Who We Are
Effective Date: Sept 29, 2026
Turning Point Life Care Planning (“TPLCP,” “we,” “us,” or “our”) operates the website located at https://tplcp.com.
This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, submit a form, contact us, sign up for updates, enter a contest, or otherwise interact with us.
Information We Collect
We may collect personal information that you provide directly to us, including:
- Name
- Email address
- Phone number
- Mailing address, if provided
- Law firm, attorney, paralegal, assistant, and accounts payable contact information
- Information submitted through contact, referral, contest, sweepstakes, newsletter, or intake forms
- Referral, intake, conflict-check, case, service request, scheduling, billing, or administrative information submitted through forms
- Information provided during consultations, email communications, phone calls, text/SMS communications, or other interactions
Because our services relate to life care planning, disability, injury, care needs, medical/legal review, family support, insurance, financial planning, and related matters, you may choose to provide sensitive care-related or case-related information. This may include health-related, disability-related, injury-related, family, legal, insurance, financial, billing, or care-planning information. We collect this information only when you voluntarily provide it or when it is reasonably necessary to respond to your inquiry, provide services, evaluate care-planning needs, process a referral, perform a conflict check, coordinate services, manage billing setup, or communicate with you.
For referral and intake submissions, we may limit certain higher-risk fields where practical. For example, we may request plaintiff age rather than full date of birth, and city/state rather than a full plaintiff street address, unless additional information is needed later for service, billing, legal, or administrative purposes.
Please do not submit sensitive information that is not relevant to your inquiry, referral, conflict check, intake request, or our services.
Information Collected Automatically
When you visit our website, certain information may be collected automatically, including:
- IP address
- Browser type
- Device type
- Pages visited
- Referring website or source
- Date and time of visit
- Interactions with forms, links, buttons, and pages
- Cookie and consent preference information
Some of this information is collected through cookies, server logs, analytics tools, advertising measurement tools, anti-spam and bot protection tools, and similar technologies.
How We Use Personal Information
We may use personal information to:
- Respond to inquiries and form submissions
- Provide life care planning and related services
- Process intake, referral, or conflict-check information
- Coordinate med/legal service requests, scheduling, billing setup, and administrative follow-up
- Administer contests, signups, or promotional campaigns
- Send service-related communications
- Send SMS/text communications where applicable and permitted
- Send marketing communications where permitted
- Measure website performance and improve the website
- Measure advertising effectiveness and form conversions
- Protect forms from spam, abuse, automated submissions, and security risks
- Maintain website security
- Comply with legal, regulatory, or professional obligations
- Protect our rights, property, safety, clients, website, and business operations
Cookies and Consent
Our website uses a cookie consent banner that allows visitors to accept all cookies, reject non-essential cookies, or manage cookie preferences.
We use the following cookie categories:
- Necessary cookies: Required for the website to function properly. These support core site functions such as page loading, security, spam prevention, and remembering privacy preferences.
- Analytics cookies: Used to understand how visitors use the website, including page visits, form interactions, scroll activity, and general site performance.
- Advertising / Marketing cookies: Used for Google Ads conversion tracking, conversion linking, advertising measurement, and enhanced conversion measurement.
Analytics and advertising cookies are not intended to run until the applicable consent choice has been accepted through the cookie banner.
You can change your cookie preferences by reopening the cookie preferences panel where available on the website.
Google Analytics
We use Google Analytics 4 (“GA4”) to understand website activity and improve website content, design, and performance. GA4 may collect information such as page views, device information, browser information, approximate location, referral source, and website interaction events.
We may track form-related events, such as form views and successful form submissions, for analytics purposes. We do not intentionally send the contents of care-planning, medical, financial, legal, injury-related, referral, conflict-check, or intake-message fields to Google Analytics.
Google Ads and Enhanced Conversions
We use Google Ads conversion tracking to measure the effectiveness of advertising campaigns and form-submission conversions.
We may also use Google Ads enhanced conversion measurement. Enhanced Conversions may use hashed first-party, user-provided contact information, such as an email address, to help measure advertising effectiveness after a form submission. Hashing is designed to transform the information before it is sent to Google for matching and conversion measurement.
We do not intentionally send the contents of care-planning, medical, financial, legal, injury-related, referral, conflict-check, or intake-message fields to Google Ads.
Constant Contact
We use Constant Contact to help manage sweepstakes entries, standard contact form submissions, mailing lists, newsletters, marketing communications, and related non-sensitive communications.
If you submit a sweepstakes entry, standard contact form, newsletter signup, or other non-sensitive inquiry, your information may be processed through Constant Contact for communication, follow-up, list management, sweepstakes administration, or related business purposes.
