Your Privacy

Privacy Policy

Last updated: May 29, 2026

This Privacy Policy explains how California Legal Document Excellence, LLC ("we," "us," or "our") collects, uses, shares, and protects information when you visit our website or submit our online intake form. By using our website or providing information to us, you agree to the practices described below.

Information We Collect

When you contact us or complete our intake form, we collect the information you choose to provide. This includes your name, phone number, email address, preferred contact method, and details about the document preparation services you are requesting.

Depending on the service, our intake form may ask for sensitive details you voluntarily share — such as information about your family, marriage, children, property, finances, immigration status, or rental situation. You decide what to share; you may leave optional fields blank or contact us by phone instead.

We also automatically receive limited technical information, such as your browser type and the pages you view, through standard website operation and our hosting provider.

How We Use Your Information

We use the information you provide to respond to your inquiry, follow up about your request, prepare the documents you ask us to prepare at your direction, communicate with you about your matter, and improve our services.

We do not sell your personal information, and we do not use it for purposes unrelated to the services you request.

Communications Consent

When you submit our intake form and check the contact-consent box, you authorize us to contact you by phone, text message (SMS), and email at the contact information you provide, including for follow-up about your request.

Message and data rates may apply. Message frequency varies. You can opt out of text messages at any time by replying STOP, and you can ask us to stop contacting you by phone or email by telling us directly. Consent to receive messages is not a condition of using our services.

How We Share Information

We share your information only with trusted service providers that help us operate our business — for example, our customer-relationship and communications platform, our website hosting provider, and similar vendors — and only as needed for them to perform services on our behalf.

We may also disclose information if required by law, to comply with legal process, or to protect our rights, safety, or the safety of others. We do not sell or rent your personal information to third parties.

Data Retention

We keep your information only as long as needed to respond to your request, provide the services you ask for, and meet our legal and record-keeping obligations. When information is no longer needed, we take reasonable steps to delete or securely store it.

How We Protect Your Information

We use reasonable administrative and technical safeguards to protect the information you share, including encrypted (HTTPS) transmission of form submissions. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices and California Privacy Rights

You may request that we access, correct, or delete the personal information you have provided to us by contacting us using the details below. California residents may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and to request its deletion, subject to legal exceptions.

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

Children's Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can remove it.

Third-Party Links

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

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Your continued use of our website after changes are posted means you accept the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact us at (707) 909-1240 or ak.cnewtonesq@gmail.com.

California Legal Document Excellence, LLC is a Registered Legal Document Assistant (LDA #87, Sonoma County). We are not a law firm and do not provide legal advice, legal representation, or legal counsel. All document preparation services are provided at the client's direction. We are not attorneys.

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