Privacy Policy

1. Information We Collect

We collect personal information only when you provide it to us or when it is generated by your use of our website.

1.1 Information You Provide

• Full name — collected via the contact form
• Email address — collected via the contact form (required)
• Telephone number — collected via the contact form (optional)
• Message content — the text you submit through the contact form

1.2 Information Collected Automatically

• IP address and general geographic location (city or region level)
• Browser type and version
• Pages visited and time spent on each page
• Referring URL (the page that brought you to our site)
• Cookie identifiers (see Section 5 and our Cookie Policy)

1.3 Legal Basis for Processing

• Consent — where you have given clear agreement (e.g., contact form submission, cookie acceptance)
• Contract performance — to respond to enquiries and deliver requested information about our sessions
• Legitimate interest — to maintain website security and improve the usability of our service information
• Legal obligation — where required by applicable Quebec or federal law

2. How We Use Your Information

• To respond to your enquiries about our Family Records sessions, Property Paperwork programmes, or Estate Terminology series
• To confirm bookings and send pre-session information where relevant
• To send administrative communications related to a session you have registered for
• To improve the content and navigation of our website based on aggregated usage data
• To comply with any legal or professional obligations applicable to our office

2.1 Marketing Communications

We do not send unsolicited marketing emails. If we send any optional communications (such as a notice of a new programme), we will do so only with your prior agreement and will include a clear way to opt out of future messages in every communication.

2.2 Data Sharing

We do not sell or rent personal information to third parties. We may share information with:

• Website hosting and infrastructure providers, under confidentiality agreements
• Analytics service providers (e.g., Google Analytics) using anonymised or pseudonymised data
• Legal or regulatory authorities, where required by applicable law

2.3 Retention Periods

• Contact form submissions: retained for up to 24 months from the date of submission, then deleted
• Session booking records: retained for 5 years in accordance with standard professional record-keeping practice
• Website analytics data: retained in aggregated form for up to 26 months
• Cookie data: duration varies by cookie type — see our Cookie Policy

3. Data Protection Measures

• Our website is served over HTTPS with TLS encryption
• Access to personal information is restricted to staff members who require it to fulfil their professional duties
• We review our data-handling practices on an annual basis
• In the event of a security incident involving personal information, we will notify affected individuals and the Commission d'accès à l'information du Québec (CAI) in accordance with Law 25 obligations and within the required 72-hour window where applicable
• Personal data held in electronic form is stored on servers located in Canada

4. International Data Transfers

Some third-party services we use (such as analytics providers) may process data on servers outside Québec or Canada. Where this occurs, we ensure that appropriate safeguards are in place consistent with the requirements of Québec Law 25, including conducting privacy impact assessments before authorising transfers to jurisdictions with different levels of protection.

If you have questions about specific data transfer arrangements, contact us at [email protected].

5. Cookies and Tracking Technologies

We use cookies to maintain basic site functionality and, with your consent, to collect analytics data about how our pages are used. We do not use cookies for advertising or cross-site tracking.

• Essential cookies — required for the website to function (e.g., storing your cookie consent choice)
• Analytics cookies — used to understand which pages are visited most, with your consent
• Preference cookies — used to remember optional display choices you make

You can view and manage your cookie preferences at any time on our Cookie Policy page.

6. Your Rights Under Quebec and Canadian Law

Under Québec Law 25 and PIPEDA, you have the following rights with respect to your personal information held by our office:

• Right of access — to request a copy of personal information we hold about you
• Right to rectification — to correct inaccurate or incomplete information
• Right to erasure — to request deletion of your personal information, subject to our legal retention obligations
• Right to data portability — to receive your information in a structured, commonly used format
• Right to object — to object to processing based on legitimate interest
• Right to withdraw consent — to withdraw consent at any time where processing is based on consent, without affecting the lawfulness of prior processing

To exercise any of these rights, write to us at [email protected] or by mail at the address below. We will respond within 30 days.

If you believe your privacy rights have not been respected, you may file a complaint with the Commission d'accès à l'information du Québec (CAI) at cai.gouv.qc.ca or with the Office of the Privacy Commissioner of Canada at priv.gc.ca.

7. Third-Party Links

Our website may contain links to external resources. We are not responsible for the privacy practices or content of those sites. We recommend reviewing the privacy policy of any external site before submitting personal information to it.

8. Children's Privacy

Our services are directed at adults and are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information through our website, please contact us at [email protected] and we will remove it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The updated version will be posted on this page with a revised "Last Updated" date. Continued use of our website after such changes constitutes acceptance of the updated policy. For material changes, we will provide notice on our homepage.

10. Privacy Contact Information

The person responsible for the protection of personal information at our office is the principal notary. For any privacy-related enquiry, correction request, or complaint: