The Protection of Your Digital Legacy

Effective Date: [Insert Date]

At California Probate and Trust Services, we treat your sensitive information with the utmost care, ensuring your family’s security and confidentiality are protected throughout the process. By interacting with our website, you agree to the terms and conditions set forth below.

1. The Scope of Data Collection

We do not collect data for its own sake. We collect specific data points required to facilitate client intake procedures. To match you with the right attorney, we need to understand the key factors of your case.

Information You Provide Voluntarily:

When you engage with our Advisory Group via telephone, chat, email, or form submission, we may collect and store the following information about you that you provided on our physical and cloud servers, including but not limited to:

• Identity Verification: Name, phone number, email address, physical address, and other personally identifiable information.
• Case Factors: Decedent information, estimated estate value, asset types (real estate, business interests), family dynamics (potential for conflict/litigation), and other private legal details

Automated Digital Collection:

Like most modern platforms, our digital infrastructure also automatically collects technical data to ensure site security, functionality, and improve future services, which include but are not limited to:

• IP Addresses & Geolocation: To verify you are within our California service area.
• Browser & Device Data: To optimize your experience on mobile or desktop interfaces.
• Interaction Metrics: Analyzing which services (e.g., Probate vs. Trust Admin) are most frequently accessed to improve our network capabilities.
  
  

2. The Use of Your Information

We are not a data-broking company, nor do we sell your personal information to third-party marketing lists. Your data is used exclusively for Service Execution as outlined herein:

• The Advisory Match: Your case details are analyzed to identify the specific attorney in our network best suited to your fact pattern, while your contact details will facilitate the introduction between you and the advising attorney.
• Ancillary Deployment: If you request logistical support (e.g., estate clean-out or security), we share necessary property data with our vetted service vendors to execute the work.
• Other Related Services: We offer personalized services to clients and may agree to contract outside of Advisory Match and Ancillary Deployment. As such, we will discuss all arrangements with you before deploying such services, but we may need to share your information with other professional service providers under your explicit permission.
  
  

3. Disclosure to Third Parties

Your information is shared only under strict protocols of necessity, including but not limited to:

• Affiliate Attorneys: We share your case profile with the selected attorney only after you have consented to the match. This process ensures the attorney is briefed and conflict-checked before your first consultation.
• Service Providers: Trusted vendors (IT support, CRM management) who are contractually bound to confidentiality.
• Legal Compliance: We may disclose information if required by a court order, subpoena, or to prevent imminent harm or fraud.
  
  

4. California Consumer Privacy Act (CCPA) & CPRA Rights

As a California-based entity, we strictly adhere to the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).

Your Rights Include the Right to:

• Know: You may request a detailed report of the specific categories of personal information we have collected about you in the past 12 months.
• Delete: You may request that we scrub your personal information from our digital records, subject to certain legal exceptions (e.g., data required for tax or legal compliance).
• Opt-Out: You have the absolute right to direct us not to share your information with third parties.
• Non-Discrimination: We will not deny you services or charge different rates for exercising your privacy rights.

To exercise these rights, please contact our Compliance Officer at shane@calmutualhomes.com.

5. Data Security Infrastructure

We employ enterprise-grade security measures to protect your data “at rest” and “in transit.” This methodology includes Secure Socket Layer (SSL) encryption, firewalls, and strict access controls. While no digital system is impenetrable, we maintain a defensive posture designed to mitigate risk using the highest commercially reasonable standards available.

6. Third-Party Links

Our platform may contain links to external resources. We are not responsible for the privacy practices of these external entities and advise you to review their policies upon entry.

7. Policy Amendments

The legal landscape is subject to change at any time. We reserve the right to update this Privacy Policy to reflect changes in California law or our operational protocols. Continued use of our Advisory Network and/or website constitutes acceptance of these terms.