Terms

Last revised on: March 16, 2025
 

The website located at https://agile-ep.com, as well as any of its subpages and subdomains (the “Site”) is a copyrighted work belonging to Agile Estate Planning, LLC, a Washington limited liability (“Agile EP”, “us”, “our”, and “we”).  These Terms of Use (these “Terms”) set forth the legally binding terms and conditions that govern your use of the Site.  These Terms also incorporate Agile EP’s privacy policy, which is located at https://agile-ep.com/privacy-policy. 

By accessing or using the Site, or by checking the “Accept” button below, you are accepting these Terms and Privacy Policy (on behalf of yourself or the entity that you represent), and you represent and warrant that you have the right, authority, and capacity to enter into these Terms (on behalf of yourself or the entity that you represent).  You may not access or use the Site or accept the Terms if you are not at least 18 years old.  If you do not agree with all of the provisions of these Terms, do not access, and/or use the Site.

1.    Access to the Site

1.1  Certain Restrictions.  The rights granted to you in these Terms are subject to the following restrictions: (a) you shall not license, sell, rent, lease, transfer, assign, distribute, host, or otherwise commercially exploit the Site, whether in whole or in part, or any content displayed on the Site; (b) you shall not modify, make derivative works of, disassemble, reverse compile or reverse engineer any part of the Site; (c) you shall not access the Site in order to build a similar or competitive website, product, or service; and (d) except as expressly stated herein, no part of the Site may be copied, reproduced, distributed, republished, downloaded, displayed, posted or transmitted in any form or by any means.  Unless otherwise indicated, any future release, update, or other addition to functionality of the Site shall be subject to these Terms.  All copyright and other proprietary notices on the Site (or on any content displayed on the Site) must be retained on all copies thereof.

1.2  User’s Conduct. As a condition of use, you may NOT (a) take any action or (b) make available any content on or through the Site that: (i) infringes, misappropriates or otherwise violates any intellectual property right, right of publicity, right of privacy or other right of any person or entity; (ii) is unlawful, threatening, abusive, harassing, defamatory, libelous, deceptive, fraudulent, invasive of another’s privacy, tortious, obscene, offensive, or profane; (iii) constitutes unauthorized or unsolicited advertising, junk or bulk e-mail; (iv) involves commercial activities and/or sales, such as contests, sweepstakes, barter, advertising, or pyramid schemes; (v) impersonates any person or entity, including any employee or representative of Agile EP; (vi) interferes with or attempt to interfere with the proper functioning of the Site or uses the Site in any way not expressly permitted by the Agreement; or (vii) attempts to engage in or engage in, any potentially harmful acts that are directed against the Site, including but not limited to violating or attempting to violate any security features of the Site, introducing viruses, worms, or similar harmful code into the Site, or interfering or attempting to interfere with use of the Site by any other user, host or network, including by means of overloading, “flooding,” “spamming,” “mail bombing,” or “crashing” the technology and platforms comprising the Site. You agree to take all reasonable steps necessary to protect the Site from unauthorized access, distribution, copying or use.

1.3 Reliance on Information Posted. The information presented on or through the Site is made available solely for general information purposes. We do not warrant the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk. We are not responsible, or liable to you or any third party, for the content or accuracy of any materials provided by any third parties.

1.4 Ownership.  You acknowledge that all the intellectual property rights, including copyrights, patents, trademarks, and trade secrets, in the Site and its content are owned by Agile EP.  Neither these Terms (nor your access to the Site) transfers to you or any third-party any rights, title, or interest in or to such intellectual property rights, Agile EP and its suppliers reserve all rights not granted in these Terms. There are no implied licenses granted under these Terms.

1.5 Feedback.  If you provide Agile EP with any feedback or suggestions regarding the Site (“Feedback”), you hereby assign to Agile EP all rights in such Feedback and agree that Agile EP shall have the right to use and fully exploit such Feedback and related information in any manner it deems appropriate.  Agile EP will treat any Feedback you provide to Agile EP as non-confidential and non-proprietary.  You agree that you will not submit to Agile EP any information or ideas that you consider to be confidential or proprietary.

