Privacy Policy

Our Privacy Policy

Last updated June 13, 2025

CA Estate, Inheritance & Probate Law (“we,” “us,” or “our”) respects your privacy and values your trust. The purpose of this Privacy Policy is to inform you of the treatment and handling of personal information that we may learn about you from using our website at inheritanceandprobatelaw.com (the “Site”) and/or by use of any of our services (collectively, the “Service”). “You” and “your” or similar terms refer to you as a user of the Service. If you provide personal information to us relating to other individuals, you are responsible for communicating the terms of this privacy policy to them.

If you have any questions regarding this information or our privacy practices, please contact us via the methods set out in the How to Contact Us section at the end of this Privacy Policy.

Agreement to Terms

By using the Service, you consent to our Privacy Policy and our Terms and Conditions. If you do not agree with the terms of this Privacy Policy and our Terms and Conditions, then you should immediately discontinue use of the Service without providing us with any personal information.

Information We Collect

CA Estate, Inheritance and Probate Law collects the following categories of personal information (a) directly from you, such as through forms on our Site or via email or if you apply for a job at CA Estate, Inheritance and Probate Law; (b) in the course of our provision of legal services to you or others, including documents or communications we receive from our clients, other law firms, counterparties, and regulatory or law enforcement agencies; (c) from third parties in connection with professional service providers with whom we have jointly arranged events (e.g., webinars, presentations) or recruiters as part of the employee recruitment process; (d) from the device and browser that you use to access the Site; and (e) cookies and similar technologies.

Identifiers

We may collect your name, email address, postal address, telephone number, and signature.

Professional or Employment-related Information

We may collect the name of the company you work for or represent and your position. We may also collect your past employment history (e.g., company name, job title, office location) as part of our recruiting process.

Government Identifiers

We may collect government identifiers as part of our business acceptance procedures, our provision of legal services, or our recruiting procedures. This information may include your Social Security number and/or a copy of your passport or other government identification card.

Education Information

We may collect information such as your educational degrees, transcripts, institutions attended, professional membership, qualifications, and certifications.

Financial Information

We may collect financial information, such as your bank account details or credit card information.

Audio-Visual Information

We may collect photographs of employees. We also use certain virtual receptionist service providers to manage incoming phone calls. These service providers may record phone calls for quality monitoring, training, to provide receptionist services to us, to improve their services, and for other business purposes.

Inferences

We may also draw inferences from the information we collect that reflect your preferences, interests, or characteristics.

Device Information

We collect device information when you visit the Site. This includes your computer or mobile device type, browser type, unique identifiers, IP address, access times, and geolocation information.

Internet or Electronic Network Activity Information

We may collect information concerning your interaction with the Site, including when you access the Site and your browsing activity on the Site (such as which pages you visit, in what order, and for how long). This may include “traffic” data or tracking information provided by the Site’s host or similar providers (e.g., Google Analytics and Microsoft Dynamics 365 Marketing) that may be helpful for marketing purposes or for improving the Site.

You are not required to provide all personal information identified in this Privacy Policy to use our Service or to interact with us, but certain functionality will not be available if you do not provide certain personal information. For example, if you do not provide certain personal information, we may not be able to respond to your requests.

Cookies

We store certain information that gets collected automatically at our end through cookies and other similar technologies on the Site. A cookie is a small string of information that a website that you visit transfers to your browser for identification purposes. Cookies can be used to follow your activity while using a website or across websites, and that information helps companies understand your preferences and tendencies, as well as improve and personalize your website experience. Some cookies are necessary to operate a website, while others can be functional or used for analytics. Cookies on the Site are generally divided into the following categories:

• Strictly      Necessary Cookies: These are required for the operation of the Site.      They include, for example, cookies that are intended to secure the Site.
• Analytical/Performance      Cookies: These allow us to recognize and count the number of users on      the Site and understand how such users come to, and navigate through, the      Site (e.g., whether you open our emails or click links contained in our      emails to you, from which links or websites you came to visit the Site,      the search terms you used in a search engine, when and which Site pages      you visited, in what order the Site pages are visited, other actions you      take on the Site, and where you are located). We may also combine the      information collected from these cookies with other information if you      contact us through a form on the Site or call us. We use this information      to provide, monitor, and improve the effectiveness of the Site and our      marketing channels.

We use Google Analytics and Microsoft Dynamics 365 Marketing for part of this process. For more information about Google Analytics, please visit http://www.google.com/policies/privacy/partners/. You can opt-out of Google Analytics’ collection and use of data generated by your use of the Site by going to https://tools.google.com/dlpage/gaoptout. To learn more about Microsoft Dynamics’s cookies, please visit https://docs.microsoft.com/en-us/dynamics365/commerce/cookie-compliance.

