased loved one lived or owned property, or where a trust’s creator lived. These forms also ask whether you would like a referral.

Intake questionnaires. If you are a prospective or current client, our intake questionnaires may ask for the following information, depending on your matter:

• Contact and identity details: your name, other names you have used, date of birth, phone number, email address, mailing address, gender, citizenship, and a copy of your driver’s license or other photo ID;
• Employment information: your occupation, employer, and length of employment;
• Family and marital information: your spouse or partner, your children (including children from other relationships), your marital and divorce history, and whether you are a widow or widower;
• Information about other people you identify: personal representatives, trustees, agents under a power of attorney, healthcare surrogates, beneficiaries, heirs, and witnesses, including their contact details and their relationship to you;
• Financial and asset information: the approximate size of your estate, real estate, vehicles, bank, savings, CD, and money market accounts, business interests, retirement accounts, life insurance, annuities, stocks, bonds, notes receivable, and safe deposit boxes;
• Debts and creditors: creditor names, amounts owed, and statements;
• Information about a deceased person, for probate matters: the date of death, Social Security number, death certificate, funeral bill, Will, and the names of the person’s accountant and attorney;
• Estate planning documents and wishes: existing Wills and trusts, how you want your assets distributed, anyone you wish to exclude, burial or cremation preferences, and any concerns about a beneficiary’s financial responsibility or eligibility for government benefits;
• Background information: felony or elder-abuse convictions (used to assess eligibility to serve as a personal representative) and obligations under a divorce decree; and
• Documents you choose to upload.

Some of this information is sensitive, such as Social Security numbers, government-issued identification, and criminal conviction history. We request it only where it is needed for your legal matter, and we limit access to it.

Email subscription and downloads. If you subscribe to our email list or request a guide, e-book, or video, we collect your email address and any other information you choose to give us.

Consultation scheduling. When you book a consultation through Calendly, we collect your name, email address, the type of matter, your chosen appointment time, and any other information requested on the booking form, such as your phone number.

Payments.

• Consultation fees ($125, paid at booking) are processed by Stripe through Calendly.
• Invoice payments for legal services are processed by LawPay.
• Your full card number is collected and processed by Stripe or LawPay and is not stored by Genesis Law, PA.
• We may receive limited payment details for our records, such as your name, the amount paid, the date, and the last four digits of your card.

Phone, text, and email. When you call, text, or email us, we receive your phone number or email address and the content of your message. We may also keep call logs, voicemails, and message history.

Information collected automatically

When you visit the Website, certain information may be collected automatically through cookies, pixels, and similar technologies (see Section 5). This can include:

• Your IP address;
• Your browser and device type;
• The pages you visit and the page that referred you; and
• The date and time of your visit.

2. How We Use Your Information

We use your information to:

• Respond to your questions and requests, including sending requested videos, guides, or referrals;
• Schedule, confirm, reschedule, and hold consultations, and process consultation fees;
• Run conflict-of-interest checks and decide whether the firm can take on your matter;
• Provide legal services and process invoice payments after you are engaged;
• Send appointment reminders and service-related messages;
• Send newsletters and marketing emails;
• Operate, maintain, secure, and improve the Website;
• Measure and improve our advertising, including on TikTok; and
• Meet our legal, professional, and ethical obligations.

3. How We Share Your Information

We do not sell your personal information. We do not rent or trade your personal information to third parties for their own marketing.

We share information with service providers that help us run the firm and the Website. These providers may use your information only to provide services to us. They include:

• Calendly, for consultation scheduling;
• Stripe, for processing consultation fees paid through Calendly;
• LawPay, for processing invoice payments;
• Lawcus, for client relationship management, intake forms, and our secure client portal;
• RingCentral, for business phone, voicemail, and text messaging with clients and prospective clients;
• Zoom, for virtual consultations;
• Mailchimp, for email newsletters and marketing;
• Our website hosting provider and WordPress plugin and theme providers; and
• The analytics, advertising, and content providers listed in Section 5 (Google Tag Manager, TikTok, Google Fonts, Trustindex, and YouTube).

We may also disclose information:

• When required by law, court order, or legal process;
• To protect the rights, property, or safety of the firm or others;
• As permitted or required by the Rules Regulating The Florida Bar; or
• In connection with a sale, merger, or transfer of the firm’s practice, as permitted by those rules.

4. Attorney-Client Relationship and Confidentiality

Using this Website, submitting a form, booking or paying for a consultation, or contacting us by phone, text, or email does not create an attorney-client relationship. An attorney-client relationship begins only when you and the firm have signed a written engagement letter and the fee required by that letter has been paid.

Information from prospective clients. Genesis Law, PA protects the information that prospective clients share with us, consistent with our professional obligations under the Rules Regulating The Florida Bar. Even so, please share only basic information until you are engaged. This means your name, contact information, the type of matter, and the names of the other people involved, so that we can check for conflicts of interest. Please wait to send detailed or sensitive information until you have signed an engagement letter and paid the fee. After that, you can use our secure client portal.