2.  User Data; Privacy. 

You acknowledge that Agile EP (directly or via third-parties, including those discussed below), may collect the following information about you: (a) usernames, passwords, internet protocol (IP) addresses, (b) profile and system settings information; (c) timestamps used to authenticate your usage of the Site, (d) personal information through the registration process, (e) technical data and related information, including but not limited to, technical information about you, and your systems, including application software, and peripherals, and (f) information regarding use of the Site. You agree that Agile EP may use such information for any purpose in Agile EP’s ordinary business operations, including to facilitate the provision of upgrades, provide product support and for providing other services, including by third-parties, to you, to assist Agile EP in prioritizing future updates to the Site, and for business and strategic planning purposes. Agile EP may not sell any information described in this paragraph. Additional detail of Agile EP’s complete privacy policy, which is incorporated by reference, is located at https://agile-ep.com/privacy-policy.
 

3.  Third-Party Applications and Providers. 

Certain features of the site (for example, sample questionnaires) are hosted by XpressDox Publisher (https://publisher.xpressdox.com/) and utilize XpressDox document automation software (https://xpressdox.com) in connection with the provision of such features accessed on the Site. You will therefore be subject to the privacy policy (https://xpressdox.com/policies/privacy/) and end-user license agreement (https://xpressdox.com/policies/eula/) of XpressDox when accessing the Site and hereby agree to such terms.  In addition, the Site may include content, features, and information of and provided by third-parties, and Agile EP may offer or otherwise make available third-party software, products, or platforms that integrate with or may be used in connection with the Site and Services accessed by the Site (“Third-Party Applications”). Third-Party Applications may include linking you or providing you, with certain functionality and access to third-party content, including websites, directories, servers, networks, systems, information and databases, applications, software, programs, products or services, and the Internet as a whole. You acknowledge that Agile EP is not responsible for such content or services provided by Third-Party Applications. You are solely responsible for dealings with any third-party related to the Site, including the delivery of and payment for goods and services. You agree to comply with and perform all of your obligations under all terms and conditions of third-party providers for such Third-Party Applications. 

4.  Reliance on Information Posted.  

The information presented on or through the Site is made available solely for general information purposes. Agile EP is not a law firm. We do not warrant the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk. We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other visitor to the Site, or by anyone who may be informed of any of its contents.

This Site may include content provided by third parties, including materials provided by other users, bloggers, and third-party licensors, syndicators, aggregators, and/or reporting services. All statements and/or opinions expressed in these materials, and all articles and responses to questions and other content, other than the content provided by Agile EP, are solely the opinions and the responsibility of the person or entity providing those materials. These materials do not necessarily reflect the opinion of the Agile EP. We are not responsible, or liable to you or any third party, for the content or accuracy of any materials provided by any third parties.
 

5.  Disclaimers; Intended for Use By Lawyers. 

THE SITE IS PROVIDED ON AN “AS-IS” AND “AS AVAILABLE” BASIS, AND AGILE EP (AND OUR SUPPLIERS) EXPRESSLY DISCLAIM ANY AND ALL WARRANTIES AND CONDITIONS OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING ALL WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, QUIET ENJOYMENT, ACCURACY, OR NON-INFRINGEMENT.  WE (AND OUR SUPPLIERS) MAKE NO WARRANTY THAT THE SITE WILL MEET YOUR REQUIREMENTS, WILL BE AVAILABLE ON AN UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE BASIS, OR WILL BE ACCURATE, RELIABLE, FREE OF VIRUSES OR OTHER HARMFUL CODE, COMPLETE, LEGAL, OR SAFE.  IF APPLICABLE LAW REQUIRES ANY WARRANTIES WITH RESPECT TO THE SITE, ALL SUCH WARRANTIES ARE LIMITED IN DURATION TO THIRTY (30) DAYS FROM THE DATE OF FIRST USE. 
 
THE PRODUCTS CREATED AND MADE AVAILABLE BY AGILE EP VIA THE SITE ARE DESIGNED TO PROVIDE CONTENT SUITABLE FOR USE BY LAWYERS WHO ARE PROVIDING LEGAL SERVICES WITHIN THEIR FIELD OF EXPERTISE. THE PRODUCTS ARE NOT A SUBSTITUTE FOR LEGAL EXPERTISE AND ARE DESIGNED FOR USE BY PERSONS WITH THE REQUISITE LEGAL EXPERTISE. 
 

6.  Limitation on Liability.

TO THE FULLEST EXTENT PROVIDED BY LAW, IN NO EVENT WILL AGILE EP, ITS AFFILIATES, OR THEIR LICENSORS, SERVICE PROVIDERS, EMPLOYEES, AGENTS, MANAGERS, MEMBERS, OFFICERS, OR DIRECTORS BE LIABLE FOR DAMAGES OF ANY KIND, UNDER ANY LEGAL THEORY, ARISING OUT OF OR IN CONNECTION WITH YOUR USE, OR INABILITY TO USE, THE SITE, ANY WEBSITES LINKED TO IT, ANY CONTENT ON THE SITE OR SUCH OTHER WEBSITES, INCLUDING ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO, PERSONAL INJURY, PAIN AND SUFFERING, EMOTIONAL DISTRESS, LOSS OF REVENUE, LOSS OF PROFITS, LOSS OF BUSINESS OR ANTICIPATED SAVINGS, LOSS OF USE, LOSS OF GOODWILL, LOSS OF DATA, AND WHETHER CAUSED BY TORT (INCLUDING NEGLIGENCE), BREACH OF CONTRACT, OR OTHERWISE, EVEN IF FORESEEABLE.

THE FOREGOING DOES NOT AFFECT ANY LIABILITY THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.

7.  Indemnification.  

You agree to defend, indemnify, and hold harmless Agile EP, its affiliates, licensors, and service providers, and its and their respective officers, managers, members, directors, employees, contractors, agents, licensors, suppliers, successors, and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising out of or relating to your violation of these Terms of Use or your use of the Site, including, but not limited to, any use of the Site’s content, services, and products other than as expressly authorized in these Terms of Use or your use of any information obtained from the Site.
 

8.  Term and Termination.   

Subject to this Section, these Terms will remain in full force and effect while you use the Site.  We may suspend or terminate your rights to use the Site at any time for any reason at our sole discretion, including for any use of the Site in violation of these Terms.  Upon termination of your rights under these Terms, your right to access and use the Site will terminate immediately.  Agile EP will not have any liability whatsoever to you for any termination of your rights under these Terms.

9.  General.

9.1 Changes.  These Terms are subject to occasional revision, and if we make any substantial changes, we may notify you by sending you an email to the last email address you provided to us (if any), and/or by prominently posting notice of the changes on our Site.  You are responsible for providing us with your most current email address.  In the event that the last email address that you have provided us is not valid, or for any reason is not capable of delivering to you the notice described above, our dispatch of the email containing such notice will nonetheless constitute effective notice of the changes described in the notice.  Continued use of our Site following notice of such changes shall indicate your acknowledgement of such changes and agreement to be bound by the terms and conditions of such changes.

9.2 Governing Law and Jurisdiction. All matters relating to the Site and these Terms and any dispute or claim arising therefrom or related thereto (in each case, including non-contractual disputes or claims), shall be governed by and construed in accordance with the internal laws of the State of Washington without giving effect to any choice or conflict of law provision or rule (whether of the State of Washington or any other jurisdiction). Any legal suit, action, or proceeding arising out of, or related to, these Terms of Use or the Site shall be instituted exclusively in the federal courts of the United States or the courts of the State of Washington in each case located in King County. You waive any and all objections to the exercise of jurisdiction over you by such courts and to venue in such courts.
 

9.3 Export. The Site may be subject to U.S. export control laws and may be subject to export or import regulations in other countries. You agree not to export, reexport, or transfer, directly or indirectly, any U.S. technical data acquired from Agile EP, or any products utilizing such data, in violation of the United States export laws or regulations. 

9.4 Disclosures.  Agile EP is located at: 600 First Ave, Suite 330, PMB 25952, Seattle, Washington 98104, and by email at support@agile-ep.com. If you are a California resident, you may report complaints to the Complaint Assistance Unit of the Division of Consumer Product of the California Department of Consumer Affairs by contacting them in writing at 400 R Street, Sacramento, CA 95814, or by telephone at (800) 952-5210.

9.5 Electronic Communications.  The communications between you and Agile EP use electronic means, whether when you use the Site or send us emails, or whether Agile EP posts notices on the Site or communicates with you via email. For contractual purposes, you (a) consent to receive communications from Agile EP in an electronic form; and (b) agree that all terms and conditions, agreements, notices, disclosures, and other communications that Agile EP provides to you electronically satisfy any legal requirement that such communications would satisfy if it were to be in a hardcopy writing. The foregoing does not affect your non-waivable rights.

9.6 Other Related Terms and Conditions. Additional terms and conditions may also apply to specific portions, services, or features of the Site, including any applicable End User License Agreement or Subscription Agreements. All such additional terms and conditions are hereby incorporated by this reference into these Terms of Use. In the event of any inconsistency or conflict between such documents and the Terms of Use, the Subscription Agreement shall first prevail, the End User License Agreement second, then these Terms of Use.

9.7 Entire Terms. These Terms constitute the entire agreement between you and us regarding the use of the Site. Our failure to exercise or enforce any right or provision of these Terms shall not operate as a waiver of such right or provision. The section titles in these Terms are for convenience only and have no legal or contractual effect. The word “including” means “including without limitation”.  If any provision of these Terms is, for any reason, held to be invalid or unenforceable, the other provisions of these Terms will be unimpaired and the invalid or unenforceable provision will be deemed modified so that it is valid and enforceable to the maximum extent permitted by law. These Terms, and your rights and obligations herein, may not be assigned, subcontracted, delegated, or otherwise transferred by you without Agile EP’s prior written consent, and any attempted assignment, subcontract, delegation, or transfer in violation of the foregoing will be null and void.  Agile EP may freely assign these Terms.  The terms and conditions set forth in these Terms shall be binding upon assignees. 

9.8 Copyright/Trademark Information.  Copyright © 2023 -2025 Agile EP Estate Planning LLC. All rights reserved.  The Agile EP Estate Planning name and Agile EP, its registered trade name, all trademarks, logos and service marks, product and service names, designs, and slogans (“Marks”) displayed on the Site are our property or the property of other third parties. You are not permitted to use these Marks without our prior written consent or the consent of such third party which may own the Marks.
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Privacy Policy

Last Revised on November 24, 2024

This Privacy Policy (“Policy”) describes how Agile Estate Planning, LLC, a Washington limited liability company (“Agile”, “we”, “us” or “our”) collects, uses and discloses your personal information when you interact with us, as set out in the Scope section below. 

We may change this Policy from time to time. If we make changes, we will notify you by revising the date above and, in some cases, we may provide you with additional notice, such as adding a statement to our homepage or sending you a notification.

POLICY SCOPE

This Policy describes our practices in connection with personal information that we collect, use, and disclose:

  • When you access or use either of our websites (agile.xpressdox.com/Account/Login) and (agile-ep.com), and their respective subpages or subdomains, and other online services (collectively, the “Websites and Online Services”);
  • In connection with creating a user account, the information collected during signup and the information gathered from your account settings;
  • About individuals who communicate with Agile in a business capacity, such as vendors, professional service providers, adverse parties, and expert witnesses;
  • When you attend our events; 
  • When you apply for a job with us and, if your application is accepted, during the course of your employment with us; and
  • Through any other business interactions you may have with us.

Collectively, we refer to all of the above as the “Services.”

COLLECTION OF PERSONAL INFORMATION

The personal information we collect about you depends on how you interact with us or use our Services.  We describe below the categories of personal information we collect and the sources of this information.

++Information You Provide to Us.  We collect personal information you provide directly to us including when you subscribe to receive our emails, access or use any collaboration tools, participate in any interactive features of the Websites and Online Services, send us an email, fill out a form, respond to a survey, comment on a blog, register for or participate in a webinar or event, interact with us on social media, or otherwise communicate with us.  The types of personal information we may collect include:

 

  • Contact information, such as your first and last name, firm name, email address, billing and mailing addresses, phone number and social media profiles; 
  • Profile data, such as your username and password that you may set to establish an online account with us, age, gender, social security number, biographical details, interests, preferences, information about your participation in our events, promotions, contests, or surveys, and any other information about you or your law firm that you add to your account profile. 
  • Payment and transactional data needed to complete your orders on or through the Services (including name and payment information), and your purchase history.
  • Government-issued identification numbers such as social security number, driver’s license number, alien number, or state-issued identification number in connection with a job application or to provide Services;
  • Communications that we exchange with you, including when you contact us with questions or feedback, comments, ideas, and forms edits or examples that you provide to us in any format or forum,  through email or otherwise. Agile will treat any such feedback you provide to us as non-confidential and non-proprietary.
  • Marketing data, such as your preferences for receiving our marketing communications and email lists and details about your engagement with them; 
  • Research data that you provide when you agree to participate in our surveys or research activities, such as your survey responses;
  • Feedback, comments, ideas, and forms edits or examples that you provide to us in any format or forum, including postings on the Website or communications with us. Agile will treat any such feedback you provide to us as non-confidential and non-proprietary.
  • Photos, videos, and audio files that contain images or voice recordings; and
  • Other data not specifically listed here, which you choose to provide.

++Information We Collection Automatically. We may also automatically collect information about you when you use or access the Websites and Services, including:

 

  • Online Activity. Online activity data, such as pages or screens you viewed, how long you spent on a page or screen, the website you visited before browsing to the Website and Online Services, navigation paths between pages or screens, information about your activity on a page or screen, access times, and duration of access, and whether you have opened our marketing emails or clicked links within them.
  • Device Information. Device information such as your computer’s or mobile device’s operating system type and version, manufacturer and model, browser type, screen resolution, RAM and disk size, CPU usage, device type (e.g., phone, tablet), IP address, unique identifiers (including identifiers used for advertising purposes), language settings, mobile device carrier, radio/network information (e.g., WiFi, LTE, 3G), and general location information such as city, state, or geographic area.
  • Information Collected by Cookies and Other Tracking Technologies. We and our service providers may use various technologies to collect information about your use of the Services, including cookies, web beacons and other tracking technologies. Cookies are small data files stored on your hard drive or in device memory that help us to, among other things, improve the Websites and Online Services and your experience, see which areas and features of the Websites and Online Services are popular, and count visits. Web beacons (also known as “pixel tags” or “clear GIFs”) are electronic images that may be used on the Websites and Online Services or in our emails and help deliver cookies, count visits, understand usage and campaign effectiveness, and determine if an email has been opened and acted upon. For example, we use Google Analytics to help us understand user activity related to our Services. You can learn more about Google Analytics cookies at https://developers.google.com/analytics/resources/concepts/gaConceptsCookies and about how Google protects your data at https://support.google.com/analytics/answer/6004245.
  • For more information about removing or rejecting cookies, please see the Your Privacy Rights and Choices section, below. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of the Website and Online Services. 

 

++Information We Collect from Other Sources. We may also collect personal information about you from other sources, including:

 

  • Public sources, such as social media platforms, publications, and news sites, which we may combine that with information we collect through the Services. For example, we may use information from LinkedIn to update information about you in our contact database.
  • Data providers, such as information services and data licensors, that provide demographic and other information.
  • Marketing partners, such as companies that have entered into joint marketing relationships or other joint ventures with us.

 

++Personal Information We Derive.  We may derive information or draw inferences about you based on other types of personal information we collect. For example, we may infer your location based on your IP address, or that you are interested in participating in an event based on your browsing behavior on our Websites and Online Services. 

++Data about Others. Users of our Services may have the opportunity to refer friends or other contacts to us and share their contact information with us. Please do not refer someone to us or share their contact information with us unless you have their permission to do so.

HOW WE USE YOUR INFORMATION

We use the personal information we collect from and about you for the following purposes: 

 