• Functional      Cookies: These improve the functional performance of websites and make      them easier for you to use. For example, we embed certain videos that are      hosted on Google’s YouTube website. Google sets certain functional cookies      to remember your preferences (e.g., your preferred language), to remember      user input, and to detect and resolve problems with Google’s services.
• Marketing      Cookies: These record your visit to the Site, the pages you have      visited, and the links you have followed to recognize you as a previous      visitor, and to track your activity on the Site and other websites you      visit. These cookies are used to display ads on other websites based on      your visits to the Site and other online activity. These cookies qualify      as persistent cookies because they remain on your device. For more      information about targeted advertising and how to opt out with your      specific browser and device, go to the Network      Advertising Initiative and the Digital      Advertising Alliance. If you opt-out, you will need to apply these      opt-out settings in each device from which you wish to opt out. Not all      companies that serve interest-based ads participate in these opt-out      programs, so even after opting-out, you may still receive some cookies and      interest-based ads from other companies. If you opt-out of interest-based      advertisements, you will still see advertisements online, but they may be      less relevant to you.

You can prevent the use of certain cookies by modifying your Internet browser settings, typically under the sections “Help,” “Internet Options,” or “Settings.” If you disable or delete certain cookies in your Internet browser settings, you may still access the Site, however, you might not be able to access or use important functions or features of the Site.

Do-Not-Track

At this time, CA Estate, Inheritance & Probate Law does not recognize automated browser signals regarding tracking mechanisms, which may include “do-not-track” instructions.

Children’s Privacy

The Site is not intended for users under the age of 16 and CA Estate, Inheritance & Probate Law does not knowingly collect personal information from individuals under the age of 16. If you are aware of, or suspect that, someone under the age of 16 is using a Site without permission, please notify us immediately by contacting us as detailed below. If you have questions or concerns about the Internet and privacy for your child, we encourage you to check out the FTC Guidelines for protecting your child’s privacy online.

Our Use of Personal Information

We collect and use personal information for the following purposes:

• Providing      the Site to you and providing services requested by, or reasonably      anticipated within the context of our relationship with, you;
• Managing,      administering, and improving our provision of legal and other services to      our clients;
• Managing      our relationship with you, responding to inquiries or requests, and      administering surveys;
• Promoting      our services, including by sending event invitations, updates, and other      marketing materials;
• Tailoring      advertisements to what we or our advertising partners believe may be of      interest to you (including working with our advertising partners to      display advertisements on third-party websites that you may visit);
• Analyzing      use of the Site;
• Detecting      security incident and protecting against malicious, deceptive, fraudulent,      or illegal activity, or prosecuting those responsible; and
• Complying      with legal and regulatory obligations.

Our Disclosure of Personal Information

CA Estate, Inheritance & Probate Law may share personal information with the following third parties:

• Service      providers, including hosting providers and information technology      service providers, third parties to whom we outsource support services      such as billing and virtual reception, customer relationship management      software providers, web analytics providers, and marketing providers. In      some instances, service providers will directly respond to you for their      use of your personal information. They may be obliged by law to provide      you with additional information regarding the personal information that      they hold about you and how and why they process that information. Further      information may be provided to you in a separate notice or may be obtained      from such service providers directly, for example, via their websites.
• Advertising      networks, to provide you with marketing that we or our advertising      partners believe will be relevant to you.
• Law      firms, advisors, and financial institutions, including law firms and      other professional advisors that we refer you to, or that represent our      clients (e.g., local counsel) or those representing counterparties or      other relevant parties in matters in which we are engaged by our clients,      as well as auditors, notaries, business continuity support service      providers, and other legal, tax, and risk and compliance advisors.
• With      third parties in connection with a change to the control or financial      status of the firm, including a corporate restructuring, sale,      acquisition, financing, reorganizations, bankruptcy, receivership,      transfer, or assignment of assets or business merger or divestiture.      Personal information and other information may be shared in the diligence      process with counterparties and others assisting with the transaction and      transferred to a successor or affiliate as part of that transaction.
• Government      bodies (including tax authorities), dispute resolution organizations, law      enforcement agencies, or other third parties if we consider it      necessary or appropriate under applicable laws.

Security and Retention

We maintain reasonable technical and organizational measures to protect personal information from loss, improper or unlawful access, misuse, alteration, or unintentional destruction consistent with applicable data protection laws. We have implemented various security measures to protect the information that we receive from you. Although we seek to protect your personal information and privacy, we cannot guarantee the security of any information you disclose online. To the extent permitted under applicable law, we assume no liability or responsibility for disclosure of your information due to errors in transmission, unauthorized access by third parties, or other causes beyond our control.

We retain personal information for as long as necessary to fulfill the purposes for which the information was collected; as needed to address tax, compliance, employment, litigation, and other legal rights and obligations; and/or as otherwise permitted by law.

Additional Information for California Consumers

For individual residents of California, this section describes how we collect, use, and/or disclose the personal information of California residents, and the rights you may have under California law. These disclosures are intended to supplement this Privacy Policy with information required by California law.

To understand what categories of personal information we may have collected about you in the past 12 months, and from where we collected it, please see the section Information We Collect above.

We collect this personal information for the business purposes described in the Our Use of Personal Information section above.

We may share personal information with the third parties listed above in the section Our Disclosure of Personal Information.

