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California Trust Pros takes your privacy seriously and is sensitive to potential concerns about how we use the personal information we collect from and about you. In addition to this Privacy Policy, we have internal policies and practices designed to keep your personal information secure and to ensure that information about you is only used consistent with this Privacy Policy. We actively apply principles of privacy by design and have a privacy team that is committed to helping to ensure that your personal information is safe and is handled properly.


This Privacy Policy describes how we collect, use, process, and disclose personal information of consumers. This Privacy Policy applies to as well as California Trust Pros’ subsidiaries and affiliates.


The scope of this Privacy Policy covers both your use of the website and any other ways in which you may interact with California Trust Pros, such as when you speak to us on the phone. It also describes the choices available to you regarding our use of your personal information. Information for California residents and individuals located in the European Union are also included within this policy.


This Privacy Policy is incorporated into our Terms of Use and Terms of Service, and therefore governs your use of California Trust Pros’ services. By using California Trust Pros’ services, you accept the terms of this Privacy Policy. If you have questions or concerns about the Privacy Policy or would like to exercise any of your rights around how data about you is used, you can let us know using the form located here. Alternatively, you may contact Customer Care at If you are a consumer with a disability and are having trouble accessing this Privacy Policy, you may request to receive this Privacy Policy by emailing


Information We Collect About Consumers.

As used in this Privacy Policy, Personal Information means information that relates, and is capable of being linked, to a particular person. It does not include de-identified or aggregate information. California Trust Pros potentially collects the following categories of information about consumers, some of which may be collected or maintained in a manner such that it can be considered Personal Information:


Identifiers: Examples of the types of identifiers that California Trust Pros may collect include real names, nicknames, postal addresses, online identifiers, Internet Protocol addresses (“IP addresses”), email addresses, account numbers, Social Security numbers, driver’s license numbers, passport numbers, and other government identification numbers.


Other types of information: Examples of other types of information include physical characteristics or descriptions of you, telephone number, insurance policy number, education, employment, financial information including bank account, credit card, and debit card numbers, and health insurance information. It also includes additional information provided to California Trust Pros directly by you, such as when you complete a questionnaire, answer a survey, or receive a legal consultation. This category includes information identified as Personal Information in California Civil Code Section 1798.80(e) that is not otherwise categorized.


Characteristics protected under some laws: Examples of the types of characteristics that California Trust Pros may collect include age, national origin, citizenship, marital status, medical information, sex, sexual orientation, and veteran or military status.


Commercial information: Examples of the types of commercial information that California Trust Pros may collect includes records of business and other property owned, products or services purchased, obtained, or considered from California Trust Pros or our partners, and other purchasing or consuming histories or tendencies.


Internet information: Examples of the types of internet or other electronic network activity information that California Trust Pros may collect includes browsing history, search history, information about the device the consumer is using to access our website or applications, and information regarding a consumer’s interaction with California Trust Pros’ or our partners’ websites, applications, or advertisements. We may also collect information from visitors to our website such as browser settings, operating systems, referring/exit pages, and clickstream data. When we send you an email, California Trust Pros may also collect information, including about how you interact with that email.


Geolocation information: California Trust Pros may collect information about where a consumer resides or is otherwise located.


Audio and visual information: California Trust Pros may make audio or video recordings of (tele) calls with consumers, but we will ask your permission before we do.


Professional and employment-related information: Examples of the types of professional and employment-related information California Trust Pros may collect includes information about professional status and affiliations, employment history, and employment status.


Where We Collect Information About Consumers.

In this section of the Privacy Policy, we explain where and how we collect data about consumers. We receive information about consumers from several categories of sources. To learn more about which categories of information we collect from which source, please refer to the chart in the section below entitled Summary of California Trust Pros’ Practices Regarding Consumer Information.

Consumers: The vast majority of the information that California Trust Pros collects comes directly or indirectly from the consumer that it relates to. Information that is collected directly from you is information that you provide when you complete a form online, speak to us on the phone or by video conference. We may also collect information indirectly about you when you interact with our website, through the use of cookies and other tracking technologies. Indirect collection is described in more detail in the section below called “How California Trust Pros Uses Cookies and Similar Technologies.”


Related Consumers: We may collect information about you from someone you know. For instance, if you are in a relationship with an individual who obtains an estate plan through California Trust Pros, we may be given information about you in order to complete the documents.


Service Providers: We may collect information about you from our Service Providers. As used in this Privacy Policy, Service Providers means entities that California Trust Pros has contracted with to provide us with services to help fulfill our business needs. Service Providers may also assist us in collecting information both directly and indirectly from you.


