Privacy Policy

Virginia Estate & Trust Law, PLC
Last Updated: 05/11/2026

1. Introduction

Virginia Estate & Trust Law, PLC (“VAET Law,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of the information entrusted to us.

This Privacy Policy explains how we collect, use, store, and safeguard personal information obtained through our website (https://www.vaetlaw.com/), client intake processes, and communications.

As an estate planning, estate administration, and trust administration law firm, we recognize that much of the information we receive is sensitive in nature and take our responsibility to protect it seriously.

2. Types of Information Collected

We may collect personal information necessary to provide legal services and respond to inquiries. This includes, but is not limited to:

Contact Information: Name, address, email address, phone number
Personal Identifiers: Date of birth, marital status, family relationships
Financial Information: Asset details, account types, and related financial information (as voluntarily provided)
Estate Planning Information: Beneficiaries, fiduciaries, guardianship preferences, and existing estate planning documents
Communication Data: Information shared via phone, email, website forms, or SMS/text messaging
Technical Information: Basic website usage data (such as IP address, browser type, and page interactions) collected through website analytics tools

Information collected through our website forms, including client onboarding forms, may include detailed personal and financial information relevant to estate planning and estate administration.

3. How Information is Collected

We collect personal information through the following methods:

Website forms (including consultation requests and onboarding forms)
Phone calls and voicemail messages
Email correspondence
SMS/text messaging communications
In-person meetings and consultations
Website analytics tools that collect limited technical usage data

4. Purpose of Data Collection

We use personal information to:

Provide legal services and develop estate planning or administration strategies
Communicate with clients and prospective clients
Schedule consultations and respond to inquiries
Send administrative or service-related communications (including appointment reminders)
Comply with legal, regulatory, and ethical obligations
Improve our website and client experience

We do not use personal information for unrelated marketing purposes without consent.

5. Data Security Measures

We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

Secure data storage systems, including use of a legal practice management system (Centerbase)
Access controls limiting information to authorized personnel
Use of secure communication platforms, including RingCentral for phone and SMS communications
Ongoing monitoring and updating of security practices

While we take reasonable steps to protect information, no method of transmission over the internet or electronic storage is completely secure.

6. Data Sharing

We do not sell or rent personal information.

We may share information in limited circumstances, including:

With trusted service providers that support our operations, such as:
- Centerbase (client relationship management system)
- RingCentral (phone and SMS communications)
  These providers are contractually obligated to maintain appropriate confidentiality and security measures.
When required by law, court order, or regulatory authority
To protect the rights, property, or safety of our firm, clients, or others

SMS-specific disclosure:
SMS consent and phone numbers collected for SMS communications are not shared with third parties or affiliates for marketing purposes.

7. User Rights

You may request to:

Access the personal information we maintain about you
Request corrections or updates to your information
Request deletion of your personal information, subject to legal, ethical, and operational obligations
Opt out of certain communications

To exercise these rights, please contact us using the information below.

8. Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

Virginia Estate & Trust Law, PLC
Website: https://www.vaetlaw.com/
Phone: 804-565-2300
Email: webcontact@vaetlaw.com
Address: 1700 Bayberry Court, Suite 100, Richmond, VA 23226

9. Related Terms & Conditions

For information regarding the terms governing use of this website and SMS communications, please review our Terms & Conditions at: https://www.vaetlaw.com/terms-conditions/

10. SMS Communications Disclosure

By opting into SMS communications through our website, forms, or other means, you agree to receive text messages from Virginia Estate & Trust Law, PLC. These may include:

Appointment reminders
Follow-up communications
Administrative or service-related messages

Message frequency may vary.
Message and data rates may apply.

You can opt out at any time by replying STOP to any message.
For assistance, reply HELP or visit https://www.vaetlaw.com/. For additional details, please review our Terms & Conditions at https://www.vaetlaw.com/terms-conditions/.