Privacy Policy

Introduction

This Privacy Policy explains how Oregon Wills and Trust Planning ("we," "us," or "our") collects, uses, protects, and discloses information from visitors and clients of oregonwillsandtrustplanning.com. By using our website or our SMS messaging program, you agree to the practices described below.

Information We Collect

• Information you provide, name, email address, mailing address, mobile phone number, and details you submit through intake or contact forms.
• SMS opt-in data, when you opt into our SMS program, we collect your mobile number and a record of your consent.
• Communications, copies of correspondence we exchange with you (email, SMS, calls).
• Technical information, IP address, device type, browser, referring page, and pages visited, collected automatically through cookies and standard server logs.

How We Use Your Information

We use the information we collect to:

• Provide legal services and respond to your service inquiries.
• Send appointment confirmations, appointment reminders, and responses to service inquiries via SMS.
• Operate, maintain, and improve our website.
• Comply with applicable legal and regulatory obligations.

Message frequency varies depending on the nature of our communications with you. Message and data rates may apply.

SMS / Mobile Information Sharing

The following statement governs how we treat the mobile phone number and SMS opt-in consent you provide:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, alteration, disclosure, or destruction. All form submissions on this website are protected with industry-standard SSL encryption (HTTPS) in transit, and we limit access to personal information to staff and service providers who need it to perform their duties.

While we strive to use commercially acceptable means to protect your information, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Age & Children's Privacy

By opting into our SMS services, you represent that you are at least 18 years of age.

Our website and services are not intended for children under 13 years of age, and we do not knowingly collect personal information from anyone under 13. If we learn that we have collected personal information from a child under 13 without verifiable parental consent, we will delete that information promptly. If you believe we may have any information from or about a child under 13, please contact us using the details below.

Your Choices

• Opt out of SMS, reply STOP to any message we send, or text STOP to (971) 260-4479.
• Access / correction / deletion, contact us using the details below to request a copy of, correction to, or deletion of personal information we hold about you.
• Cookies, most browsers allow you to refuse or manage cookies through your browser settings.

Information We Do Not Engage In

We do not sell, rent, or trade customer lists. We do not share your mobile information with affiliates or partners for their own marketing purposes.

Changes to this Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Material changes will be communicated through the website or, where appropriate, by direct notice to you.

Contact Us

If you have any questions about this Privacy Policy or our practices, please contact us: