1. Introduction

[Wealth Attorneys, LLC / Insert Legal Entity Name] (“Wealth Attorneys,” “we,” “us,” or “our“) respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, retain, and safeguard information when you access or use:

• The website at wealthattorneys.com;
• The members-only portal at members.wealthattorneys.com;
• Any related subdomains, mobile applications, or services that link to this Privacy Policy (collectively, the “Platform“).

This Privacy Policy is incorporated into and forms part of our Terms and Conditions. By accessing or using the Platform, you acknowledge that you have read and understood this Privacy Policy.

Important: The Platform is intended for licensed attorneys who own law firms. It is not directed to the general public or to consumers seeking legal services. If you are not a licensed attorney, you should not register for a Member Account.

2. Scope of This Policy

This Privacy Policy applies to information we collect through the Platform, in email and other electronic communications with us, and through interactions with us at events, training sessions, and webinars.

This Privacy Policy does not apply to:

• Information collected by third parties whose websites or services link to or from the Platform, including financial-services providers, payment processors, third-party software vendors, or licensing authorities, each of which has its own privacy practices; or
• Information you handle in your own legal practice about your clients—we are not your service provider with respect to client information (see Section 14).

3. Information We Collect

We collect information in three ways: (a) information you provide directly to us; (b) information collected automatically when you use the Platform; and (c) information we receive from third parties.

3.1 Information You Provide Directly

When you register for an Account, purchase a Membership, complete certification activities, contact support, or otherwise interact with the Platform, we may collect:

• Identity information: full name, professional title, date of birth (where required for verification), and photograph or profile image.
• Contact information: email address, mailing address, telephone number.
• Professional information: law firm name, bar admission jurisdiction(s), bar number(s), years in practice, areas of practice, financial professional licensure status, and other credentials.
• Account credentials: username, password (stored in encrypted form), and security questions.
• Payment information: billing name and address, last four digits of payment card, payment card type, and transaction history. Full payment card numbers are processed by our third-party payment processor and are not stored on our servers.
• Certification and learning data: courses enrolled in, videos viewed, quiz and assessment responses, certifications earned, progress and completion status.
• Communications and submissions: the content of emails, support tickets, survey responses, forum posts, comments, written submissions, testimonials, and any other content you submit to us or post on the Platform.
• Marketing preferences: your communication preferences and consent records.

3.2 Information Collected Automatically

When you access the Platform, we and our service providers may automatically collect:

• Device and connection information: IP address, browser type and version, operating system, device identifiers, screen resolution, language preferences, and approximate geolocation derived from IP address.
• Usage information: pages visited, features used, content viewed, video playback events (start, pause, completion, watch duration, replay), buttons clicked, search queries, referring URLs, and timestamps.
• Cookies and similar technologies: see Section 5.
• Log files: server logs of Platform activity, error reports, and diagnostic data.

3.3 Information from Third Parties

We may receive information about you from:

• Verification services that confirm bar admission, good standing, or other professional credentials;
• Payment processors that confirm transaction status;
• Social media or single-sign-on providers if you choose to register or log in using such services;
• Marketing and analytics providers that help us understand how users find and use the Platform;
• Referral sources, including current Members who refer you to the Platform; and
• Publicly available sources such as state bar directories and professional registries.

3.4 Sensitive Information

We do not intentionally collect sensitive personal information (such as government-issued identification numbers beyond bar numbers, biometric data, health information, or precise geolocation). Please do not submit such information to the Platform unless we specifically request it.

4. How We Use Your Information

We use the information we collect for the following purposes:

4.1 To Provide and Operate the Platform

• Create, authenticate, and maintain your Account;
• Deliver training videos, courses, and other Content;
• Track certification progress and issue Wealth Attorney® certifications;
• Process payments and manage Subscriptions;
• Provide customer support and respond to inquiries.

4.2 To Improve the Platform

• Understand how Members use the Platform;
• Develop new courses, features, and educational materials;
• Diagnose and resolve technical problems;
• Conduct research and analytics.

4.3 To Communicate With You

• Send transactional messages (e.g., receipts, certification confirmations, security alerts, policy updates);
• Send marketing communications about new courses, events, and offerings (subject to your consent where required by law);
• Notify you of changes to the Platform or our policies.

4.4 To Promote and Market the Platform

• Run advertising and remarketing campaigns;
• Measure the effectiveness of our marketing;
• Feature anonymized or, with your permission, attributed testimonials and success stories.

4.5 To Protect the Platform and Our Users

• Verify eligibility and prevent fraud, abuse, or unauthorized access;
• Enforce our Terms and Conditions;
• Investigate violations and respond to legal process.

4.6 To Comply With Law

• Meet legal, regulatory, tax, and accounting obligations;
• Respond to lawful requests from public authorities;
• Establish, exercise, or defend legal claims.

4.7 With Your Consent

• Any other purpose for which you provide consent at the time of collection.

5. Cookies and Similar Tracking Technologies

We and our service providers use cookies, pixels, tags, web beacons, software development kits (“SDKs”), and similar technologies (collectively, “Cookies“) to operate the Platform, analyze usage, and deliver advertising.

5.1 Types of Cookies We Use

• Strictly necessary Cookies enable core functions such as authentication and security. These cannot be disabled.
• Performance and analytics Cookies help us understand how the Platform is used so we can improve it. Examples may include [Google Analytics, Hotjar, or other tools].
• Functional Cookies remember your preferences (e.g., language, login).
• Advertising and remarketing Cookies allow us and our advertising partners to deliver targeted advertising. Examples may include [Google Ads, Meta Pixel, LinkedIn Insight Tag].

5.2 Managing Cookies

You can control Cookies through your browser settings, through opt-out tools offered by individual providers, and—where we display a cookie banner—through the cookie preference center on the Platform. Blocking certain Cookies may impair functionality.

5.3 Do Not Track and Global Privacy Control

Some browsers transmit “Do Not Track” or “Global Privacy Control” (“GPC”) signals. We [honor / do not honor] Do Not Track signals. We treat GPC signals as a valid opt-out of sale or sharing of personal information where required by applicable law (see Section 11).

6. How We Share Information

We do not sell personal information for monetary consideration. We share information only as described below.

6.1 Service Providers

We share information with third-party vendors who help us operate the Platform, including:

• Cloud hosting and storage providers (e.g., [AWS, Google Cloud]);
• Video hosting and delivery providers (e.g., [Vimeo, Wistia]);
• Payment processors (e.g., [Stripe, PayPal]);
• Email and marketing platforms (e.g., [Mailchimp, ActiveCampaign, HubSpot]);
• Analytics providers (e.g., [Google Analytics]);
• Advertising partners (e.g., [Google Ads, Meta, LinkedIn]);
• Customer support platforms (e.g., [Zendesk, Intercom]);
• Identity and credential verification services; and
• Professional advisors such as our accountants and attorneys.

These providers are bound by contract to use information only for the purposes we authorize.

6.2 Within the Member Community

If you participate in member-only forums, comments, group sessions, or other interactive features, the information you choose to post will be visible to other Members and, where applicable, to Wealth Attorneys staff. Do not post information you do not wish to share.

6.3 Legal and Safety

We may disclose information when we believe in good faith that disclosure is necessary to:

• Comply with a subpoena, court order, or other legal process;
• Cooperate with law enforcement or regulatory authorities;
• Enforce our Terms and Conditions;
• Protect the rights, property, or safety of Wealth Attorneys, our Members, or others;
• Investigate suspected fraud or violations of professional conduct rules; or
• Respond to claims of intellectual property infringement (see DMCA section of the Terms).

6.4 Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, your information may be transferred to the successor entity, subject to the commitments in this Privacy Policy or with appropriate notice to you.