Sensitive referral, conflict-check, intake, medical/legal, injury-related, care-planning, insurance, financial, or case-specific referral form submissions are not intended to be sent to Constant Contact.
You may unsubscribe from marketing emails by using the unsubscribe link included in those emails or by contacting us directly.
Lead Docket, Filevine, and Referral / Intake Submissions
We use Lead Docket to receive, manage, and process referral, conflict check, intake, and med/legal service submissions. If you submit a referral, conflict check, intake form, or related request, the information you provide may be transmitted to and stored in Lead Docket for case intake, referral management, conflict review, follow-up, service coordination, scheduling, billing setup, and related business purposes.
Referral and intake submissions may include personal, legal, medical, injury-related, care-planning, insurance, financial, billing, and other sensitive information that you choose to provide.
Where applicable, referral and intake information may also be transmitted, synced, or processed through Filevine or related case-management systems used by TPLCP or its service providers. We are currently confirming the exact Lead Docket to Filevine workflow. If applicable, Lead Docket and Filevine may be used together to review, manage, and respond to referrals, intake requests, conflict checks, and service requests.
We do not intentionally send the contents of sensitive referral, medical, legal, injury-related, care-planning, insurance, financial, or intake-message fields to Google Analytics, Google Ads, or Constant Contact.
Form Processing, Retention, and Notifications
We use online forms to receive contact requests, referral submissions, conflict-check requests, intake information, sweepstakes entries, newsletter signups, and related communications.
Sensitive referral and intake submissions are intended to be transmitted to Lead Docket and, where applicable, Filevine or related case-management systems. WordPress is not intended to be the long-term system of record for sensitive referral, intake, conflict-check, medical/legal, or care-planning submissions.
During workflow testing or troubleshooting, form entries may be retained temporarily in WordPress for a short period so we can confirm email notification, webhook delivery, and Lead Docket receipt. After testing is complete, sensitive Referral Form entries are intended to be deleted immediately after submission so that WordPress does not retain the full referral submission.
Administrative email notifications for sensitive referral submissions are limited to basic routing information, such as the form submitted, page URL, date, law firm, attorney/contact information, service request, and an instruction to review the full submission in Lead Docket. These administrative notifications are not intended to include full plaintiff details, injury narratives, medical/legal narratives, full address information, or other detailed sensitive referral contents.
SMS/Text Messaging
Mobile phone numbers and SMS opt-in consent collected by Turning Point Life Care Planning will not be shared, sold, or rented to third parties or affiliates for marketing or promotional purposes. The service provider categories listed on this page exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Contact us by text
Have questions about referrals, evaluation scheduling, or our services? You can text Turning Point Life Care Planning at (323) 426-3203 for information regarding our services. By initiating a text conversation with us, you agree to receive conversational and service-related SMS responses related to your inquiry, including referral and intake updates, evaluation scheduling and confirmations, document requests, and service coordination. Message frequency varies. Message and data rates may apply. You can opt out any time by texting STOP. For assistance, text HELP or visit our website at www.tplcp.com.
We do not share or sell SMS opt-in information or phone numbers for the purpose of SMS. Visit https://tplcp.com/privacy-policy/ to see our privacy policy and terms and conditions.
How to opt in by phone
Before texting you, our staff will ask by phone: "Do you consent to receive SMS from Turning Point Life Care Planning about scheduling, your appointments, and your requests? Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit https://tplcp.com/privacy-policy/ to see our privacy policy and terms and conditions. Is that okay?" We only text you after you say yes. Consent to receive texts is not a condition of service.
SMS Terms
If you consent to receive SMS from Turning Point Life Care Planning, you agree to receive texts about appointment scheduling and reminders, referral and intake follow-up, document requests, and responses to your questions. We do not send marketing texts. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out. Reply HELP for help, or call (323) 426-3203. Carriers are not liable for delayed or undelivered messages. Visit https://tplcp.com/privacy-policy/ to see our privacy policy and terms and conditions.
Service Providers
We may disclose personal information to trusted service providers who help us operate our website, manage communications, provide analytics, measure advertising, maintain security, host data, process forms, or support our business operations.
These service providers may include:
- Website hosting providers, including GoDaddy
- Website security and maintenance providers
- Google Analytics
- Google Ads
- Google Tag Manager
- Constant Contact
- Lead Docket
- Filevine or related case-management systems, where applicable
- Form processing tools
- Email delivery tools
- SMS/text communication tools, where applicable
- Anti-spam and bot protection providers, including Google reCAPTCHA v3 and Cloudflare Turnstile
- Professional advisors, where necessary
We require service providers to use personal information only for the services they provide to us, unless otherwise permitted or required by law.
Marketing Communications
If you sign up for communications, submit a form, enter a contest, or otherwise request information from us, we may contact you by email or other contact methods you provide.
You may opt out of marketing emails by clicking the unsubscribe link in an email or by contacting us. We may still send non-marketing communications where necessary, such as responses to inquiries, service-related messages, referral or intake follow-up, SMS/text communications where applicable, or legally required notices.
Advertising and Retargeting
Where permitted by law and where applicable consent has been provided, we may use advertising and marketing tools to measure ad performance, understand whether advertising resulted in form submissions, and reach audiences who may be interested in our services.
We do not sell personal information for money. However, some privacy laws may define certain advertising or analytics disclosures as a “sale,” “sharing,” or targeted advertising activity. Where required, we provide choices through our cookie banner and other available opt-out methods.
Do Not Track and Browser Privacy Signals
Some browsers offer “Do Not Track” signals. Because there is no uniform industry standard for responding to these signals, our website may not respond to all browser-based Do Not Track signals.
You can manage non-essential cookies through our cookie banner. You may also use browser settings, cookie controls, or privacy tools to limit tracking technologies.
How Long We Keep Information
We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, respond to inquiries, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, and support legitimate business operations.
Security
We use reasonable administrative, technical, contractual, and organizational measures intended to protect personal information against unauthorized access, disclosure, loss, misuse, or alteration.
No method of transmission over the internet or method of electronic storage is completely secure. We cannot guarantee absolute security. If you believe information you provided to us may have been compromised, please contact us promptly.
Anti-Spam and Bot Protection
We use anti-spam and bot protection tools, including Google reCAPTCHA v3 and Cloudflare Turnstile, to help protect our website and forms from spam, abuse, automated submissions, and security risks. These tools may process technical information such as IP address, browser and device information, interaction signals, and other information needed to determine whether a visitor or form submission appears legitimate.
Children’s Privacy
Our website and services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us and we will take reasonable steps to delete the information where required.
Embedded Content and Third-Party Websites
Our website may include links to other websites or embedded content, such as videos, articles, images, or third-party resources. Third-party websites and embedded content may collect information, use cookies, or track interactions according to their own privacy policies.
We are not responsible for the privacy practices of third-party websites or services.
U.S. State Privacy Notice
This section applies to residents of U.S. states with applicable consumer privacy laws, including California and other states that provide residents with privacy rights.
Based on our current understanding of our business operations, we do not believe Turning Point Life Care Planning meets the threshold requirements to be treated as a covered business, controller, or regulated entity under most comprehensive U.S. state consumer privacy laws. However, we still provide this notice to explain our privacy practices clearly.
In the preceding 12 months, we may have collected the following categories of personal information:
- Identifiers: name, email address, phone number, IP address, and similar identifiers
- Customer records information: contact details and information submitted through forms or communications
- Commercial or inquiry information: service inquiries, referral requests, intake requests, contest entries, signups, billing contact information, and communication preferences
- Internet or network activity: website usage, page views, referral source, form interactions, and device/browser data
- Approximate location information: general location inferred from IP address or city/state information voluntarily submitted through a form
- Professional or employment-related information: law firm, attorney, paralegal, assistant, accounts payable, or other business contact information submitted through forms
- Sensitive personal information: health, disability, injury-related, family, legal, care-planning, insurance, financial, billing, or related information only when voluntarily submitted or reasonably necessary for the services requested
We may use these categories of information for the purposes described in this Privacy Policy, including responding to inquiries, providing services, managing communications, processing forms, administering contests, improving the website, measuring advertising performance, maintaining security, processing referral and intake submissions, performing conflict checks, coordinating services, and complying with legal obligations.
We may disclose personal information to service providers, contractors, analytics providers, advertising measurement providers, website hosting providers, communication platforms, form processing tools, referral and intake management platforms, case-management systems, professional advisors, or legal authorities where permitted or required by law.
We do not sell personal information for money. We do not knowingly sell or share personal information of children under 16.
Residents of states with applicable privacy rights may contact us to request access, correction, deletion, portability, opt-out of marketing or targeted advertising where applicable, or information about how we handle personal information.
We will respond as required by applicable law and may need to verify your identity before processing a request.
We will not discriminate against you for exercising privacy rights available under applicable law.
International Visitors
Our website is hosted on servers located in the United States and may use service providers located in Canada, the United States, or other jurisdictions.
If you access the website from outside the United States, your information may be transferred to, stored in, or processed in the United States or other jurisdictions that may have privacy laws different from those in your location.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of the website after changes are posted means the updated policy applies to your use of the website.
Contact Us
If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact us through our website:
