Last Updated: May 6, 2026

Carolina Family Estate Planning, PLLC ("CFEP," "the Firm," "we," "our," or "us") respects your privacy. This Privacy Policy explains what information we collect through our website at carolinafep.com (the "Website"), how we use that information, with whom we share it, and what choices you have.

This Privacy Policy applies to information collected through the Website and through related interactions you have with the Firm before becoming a client (such as registering for a seminar, requesting a guide, scheduling a Welcome Call or Vision Meeting, or contacting us through the Website). Information shared with the Firm after you become a client is governed by attorney-client confidentiality and applicable rules of professional responsibility, not by this Privacy Policy.

1. Information We Collect

We collect information in three ways: (a) information you provide directly, (b) information collected automatically when you use the Website, and (c) information from third-party service providers and advertising platforms.

1.1 Information You Provide Directly

We collect personal information when you choose to provide it, such as when you:

  • Register for a seminar, workshop, or webinar
  • Request a guide, checklist, or other educational resource
  • Submit a contact form, request a Welcome Call, or schedule a Vision Meeting or Strategy Session
  • Subscribe to our email list or text messaging program
  • Communicate with us by email, phone, text message, or live chat
  • Respond to a survey or review request

Information you may provide includes your name, email address, mailing address, phone number, the names and contact information of household members or family members you choose to share with us, general information about your situation or planning needs, and any other information you voluntarily submit.

1.2 Information Collected Automatically

When you use the Website, we and our service providers may automatically collect:

  • Device and connection information: IP address, browser type and version, operating system, device identifiers, screen size, and language preferences.
  • Usage information: Pages visited, the date and time of your visit, time spent on pages, referring website or source, and links clicked.
  • Cookies and similar technologies: Cookies, pixels, web beacons, and tags placed by us and our service providers to recognize your browser, remember preferences, measure performance, and serve relevant advertising. See Section 6 below.
  • Call tracking information: If you call a phone number associated with one of our marketing campaigns, the call may be routed through a call-tracking service. We may collect the calling phone number, the number you called, the time and duration of the call, and a recording or transcript of the call. Calls may be recorded for quality assurance and training purposes; you will be notified of recording when applicable.

1.3 Information From Third Parties

We may receive information about you from:

  • Advertising platforms (such as Meta and Google) regarding interactions with our advertisements, including impressions, clicks, and conversion events.
  • Analytics and attribution providers that help us understand how visitors use the Website and which marketing channels lead to inquiries.
  • Referral sources, including other professionals or family members who refer you to the Firm and provide your contact information.
  • Public sources, such as publicly available business information, when relevant.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Responding to inquiries and providing services: Communicating with you about your inquiry, scheduling appointments, sending appointment reminders and confirmations, providing requested information, and (if you become a client) delivering legal services.
  • Education and event delivery: Registering you for seminars, workshops, and webinars; sending you educational guides, checklists, and resources you request; and following up regarding event content.
  • Marketing communications: Sending email and (if you opt in) text messages about future events, educational content, and Firm updates. You may unsubscribe from email communications at any time using the link in any email and may opt out of text messages by replying STOP.
  • Improving the Website and our services: Analyzing how visitors use the Website, measuring marketing performance, and developing new educational content.
  • Advertising and remarketing: Measuring the effectiveness of our advertising and, where permitted, showing you relevant advertisements on third-party platforms.
  • Compliance and protection: Complying with applicable laws and rules of professional conduct, enforcing our Terms of Use, protecting the security and integrity of the Website, and protecting our rights and the rights of others.

3. How We Share Information

We share information only as described below.

3.1 Service Providers

We share information with vendors and service providers who perform services on our behalf and are contractually obligated to use the information only for those services. Categories of service providers include:

  • Customer relationship management and marketing automation platforms (for managing leads, contacts, appointments, and email/SMS communications).
  • Phone, voice-over-IP, and call-tracking providers (for inbound and outbound calls and call recording).
  • Appointment scheduling providers.
  • Website hosting and content management providers.
  • Email service providers.
  • Survey and review-management providers.
  • Analytics and attribution providers.
  • Advertising platforms and ad-management providers.
  • AI-assisted communication tools used for confirmation calls or routine inquiries.
  • Integration platforms that connect the systems above.

3.2 Advertising Platforms

We use advertising and analytics tools provided by third parties, including Meta (Facebook and Instagram), Google, and others, to measure the effectiveness of our marketing and to deliver relevant advertising. These platforms may use cookies, pixels, and similar technologies on our Website. They may receive limited information about your visit (such as the pages you viewed and actions you took) and may combine that information with information they have collected from other sources. The information shared with advertising platforms is governed by the privacy policies of those platforms.

We do not sell information you submit through the Website to advertising platforms or third parties. We do, however, allow these platforms to collect certain information automatically through cookies and similar technologies as described in Section 6.

3.3 SMS / Text Messaging Information

Mobile phone numbers and SMS opt-in consent are not shared with third parties or affiliates for marketing or promotional purposes. SMS consent and opt-in data are not shared with third parties under any circumstances.

3.4 Professional Advisors

We may share information with our own attorneys, accountants, insurers, and other professional advisors as reasonably necessary.

3.5 Legal Requirements and Protection

We may disclose information when required by law, subpoena, court order, or other legal process, or when we believe in good faith that disclosure is necessary to comply with legal obligations, protect the rights, property, or safety of the Firm, our clients, or others, investigate fraud or security issues, or enforce our Terms of Use.

3.6 Business Transitions

If the Firm is involved in a merger, acquisition, sale of assets, dissolution, or similar transaction, information may be transferred as part of that transaction, subject to applicable rules of professional conduct.

4. Email and Text Messaging Communications

4.1 Email

If you provide your email address, we may send you transactional messages (such as confirmations and reminders) and marketing messages (such as event invitations and educational content). You may unsubscribe from marketing emails at any time using the unsubscribe link in any marketing email or by contacting us at the email address below. Transactional messages related to active matters or scheduled appointments may continue regardless of marketing-email preferences.

4.2 Text Messaging (SMS/MMS)

If you opt in to text messaging by providing your mobile number on a form that includes SMS consent language, by texting a keyword to a number we provide, or by otherwise affirmatively consenting, we may send you text messages, which may include appointment reminders and confirmations, event invitations and reminders, educational content, replies to your inquiries, and other communications related to our services.

Message frequency varies. Message and data rates may apply. Consent to receive text messages is not a condition of any purchase or of becoming a client of the Firm.

To stop receiving text messages, reply STOP to any message. After you text STOP, we may send a confirmation that you have been unsubscribed; after that confirmation you will no longer receive text messages from us. To rejoin, sign up again or text START or JOIN. For help, reply HELP or contact us using the information at the end of this Policy. Carriers, including AT&T, are not liable for delayed or undelivered messages.

5. AI-Assisted Communications

From time to time, we may use AI-assisted tools to help us respond to inquiries, schedule or confirm appointments, or communicate routine information. When we use these tools in voice calls or text-based communications, we will provide an appropriate disclosure that you are interacting with an AI-assisted system, and you will always be able to request to speak with a member of our team. AI-assisted tools do not provide legal advice.

6. Cookies, Pixels, and Tracking Technologies

Our Website uses cookies and similar tracking technologies, including pixels and tags from advertising platforms. Cookies are small text files placed on your device that allow websites to recognize your browser. We use these technologies for the following purposes:

  • Necessary cookies: Required for the Website to function (such as remembering form entries during a session).
  • Analytics cookies: Help us understand how visitors use the Website so we can improve it.
  • Advertising and conversion cookies: Allow us and advertising platforms (such as Meta and Google) to measure the performance of our advertising and, where permitted, to show you relevant advertisements on other websites and apps.

Most browsers allow you to manage cookies through your browser settings, including blocking or deleting cookies. Disabling certain cookies may affect Website functionality. Some browsers offer a "Do Not Track" or Global Privacy Control signal. We honor recognized opt-out signals where required by applicable law.

7. Your Choices and Rights

You have the following choices regarding your information:

  • Email opt-out: Use the unsubscribe link in any marketing email.
  • SMS opt-out: Reply STOP to any text message.
  • Cookies: Adjust your browser settings or use privacy-enabled browsers.
  • Access, correction, or deletion: You may request access to, correction of, or deletion of personal information you have provided through the Website by contacting us using the information below. We will respond consistent with applicable law and our recordkeeping obligations as a law firm. Please note that information related to legal services we have provided is subject to our professional and ethical recordkeeping obligations and may not be deletable on request.

Residents of states that grant additional privacy rights (such as California, Virginia, Colorado, Connecticut, and Utah) may have additional rights, including the right to know what categories of personal information we collect, the right to request access to or deletion of personal information, the right to correct inaccurate personal information, the right to opt out of certain types of processing, and the right to be free from discrimination for exercising these rights. To exercise any such rights, contact us using the information below.

8. Children's Privacy

The Website is intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information through the Website, please contact us so we can take appropriate action.

9. Security

We use commercially reasonable administrative, technical, and physical safeguards to protect information transmitted through the Website. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Information you submit through web forms is not protected by attorney-client privilege. Please do not include confidential information about a legal matter in a Website form, voicemail, email, or text message until we have agreed in writing to represent you and you have received instructions about how to communicate confidential information securely.

10. How Long We Retain Information

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, to comply with applicable laws and rules of professional conduct, to resolve disputes, and to enforce our agreements. Specific retention periods vary by category of information and applicable legal and ethical recordkeeping obligations.

11. Third-Party Websites and Links

The Website may contain links to third-party websites and content. We are not responsible for the privacy practices or content of those third-party sites. We encourage you to review the privacy policies of any third-party site you visit.

12. Information From Outside North Carolina

The Firm is based in North Carolina, and our services are generally provided to residents of North Carolina. If you access the Website from outside North Carolina, your information will be transferred to and processed in North Carolina, where data protection laws may differ from those in your jurisdiction. By using the Website, you consent to that transfer and processing.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. If we make material changes, we will provide additional notice as required by applicable law. Your continued use of the Website after the effective date of any update constitutes your acceptance of the updated Privacy Policy.

14. How to Contact Us

If you have questions about this Privacy Policy or our privacy practices, you can contact us:

By email: welcome@carolinafep.com

By phone: 919-443-3035

By mail: Carolina Family Estate Planning, PLLC, 51 Kilmayne Dr., Suite 200, Cary, NC 27511