Privacy Policy
This Privacy Policy explains the privacy practices for Probate & More and our website, probateandmore.com. We’re all about keeping things straightforward, and that includes how we handle your information. Here’s what you need to know:
- What personal information we collect from you, how we use it, and who we might share it with (hint: not many people).
- Your options for managing the information we collect.
- How we protect your data from misuse.
- How you can correct any inaccurate information we may have.
Information Collection, Use, and Sharing
At Probate & More, we own the information we collect on this site. We only collect information that you voluntarily provide through email, forms, or direct contact. We won’t sell or rent your data to anyone. We’ll use your information to respond to you and help with your requests.
We won’t share your details with anyone outside our organization unless doing so is necessary to fulfill your request, such as shipping an order or processing a payment. Unless you tell us otherwise, we might occasionally send you emails or text messages about new services, special deals, or updates to our policies. We promise not to spam you.
Your Control Over Your Information
You’re in charge! You are always entitled to:
- See what data we have on file for you.
- Correct or update your information.
- Ask us to delete your data.
- Let us know if you have concerns about how we’re using your information.
We may collect phone numbers and message content to provide SMS registration services. We use this information only to facilitate your registration and do not share it with third parties except when the law requires it or when sharing is necessary to deliver the requested services. We do not transfer your data to external organizations.
By providing your phone number and opting in, you agree to receive conversational messages from Probate & More Inc. related to your interactions and inquiries. Message frequency may vary. Message and data rates may apply.
Contact Information
If you have any questions or concerns regarding your privacy or how we handle your information, please contact us at 1-916-243-0311.
Opt-In and Opt-Out Instructions
Probate & More Inc. collects verbal opt-in consent from customers. Customers can opt in to receive messages either in person at the company’s physical location or during a phone call with the business. When a customer registers for the first time, our staff asks for the customer’s phone number and asks whether the customer would like to opt in to SMS-based conversational messages. Staff then reads the following script:
“By opting in, consent is given to receive messages from Probate & More Inc. The types of messages that will be sent include conversational messages. Message and data rates may apply. Message frequency may vary. On average, 1-2 messages per month. Text HELP for support or more information and STOP to unsubscribe at any time. For more information, please visit our Privacy Policy and Terms & Conditions at https://probateandmore.com/privacy-policy/.”
You may opt out of SMS communications at any time by following the instructions in the SMS message or by contacting us directly at 1-916-243-0311. You may also opt out at any time by replying STOP. For assistance, reply HELP. For more information about how we handle your data, please review our detailed privacy policy.
Security: We’ve Got Your Back
We take data security seriously. When you submit sensitive information through our website, we protect it both online and offline. We encrypt sensitive information, such as credit card details, and transmit it securely. Look for the closed lock icon or “https” in your browser as a sign that the connection is secure.
Offline, we restrict access to your personal information. Only employees who need the information to perform their jobs, such as billing or customer service, have access. We store client and case information on secure servers in a protected environment. We do not transfer your data to external organizations, and we use strict internal security measures to protect your information from unauthorized access, disclosure, or misuse.
Policy Updates
We may update our Privacy Policy from time to time, and we will post any changes here. So, if you’re curious, check back once in a while. If you ever feel that we’re not following our policy, please contact us by phone or email at support@probateandmore.com.
Orders: What We Collect and Why
When you place an order for our legal document preparation services, we’ll ask for contact details such as your name and address, along with financial information such as your credit card number and expiration date. We use this information for billing and payment processing under the California mandatory Contract for Services. If you have trouble with your order, we’ll use the details you provided to contact you and help resolve the issue.
Our contracts have a limited 24-hour cancellation period. Click here to review our refund policy. If you fill out one of our online interview forms, we may begin using submitted information immediately to process your request, even if the interview is unfinished. We reserve the right to accept or decline new cases based on our current workload so we can provide high-quality service.
We collect your mobile information solely for SMS registration and to fulfill your requests. We do not share your mobile information with third parties for marketing or promotional purposes. We may use your information only when required by law.
Cookies: Not the Chocolate Chip Kind
Yes, we use cookies on this site (unfortunately, not the edible kind). These small data files help us improve your browsing experience by remembering your preferences and recognizing returning visitors. Cookies also help us track website traffic and better understand what interests our users. They do not store personally identifiable information. You can disable cookies in your browser if you prefer.
Links to Other Websites
Our website contains links to other sites. While we hope they’re helpful, we’re not responsible for their content or privacy policies. Always read their privacy statements to help protect your information when you venture beyond our site.
At Probate & More, we’re committed to keeping your information safe and providing you with top-notch service—without the fine print confusion. If you have any questions, feel free to reach out.
