Privacy Policy

Oregon Wills and Trust Planning, LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us via SMS/text messaging.

1. Information We Collect

Information You Provide

We collect information you voluntarily provide when you:

• Submit a contact form (name, email, phone number, message)
• Schedule a consultation (name, email, phone number, preferred date/time, service interest)
• Complete an intake form (personal and estate information)
• Subscribe to our newsletter (email address)
• Opt in to receive SMS/text messages (phone number and messaging consent)

Information Collected Automatically

When you visit our Site, we may automatically collect:

• IP address
• Browser type and version
• Pages visited and time spent on each page
• Referring website URL
• Device type and operating system

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Provide and improve our legal services
• Send appointment confirmations, reminders, and follow-ups via email or SMS/text message
• Deliver newsletter content you have opted into
• Analyze website usage to improve user experience
• Protect against fraudulent or unauthorized activity

3. SMS/Text Messaging Terms & Privacy

Consent & Opt-In

By providing your mobile phone number and checking the SMS consent box on any of our forms (contact form, consultation booking, intake form), or by texting a keyword to our business number, you expressly consent to receive text messages from Oregon Wills and Trust Planning, LLC. Your consent is not a condition of purchasing any goods or services from us.

Types of Messages

If you opt in, you may receive the following types of text messages:

• Appointment confirmations and reminders
• Follow-up messages related to your consultation or case
• Responses to your inquiries
• Important updates about your estate plan or documents
• Promotional messages about our services (only if you opt in to marketing messages)

Message Frequency

Message frequency varies. You may receive up to 4 messages per month depending on your interactions with our firm (e.g., appointment scheduling, case updates). Transactional messages (confirmations, reminders) are sent as needed based on your appointments and inquiries.

Message & Data Rates

Message and data rates may apply. Please contact your wireless carrier for details about your text messaging plan and any charges that may apply.

How to Opt Out

You can opt out of receiving SMS/text messages at any time by using any of the following methods:

• Reply STOP to any text message you receive from us
• Call us at (971) 260-4479 and request to be removed
• Email us at support@oregonwillsandtrustplanning.com with "UNSUBSCRIBE SMS" in the subject line

After opting out, you will receive a one-time confirmation message confirming that you have been unsubscribed. You will no longer receive text messages from us unless you opt in again.

How to Get Help

If you are experiencing issues with our messaging program, reply HELP to any text message you receive from us, or contact us directly at (971) 260-4479 or support@oregonwillsandtrustplanning.com.

Mobile Information Sharing

We do not sell, rent, loan, trade, lease, or otherwise transfer for profit any phone numbers or personal information collected through our SMS/text messaging program to any third party for marketing or promotional purposes. Consent to receive messages is not shared with or sold to third parties.

Supported Carriers

Our messaging services are supported by all major US wireless carriers including AT&T, Verizon, T-Mobile, Sprint, and others. However, carriers are not liable for delayed or undelivered messages.

4. Information Sharing & Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service providers: Third-party vendors who assist with website hosting, email delivery, SMS delivery, or scheduling software, bound by confidentiality agreements. These providers are only given the minimum information necessary to perform their services.
• Legal obligations: When required by law, court order, or government regulation.
• Protection of rights: To enforce our Terms & Conditions, protect our rights or safety, or investigate potential violations.

We reiterate: your phone number and SMS opt-in data, including consent, are never shared with or sold to third parties or affiliates for marketing or promotional purposes.

5. Cookies & Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small text files stored on your device that help us understand how you use our Site.

You can control cookies through your browser settings. Disabling cookies may affect certain functionality of our Site, such as form submissions or session persistence.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information — including data collected through our SMS messaging program — from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

7. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Contact form submissions and consultation records are retained in accordance with Oregon State Bar record retention requirements. SMS opt-in consent records are retained for as long as you are subscribed and for a reasonable period afterward for compliance purposes.

8. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete information.
• Deletion: Request that we delete your personal information, subject to legal retention requirements.
• Opt-out of SMS: Reply STOP to any text message or contact us directly to unsubscribe from text messaging.
• Opt-out of Email: Unsubscribe from marketing emails at any time using the link provided in each email.

To exercise any of these rights, please contact us using the information below.

9. Children's Privacy

Our Site and messaging services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to delete that information.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The updated policy will be posted on this page with a revised "Last updated" date. We encourage you to review this policy periodically. Your continued use of our Site or SMS messaging services after any changes constitutes your acceptance of the updated policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy, our SMS messaging practices, or how we handle your information, please contact us: