Privacy Policy
The American Academy of Estate Planning Attorneys collects personal information only when you submit it to us. If you decide to submit such personal information, we or an external service provider will retain the information that you submit in a database, and we will use this information to complete your request. Any service provider that we designate will have agreed not to sell or distribute your information to any third party, and we will also not share the information with any third party except for the service provider. We may also use the information retained in the database to communicate with you directly via email or direct mail, such as to inform you about upcoming seminars that may be of interest to you. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards, but we cannot guarantee that your personal information will never be disclosed in a manner inconsistent with this policy.
Currently, we only employ a “cookie” for more accurate traffic analysis such as tracking the time/date of the visit, the page viewed and the referring website. This cookie retains some form submission details. The data that we do collect is never stored in any individual website tracking profile and only serves to update aggregate counts allowing us to monitor site traffic. We may share non-personal, anonymous information collected through cookies with third parties. Most browsers are initially set up to accept cookies. If you would prefer, you can set your browser to reject cookies.
Any changes to this privacy policy will be made through a revised posting on our website.
Should you have any further questions regarding our privacy policies and procedures, please feel free to call our office at 858-453-2128, or email us at web-request@aaepa.com.
“The marketing is ingenious. Stick with the call-to-action marketing at least until you are very well established in the community. It is tried and true and will give you a steady flow of clients. The same is true of the seminar presentation. Whenever another attorney tells me he or she is thinking about doing seminars, I encourage them to do it because I know they will spend a lot of money to get a few people into a seminar where they will give a disjointed, lengthy seminar all the while talking over the heads of the attendees. They will not quote fees or come to a proper close and will realize few if any clients as a result. My results are the complete opposite.
The documents are complete and without rival. The education is superb as is the customer service, collegiality and professionalism.”