Overview
Roseville Trust & Estate Planning ("we," "us," "our") respects your privacy. This Privacy Policy explains how we collect, use, and safeguard information you provide through this website and our services.
Information We Collect
We collect information that you voluntarily provide, including:
- Contact information (name, email, phone) submitted through forms on this site
- Information shared during consultations or service engagements
- Documents and information necessary to prepare requested legal documents
- Basic technical information (browser type, IP address) collected automatically by our hosting provider for security and performance
How We Use Your Information
We use your information to:
- Respond to inquiries and provide requested services
- Prepare legal documents at your specific direction
- Communicate with you about appointments, documents, and service updates
- Comply with legal and regulatory obligations applicable to California Legal Document Assistants
SMS / Text Message Communications
If you opt in to receive text messages from us, message frequency varies based on your interaction with us. Message and data rates may apply. Reply STOP at any time to unsubscribe. Reply HELP for assistance. Carriers are not liable for delayed or undelivered messages.
SMS / Text Messaging Consent: Estate Prep Inc does not sell, rent, or share your personal information or mobile/SMS opt-in data with third parties or affiliates for their own marketing or promotional purposes. Text-messaging originator opt-in data and consent will not be shared with any third parties. We may share information only with service providers who help us deliver our services (such as our messaging platform), to comply with the law, or in connection with a business merger or acquisition.
Information Sharing
We do not sell your personal information. We share information only:
- With your express direction (e.g., filing documents with the Placer County Recorder)
- With service providers who help us operate (such as our scheduling and email platforms), under appropriate confidentiality terms
- When required by law or to respond to valid legal process
Data Security
We take reasonable measures to protect the personal information you share with us, including encrypted file storage and secure communication channels for sensitive documents. No method of transmission over the internet is 100% secure, however, and we cannot guarantee absolute security.
Your Rights
California residents have specific rights under the California Consumer Privacy Act (CCPA/CPRA) regarding their personal information, including the right to know what personal information is collected, the right to delete personal information, and the right to opt out of the sale or sharing of personal information (including sharing for cross-context behavioral advertising, such as through the Meta Pixel described below). To exercise these rights, contact us at madison@rosevilletrust.com.
Cookies & Analytics
This website uses the Meta (Facebook) Pixel and may use basic analytics to understand visitor traffic and measure the effectiveness of our advertising. The Meta Pixel uses cookies and similar technologies to collect information about your visit (such as pages viewed and actions taken) and shares it with Meta Platforms, Inc., which may use it to show you relevant ads on its platforms. You can disable cookies in your browser settings and manage how Meta uses your data through your Meta Ad Preferences. SMS opt-in information is never used for, or shared with, advertising platforms.
Children's Privacy
This site is not directed to children under 13, and we do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy periodically. The "Last updated" date at the top of this page indicates when changes were made.
Contact
Questions about this Privacy Policy? Contact us at:
Roseville Trust & Estate Planning
915 Highland Pointe Dr, Suite 250
Roseville, CA 95678
madison@rosevilletrust.com
(916) 666-6937