Once you are engaged, information about your matter is also protected under the firm’s duty of confidentiality to clients and, where applicable, the attorney-client privilege. This Privacy Policy does not limit those protections.

5. Cookies, Pixels, and Analytics

The Website uses cookies and similar technologies, which are small files or code that store or read information on your device.

TikTok Pixel (advertising)

The Website uses the TikTok Pixel on all of its pages, including our Consultation page and the pages where you begin the intake or scheduling process. The TikTok Pixel is an advertising tool provided by TikTok. When you visit the Website, it may collect and send to TikTok information such as:

• The pages you view;
• Links or buttons you click;
• Your IP address; and
• Your browser and device information.

We use this information to measure and improve our advertising on TikTok. TikTok may also use this information under its own privacy policy, including to show you ads. You can limit this by blocking third-party cookies in your browser, using browser privacy or tracking-protection settings, and adjusting the ad settings in your TikTok account.

Other tools

The Website also uses or loads:

• Google Tag Manager, a tool for managing website tags and scripts;
• Google Fonts, which loads fonts from Google’s servers and may share your IP address with Google;
• Trustindex, a widget that shows our Google reviews on some pages;
• YouTube embeds, for videos on some pages. YouTube may set cookies when you load or play a video; and
• WordPress and Elementor, the platform the Website is built on, which may set cookies needed for the site to work.

Links to Calendly, Lawcus, Stripe, LawPay, Zoom, and social media sites take you to third-party pages that use their own cookies and analytics.

Your cookie choices

Most browsers let you block or delete cookies in their settings. If you block cookies, some parts of the Website may not work properly.

6. Email Marketing (Mailchimp)

We use Mailchimp to send newsletters and marketing emails. We send these emails to people who have opted in. You can opt in by subscribing through a “Subscribe” form on our Website or by agreeing to the consent statement on one of our request forms.

You can unsubscribe at any time by:

• Clicking the “unsubscribe” link at the bottom of any marketing email; or
• Contacting us using the information below.

Unsubscribing from marketing emails does not stop messages about a scheduled consultation or an active legal matter.

7. Text Messaging (SMS)

The firm uses RingCentral for phone calls and text messaging with clients and prospective clients. When you give us your phone number on one of our online forms and submit the form, you agree to receive calls, emails, and text messages from Genesis Law, PA at the number and email address you provided. These may include messages about your request, scheduling, appointment reminders, and our services.

• Message frequency varies.
• Message and data rates may apply.
• Reply STOP to opt out of text messages at any time.
• Reply HELP for help, or call us at (772) 539-9831.

We do not share mobile phone numbers or text messaging consent with third parties or affiliates for their own marketing purposes.

8. Data Retention

We keep personal information and records as long as needed and as required by law, including the Rules Regulating The Florida Bar.

9. Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. These include a secure client portal for sharing confidential documents after you are engaged. However, no website, email, text message, or online transmission is completely secure, and we cannot guarantee the security of information sent to us. Standard email and text messages are not encrypted, so please avoid sending sensitive information that way.

If a data breach affects your personal information, we will notify you as required by applicable law.

10. Children’s Privacy

This Website is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the Website. If you believe a child under 13 has given us personal information through the Website, please contact us and we will delete it.

Estate planning and probate matters may involve information about minor children, such as when naming guardians or beneficiaries. That information is provided by parents, guardians, or other adults in the course of a legal matter and is protected as described in Section 4.

11. Your Choices and Rights

You may contact us to:

• Ask what personal information we hold about you;
• Ask us to correct inaccurate information;
• Ask us to delete your information, subject to records we are required by law to keep;
• Opt out of marketing emails or text messages at any time; and
• Withdraw consent to future communications.

We will respond to requests within a reasonable time and may need to verify your identity first.

Genesis Law, PA handles personal information in accordance with applicable Florida privacy law.

12. Do Not Track

Some browsers offer a “Do Not Track” (DNT) setting. Because there is no uniform standard for how websites should respond to these signals, the Website does not currently respond to DNT signals.

13. Third-Party Websites

The Website links to third-party websites and services, including Calendly, Lawcus, Stripe, LawPay, Zoom, YouTube, TikTok, and social media platforms. We are not responsible for the privacy practices of those third parties. Please review their privacy policies.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will post the revised version on this page and update the Effective Date above. If the changes are significant, we may also give additional notice.

15. Contact Us

If you have questions about this Privacy Policy or want to make a request about your information, please contact:

Genesis Law, PA
Alecia C. Daniel, Esq.
1860 SW Fountainview Blvd., Suite 100
Port St Lucie, FL 34986
Phone: (772) 539-9831
Email: letstalk@genesislawpa.com