Cuzmar Law PLLC Privacy Policy

2700 Westhall Lane,

Suite 215B Maitland,

FL 32751 Phone:

(407) 243-8993

Last Updated: May 19, 2026

Cuzmar Law, PLLC ("we," "us," "our," or "the Firm") is committed to protecting the privacy and confidentiality of information provided to us by our clients, prospective clients, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in accordance with the Florida Rules of Professional Conduct, applicable federal and state privacy laws, and our ethical obligations as attorneys licensed in the State of Florida.

By contacting our Firm, using our services, or visiting our website, you acknowledge that you have read and understood this Privacy Policy.

1. INFORMATION WE COLLECT

We may collect various types of information from and about you, including:

Personal Identification Information: Name, address, telephone number, email address, date of birth, and Social Security number; emergency contact information and family member details; and government-issued identification documents.

Legal Matter Information: Details about your legal situation, including facts, documents, and communications relevant to your matter; court records, financial records, trust documents, and other documents related to your estate planning, trust administration, asset protection, probate, or special needs planning matter; and information about beneficiaries, heirs, trustees, personal representatives, and other individuals involved in your legal matter.

Financial Information: Payment information for legal services, including credit card details, bank account information, and billing addresses; and information about income, assets, debts, property ownership, and financial circumstances relevant to your legal matter.

Electronic Information: IP address, browser type, operating system, and device information; website usage data, including pages visited, time spent on pages, and navigation patterns; and cookies and similar tracking technologies (see Section 8 below).

Communications: Emails, text messages, phone calls, and other communications with our Firm; and voicemail messages and recorded conversations (when permitted by law).

2. HOW WE COLLECT INFORMATION

We collect information through various means, including directly from you when you contact us, complete intake forms, provide documents, or communicate with us; from third parties including courts, financial institutions, trustees, personal representatives, medical providers, government agencies, and other professionals involved in your matter; from public records including court filings, property records, and other publicly available information; automatically through cookies and similar technologies when you visit our website; and through research and investigation as part of our representation of you.

3. HOW WE USE YOUR INFORMATION

We use your information to provide legal services, evaluate your matter, prepare legal documents, communicate with courts and relevant parties, and represent your interests; to respond to your inquiries, provide matter updates, send appointment reminders, and maintain ongoing communication; to process payments, send invoices, and maintain financial records; to comply with court orders, subpoenas, legal obligations, and applicable laws and regulations; to maintain client files and records as required by the Florida Rules of Professional Conduct and applicable law; to analyze website usage, improve functionality, and enhance user experience; to protect against unauthorized access, fraud, and other security threats; and to evaluate conflicts of interest and maintain our professional responsibilities.

4. ATTORNEY-CLIENT PRIVILEGE AND CONFIDENTIALITY

As a law firm, we are bound by the Florida Rules of Professional Conduct, which impose strict confidentiality obligations. All information relating to the representation of a client is protected by attorney-client privilege and the duty of confidentiality, subject to limited exceptions.

We will not disclose confidential client information without your informed consent, except as required or permitted by law or the Florida Rules of Professional Conduct. We may disclose confidential information only in the following limited circumstances: to prevent reasonably certain death or substantial bodily harm; to comply with a court order or other legal obligation; to establish or defend claims arising from the attorney-client relationship; to detect and resolve conflicts of interest; or when you provide informed consent to the disclosure.

5. DISCLOSURE OF INFORMATION TO THIRD PARTIES

We may share your information with third parties only in the following circumstances: with service providers we engage to assist with our operations (such as court reporters, document management services, IT support, and billing services), who are contractually obligated to maintain the confidentiality of your information; as necessary in connection with your legal representation, including filing court documents and complying with court orders; when you have provided informed consent; when consulting with other attorneys or professionals to provide competent representation, while maintaining confidentiality obligations; and in the event of a merger, acquisition, or sale of assets, to the successor entity, subject to the same confidentiality protections.

6. DATA SECURITY

We implement reasonable administrative, technical, and physical security measures to protect your information from unauthorized access, disclosure, alteration, and destruction, including secure servers and encrypted communications, password-protected systems and access controls, regular security assessments and updates, employee training on data security and confidentiality, and secure document storage and disposal procedures.

While we strive to protect your information, no security system is impenetrable, and you provide information at your own risk.

7. RETENTION OF INFORMATION

We retain client information for as long as necessary to fulfill the purposes outlined in this Privacy Policy and as required by the Florida Rules of Professional Conduct and applicable law. Client files are generally retained for a minimum of six (6) years after the conclusion of representation, or as otherwise required by law. After this period, we may securely destroy or anonymize information unless continued retention is necessary for legal, accounting, or business purposes. You may request the return or destruction of your file at the conclusion of representation, subject to our retention obligations and any applicable fees.

8. COOKIES AND TRACKING TECHNOLOGIES

Our website may use cookies, web beacons, and similar tracking technologies to enhance your browsing experience, analyze website usage, and provide personalized content. These include essential cookies necessary for website functionality, analytical cookies that collect usage information to improve performance, and marketing cookies that track browsing activity to deliver relevant advertising. You can manage cookie preferences through your browser settings, though disabling certain cookies may limit website functionality. Our website may use third-party analytics services such as Google Analytics, which collect and process data according to their own privacy policies.

9. YOUR RIGHTS AND CHOICES

You may request access to your client file and the personal information we maintain about you; request correction of inaccurate or incomplete information; request deletion of your information, subject to our legal and professional retention obligations; opt out of marketing communications by following the unsubscribe instructions in our emails or contacting us directly; and withdraw consent where we rely on your consent to process information.

To exercise these rights, please contact us using the information provided below. We may require verification of your identity before processing your request. Certain requests may be subject to legal limitations, including attorney-client privilege and our professional obligations.

10. MOBILE/SMS TEXT MESSAGING

By providing your mobile number and opting in, you consent to receive appointment reminders, matter updates, and time-sensitive communications from Cuzmar Law, PLLC. Message frequency varies. Message and data rates may apply.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support of services such as customer service is permitted. All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

To opt out, text STOP to any message or call (407) 243-8993. For help, text HELP or contact our office directly.

Do not send confidential or time-sensitive legal information via text message. Text messages do not create an attorney-client relationship. For urgent matters, please call our office.

11. COMMUNICATIONS FROM NON-CLIENTS

Contacting Cuzmar Law, PLLC does not create an attorney-client relationship. Information you provide before we formally agree to represent you is not protected by attorney-client privilege. If you are not a client, we will use information you provide only to evaluate whether we can assist you and to respond to your inquiry. We will not use your information for marketing purposes without your consent.

Do not send confidential or time-sensitive information through our website contact form or unsecured email. If you have an urgent legal matter, please call our office directly.

12. THIRD-PARTY LINKS

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

13. CHILDREN'S PRIVACY

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have collected information from a minor without parental consent, we will take steps to delete that information promptly.

14. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. We will post the updated policy on our website and indicate the "Last Updated" date at the top of this document. Material changes will be communicated to clients through written notice or email. Your continued use of our services or website after such changes constitutes acceptance of the updated Privacy Policy.

15. CONTACT INFORMATION

Cuzmar Law, PLLC 2700 Westhall Lane, Suite 215B Maitland, FL 32751 Phone: (407) 243-8993 Email: [email protected] Website: www.cuzmarlaw.com

16. FLORIDA-SPECIFIC PROVISIONS

This Privacy Policy is designed to comply with Florida law, including the Florida Rules of Professional Conduct and applicable state privacy regulations. Florida residents should be aware that we comply with Rule 4-1.6 of the Florida Rules of Professional Conduct regarding confidentiality of information, which provides broad protections for client information beyond those required by federal privacy laws. If you have concerns about our privacy practices that we cannot resolve, you may contact the Florida Bar or seek other legal remedies as provided by Florida law.

ACKNOWLEDGMENT

By using our services or contacting Cuzmar Law, PLLC, you acknowledge that you have read, understood, and agree to this Privacy Policy. If you do not agree with this Privacy Policy, please do not use our services or provide us with your personal information.