Welcome to the Privacy Notice of The Law Offices of Robert D. Todd, LLC, Complete Estate Plans, and their subsidiaries and affiliates (we refer to these companies as “rdtLAW,” “we,” “us,” or “our” in this Privacy Notice). This Privacy Notice covers the personal information we collect, use and disclose through your use of our websites, mobile applications (“Apps”), products and services, either online or offline (collectively, “services”).
If we make changes to this Privacy Notice, we will post the changes here. If we make a change that significantly affects your rights, we will notify you by way of a prominent posting on our websites and in our Apps, prior to the change becoming effective. If you have an account with us, we may also notify you about material changes to this Privacy Notice by e-mail (sent to the e-mail address provided in your account), through our Apps, or as otherwise required or permitted by law. Any changes to this Privacy Notice will become effective upon posting of the revised Privacy Notice. Use of our websites, Apps, products and services following the posting of a new Privacy Notice constitutes your acceptance of the revised Privacy Notice then in effect. As such, we encourage you to review this site from time to time for the latest information on our privacy practices. In some cases, we may provide additional disclosures or privacy notices specific to certain products, services, or programs. Those additional terms supplement, and are to be read in conjunction with, this Privacy Notice.
California Residents:If you reside in the State of California in the United States, please see below for additional California-specific privacy disclosures that address the collection, use, disclosure and other processing of personal information that supplement this Privacy Notice and may fall outside its scope.
BY USING ANY OF OUR WEBSITES, APPS, PRODUCTS OR SERVICES, YOU UNDERSTAND AND ACKNOWLEDGE THAT WE WILL COLLECT AND USE YOUR PERSONAL INFORMATION AS DESCRIBED IN THIS PRIVACY NOTICE. If you have questions, comments, or suggestions, you can always contact us
We only collect information from you directly when you interact with us or use our services. We only use the information you supply to be able to provide our products or services to you.
We use your personal information to:
We use cookies, pixel tags, beacons, scripts and similar technologies to adjust and optimize our content to your preferences, to provide you with useful functionalities, to remember your previous interactions with our website, Apps, products and services.
We also use analytic software, such as Google Analytics and others, to help us to better understand how our websites and Apps function on your device and for research and development. For information on how Google Analytics collects and processes data, as well as how you can control information sent to Google, review Google's site “How Google uses data when you use our partners’ sites or apps” located at www.google.com/policies/privacy/partners/ and you can learn about Google Analytics’ currently available opt-outs, including the Google Analytics Browser Ad-On, at https://tools.google.com/dlpage/gaoptout/.
We may use third party platforms to help us promote interest-based advertisements to you or to offer integration with third-party services (such as the Facebook Like button). These providers use cookies or similar tracking technologies to collect information about your use of our websites, including our mobile apps, over time so that they may deliver the integrated services or play or display ads on our services, on other websites, apps or services you may use, and on other devices you may use.
You can set your browser or device to refuse all cookies or to indicate when a cookie is being sent. However, some features or services may not function properly without cookies. Some browsers support a “Do Not Track” feature, which is intended to be a signal to websites that you do not wish to be tracked across different websites you visit. Our websites do not currently change the way they operate based upon detection of a Do Not Track or similar signal.
We may retain your information for as long as you have an account with us, as needed to provide you our services, or as otherwise necessary for the processing purpose(s) for which the information was originally collected and any other legitimate business purpose, including, for legal, archival, accounting, and/or audit purposes. If you close your account or request we provide you our services, we may retain your information because we have a legal, auditing or account obligations or it is in our archive system and cannot be separated from other information.
1. If you would like to opt-out of receiving marketing e-mails: Click the “unsubscribe” at the bottom of an e-mail we sent you, or log into your account and update your profile, or contact any customer service representative.
2. If you would like to opt-out of receiving marketing text messages: Text the word “STOP” to any text message we’ve send you.
3. If you would like to opt-out of receiving tailored online advertisements from us: Set your browser or device to refuse all cookies or to indicate when a cookie is being sent. Check your specific browser’s website to learn how to adjust your cookie settings. Please note that if you opt-out of tailored advertising, you will continue to receive general ads.
4. You can stop sharing the location information of your mobile device through the applicable App by turning off location services or by uninstalling the App.
To facilitate the uses of personal information identified in this Privacy Notice, we may share your personal information with a variety of third parties, including our service partners and business partners.
We may share your personal information with our third-party service providers and partners to help us with our marketing and promotional projects, such as managing our social media pages, running contests, sweepstakes and other promotions, or to comply with your directions or any additional consent you have provided us.
We may share website usage information, including searches, transaction and profile information (but not your name) with our partners for the purpose of making the online advertisements on our websites and other websites that display our advertisements more relevant.
We may also let you share some of our online content on social media websites through hosted sharing links and icons. We do not track or store a record of each time a third party shares our online content. If you choose to participate in posting or sharing activities, you should remember that it may be viewed by the public via our website, in RSS feeds, APIs (application program interfaces). Our websites may include social media features, such as the Facebook Like button. These features may collect your IP address, which page you are visiting on our website, and may set a cookie so that the Like button feature works properly. Any social media feature is governed by the privacy policies of the website providing the feature. We encourage you to read the privacy policies of any website you visit.
We may share your personal information with law enforcement and regulatory authorities or other third parties as required or permitted by law, including for the purpose of:
We may also share personal information with third parties in the event of an actual or potential merger or acquisition, consolidation, change in control, transfer of assets, bankruptcy, reorganization, or liquidation. To the extent that local laws require it, we will provide you notice on our websites or via e-mail of our intent to transfer personal information to a third party for this purpose.
We do not track or share information about your location.
The security of personal information is important to us. We take reasonable steps designed to protect personal information from unauthorized use, access, disclosure, alteration, destruction or loss. You are responsible for keeping your account safe. Do not share your passcode, membership and pin numbers with anyone. Please be mindful that hackers and scammers may impersonate us or our website. For more information about phishing, please visit https://www.consumer.ftc.gov/articles/0003-phishing. If you suspect an unauthorized use or security breach of your information, you must notify us as soon as possible! We are not responsible or liable for any loss or damage if your account passcode, membership numbers and pin numbers are stolen or used inappropriately.
Our websites, Apps, products, and services are not for children under the age of 13. We do not knowingly collect personal information from children. If you think we have received personal information from children under the age of 13, please contact us immediately.
We do not actively engage third parties to collect data about potential customers.
We generally store your personal information in the United States. As a part of our normal business operation, we may at times need to transfer some of your personal information outside of the United States. If we do so, we will take reasonable steps designed to ensure your information is treated and protected no less securely than it is in the United States. This Privacy Notice is intended to be governed by the laws of the State of Ohio and meet the laws and requirements of the United States, which may not necessarily be consistent with the laws and regulations of the country where you live.
If you have questions, comments, or suggestions, you can always contact us in the following ways. We may need to verify your identity before assisting with your request.
The Law Offices of Robert D. Todd, LLC support@roberttoddlaw.com
Contact Complete Estate Plans, LLCsupport@completeestateplans.com
Access, update or correct some of my information
Request to stop receiving marketing e-mails
Request to stop receiving marketing text messages
This California Privacy Notice (the “CA Disclosures”) supplements the information contained in our Privacy Notice and applies solely to individual residents of the State of California ("consumers" or "you").
These CA Disclosures describe how we collect, use, disclose, and otherwise process personal information of individual residents of the State of California, either online or offline, within the scope of the California Consumer Privacy Act of 2018 (CCPA). Unless otherwise expressly stated, all terms in these CA Disclosures have the same meaning as defined in our Privacy Notice or as otherwise defined the CCPA.
For purposes of these CA Disclosures only, we use the term “personal information” to mean information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household.
For the purposes of these Disclosures, personal information does not include:
We collect various categories of personal information in connection with our Services. Please review The Types of Information We Collect, And How We Collect Them section of the Privacy Notice to learn more about the personal information we collect.
In the last 12 months, we have collected the following categories of personal information directly from you/users or your devices:
We collect, use or disclose personal information about you for one or more of the following purposes:
As described in our Privacy Notice, we do not normally share personal information with third parties for business purposes nor do we sell your personal information to third parties.
Third parties at your request. We will share your personal information with third parties at your specific direction to share such data. Commonly this is sharing your finalized documents with your executors/trustees/beneficiaries.
Our affiliate companies. We may share your personal information with other companies owned or controlled by us, which also includes our subsidiaries (i.e., any organization we own or control);
Security providers. We may share your personal information with third-party security providers, for example, to detect, prevent, or otherwise address actual or suspected fraud, harassment, security or technical issues, violations of any law, rule, regulation or our policies;
Ad networks. We may work with third party Ad Networks to deliver advertising and personalized content to you on our services, on other sites and services you may use, and across other devices you may use. These parties may collect information directly from your browser or device when you visit our services through cookies or other tracking technologies. This information is used to provide and inform targeted advertising, as well as to provide advertising-related services such as reporting, attribution, analytics and market research;
Analytics providers. We work with third party analytics providers to better understand the demographics of our users and visitors, and to personalize, enhance and improve our services;
Social networks. We may disclose personal information, such as a unique identifier, hashed email address, or information automatically collected through tracking technologies, to social networks for the purpose of displaying personalized advertising and content on those social networks;
Law enforcement and third parties pursuant to legal request. From time to time, we may disclose personal information as reasonably necessary to respond to law enforcement requests and as required by applicable law, court order, or governmental regulations;
As a California resident, you may be able to exercise the following rights in relation to the personal information about you that we have collected (subject to certain limitations at law):
You have the right to request any or all of the following information relating to your personal information we have collected and disclosed in the last 12 months, upon verification of your identity:
You have the right to request the deletion of personal information we have collected from you, subject to certain exceptions.
You have the right to direct us not to sell personal information we have collected about you to third parties now or in the future.
If you are under the age of 16, you have the right to opt in, or to have a parent or guardian opt in on your behalf, to such sales.
You have the right not to receive discriminatory treatment for exercising these rights.
However, please note that if the exercise of these rights limits our ability to process personal information (such as in the case of a deletion request), we may no longer be able to provide you our products and services or engage with you in the same manner.
California residents that have an established business relationship with us have rights to know how their information is disclosed to third parties for their direct marketing purposes under California’s “Shine the Light” law (Civ. Code § 1798.83).
Please note, when you submit a request to us, that request will only be processed with respect to the entity to which you have submitted such request.
To exercise your Right to Know and/or your Right to Deletion, please submit a request to:
We will need to verify your identity before processing your request, which may require us to request additional personal information from you. We will only use personal information provided in connection with a Consumer Rights Request to review and comply with the request.
In certain circumstances, we may decline a request to exercise the rights described above, particularly where we are unable to verify your identity, if the rights of another individual might be violated or as otherwise permitted by law. If we are unable to comply with all or a portion of your request, we will explain the reasons for declining to comply with the request.
We utilize third-party partners to engage in online advertising. These ad networks, social media companies and other third-party businesses collect your personal information directly from your browser or device through cookies or similar tracking technology when you visit or interact with our website, use our apps or otherwise engage with us online. These third parties use your personal information to serve relevant ads on our websites, on other websites or mobile apps, or on other devices you may use, or to personalize content and perform other advertising-related services such as reporting, attribution, analytics and market research. These third-party businesses may use such information for their own purposes in accordance with their own privacy statements, which may include reselling this information to additional third parties, including other advertising networks.
At the time of this writing, we do not provide your personal information to third parties for their direct marketing purposes, as described in California’s "Shine the Light" law (Civil Code Section §1798.83). To opt-out of having your personal information disclosed to third parties for their direct marketing purposes in the future, please send an email to the above addresses with the subject Do Not Sell My Personal Information and provide your contact information to be added to our suppression list.
In certain circumstances, you are permitted to use an authorized agent to submit requests on your behalf where (i) you provide sufficient evidence to show that the requestor is an authorized agent with written permission to act on your behalf and (ii) you successfully verify your own identity with us.
We will update these CA Disclosures from time to time. When we make changes to these CA Disclosures, we will change the "Last Updated" date at the beginning of these Disclosures. All changes shall be effective from the date of publication unless otherwise provided in the notification.
If you have any questions or requests in connection with these Disclosures or other privacy-related matters, please address inquiries to us as described above.