Privacy Policy
Effective Date: April 10, 2026
This Privacy Policy describes how Oregon Wills and Trust Planning ("we," "us," or "our") collects, uses, and protects information you provide when using our website and services.
Information We Collect
We collect the following types of information:
- Name, email address, and phone number submitted via contact and booking forms
- Family and financial information submitted via our estate planning intake forms
- Appointment and scheduling information
- Basic usage data from website visits (pages viewed, browser type)
How We Use Your Information
We use your information to:
- Schedule and confirm estate planning consultations
- Send appointment reminders and follow-up communications
- Deliver intake questionnaire links before your consultation
- Prepare attorneys for your consultation
- Respond to your inquiries
- Communicate updates about your estate plan
SMS Consent and Text Messaging
Oregon Wills and Trust Planning collects phone numbers for the purpose of providing legal consultation scheduling, appointment confirmations, appointment reminders, intake form delivery, and follow-up communications related to your estate planning inquiry or engagement.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service or appointment scheduling platforms, is permitted solely to deliver the services described above. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the text message services.
Text messaging originator opt-in data and consent will not be shared with any third parties.
You may opt out of SMS communications at any time by replying STOP to any message from us. You may request assistance by replying HELP. Message and data rates may apply. Message frequency varies based on your appointment and inquiry activity.
How We Share Your Information
We do not sell your personal information.
We may share your information only with:
- Service providers who assist us in operating our website and delivering our services (such as scheduling platforms and CRM tools), under strict confidentiality obligations
- Legal or regulatory authorities when required by law
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Your Rights and Choices
You have the right to:
- Opt out of SMS communications at any time by replying STOP
- Request that we delete your personal information by contacting us directly
- Ask questions about how your data is used
To exercise any of these rights, contact us at: support@oregonwillsandtrustplanning.com
Data Security
We take reasonable measures to protect your personal information from unauthorized access, disclosure, or loss. All forms on our website use secure (HTTPS) connections.