AWL PLLC Privacy Policy

Privacy Policy

Ajanaclair Wise Law PLLC (“AWL,” “we,” “us,” or “our”), together with our affiliates, successors, and assigns (collectively, the “Affiliates”), respects your privacy. This Privacy Policy describes how we collect, use, share, and protect personal information when you use our websites, landing pages, digital platforms, and third-party tools (collectively, the “Sites”), and when you purchase or access our products, services, or materials (collectively, the “Services”).

By using our Sites or Services, you agree to this Privacy Policy. If you do not agree, please do not use our Sites or Services.

AWL PLLC Privacy Policy

Last Updated: September 7, 2025

Information We Collect

We may collect the following categories of personal information:
  • Contact information: name, email address, phone number.
  • Payment and billing information: mailing address, billing details, credit card information (processed securely by third-party payment processors).
  • Business and client information: information you provide in intake forms, questionnaires, or through platforms such as Decision Vault, WealthCounsel, or LEAP.
  • Technical and usage data: cookies, analytics data, device information, and browsing activity collected through Google Analytics, Flodesk, Calendly, and similar tools.

How We Use Information

We may use personal information for the following purposes:
  • To provide, improve, and personalize our Services.
  • To send newsletters, marketing communications, and event reminders.
  • To manage client relationships and deliver legal planning services.
  • To process payments and complete transactions.
  • To comply with legal and ethical obligations.
  • For internal analytics and business development.

We may also use information in connection with Affiliates (including Infinity Legacy Management and Ajanaclair Wise Travel) to provide related services or marketing opportunities.

Sharing of Information

  • We do not sell your personal information.
  • We may share your information with trusted service providers (e.g., payment processors, email platforms, analytics providers) solely for the purpose of operating our business.
  • We may share information with Affiliates for cross-marketing or joint service offerings.
  • We are not responsible for the privacy practices of third parties, including platforms through which you may access or purchase our Services.

We may also disclose personal information if required by law, regulation, court order, or to protect our legal rights.

 Law Firm Confidentiality

As a law firm, we are committed to maintaining the confidentiality of client information consistent with applicable professional responsibility rules, including those of North Carolina and New York. Nothing in this Privacy Policy limits our professional obligations of confidentiality.

Security

We implement reasonable technical, administrative, and physical safeguards designed to protect personal information against loss, misuse, unauthorized access, disclosure, alteration, or destruction.

No system can be guaranteed 100% secure, and we cannot ensure or warrant the security of any information you transmit to us.

Data Retention

  • We retain personal information only for as long as necessary to provide the Services, comply with our legal and ethical obligations, resolve disputes, and enforce agreements.

Attorney Advertising

Some content on our Sites may be considered Attorney Advertising under the professional conduct rules of certain jurisdictions. Prior results do not guarantee a similar outcome.

Breach Notification

In the event of a data breach involving your personal information, we will provide notice as required by North Carolina law and any other applicable regulations, including notification to the North Carolina Attorney General if required.

Changes to This Policy

  • We may update this Privacy Policy at any time. The updated version will be posted on our Sites with a revised “Last Updated” date. Continued use of the Sites or Services constitutes acceptance of the updated Policy.

Governing Law

We may update this Privacy Policy at any time. The updated version will be posted on our Sites with a revised “Last Updated” date. Continued use of the Sites or Services constitutes acceptance of the updated Policy.

Changes to Terms

AWL may update these Terms at any time in its sole discretion. The updated Terms will be posted with a new effective date. Continued use of the Materials constitutes acceptance of the updated Terms

6135 Park South Drive
Suite #594 
CHARLOTTE, NC 28210

Contact

connect@ajanaclairwiselaw.com

980-301-9200