California Probate and Trust

Wealth Preservation Planning

Privacy Policy

Effective Date: June 10, 2026

Additional Privacy Notices

This Privacy Policy should be read together with our additional compliance notices:

1. Introduction

California Probate and Trust, PC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website cpt.law or use our services.

2. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Fill out contact forms on our website
  • Schedule a consultation
  • Subscribe to our newsletter
  • Communicate with us via email, phone, or chat

This information may include: name, email address, phone number, mailing address, and any other information you choose to provide.

Automatically Collected Information

When you visit our website, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies installed on your device. We also collect information about your browsing behavior using Google Analytics.

3. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide legal services
  • Schedule and manage consultations
  • Send you information about our services
  • Improve our website and services
  • Comply with legal obligations
  • Protect against fraud and unauthorized activity

4. Disclosure of Your Information

We do not sell, trade, or otherwise transfer your personal information to third parties except:

  • Service Providers: We may share information with third-party service providers who assist us in operating our website and providing services (e.g., email service providers, CRM systems)
  • Legal Requirements: We may disclose information when required by law or to protect our rights
  • Business Transfers: In connection with a merger, acquisition, or sale of assets

5. Attorney-Client Privilege

Information you provide after we establish an attorney-client relationship is protected by attorney-client privilege and work-product doctrine. We maintain strict confidentiality in accordance with California Rules of Professional Conduct.

Note: For information about how we handle protected health information, see our HIPAA Compliance Notice.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

7. Your Privacy Rights

California Residents (CCPA)

Under the California Consumer Privacy Act (CCPA), California residents have the right to:

  • Know what personal information we collect, use, disclose, and sell
  • Request deletion of your personal information
  • Opt-out of the sale of personal information (we do not sell personal information)
  • Non-discrimination for exercising your privacy rights

EU/UK/EEA Residents (GDPR)

If you are located in the European Union, United Kingdom, or European Economic Area, you have additional rights under GDPR. Please see our GDPR Compliance Notice for details.

To exercise these rights, contact us at dustin@cpt.law or (866) 400-0058.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your browsing experience and analyze website traffic.

Types of Cookies

  • Essential Cookies: Required for website functionality
  • Analytics Cookies: Google Analytics to understand usage patterns
  • Marketing Cookies: Track advertising effectiveness

You can control cookies through your browser settings. Note that disabling cookies may affect website functionality.

EU/UK/EEA Residents: See our GDPR Compliance Notice for information about cookie consent and your rights.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to read their privacy policies.

10. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of changes by posting the new policy on this page with an updated effective date.

12. Contact Us

If you have questions about this Privacy Policy, please contact us:

California Probate and Trust, PC

6957 Douglas Blvd.

Granite Bay, CA 95746

Phone: (866) 400-0058

Email: dustin@cpt.law