PRIVACY POLICY

Effective Date: January 1, 2026
Website(s): www.lisakcrawford.com and related sites of Lis K. Crawford and subpages
Business Entities:

  • Lisa K. Crawford, Esq., PLLC (lisacrawfordlaw.com)
  • Lisa K. Crawford, PA (CrawfordDealAdvisors.com)
  • Trust & Legacy Advisors, LLC (TRULAAdvisors.com)
  1. Introduction

Lisa K. Crawford, Lisa K. Crawford, Esq., PLLC, Crawford Deal Advisors and Trust & Legacy Advisors, LLC  (“we,” “our,” or “us”) respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, store, and protect your information when you interact with our website, submit forms, request services, or communicate with us by phone, email, or text message.

By using our website or submitting your information, you agree to the terms of this Privacy Policy.

  1. Information We Collect

We may collect the following categories of information:

  1. Personal Information
  • Name
  • Email address
  • Phone number
  • Mailing address
  • Date of birth (if voluntarily provided)
  • Contact preferences
  1. Legal or Business Information Provided by You

When requesting a consultation or legal/business advisory services/retirement planning , you may voluntarily provide details about:

  • Estate planning needs (e.g., wills, trusts, powers of attorney)
  • Probate case details
  • Real estate information
  • Business ownership or acquisition interests
  • Financial background
  • Health background
  1. Automatically Collected Information

Our website may automatically collect:

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Form submission metadata
  • Cookies or tracking data
  1. Communication Data

If you text, call, or email us, we may retain:

  • Message content
  • Call logs
  • Communication preferences
  1. How We Use Your Information

We use your information to:

  • Provide legal, estate planning, probate, real estate, retirement planning or business advisory services
  • Respond to your inquiries and schedule consultations
  • Send confirmations, updates, reminders, and requested information
  • Communicate with you via email, phone, or text message
  • Send marketing updates, newsletters, or educational materials (with your consent)
  • Improve our website, client experience, and service offerings
  • Comply with legal or regulatory obligations

We do not sell or share your personal information with third parties for marketing purposes.

  1. Text Messaging (SMS) Consent & Compliance

By submitting your phone number or contacting us through website forms, you may consent to receive text messages related to:

  • Appointment reminders
  • Consultations
  • Legal or real estate updates
  • Business listings or advisory notices
  • Marketing or educational materials
  • Reports created your review

Message frequency may vary.
Standard message and data rates may apply.
You may opt-out at any time by replying STOP.
Reply HELP for assistance.

We adhere to all FCC, TCPA, and carrier requirements.

  1. How We Share Your Information

We may share your information only in the following limited circumstances:

  • With service providers assisting with CRM, texting platforms, scheduling, or website hosting
  • With lenders, title companies, co-brokers, or affiliated professionals only when necessary to deliver requested services
  • When legally required, such as by court order or government request
  • With your express consent, when working with external advisors or partners

We do not sell your information.
We do not transfer data to third parties for unrelated purposes.

  1. Data Security

We use administrative, technical, and physical safeguards to protect your information.  While no system is 100% secure, we take all reasonable measures to protect your information.

  1. How Long We Retain Your Information

We retain information for as long as needed to:

  • Provide services
  • Maintain records as required by law
  • Support ongoing client relationships
  • Comply with professional ethics obligations
  1. Your Rights

You may request to:

  • Update or correct your information
  • Opt-out of marketing emails or texts
  • Request deletion of non-required data
  • Limit certain uses of your information

Contact us at lisa@lisakcrawford.com or 954-864-8950 for privacy-related requests.

  1. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites.

  1. Children’s Privacy

Our website and services are not intended for children under 18. We do not knowingly collect information from minors.

  1. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted with a revised “Effective Date.”

  1. Contact Us

For questions about this Privacy Policy or to exercise your privacy rights, please contact:

Lisa K. Crawford
1975 E. Sunrise Blvd., Suite 826
Fort Lauderdale, FL 33304
Email: lisa@lisakcrawford.com
Phone: 954-864-8950

 

By submitting this form, you agree to receive communications from Lisa K. Crawford, Esq., PLLC, Crawford Deal Advisors, and Trust & Legacy Advisors, LLC, including calls, emails, and text messages at the number and email address you provided. Message and data rates may apply. Message frequency may vary based on your engagement. Reply STOP to unsubscribe or HELP for assistance at any time.

CrawfordDealAdvisors.com | Lisa K. Crawford, PA Opt-In:

By clicking “Submit,” you consent to receive texts, calls, and emails from Lisa K. Crawford and Crawford Deal Advisors regarding real estate opportunities, business listings, and related services. Msg & data rates may apply. Message frequency varies. Reply STOP to opt out or HELP for more info. Your information is kept private and is never sold. See our Privacy Policy for details.

 

LisaCrawfordLaw.com | Lisa K. Crawford, Esq., PLLC Opt-In:

By clicking “Submit,” you consent to receive texts, calls, and emails from Lisa K. Crawford and Lisa K. Crawford, Esq., PLLC regarding probate, estate planning and real estate matters.  Msg & data rates may apply. Message frequency varies. Reply STOP to opt out or HELP for more info. Your information is kept private and is never sold. See our Privacy Policy for details.

Trust & Legacy Advisors, LLC | Lisa K. Crawford, Retirement Planning Advisor Opt-In:

By clicking “Submit,” you consent to receive texts, calls, and emails from Lisa K. Crawford and Trust & Legacy Advisors, LLC regarding financial retirement planning, annuities, life insurance, Medicaid planning and social security general information.  Msg & data rates may apply. Message frequency varies. Reply STOP to opt out or HELP for more info. Your information is kept private and is never sold. See our Privacy Policy for details.