Privacy, cookies and website terms

1Who we are and what this covers

Boland Law Group, PLLC is an Arizona professional limited liability company with its office at 15100 N. 78th Way, Suite 203, Scottsdale, Arizona 85260. This policy covers bolandlawgroup.com, the forms, calculators and other tools on it, and the information we receive when you contact us through the site, by email, by telephone or in person before an engagement begins.

Once you become a client, your information is governed first by the Arizona Rules of Professional Conduct, then by your engagement letter and our Terms of Engagement, and only then by this policy. Where they differ, the stricter rule applies.

2Information we collect

Information you give us

• Contact and consultation requests. Your name, email address, telephone number, how you were referred, and whatever you tell us about why you are getting in touch.
• The initial meeting questionnaire, which opens by personal invitation only. It asks for what estate planning requires: dates of birth, marital history, citizenship and residency, family members and their circumstances, the people you may name in fiduciary roles, and a summary of your assets, how they are titled and roughly what they are worth. If you use Save and Continue Later, a draft of your answers is stored on our server so that a resume link can be emailed to you. Unfinished drafts are deleted after 30 days.
• Fee and appointment requests sent from our calculators, if you choose to send one. Until you press Send, nothing leaves your browser.
• Payments. Your name, the amount, the reference you enter and the kind of payment method. Card and bank details are entered on LawPay's pages, not ours. See section 5.
• Correspondence. Emails, letters and voicemail you send us, and our replies.

Information your browser sends

When you open a page, your browser sends the address of the page, the page you came from, the kind of device and browser you use, your language setting and your IP address. Our web host and Cloudflare, which sits in front of the site, log this in the ordinary way for security and to keep the site running. Google Analytics receives a version of it to count visits. Part B says exactly what that involves and how to turn it off.

Information from others

When an accountant, financial advisor or other professional refers you, that person may tell us who you are and what you need. Before any engagement we check for conflicts of interest, using the names you give us and our own records. During an engagement we may receive information from public records, financial institutions and the other advisors you ask us to work with.

3How we use it

We use information to respond to you and schedule consultations; to check for conflicts of interest, which Arizona's ethics rules require before we can act for anyone; to prepare engagement letters and provide legal services once engaged; to bill and collect fees; to keep the website secure and see which pages are useful; to meet our legal and professional obligations, including record keeping and responding to lawful process; and, with your permission, to keep in touch about the firm's services.

We do not use your information to build advertising profiles, and we do not make decisions about you by automated means.

4Who we share it with

We share information only as needed to run the firm and the website, and never by selling it.

• People who work for us. Attorneys, paralegals and staff, all bound by the same duties of confidentiality.
• Service providers. The companies that host the website, deliver form submissions to our inbox, protect the site from attack, measure traffic, process payments, and run our practice management, document, email, calendar and accounting systems. Each may use information only to provide its service to us. The ones a visitor can see are named in Part B.
• Other professionals you ask us to work with, such as your accountant, financial advisor or insurance agent, with your permission.
• Courts, government agencies and others when the law requires it, when it is necessary to protect the firm's rights, or when the Rules of Professional Conduct permit disclosure.
• A successor firm, if the practice is ever sold, merged or wound down, under the same duties of confidentiality and with the notice the Rules require.

5Payments

Our Make a Payment page sends you to a checkout hosted by LawPay, a payment service built for law firms and operated by AffiniPay, LLC. You enter card or bank details there, under LawPay's privacy policy and its security controls. Our website does not collect, see or store card numbers, bank account numbers or security codes.

We receive the payer's name, the amount, the reference you enter, the last four digits of the card and the payment status, and we keep those as part of our billing and trust accounting records. Any surcharge on card payments is disclosed on the payment page before you pay. If someone else pays a fee for you, that person does not become our client and gains no right to your information.

6Email and calls

Email

Email is not a secure channel. It can be misdelivered, intercepted or read on a device you share. Please do not send us Social Security numbers, account numbers, statements or other sensitive documents by ordinary email. Ask us for a secure upload link, or bring them to the office. If you email them anyway, we treat the contents as confidential once they reach us, but we cannot protect them on the way.

Calls and meetings

Calls, video conferences and meetings may be recorded or transcribed so that our records are accurate. Tell us before or during a conversation if you do not want that, and we will honor it. We ask that you likewise not record a conversation with the firm without our prior written consent.

7Security

The site is served only over HTTPS, so what passes between your browser and our server is encrypted in transit. Cloudflare screens traffic for attacks and automated abuse before it reaches the site.

