Privacy Policy
Last updated: June 2026
Estate Prep Inc ("Estate Prep Inc," "we," "us," or "our") operates this website and the consumer brands Redding Trust & Insurance Co., Roseville Trust & Estate Planning, and SimpleDeeds. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our websites or contacting us, you agree to the practices described here.
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.
If you opt in to receive text messages, you may receive transactional messages (such as appointment confirmations and reminders, document and case or order updates, and information needed to complete your matter) and, where you have consented, promotional messages (such as offers, giveaway updates, and workshop invitations). Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time, or HELP for help. Consenting to text messages is never a condition of purchasing any product or service.
Information we collect
We collect information you provide directly to us, such as your name, email address, phone number, and the details of your inquiry when you complete a form, request a consultation, place an order, or otherwise communicate with us. We also collect limited technical information automatically, such as your IP address, browser type, and basic usage data, through standard web technologies.
How we use your information
- To respond to your inquiries and provide the document preparation services you request.
- To send transactional messages related to your matter, and, where you have opted in, promotional messages about our services.
- To operate, maintain, and improve our websites and services.
- To comply with legal obligations and protect our rights.
How we share information
We do not sell your personal information. We share information only as described in the SMS section above and as follows: with service providers who perform services on our behalf (such as hosting, scheduling, payment processing, and messaging) under obligations of confidentiality; when required by law or to respond to lawful requests; and in connection with a merger, acquisition, or sale of assets, in which case we will continue to protect your information under this policy.
Your choices
You may opt out of marketing emails using the unsubscribe link in those messages, and opt out of text messages by replying STOP. You may request access to, correction of, or deletion of your personal information by contacting us at the address below. California residents may have additional rights under the California Consumer Privacy Act; we honor those rights and do not discriminate against you for exercising them.
Data retention & security
We retain personal information for as long as needed to provide our services and meet legal requirements, then dispose of it securely. We use reasonable administrative, technical, and physical safeguards to protect your information, though no method of transmission or storage is completely secure.
Children's privacy
Our services are intended for adults. We do not knowingly collect personal information from anyone under 18.
Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be reflected on this page.
Contact us
Questions about this Privacy Policy? Contact Estate Prep Inc at info@estateprepinc.com or 5000 Bechelli Lane, Suite 104, Redding, CA 96002.