  • Service delivery. We use your personal information to:
    • Provide, operate, and improve the Services and our business;
    • Process your payments and complete transactions with you;
    • Establish and maintain your user profile on the Services;
    • Enable security features of the Services, such as by sending you security codes via email, and remembering devices from which you have previously logged in;
    • Communicate with you about the Services, including by sending announcements, updates, security alerts, and support and administrative messages;
    • Provide support for the Services, and respond to your requests, questions and feedback.
  • Service improvement and analytics, such as to personalize and improve your experience on the Websites and Online Services; monitor and analyze usage, trends, and activities related to the Websites and Online Services, and identify, report, and repair errors that impair the functionality of the Websites and Online Services;
  • Marketing, such as promotional external messaging and marketing, to send newsletters, updates, and other communications we think will be of interest to you, including about our services, programming, and events unless you have opted out of such communications (see Opting Out of Marketing Communications for more information) and to administer surveys and promotional drawings. Additionally, we may use anonymized feedback content for external marketing purposes to highlight user experiences and promote our services;
  • Firm-sponsored events, such as to fulfill your event registration requests and provide services, including the provision of seminars and other events, and to facilitate any continuing legal education credits earned;
  • To manage our hiring and recruiting activities, such as to assess your skills, qualifications, and suitability for a particular role or opportunity, communicate with you about the recruitment and hiring process, respond to your requests, inquiries, and comments, verify your information, complete your reference and/or background checks (where applicable) if we offer you a position or other opportunity with us, and improve our recruitment and hiring process more generally;
  • Contractual purposes, such as to enter into or carry out contracts;
  • Communication purposes, such as communicating with you about professional services you provide to Agile and about the Services we provide, responding to your questions, comments, and requests when you contact us, and providing information or services you request and sending you related information;
  • Legal and compliance purposes, such as to implement internal policies, detect, investigate, and respond to suspected fraud, security incidents, or other activity that is illegal or violates our policies, exercise a legal claim, cooperate with law enforcement investigations, and comply with applicable laws, regulations, legal processes, or governmental requests; and
  • To enable solely internal uses in a lawful manner that are reasonably aligned with your expectations based on our interactions with you and that are compatible with the context in which the information was provided to us.
How We Share Your Personal Information

We may disclose your personal information as follows or as otherwise described in this Policy: 

 

  • To related entities, including our affiliates, subsidiaries, and other companies under common control and ownership.
  • To service providers that provide services on our behalf or help us operate our business, including web hosting, information technology, customer support, print and mail fulfillment, email delivery, marketing, website analytics and payment processors). These service providers and contractors may also include our support vendors, as well as experts, consultants, and other professionals that assist in connection with us providing Services. For example, the Website is hosted by XpressDox Publisher (https://publisher.xpressdox.com/) and utilizes XpressDox document automation software (https://xpressdox.com) in connection with the provision of Services accessed on the Website. You will therefore be subject to the privacy policy (https://xpressdox.com/policies/privacy/) and end-user license agreement (https://xpressdox.com/policies/eula/) of XpressDox when accessing the Website. 
  • To professional advisors, such as lawyers, auditors, bankers, and insurers, in the course of the professional services that they render to us.
  • To business and marketing co-sponsors, such as third parties with whom we co-sponsor events.
  • To authorities and others, when we believe disclosure is in accordance with, or required by, any applicable law or legal process, including lawful requests by public authorities to meet national security or law enforcement requirements.
  • Disclosures to enforce our agreements or policies, if we believe your actions are inconsistent with our agreements or policies, or to protect the rights, property, and safety of us or any third party.
  • To business transferees, such as in connection with, or during negotiations of any merger, financing, divestiture, restructuring, reorganization, dissolution, or other sale of Agile’ assets or acquisition of all or a portion of our business to another company (including in connection with a bankruptcy or similar proceedings).
  • With your consent or at your direction, including if we notify you that your personal information will be disclosed in a particular manner, and you provide such personal information.

We may also share aggregated or de-identified information, including user feedback, which cannot reasonably be used to identify you for external marketing purposes to highlight user experiences and promote our services.

Your Privacy Rights and Choices

You have the following choices with respect to your personal information: 

 

  • Opt-out of marketing communications. You may opt-out of marketing-related emails, including newsletters, by following the opt-out or unsubscribe instructions at the bottom of the email, or by contacting us. You may continue to receive service-related and other non-marketing emails.
  • Cookies. Most browser settings let you delete and reject cookies placed by websites. Many browsers accept cookies by default until you change your settings. If you do not accept cookies, you may not be able to use all functionality of the Service and it may not work properly. For more information about cookies, including how to see what cookies have been set on your browser and how to manage and delete them, visit www.allaboutcookies.org. You can prevent the use of Google Analytics relating to your use of our sites by downloading and installing a browser plugin available at https://tools.google.com/dlpage/gaoptout?hl=en.
  • Local storage. You may be able to limit use of HTML5 cookies in your browser settings. Unlike other cookies, Flash-based local storage cannot be removed or rejected via your browser settings, but you can adjust the settings of your Flash player to block it. Blocking Flash storage may impede the functionality of Flash applications, including those employed by our Services. For more information on Flash local storage visit https://helpx.adobe.com/flash-player/kb/disable-local-shared-objects-flash.html.
  • Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.
  • Decline to provide information. We need to collect personal information to provide certain Services. If you do not provide the information we identify as required or mandatory, we may not be able to provide those Services.
Data Retention

  To determine the length of time that Agile retains personal information, we consider numerous factors, including legal, ethical, and regulatory obligations or whether retention of personal information is needed to resolve disputes, make and defend legal claims, conduct audits, pursue legitimate business purposes, and/or enforce agreements.

SECURITY PROCEDURES

We take reasonable measures to protect your personal information in an effort to prevent loss, misuse, and unauthorized access, disclosure, alteration, and destruction. However, like other companies, Agile cannot guarantee 100% the security or confidentiality of the information you provide to us. If you have reason to believe that your interaction with us is no longer secure, please notify us by sending an email with the subject line “Security Concern” and a description of the concern to the email address below or by calling our office.

Additional Information

Additional information about miscellaneous privacy-related practices includes the following: 

 

  • Other sites and services. Our Services may contain links to websites, mobile applications, and other online services operated by third-parties. In addition, our content may be integrated into web pages or other online services that are not associated with us. These links and integrations are not an endorsement of, or representation that we are affiliated with, any third-party. We do not control websites, mobile applications or online services operated by third-parties, and we are not responsible for their actions.
  • Third-party features, advertising and websites. Third-parties interact with our Services in various ways. These third-parties are independent of us and this privacy policy does not apply to the information they may collect about you and your interaction with them through our Services. Our privacy policy does not apply to, and we are not responsible for, third-party cookies, web beacons or other tracking technologies. In addition, these third-party websites may solicit personal information from you and may provide your information to third-parties for uses that are different than the ways in which we use your information.
  • Social Media or sharing features. Our Services may offer social sharing features or other integrated tools (for example, Linked In), which let you share actions you take on our Services with other media, and vice versa. When you use these features and tools, you may share information with your friends or the public, depending on the settings you establish with the third-party that provides the social sharing feature. For more information about the purpose and scope of data collection and processing in connection with social sharing features, we encourage you to read the privacy policies of the third-parties that provide these features.
  • Location information. The settings of your Internet browser or mobile device may allow you to stop sharing your precise location with us or others. You can also stop our collection of location information in connection with mobile applications by following the standard uninstall process.
  • Children’s privacy. We do not intentionally or knowingly collect personal information from children under the age of 13 without verifiable parental consent. If we become aware that a visitor under the age of 13 has submitted personal information without verifiable parental consent, we will remove his or her information from our files. If you become aware that a child under the age of 13 has provided us with personal information without verifiable parental consent, please email us at the email address below.
  • United States law. We are based in the United States and the information we collect is governed by United States law and the states where our attorneys are licensed to practice law. By accessing or using our Services or otherwise providing information to us, you are consenting to the transfer, processing, usage and storage of your information in the United States.
  • California Privacy Rights. Under California’s Shine the Light law (California Civil Code Section 1798.83), California residents may ask companies with whom they have formed a business relationship primarily for personal, family or household purposes to provide the names of third parties to which they have disclosed certain personal information (as defined under the Shine the Light law) during the preceding calendar year for their own direct marketing purposes and the categories of personal information disclosed. You may send us requests for this information to info@agile-ep.com. In your request, you must include the statement “Shine the Light Request,” and provide your first and last name and mailing address and certify that you are a California resident. We reserve the right to request additional information to confirm your identity and California residency. Please note that we will not accept requests via telephone, mail, or facsimile, and we are not responsible for notices that are not labeled or sent properly, or that do not have complete information.
Contact 

If you have any questions, comments, or concerns about this Policy or about our privacy practices, please contact us at info@agile-ep.com. 

You may also send your privacy-related comments or questions to the following address: 

Agile Estate Planning, LLC

Attention: Privacy Policy Compliance

600 1st Ave, Suite 330, PMB 25952

Seattle, Washington 98104