Privacy Policy

California Legacy Wills & Trusts ("California Legacy," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit californialegacywillsandtrusts.com (the "Site") or use our services.

By using our Site, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree, please do not use the Site.

1. Information We Collect

Information You Provide to Us

When you complete a contact form, intake form, consultation request, or our online estate-risk audit, we may collect:

• Your name;
• Email address;
• Telephone number;
• General financial information you choose to share (such as an estimated range of your assets);
• Responses you provide to our estate-planning questionnaires or audits; and
• Any other information you voluntarily include in messages to us.

Information Collected Automatically

When you visit the Site, we and our service providers may automatically collect certain information about your device and browsing activity, including your IP address, browser type, device type, operating system, referring URLs, pages viewed, links clicked, and the dates and times of your visits. We collect this data using cookies and similar tracking technologies (see Section 4).

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide the legal and estate-planning services you request;
• Schedule consultations and communicate with you about your matter;
• Operate, maintain, and improve our Site and services;
• Understand how visitors use our Site so we can optimize content and user experience;
• Market our services, including measuring and improving our advertising;
• Detect, prevent, and address fraud, security issues, and technical problems; and
• Comply with our legal and professional obligations.

3. Cookies and Tracking Technologies

We use first- and third-party cookies and similar technologies (such as pixels, tags, and software development kits) to operate the Site, remember your preferences, analyze traffic, measure the performance of our content and advertising, and understand how visitors interact with the Site. You can usually control cookies through your browser settings, though disabling them may affect the functionality of the Site.

4. Analytics and Advertising Partners

We partner with the following third-party services that may collect or receive information about your use of the Site:

Google Analytics

We use Google Analytics to understand how visitors find and use our Site. Google may use this data in accordance with its own policies. You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.

Meta (Facebook) Pixel

We use the Meta Pixel to measure the effectiveness of our advertising and to deliver relevant ads. Meta may use this information as described in the Meta Privacy Policy.

Microsoft Clarity

We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve and market our products and services. Website usage data is captured using first- and third-party cookies and other tracking technologies to determine the popularity of products and services and online activity. Additionally, we use this information for site optimization, fraud and security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.

5. How We Share Your Information

We do not sell your personal information for money. We may share your information with:

• Service providers who perform functions on our behalf, such as our customer relationship management provider (HubSpot), analytics providers (Google), and advertising and behavioral-analytics providers (Meta and Microsoft);
• Professional advisors, such as accountants or financial advisors, only with your consent and where relevant to your matter;
• Legal and regulatory authorities when required by law, subpoena, or to protect our legal rights; and
• A successor entity in connection with a merger, acquisition, or sale of assets.

Some sharing for advertising and analytics purposes may be considered a "sale" or "sharing" of personal information under California law. See Section 8 for how to opt out.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, to comply with our legal, accounting, and professional-responsibility obligations, to resolve disputes, and to enforce our agreements.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your California Privacy Rights

If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), provides you the following rights:

• Right to Know what personal information we collect, use, disclose, and share;
• Right to Delete personal information we have collected, subject to certain exceptions;
• Right to Correct inaccurate personal information;
• Right to Opt Out of the "sale" or "sharing" of your personal information for cross-context behavioral advertising; and
• Right to Non-Discrimination for exercising your privacy rights.

To exercise any of these rights, contact us using the details in Section 12. We will verify your request before responding. You may also use an authorized agent to submit a request on your behalf.

9. Your Choices

You may opt out of certain tracking by adjusting your browser settings, using the opt-out tools linked in Section 4, or by enabling a recognized opt-out preference signal such as Global Privacy Control (GPC). You may also unsubscribe from marketing emails at any time using the link in those emails.

10. Children's Privacy

Our Site and services are intended for adults. We do not knowingly collect personal information from children under the age of 16. If you believe a child has provided us with personal information, please contact us so we can delete it.

11. No Attorney-Client Relationship

The information on this Site is provided for general informational purposes only and does not constitute legal advice. Submitting information through this Site, requesting a consultation, or otherwise contacting us does not create an attorney-client relationship. An attorney-client relationship is formed only after we have performed a conflicts check and have entered into a signed written engagement agreement. Please do not send confidential or time-sensitive information through this Site until an attorney-client relationship has been established. This Site may be considered attorney advertising.

12. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Your continued use of the Site after any changes constitutes your acceptance of the updated Policy.

14. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, contact us at: