Privacy

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Privacy Policy for California Probate Group, LLC

Effective Date: May 27, 2026

California Probate Group, LLC ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, californiaprobategroup.com (the "Site"), and use our services.

Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Site.

1. Information We Collect

We may collect personal and non-personal information about you in a variety of ways:

A. Personal Information You Provide to UsWe collect personal information that you voluntarily provide to us when you interact with the Site, such as when you submit inquiries through our "Let's Chat" contact form or access the "Client Login" portal. This information may include:

  • Contact Data: Your first name, last name, email address, and phone number.
  • Message Contents: Any specific details, questions, or sensitive information you choose to provide in the "Message" field of our contact form.
  • Client Portal Data: Information required to authenticate and manage your account if you are an active client utilizing the "Client Login" feature.

B. Automatically Collected DataWhen you visit the Site, our servers automatically record information that your browser sends. This data may include:

  • Your IP address, browser type, and operating system.
  • The pages of our Site that you visit, the time spent on those pages, and the dates/times of your visits.
  • Device information and usage data collected via cookies, web beacons, and similar tracking technologies to help us understand site traffic and improve user experience.

2. How We Use Your Information

We use the information we collect from and about you to:

  • Respond to your questions, comments, and inquiries submitted via our contact forms.
  • Provide, operate, and manage the professional fiduciary services you request.
  • Facilitate secure access to the "Client Login" portal for existing clients.
  • Improve our Site, user experience, and customer service.
  • Comply with applicable legal obligations, court orders, and regulatory requirements associated with our fiduciary duties.

3. How We Share Your Information

As a professional fiduciary service, confidentiality and dignity are paramount. We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:

  • Service Providers: We may share information with trusted third-party vendors who assist us in operating our website, conducting our business, or servicing you (e.g., secure hosting, IT support, client portal management), so long as those parties agree to keep this information strictly confidential.
  • Legal & Fiduciary Requirements: We may disclose your information if required to do so by law, court order, subpoena, or in the good-faith belief that such action is necessary to comply with legal proceedings or to protect the rights, property, or safety of California Probate Group, LLC, our clients, or others.

4. Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information. Given the sensitive nature of estate administration, conservatorships, and trust management, we take the confidentiality of your data very seriously. However, please be aware that no security measures are perfect or impenetrable, and no method of data transmission over the internet can be guaranteed to be 100% secure.

5. California Privacy Rights

If you are a resident of California, you may have specific rights regarding your personal information under California privacy laws (such as the CCPA/CPRA and CalOPPA), including:

  • The Right to Know: You can request details about the personal information we collect, use, and share.
  • The Right to Delete: You can request the deletion of your personal information, subject to certain legal exceptions (especially relevant to our legal record-keeping requirements as fiduciaries).
  • Do Not Track Signals: California law requires us to let you know how we respond to web browser Do Not Track (DNT) signals. Currently, there is no industry standard for recognizing these signals, so we do not respond to them at this time.

6. Children’s Privacy

Our Site and services are not directed toward individuals under the age of 18, except in the context of court-appointed Guardianships managed by our fiduciaries. We do not knowingly collect personal information directly from minors through the Site.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on this page with a new "Effective Date." We encourage you to review this policy periodically.

8. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

California Probate Group, LLC

  • Huntington Beach Location: 19900 Beach Blvd. Suite B, Huntington Beach, CA 92648 | Phone: 949-478-2174
  • Seal Beach Location: 1500 Pacific Coast Highway, Suite D, Seal Beach, CA 90740 | Phone: 562-352-1040
  • Website: https://californiaprobategroup.com

Disclaimer: This document is a template generated by an AI and is intended for informational purposes only. It does not constitute legal advice. Given the highly regulated nature of fiduciary, probate, and legal services in California, I strongly recommend having this draft reviewed by a qualified legal professional to ensure it complies with all state regulations, State Bar requirements (if applicable), and current privacy laws (like the CCPA/CPRA).

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