Last Updated 6/18/2024

Privacy Policy and Authorization 

Privacy Policy.

Providers of personal financial services, which may include attorneys who provide estate  planning services, are required by law to inform their clients of their policies regarding privacy of client  information. DDV Law, Ltd. (“Lawyer”) has been and continues to be bound by professional standards of  confidentiality that are even more stringent than those required by privacy laws. Therefore, we have  always protected your right to privacy.  

We collect nonpublic personal information about you and your family that is provided to us by you or obtained by us with your authorization. For current and former clients, we do not disclose any nonpublic  personal information obtained in the course of our practice except as required or permitted by law. We  retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard  your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that  comply with our professional standards.  

SMS/Text Messaging  

When opting in to text messaging from DDV Law, Ltd., text messages may include, but are not limited  to, following up on calls/court, answering questions, monthly case updates, appointment/court reminders  and updates, medical update requests, and attempts to make contact with the client. Message frequency  will vary. Message and Data rates may apply. Text “STOP” to cancel at any time. DDV Law, Ltd. does  not share or sell any personal information, including SMS opt-in consent, with any third-party  organizations. 

Authorization in Event of Diminished Capacity of Potential Undue Influence.  

When a client’s capacity to make adequately considered decisions in connection with a representation is  diminished, whether because of minority, mental impairment or for some other reason, we, as lawyers,  must as far as reasonably possible, maintain a normal client-lawyer relationship with the client.  

When the Lawyer reasonably believes that a client has diminished capacity, is at risk of substantial  physical, financial or other harm unless action is taken and cannot adequately act in the client’s own  interest, we, as lawyers, may take reasonably necessary protective action, including consulting with  

individuals or entities that have the ability to take action to protect the client and, in appropriate cases,  seeking the appointment of a guardian ad litem, conservator or guardian.  

If the Lawyer has grounds to believe that the client is of diminished capacity or is the subject of any  exploitation, the client, by signing below, authorizes us, as lawyers to communicate with any agent,  executor or successor trustee named under the client’s power of attorney, will or trust and to disclose  information about the client, but only to the extent reasonably necessary to protect the client’s interests.