CA Estate, Inheritance & Probate Law does not share personal information in exchange for monetary payment, however, we use advertising networks to provide cross-contextual advertising and to help us improve your advertising experience. These advertising networks serve advertisements on our behalf and on behalf of others across the Internet (this is sometimes called “cross-context behavioral advertising”). Sharing personal information with the third-party provider while using these tools may fall within the definition of a “sale” of personal information under California law because “sale” is defined to include any disclosure of information in return for any value, even if that value is not monetary like in a traditional sale.

In the past 12 months, we may have provided Device Information, and Internet or Electronic Network Activity Information, and Inferences to Advertising Networks. We do not sell, or have actual knowledge of any sale of, the personal information of minors under 16 years of age.

In addition, to manage our business and provide services to you, we sometimes share personal information with third parties. These third parties cannot further collect, sell, or use the personal information we share with them except as necessary to perform our purposes, as instructed by us.

In particular, the past 12 months, we may have disclosed the following categories of personal information to the following third parties for our operational business purposes.

Identifiers

·  Service providers

·  Law firms, advisors, and financial institutions

Professional or Employment-related Information

·  Service providers

·  Law firms, advisors, and financial institutions

Government Identifiers

·  Service providers 

·  Law firms, advisors, and financial institutions

·  Government bodies (e.g., tax authorities)

Education Information

·  Service providers

·  Law firms, advisors, and financial institutions

Financial Information

·  Service providers

·  Law firms, advisors, and financial institutions

Inferences

·  Service providers

Device Information

·  Service providers

Internet or Electronic Network Activity Information

·  Service providers

In addition, we only use or disclose sensitive personal information (information such as government identification numbers, financial account information, precise geolocation information, certain demographic traits, and health and genetic data) where such disclosure is required by you, is reasonably necessary to perform our services, or is reasonably necessary to detect security incidents and protect against malicious, deceptive, fraudulent, or illegal activity.

California Residents’ Rights

If you reside in California, you may have the following rights under California law:

• Notice:      You have the right to notice, upon collection, of the categories of      personal information collected, the purposes for which the information is      collected, used, or disclosed, and the categories of third parties to whom      we have disclosed personal information. We provide this notice through      this Privacy Policy
• Access:      You have the right to access a copy of the categories and specific pieces      of personal information that we have collected, used, or disclosed.
• Correction:      You have the right to request that we correct inaccurate personal      information that we hold about you, taking into account the nature of the      personal information and the purposes of the processing of the personal      information.
• Deletion:      You have the right to request that we delete your personal information. We      will not delete your personal information if we need it in order to      provide a service you requested, to protect the security or functionality      of our operations, to comply with a legal or regulatory obligation, or for      certain other reasons.
• Sale      Opt-Out: You have the right to opt out of the sale personal      information (including cross-context behavioral advertising).
• No      Retaliation: You have the right to be free from discrimination for      exercising your rights. We will not deny services, charge different      prices, offer different quality of service or otherwise discriminate      against you for exercising your rights under any applicable laws.

If you wish opt-out of “sales” of personal information, you may do so by clicking this link and following the instructions: Do Not Sell My Personal Information. [We also recognize the Global Privacy Control as a valid consumer request to opt out of marketing cookies for the browser that you use to access the Site.]

If you wish to exercise any of the other rights described above, please contact us at marketing@inheritanceandprobatelaw.com with the subject line “California Privacy” or you can contact us at (916) 252-9466 for Northern California, or at (213) 267-9264 for Southern California.  We will respond to your request consistent with applicable law.

Before we will be able to process your request for access or deletion of personal information, we will need to properly verify your identity for security purposes. If we possess appropriate information about you (e.g., name, email, address), we will attempt to verify your identity using that information. If it is not reasonably possible to identify you, we may not be able to respond to your request.

To use an authorized agent to make a request on your behalf, we may need the authorized agent to provide proof that you gave the authorized agent signed permission to submit the request on your behalf. We may also require you to verify your identity directly with us.

Please note that certain exceptions and limitations apply to the rights discussed above. For example, the rights above may be limited or inapplicable where the information is subject to an evidentiary privilege, such as the attorney-client privilege, work product doctrine, or other protections.

Links to Other Websites

For your convenience, we may link to third-party sites and services, or otherwise display third-party content through our websites to provide increased value to our visitors. We have no control over these linked sites, each of which has separate privacy and data collection policies and practices independent from us. As such, we have no responsibility or liability for these independent policies or actions and are not responsible for the privacy practices or the content of any such websites. Please note that these other sites may send their own cookies to users, collect data, or solicit personal information, and we encourage you to review their policies before engaging with these third-party sites.

Effective Date and Changes to this Privacy Policy

This Privacy Policy is effective as of the date at the top of this policy. CA Estate, Inheritance & Probate Law has the discretion to update this Privacy Policy at any time. When we do, we will revise the effective date at the top of this page. We encourage users to frequently check this page for any changes and to stay informed about how we are helping to protect the personal information we collect, especially before you provide information, and particularly personal information, directly to us through the Service. In the event of a material change to this Privacy Policy, we will provide a message through our website or via email informing you of the change.

How to Contact Us

If you have any questions about this Privacy Policy or the Service, please contact us at:

Email: marketing@inheritanceandprobatelaw.com

Northern California Phone: (916) 252-9466

Southern California Phone: (213) 267-9264