6.5 Aggregated or De-Identified Information

We may use and share aggregated or de-identified information (which cannot reasonably be used to identify you) for any business purpose, including analytics, research, marketing, and Platform improvement.

6.6 With Your Direction or Consent

We may share information for any other purpose disclosed to you at the time of collection or with your consent.

7. Third-Party Links and Integrations

The Platform may link to or integrate with third-party websites, software, and services—including financial-services providers, software platforms, custodial services, continuing legal education providers, and licensing authorities. These third parties are independent and have their own privacy practices, which we do not control or endorse. We encourage you to review their privacy policies before providing them with information.

8. Artificial Intelligence and Automated Processing

We may use artificial intelligence or automated tools to:

• Personalize content recommendations;
• Generate transcripts or captions for video content;
• Detect fraud, account abuse, or security incidents;
• Improve customer support responsiveness; and
• Analyze aggregate Platform usage.

We do not use Member Content or your personal information to train third-party general-purpose AI models without your consent. Where we use third-party AI service providers, we require contractual commitments restricting their use of information we share.

You have the right under applicable law to object to decisions made solely by automated means that produce legal or similarly significant effects on you. We do not currently make such fully automated decisions about Members.

9. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, including:

• For the duration of your Membership and a reasonable period thereafter;
• To resolve disputes or enforce our agreements;
• To comply with legal, tax, accounting, regulatory, or professional-responsibility obligations;
• To maintain records of certifications issued and revocations (which may be retained indefinitely for verification purposes); and
• For backup, archival, audit, and security purposes.

When we no longer need personal information, we will delete, anonymize, or securely destroy it in accordance with our retention schedule and applicable law.

10. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and destruction. These measures may include encryption in transit and at rest, access controls, multi-factor authentication, logging, intrusion detection, employee training, and vendor due diligence.

However, no security measure is perfect, and we cannot guarantee absolute security. You are responsible for safeguarding your Account credentials and for promptly notifying us at [support@wealthattorneys.com] of any suspected unauthorized access to your Account.

If we become aware of a data breach affecting your personal information, we will notify you and applicable authorities as required by law.

11. Your Rights and Choices

Depending on where you reside, you may have certain rights with respect to your personal information. Subject to verification and applicable exceptions, you may have the right to:

• Access the personal information we hold about you;
• Correct inaccurate or incomplete information;
• Delete your personal information;
• Receive a copy of your personal information in a portable format;
• Restrict or object to certain processing activities;
• Opt out of the sale or sharing of personal information, or of targeted advertising;
• Withdraw consent where processing is based on consent; and
• Not be discriminated against for exercising these rights.

11.1 How to Exercise Your Rights

To exercise any of these rights, contact us at [privacy@wealthattorneys.com] or by mail at the address in Section 17. Please include enough information for us to verify your identity and identify the records at issue. We will respond within the timeframe required by applicable law.

You may also use an authorized agent to submit a request on your behalf, subject to verification.

We will not discriminate against you for exercising any of your privacy rights.

12. State-Specific Privacy Disclosures

12.1 California Residents (CCPA / CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA“).

Categories of personal information we have collected in the past 12 months (as defined by Cal. Civ. Code § 1798.140):

Sources, purposes, and recipients for each category are described in Sections 3, 4, and 6.

Sale and sharing. We do not sell personal information for monetary consideration. We may “share” personal information (as that term is defined under the CCPA) with advertising partners for cross-context behavioral advertising. You may opt out via our [“Your Privacy Choices” link / cookie preference center] on the Platform or by emailing [privacy@wealthattorneys.com]. We also honor Global Privacy Control signals as opt-out requests.

Retention. We retain each category of personal information as described in Section 9.

Shine the Light. California Civil Code § 1798.83 permits California residents to request information regarding disclosure of personal information to third parties for direct marketing purposes. Direct such requests to [privacy@wealthattorneys.com].

12.2 Other U.S. State Privacy Laws

If you reside in Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, Iowa, Indiana, Tennessee, New Jersey, Delaware, New Hampshire, Kentucky, Rhode Island, Minnesota, Maryland, or another state with a comprehensive privacy law, you may have rights similar to those described above, including the rights to access, correct, delete, and obtain a portable copy of your personal information, and to opt out of targeted advertising, the sale of personal information, and certain types of profiling.

To exercise these rights, contact [privacy@wealthattorneys.com]. If we deny your request, you may have the right to appeal by replying to our denial with the basis for your appeal.

12.3 Nevada Residents

Nevada residents may opt out of certain sales of “covered information” under Nev. Rev. Stat. § 603A. We do not currently sell covered information as defined under that statute.

13. European Economic Area, United Kingdom, and Switzerland (GDPR / UK GDPR)

If you are located in the European Economic Area (“EEA”), United Kingdom, or Switzerland, the following additional terms apply.

13.1 Controller

[Wealth Attorneys, LLC / Legal Entity Name] is the controller of personal data collected through the Platform.

13.2 Legal Bases for Processing

We rely on the following legal bases under Article 6 of the GDPR:

• Contract (Art. 6(1)(b)) – to register your Account, process payments, deliver Content, and otherwise perform our agreement with you.
• Legitimate interests (Art. 6(1)(f)) – to operate, secure, and improve the Platform; to communicate with Members; to prevent fraud; and to enforce our Terms.
• Consent (Art. 6(1)(a)) – for marketing communications where required, optional Cookies, and certain other processing activities; you may withdraw consent at any time.
• Legal obligation (Art. 6(1)(c)) – to comply with tax, accounting, and other legal requirements.

13.3 Your Rights

You have the rights of access, rectification, erasure, restriction, portability, and objection, as well as the right to withdraw consent and the right to lodge a complaint with your supervisory authority. To exercise these rights, contact [privacy@wealthattorneys.com].

13.4 International Data Transfers

Wealth Attorneys is based in the United States, and your personal data will be transferred to and processed in the U.S. and other countries that may not provide the same level of data protection as your home jurisdiction. Where required, we rely on appropriate safeguards such as the European Commission’s Standard Contractual Clauses and, where applicable, the UK International Data Transfer Addendum.

14. Special Notice for Attorneys: Client Information

The Platform is an educational and professional development resource for licensed attorneys. It is not designed or authorized to store, process, or transmit client-confidential information, attorney work product, privileged communications, or personally identifiable information about your clients. You should not:

• Upload, post, or transmit documents or information about identifiable clients;
• Discuss specific matters in ways that disclose client confidences;
• Submit support tickets containing privileged information; or
• Use the Platform in any way that violates your duty of confidentiality under applicable rules of professional conduct.

If we receive client-related information, we may delete it without obligation to preserve it.

15. Children’s Privacy

The Platform is intended for licensed attorneys and is not directed to children under 18 years of age. We do not knowingly collect personal information from children under 18. If we learn we have collected personal information from a child under 18 (or the higher age threshold in your jurisdiction), we will delete it. If you believe a child has provided us with personal information, contact us at [privacy@wealthattorneys.com].

16. Marketing Communications

If you have provided us with your email address, we may send you marketing messages about courses, events, certifications, and other offerings. You may opt out at any time by:

• Clicking “unsubscribe” in any marketing email;
• Updating your communication preferences in your Account; or
• Contacting us at [privacy@wealthattorneys.com].

Opting out of marketing does not stop transactional or administrative messages (such as receipts, certification notices, password resets, and policy updates), which are necessary for the operation of your Account.

We comply with the CAN-SPAM Act, the Telephone Consumer Protection Act (TCPA), and other applicable communications laws.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last Updated” date at the top of this document reflects the most recent revisions. We will notify you of material changes by posting the updated policy on the Platform and, where appropriate, by additional notice (such as email or in-product notification). Your continued use of the Platform after the effective date of an updated policy constitutes acceptance of the changes.

By accessing or using the Platform, you acknowledge that you have read and understood this Privacy Policy.