Privacy Policy
Last updated: August 29, 2026
Wildroot Estate Planning (“Wildroot,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we may collect when you visit our website, schedule a discovery call, request a guide, subscribe to our emails, or otherwise communicate with us. It also explains how we may use and protect that information.
By using this website, you acknowledge the practices described in this Privacy Policy.
Information We May Collect
Depending on how you use our website, we may collect:
-
Contact information, such as your name, email address, telephone number, and mailing address.
-
Appointment information, such as your preferred meeting date, time, and information submitted when scheduling a discovery call.
-
Information you voluntarily provide through a contact form, questionnaire, email, newsletter signup, guide request, or other communication.
-
Technical and usage information, such as your IP address, browser type, device information, referring pages, pages visited, and approximate location.
-
Cookie and analytics information concerning how visitors find and interact with the website.
Please do not submit Social Security numbers, financial account numbers, medical records, detailed family information, or other highly sensitive or confidential information through a general website form or discovery-call scheduler.
How We May Use Your Information
We may use information collected through the website to:
-
Respond to questions and requests.
-
Schedule and manage discovery calls.
-
Determine whether our services may be a potential fit for your needs.
-
Provide requested guides, newsletters, updates, and educational information.
-
Operate, maintain, secure, and improve the website.
-
Understand website traffic and how visitors use the site.
-
Comply with applicable laws, court orders, ethical obligations, or other legal requirements.
-
Protect the rights, safety, and property of Wildroot, our website visitors, and others.
Discovery Calls and Attorney-Client Relationships
Scheduling or participating in a 15-minute discovery call does not, by itself, create an attorney-client relationship.
An attorney-client relationship is formed only after Wildroot has completed any necessary conflict review, agreed to represent you, and you and Wildroot have entered into a written engagement agreement.
Information submitted through this website, email, or a scheduling platform may not be treated as confidential or protected by the attorney-client privilege before an attorney-client relationship has been established. Please avoid sending sensitive or time-critical information unless Wildroot has specifically asked you to do so through an approved, secure method.
Email Communications and Free Resources
If you subscribe to our emails or request a free guide, we may use the contact information you provide to send the requested resource and occasional educational or firm-related communications.
You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the message. We may still send administrative or service-related communications when appropriate.
Cookies and Analytics
Our website may use cookies and similar technologies to operate properly, remember preferences, understand website activity, and improve the visitor experience.
Wix and any analytics services enabled on the website may automatically collect information such as your IP address, browser type, device information, referring website, pages viewed, and time spent on the site.
You may be able to control cookies through the cookie settings displayed on our website or through your browser settings. Disabling certain cookies may affect how some parts of the website function.
Website Hosting
This website is hosted through Wix. Wix may process information about website visitors on our behalf and may use cookies or similar technologies in providing its services.
You can learn more by reviewing the Wix Privacy Policy.
Scheduling and Practice-Management Services
We may use outside service providers to help manage inquiries, appointments, and prospective-client information.
Scheduling: We use Calendly to schedule discovery calls. Information entered into the scheduling form may be processed and stored by that provider. You can review the Calendly Privacy Notice.
Client relationship or practice management: We use Lawcus to organize communications and information from prospective and current clients. You can review the Lawcus Privacy Policy.
Email marketing: We use Wix Email Marketing to deliver newsletters, free guides, and related communications. Wix may process your name, email address, subscription status, and engagement information on our behalf.
Analytics: We use Wix Analytics to understand website traffic and performance.
These outside providers maintain their own privacy practices. Wildroot does not control their independent websites or policies.
When Information May Be Shared
We may disclose personal information:
-
To website-hosting, scheduling, analytics, email, technology, and practice-management providers that help us operate our website and business.
-
To professional advisers when reasonably necessary.
-
When required by law, legal process, court order, or professional obligation.
-
When reasonably necessary to prevent fraud, address security concerns, or protect Wildroot, our visitors, or others.
-
In connection with a business reorganization, merger, transfer, or similar transaction, subject to applicable legal and ethical obligations.
-
With your permission or at your direction.
Wildroot does not sell personal information for monetary compensation.
Data Retention
We retain personal information only for as long as reasonably necessary for the purposes described in this Policy, including responding to inquiries, maintaining appropriate business records, satisfying legal and ethical obligations, resolving disputes, and protecting our legal rights.
Retention periods may vary depending on the type of information, why it was collected, and the requirements that apply to it.
Data Security
We use reasonable administrative, technical, and organizational safeguards intended to protect the information in our care. However, no website, email system, internet transmission, or electronic storage method can be guaranteed to be completely secure.
For that reason, please do not use this website to transmit highly sensitive information unless Wildroot directs you to an approved secure method.
Your Choices and Privacy Requests
Depending on where you live and the law that applies, you may have the right to request access to, correction of, or deletion of certain personal information. You may also have the right to withdraw consent or object to certain uses of your information.
To make a privacy request, contact us using the information below. We may need to verify your identity before completing a request. Certain information may be retained when required or permitted by law or applicable professional obligations.
You may unsubscribe from marketing emails at any time by selecting the unsubscribe link in an email.
Children’s Privacy
This website is intended for adults and is not directed to children under 13. We do not knowingly seek personal information directly from children under 13 through this website. If you believe a child has provided personal information through the website, please contact us so we can review the situation and take appropriate action.
Links to Other Websites
Our website may contain links to websites operated by other organizations. Wildroot is not responsible for the content, security, or privacy practices of those websites. We encourage you to review the privacy policy of each website you visit.
Changes to This Policy
We may update this Privacy Policy as our website, services, technology, or legal obligations change. Any revised policy will be posted on this page with an updated “Last updated” date.
Contact Us
Questions or requests regarding this Privacy Policy may be directed to:
Wildroot Estate Planning
Shannon Clark, Attorney and Owner
Meridian, Idaho
Email: support@wildrootlaw.com
Website: www.wildrootlaw.com