Privacy Policy

Who this applies to

This policy covers estateprepinc.com and the document preparation services provided by Estate Prep Inc, including through our local brands Redding Trust & Insurance Co., Roseville Trust & Estate Planning, and SimpleDeeds.

Preparing estate documents means we handle unusually sensitive information about you, your family, and your property. We treat it accordingly.

Information we collect

Information you give us

• Contact details — name, email address, phone number, mailing address.
• Appointment information — the office you select, times you book, and notes about what you need.
• Document preparation information — the details required to prepare the documents you direct us to prepare. Depending on the service, this can include marital and family information, names of beneficiaries, trustees and agents, real property addresses and legal descriptions, asset and account information, and healthcare preferences.
• Identity and signature information — including your signature on required disclosures and contracts.
• Payment information — processed by our payment provider. We do not store full card numbers.

Information collected automatically

• Basic website and device information such as IP address, browser type, pages viewed, and referring page.
• Cookies and similar technologies used to operate the site and understand general usage. You can control cookies through your browser settings.

How we use your information

• To prepare, at your specific direction, the documents you have selected.
• To schedule, confirm, and remind you of appointments.
• To deliver required disclosures and contracts for your review and signature.
• To record deeds and submit filings with county recorders and other agencies at your direction.
• To answer your questions and provide customer support.
• To take payment and keep business records.
• To meet legal, registration, bonding, and recordkeeping obligations that apply to legal document assistants in California.
• With your separate consent, to send text messages and marketing communications.

We do not use your document preparation information to train artificial intelligence models, and we do not use it for advertising.

Text messages

If you check the SMS consent box on our forms, you consent to receive recurring automated text messages from Estate Prep Inc at the number you provide. These may include appointment confirmations and reminders, service updates, and promotional messages. Consent is never a condition of purchase. Message frequency varies, and message and data rates may apply.

Reply STOP to any message to unsubscribe, or HELP for help. Mobile opt-in information and consent are not shared with third parties for their own marketing purposes.

When we share information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising.

We share information only as needed to do the work you have asked us to do, or where the law requires it:

• Service providers who work on our behalf under contract — scheduling, customer relationship management, electronic signature, document storage, email and text delivery, and payment processing.
• County recorders, courts, and government agencies when recording or filing documents at your direction.
• Notaries and mobile notary services arranged for your signing appointment.
• Other people you direct us to involve, such as a spouse, co-client, adult child, or an attorney you have retained.
• When required by law — in response to a valid subpoena, court order, or legal process, or to comply with regulatory obligations that apply to our registration and bond.
• In a business transfer, such as a merger or acquisition, subject to this policy.

How long we keep information

We retain client files and required records for as long as necessary to provide services and to satisfy the recordkeeping obligations that apply to California legal document assistants, and afterward as needed for legal, tax, and bonding purposes. Website and marketing data is kept for a shorter period. You may ask us to delete information that we are not required to retain.

We cannot keep your original documents if you request their return, if a contract is unsigned or terminated, or after services are completed.

Security

We use administrative, technical, and physical safeguards designed to protect your information, including encrypted transmission of forms and access controls on client files. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please do not send sensitive information such as Social Security numbers by ordinary email — ask us for a secure method instead.

Your California privacy rights

Depending on your circumstances, California law may give you the right to:

• Know what personal information we have collected, used, and disclosed about you.
• Access a copy of that information in a portable format.
• Correct inaccurate personal information.
• Delete personal information, subject to exceptions where we are required to retain it.
• Limit the use and disclosure of sensitive personal information to what is necessary to provide the service.
• Opt out of sale or sharing of personal information. We do not sell or share personal information, so there is nothing to opt out of.
• Not be discriminated against for exercising any of these rights.

To make a request, email chris@estateprepinc.com or call (530) 377-6884. We will verify your identity before acting, and you may use an authorized agent. We aim to respond within 45 days.

Children

This website and our services are intended for adults. We do not knowingly collect personal information from anyone under 16. Estate documents frequently name minor children as beneficiaries or wards; that information is provided by the adult client, not collected from the child.

Other websites

Our sites link to services we do not operate, including scheduling, video, and payment tools. Their privacy practices are their own. Please review their policies.

Changes to this policy

We may update this policy as our services or the law change. The date at the top reflects the most recent revision. Material changes will be posted here before they take effect.

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