Information We Collect

When you opt in to receive SMS messages from California Probate and Trust, we collect:

• Your mobile phone number
• Your name (if provided via contact form)
• The content of messages you send to us
• Message delivery and engagement data (timestamps, delivery status)

How We Use Your Information

We use your mobile phone number and related data solely to:

• Send you confirmation messages about your estate planning inquiries
• Provide appointment reminders
• Respond to your questions via text message
• Send information you specifically request
• Comply with legal obligations

We Will NOT Share Your Information

We do not and will not:

• Sell your mobile phone number to third parties
• Share your information with third parties for marketing purposes
• Use your phone number for any purpose other than the SMS program you opted into
• Send you marketing messages unless you specifically request them

Third-Party Service Providers

We use Twilio, a third-party SMS service provider, to deliver text messages. Twilio processes your phone number only to facilitate message delivery and is contractually prohibited from using your information for any other purpose. Twilio's privacy policy can be found at https://www.twilio.com/legal/privacy.

Data Retention

We retain your mobile phone number and message history only as long as necessary to provide our services and comply with legal obligations. You may request deletion of your data at any time by contacting us at dustin@cpt.law.

Your Rights

You have the right to:

• Opt out of SMS messages at any time by texting STOP to (916) 414-9680
• Request access to the information we have collected about you
• Request deletion of your information
• Request correction of inaccurate information

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

Security

We implement reasonable security measures to protect your mobile phone number and message content from unauthorized access, disclosure, or destruction. However, no method of electronic transmission or storage is 100% secure.

California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA). For more information about your California privacy rights, please see our main Privacy Policy.

Changes to This Policy

We may update this SMS Privacy Policy from time to time. We will notify you of material changes by sending an SMS message or by posting a notice on our website.

Contact Us

If you have questions about this SMS Privacy Policy:

• Email: dustin@cpt.law
• Phone: (866) 400-0058
• Mail: 6957 Douglas Blvd., Granite Bay, CA 95746

Last Updated: May 13, 2026