Effective Date: August 7, 2026
Last Updated: August 7, 2026
Website URL: https://www.menendezconsultinggroup.com/
Direct Privacy Link: https://www.menendezconsultinggroup.com/privacy
At Menendez Consulting Group LLC (“we,” “us,” “our”), we are committed to maintaining the trust and confidence of our clients and website visitors. This Privacy Policy outlines how we collect, use, store, share, and protect your personal and sensitive information when you visit our website at https://www.menendezconsultinggroup.com/ (the “Site”) or utilize our professional services.
By accessing our website or using our services, you agree to the terms of this Privacy Policy.
1. Important Legal & Legal Document Assistant (LDA) Notice
Menendez Consulting Group LLC is a Licensed Legal Document Assistant (LDA #2025199581 in California) and provides self-help legal forms, biometric Live Scan fingerprinting, and Notary Public services. Menendez Consulting Group LLC is not a law firm, does not provide legal advice, and does not maintain an attorney-client relationship with users.
2. Information We Collect
We collect personal information that you voluntarily provide to us when you fill out forms on our website, request services, schedule appointments, or communicate with us. The types of information we collect include:
A. Personal Identification Information
- Full Legal Name
- Contact details (Email address, phone numbers, mailing/physical address)
- Date of birth, Social Security Number, or Identification numbers (where required for document preparation or background checks)
B. Specific Service Data
- Estate Planning Information: Family details, asset details, beneficiary designations, living trust preferences, power of attorney selections, and health directive preferences provided in our self-help questionnaires.
- Live Scan & Biometric Data: Information required for background checks, employer/licensing agency details, and biometric processing metadata as mandated by the State of California Department of Justice (DOJ) and Federal Bureau of Investigation (FBI).
- Notary Public Information: Journal entry details required by California law (e.g., signature logs, thumbprints, ID document details).
C. Technical & Usage Data
IP address, browser type, device information, operating system, pages visited, and timestamps collected via cookies and analytics software when navigating our website.
3. How We Use Your Information
We process and use your information strictly for legitimate business purposes, including:
- Service Delivery: To prepare estate planning documents (Wills, Living Trusts, Power of Attorney), conduct Live Scan fingerprinting, execute notary logs, and complete LDA services requested by you.
- Communication: To confirm appointments, answer inquiries, provide updates, and send administrative notices regarding your transactions.
- Legal & Regulatory Compliance: To comply with state and federal legal mandates, including California Department of Justice regulations, Notary Public record-keeping laws, and state reporting requirements.
- Website Optimization: To improve site functionality, security, user portal experience, and system performance.
4. How We Share Information & SMS Consent Non-Sharing Disclosure
We do not sell, rent, or trade your personal information to third parties for marketing or promotional purposes under any circumstances.
SMS consent and phone numbers collected for mobile messaging will NOT be shared with third parties or affiliates for marketing purposes.
We only share information with governmental/law enforcement agencies when required by law (e.g., transmitting Live Scan applicant data directly to the California Department of Justice and FBI) or authorized secure cloud service providers essential to deliver portal services under strict confidentiality agreements.
5. SMS Terms & Conditions
By opting into SMS communications from Menendez Consulting Group LLC via a web form, appointment intake form, or direct request, you agree to receive SMS messages regarding conversational inquiries, appointment reminders, document status alerts, and account updates.
- Messaging frequency may vary depending on your requested services.
- Message and data rates may apply.
- To opt out at any time, text STOP to any message received.
- For assistance, text HELP or visit our website at https://menendezconsultinggroup.com/.
6. Data Security and Confidentiality
We employ industry-standard technical, administrative, and physical security measures to safeguard your personal data from unauthorized access, loss, misuse, or alteration. These measures include encrypted data transmission (SSL/TLS protocols), secure cloud server storage, access controls, and strict internal confidentiality protocols.
While we take rigorous precautions, no method of transmission over the Internet or electronic storage is 100% secure. Therefore, while we strive to protect your personal data, we cannot guarantee its absolute security.
7. Retention of Personal Data
We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including satisfying legal, accounting, LDA compliance, or state notary reporting requirements. Mandatory notary records and transaction logs are maintained in accordance with California law.
8. Privacy Rights for California Residents (CCPA/CPRA)
If you are a resident of California, you have specific privacy rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
- Right to Know/Access: You have the right to request information regarding the categories and specific pieces of personal data we have collected about you.
- Right to Delete: You have the right to request the deletion of your personal information, subject to statutory retention obligations (e.g., required notary logs or LDA statutory record-keeping).
- Right to Correct: You have the right to request correction of inaccurate personal data.
- Right to Opt-Out / Non-Discrimination: We do not sell your personal data. We will not discriminate against you for exercising any of your privacy rights.
9. Third-Party Links & Updates
Our website may contain links to external third-party sites or portal services. We are not responsible for the privacy practices, policies, or content of those external websites. We reserve the right to modify or update this Privacy Policy at any time.