No method of transmission or storage is perfectly secure, and we cannot promise that unauthorized access will never occur. If a security incident affects your personal information, we will notify you and any authorities as Arizona law requires.

8How long we keep information

• Contact and consultation requests for as long as needed to respond and, if no engagement follows, for as long as our conflicts records require, since we must be able to tell who has consulted us.
• Client files for at least five years after the last service invoiced on the matter, or longer where Arizona's ethics rules require, as our Terms of Engagement describe. Original documents are returned to you; intrinsically valuable documents such as wills are kept longer.
• Billing and trust account records for at least five years, as Arizona's rules require, and longer where tax law does.
• Unfinished questionnaire drafts for 30 days, then deleted.
• Server and security logs for a short rotation period set by our host and Cloudflare.
• Google Analytics data for the retention period set in our account, after which Google deletes it. Reports keep only aggregate counts.

9Your choices and rights

• Analytics. Turn Google Analytics off for your browser in section 12. It stays off until you turn it back on.
• Marketing. We rarely send marketing email. Whenever we do, it carries an unsubscribe link, and telling us works just as well.
• Access, correction and deletion. Ask and we will tell you what we hold about you, correct what is wrong, and delete what we are not required to keep. We cannot delete records that our professional rules, tax law or a court require us to keep, and we cannot alter another client's file because you appear in it. We will confirm that a request comes from you before we act on it.
• Global Privacy Control and Do Not Track. If your browser sends either signal, we treat it as an opt-out from analytics as well as from any sale or sharing of your information, of which there is none.
• State privacy laws. Some states give their residents specific rights over personal information. We do not sell personal information, share it for cross-context behavioral advertising, or use it for targeted advertising or profiling, so there is nothing to opt out of on those fronts. If you believe a state law applies to you and gives you a right we have not honored, write to us and we will respond within the time that law allows. You will never be treated differently for exercising a privacy right.

10Children

This site is for adults. We do not knowingly collect information from anyone under 13 through the website, and we do not provide legal services to minors except through a parent or guardian. If you believe a child has sent us information, tell us and we will delete it.

11Changes to this policy

When we change this policy we post the new version here with a new effective date. If a change materially expands what we collect or reduces your choices, we say so at the top of this page for at least 30 days. Using the site after a change means you accept it.

12The cookies this site sets

Nothing else is set. There are no advertising cookies, no social media cookies and no cross-site tracking cookies on this site. If we add a tool that sets one, this table changes the same day and the effective date at the top moves.

13Other services that see your connection

Even without a cookie, a service learns your IP address whenever your browser fetches something from it. These are the ones this site uses, and why.

• Cloudflare. Every request to the site passes through Cloudflare, which blocks attacks and serves pages faster. It sees the traffic in order to protect it. Cloudflare's privacy policy.
• Google Analytics 4. Receives the page you viewed, the page you came from, your device type and a random identifier, so we can see which pages are read and which are not. Google Analytics 4 does not log or store IP addresses; it uses the address momentarily to work out an approximate location and then discards it. We switch Google's advertising features off at the source, so Analytics collects no advertising data from this site, and we do not connect Analytics to anyone's name. Google's privacy policy.
• Google Fonts. Some pages fetch their typefaces from Google's servers, which see your IP address in order to send the files. Google states that the Fonts service sets no cookies, that font requests carry no Google account credentials, and that it is designed to limit what it collects to what serving fonts requires. Google's Fonts privacy FAQ.
• Google reCAPTCHA, on the consultation request page and the intake questionnaire page only. It protects those forms from automated abuse. Those pages are protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply to them.
• LawPay, only when you choose to pay. See section 5.
• Maps and video. We link to Google Maps for directions, but we embed no maps and no video players, so nothing is fetched from those services until you follow a link and leave our site.

14Your browser, Do Not Track and Global Privacy Control

Every browser lets you see, block and delete cookies, for all sites or for this one. In Safari, look under Settings, Privacy. In Chrome and Edge, under Settings, Privacy and security, Cookies. In Firefox, under Settings, Privacy and Security. Blocking every cookie will break one thing here: the intake questionnaire's Save and Continue resume links, which rely on the blg_ik cookie.

Global Privacy Control is a setting that tells every website you visit not to sell or share your information. We go further and treat it, and the older Do Not Track setting, as an instruction to leave Google Analytics off. When your browser sends either signal, the switch in section 12 locks in the off position and says so; to allow analytics again, turn the signal off in your browser.

15Information, not advice

Everything on this site is general information about the law and about how we practice. It is not legal advice and it is not tax advice. The law changes, Arizona's rules differ from other states', and the right answer depends on facts we do not know until we meet. Do not act, or decline to act, on anything here without advice on your own situation. Some material may be out of date by the time you read it.

16No attorney-client relationship

Reading this site, sending a form, emailing us, calling us or paying a consultation fee does not make us your lawyers. An attorney-client relationship is formed only when we have checked for conflicts, both of us have signed an engagement letter, and any required fee has been paid and cleared. Until then:

• Please do not send us confidential details about a matter beyond what we need to run a conflicts check and schedule a consultation. We will tell you when we are ready for more.
• Information you send before an engagement is handled with the care Arizona's ethics rules require for prospective clients. Even so, we cannot promise that unsolicited information will be kept confidential, that it is privileged, or that receiving it will prevent us from representing someone else.
• Nothing said in a consultation is advice about your individual situation unless our engagement letter says so. A consultation is a general discussion of goals and of how planning instruments generally work.
• If someone else pays a fee for you, that person does not become our client and gains no right to your information.

17Our attorneys and where they practice

Both of our attorneys are admitted to the Supreme Court of Arizona, the United States District Court for the District of Arizona and the United States Tax Court. Any other admission, active or inactive, is listed on our attorneys page. Our office is in Scottsdale and we serve clients in Arizona. This site is not an offer to provide legal services in any place where doing so would not comply with local rules, and we do not seek to represent anyone based only on their having visited this site from another state or country.

This website may be considered attorney advertising under the rules of some jurisdictions.

18Results, client stories and reviews

Every matter is different. Descriptions of our work, of the clients we serve and of past outcomes are general and are not a promise or guarantee of any result. Client stories on this site are composites for illustration unless we say otherwise, and no story describes any actual client or matter. Where we publish reviews or testimonials, they reflect one person's experience, were given voluntarily and without payment, and do not predict what we can achieve for you.

19Tax information

Some pages discuss federal and Arizona tax law. That discussion is general. It is not written for any particular transaction, it cannot be relied on to avoid penalties, and it is not a substitute for advice from us or from your own tax advisor about your situation.

20Calculators and other online tools

Our fee calculators, worksheets and the personal financial statement run entirely in your browser. Nothing you type is sent to us unless you choose to send it, for example by pressing a Send or Request button, and until then it is on your device alone. If you use a shared computer, close the page when you finish.

Figures the tools produce are indications for discussion, not quotes. The fee for any engagement is the one stated in a signed engagement letter, and nothing is binding until that letter is signed and any required fee has been paid and cleared.

21Links to other sites

We link to other websites, including Google Maps and LawPay. Those sites have their own terms and privacy practices, we do not control them, and a link is not an endorsement of what you find there.

22Copyright and trademarks

The text, artwork, code and design of this site are copyright 2026 Boland Law Group, PLLC, all rights reserved. Boland Law Group, the griffin mark and Passionately Preserving Wealth™ are trademarks of the firm. You may print or download pages for your own personal, non-commercial reference, provided you keep the notices intact. Reproducing content for any other purpose, framing the site, or presenting our content as your own requires our written permission.

23Accessibility

We want everyone to be able to use this site. We build to the Web Content Accessibility Guidelines 2.1 at level AA as our target: text alternatives for images, full keyboard access, visible focus, adequate contrast, and respect for your reduced motion setting. If something on the site is hard to use with your assistive technology, call (480) 420-8268 or write to us. We will provide the content another way and fix the page.

24Warranties and liability

The site is provided as is and as available. We do not warrant that it is free of errors or interruptions, that it is free of harmful components, or that its content is complete or current. To the fullest extent Arizona law allows, the firm and its attorneys and staff are not liable for any loss arising from your use of the site or your reliance on its content, and our total liability for any claim relating to the site will not exceed the amount you paid to use it, which is nothing.

Nothing in these terms limits any liability that cannot be limited by law, and nothing in them limits the duties we owe a client under an engagement letter or the Arizona Rules of Professional Conduct.

25Governing law

These terms, and any dispute about this site, are governed by the law of Arizona without regard to its conflict of laws rules. Any claim relating to the site will be brought in the state or federal courts sitting in Maricopa County, Arizona, and by using the site you accept their jurisdiction. If any provision of these terms is unenforceable, the rest remain in effect.

26If you are a client

Our Terms of Engagement, together with your engagement letter, govern our relationship with clients: who does the work, how we communicate, how fees are charged, and how a matter ends. Current hourly rates are published on our rates page. Where those documents and this page differ, they control.

27Changes to these terms

We may change these terms by posting a new version here with a new effective date. Using the site after a change means you accept it. This page was last changed on the effective date shown at the top.