Publicly/Commercially Available Information: We may collect information related to you from publicly available sources of information, including government records and commercially available sources of consumer information. Examples of the type of information we may collect from publicly available sources are whether your entity is in good standing with a Secretary of State or whether you have recently expressed interest in purchasing a product that California Trust Pros sells.


Unrelated Parties: We may receive information related to you from people and entities with whom California Trust Pros does not have a direct relationship. An example of the type of information that we may receive from unrelated third parties is a property deed that we obtain on your behalf from a County Recorder or intermediary.


How We Use the Information We Collect About Consumers.

In this section of the Privacy Policy, we explain our commercial and business purposes for collecting information about consumers. California Trust Pros uses the information that it has collected about consumers, for the purposes listed below. In some instances, we may combine information that we have collected from multiple sources in order to fulfill these purposes. California Trust Pros potentially uses each category of information that we collect for each of these purposes.


If, in the future, California Trust Pros wishes to use information about you in a manner that is not consistent with the purposes outlined below, we will seek your consent prior to the expanded use if and where we are legally required to do so.


Providing Products and Services: California Trust Pros collects information for the purpose of providing products and services. We may also use information to respond to inquiries from potential customers who are interested in learning more about our products and services. Examples of the types of uses of consumer information for these purposes include producing and delivering documents purchased by consumers, administering the California Trust Pros website, and displaying content based on consumer preferences.


Security: California Trust Pros collects information for the purpose of ensuring that we maintain appropriate security over computer networks and our physical facilities. We may also collect information for the purposes of detecting fraud or other suspicious activities.


Meeting Legal Requirements: California Trust Pros collects information in order to meet our legal obligations. These obligations may include satisfying screening requirements prior to assisting with entity formations, maintaining records as required in our role as Registered Agent, or responding to subpoenas for information.


Marketing: California Trust Pros collects information for use in marketing to current and prospective customers. More information about how you can control the marketing you receive from California Trust Pros is located in the sections “How California Trust Pros Uses Cookies and Similar Technologies” and “How You Can Control The Information California Trust Pros May Have About You.”


Product Development: California Trust Pros collects information for use in improving our existing products and developing new products.


Analytics: California Trust Pros collects information for use in performing various types of analytics. For example, California Trust Pros uses information to analyze how visitors interact with our website, where visitors to our website arrive from and exit to and gaining insights into the types of consumers that may be interested in our products and services. We may also use information to develop inferences from the information we collect regarding consumer preferences, characteristics, predispositions, behaviors, and attitudes.


Operational Purposes: California Trust Pros collects information for use for our operational purposes, and the operational purposes of our service providers and business partners. For instance, California Trust Pros may use information for maintaining our website and other infrastructure, training and quality assurance, for conducting surveys or sweepstakes, to promote our brand, and to use in connection with our relationships with service providers and business partners.


Sharing with Business Partners: California Trust Pros collects information in order to provide business partners’ information in connection with consumers who have either expressed interest in hearing from the business partner or who have purchased a bundled product through California Trust Pros.


Financial Reporting: California Trust Pros collects information for use in various types of financial reporting and other similar internal uses. Examples of the types of financial reporting that California Trust Pros may use consumer information in connection with are internal budgets and projections, calculation of compensation, and reporting to investors.


Business Transfers: If California Trust Pros undertakes or is involved in any merger, acquisition, reorganization, sale of assets, bankruptcy, or insolvency event, then we may sell, transfer or share some or all of our assets, including information related to consumers in connection with the transaction or in contemplation of the transaction (such as conducting due diligence). If such an event occurs, your information may be treated like any other California Trust Pros asset and sold, transferred, or shared with third parties, or used in ways not contemplated or permitted under this Privacy Policy. In this case, you will be notified via email and/or a prominent notice on our site of any change in ownership or uses of your Personal Information, as well as any choices you may have regarding your Personal Information.

In addition to the purposes listed above, California Trust Pros may also use de-identified or aggregate data that is not capable of being linked to any individual consumer for additional purposes not listed above.


How We Share Consumer Information and Who We Share It With.

In this section of the Privacy Policy, we explain who we share consumer information with, and under which circumstances we may do so. To learn more about which categories of information are shared with which third parties, please refer to the chart in the section below entitled Summary of California Trust Pros’ Practices Regarding Consumer Information.


Service Providers: California Trust Pros may share information about consumers with Service Providers who assist us with completing the business purposes outlined in the “How We Use the Information We Collect About Consumers” section. These companies are not authorized to use the information we share with them for any other purpose other than providing services to California Trust Pros or to you.


Professionals (including Attorneys and other Professionals): California Trust Pros may share consumer information with the independent professionals that can be accessed through products such as our legal plans and attorney-assisted products.


Business Partners and Affiliates: California Trust Pros may share information with business partners and affiliates in limited circumstances. These include:


  • If you express interest in an offer made by a business partner, we may provide information about you in connection with the offer you have selected. If you later decide to opt-out from allowing California Trust Pros to share your information with business partners for their marketing purposes, you may do so by contacting Customer Care at To the extent that California Trust Pros has already shared your information prior to your decision to opt-out, you may opt out from future marketing by contacting our business partners directly.
  • When you purchase a product from us that is bundled with a product offered by one of our business partners, we will share information about you with those business partners so that they can provide you with the product or services included with your purchase. These companies are not authorized to use the information we share with them about you for their own marketing purposes without first asking for your permission.


Required by Law: California Trust Pros may disclose consumer information as required by law, such as in response to a subpoena, a lawful request by a public authority, including to meet national security or law enforcement requirements, or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a legal request.


Related Parties: California Trust Pros may disclose consumer information with businesses controlling, controlled by, or under common control with California Trust Pros. If California Trust Pros is merged, acquired, or sold, or if some or all of our assets or equity are transferred, we may disclose or transfer consumer data in connection with the associated transactions.


In addition to the circumstances listed above, California Trust Pros may also share de-identified or aggregate data


How California Trust Pros Uses Cookies and Similar Technologies.

This section expands on how California Trust Pros uses internet technologies, such as cookies, to collect information about consumers.


Cookies. California Trust Pros and its partners may use the standard cookie feature of major browser applications and third-party service providers, including Google Analytics features (Remarketing, Google Display Network Impression Reporting, the DoubleClick Campaign Manager Integration and Google Analytics Demographics and Interest Reporting), or employ internally developed cookies and tracking codes, that allow California Trust Pros to store a small piece of data on a visitor’s computer, or any other device a visitor uses to access our website, about his or her visit to the website or use of other plug-ins exchanging information with California Trust Pros. We also use similar technologies, such as JavaScripts or ETags, to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole. You can remove persistent cookies by following directions provided in your Internet browser’s “help” directory.


You may also control which cookies are placed on your browser when you visit California Trust Pros’ website through our cookie preference center. If you reject cookies, you may still use our site, but your ability to use some areas of our site, such order forms, will be limited.

Web Beacons. We employ a software technology called clear gifs (a.k.a. web beacons), that help us track referrals from our partners and affiliates and better manage content on our website. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of web users. In contrast to cookies, which are stored on a user’s computer hard drive, clear gifs are embedded invisibly on web pages and are about the size of the period at the end of this sentence.


3rd Party Tracking. The use of tracking technologies by our service providers, technology partners or other 3rd party assets (such as social media links) on the site is not covered by our Privacy Policy. These 3rd parties may use cookies, clear gifs, images, and scripts to help them better manage their content on our site. We do not have access or control over these technologies.


Partner and Affiliate Tracking. Our partners and affiliates, including Google Analytics (Remarketing, Google Display Network Impression Reporting, the DoubleClick Campaign Manager Integration, and Google Analytics and Interest Reporting), may use cookies and web beacons to collect information about your activities on this and other websites to provide you targeted advertising based upon your interests. This means that these partners and affiliates may show our ads on sites across the Internet based upon your previous visits to our website. Together with our partners and affiliates, we may use these cookies and web beacons to report how your ad impressions, other uses of ad services, and interactions with these ad impressions and ad services are related to your visits to our site.


If you would like to learn more or opt out of receiving online display advertising tailored to your interests, please visit the Networking Advertising Initiative at or the Digital Advertising Alliance at If you wish to not have this information used for the purpose of serving you targeted ads, you may opt-out by clicking here. Please note this does not opt you out of being served advertising. You will continue to receive generic ads. If you delete your cookies, use a different browser, or buy a new computer, you will need to renew your online display advertising opt-out choice. You may also learn more about how Google Analytics uses your information by visiting Google’s page How Google Uses Information From Sites or Apps That Use Our Service. You may also visit Google Analytics’ Ads Settings to opt out of Google’s use of cookies and customize Google Display Network ads, and Google Analytics’ Opt Out Browser Add-on for the web.


Third-Party Websites. California Trust Pros may maintain links to other websites and other websites may maintain links to California Trust Pros’ websites. This Privacy Policy applies only to and not to other websites accessible from California Trust Pros or that you use to access California Trust Pros, each of which may have privacy policies materially different from this Privacy Policy. For instance, when using Identity Protection products (including Business Data Protection and California Trust Pros Identity Protection), you will visit websites maintained by California Trust Pros’ partner Experian, and the Experian privacy policy will govern the information you provide on that website. If you visit other websites, California Trust Pros is not responsible for the privacy practices or content of those sites. It is your responsibility to review the privacy policies of non-California Trust Pros websites to confirm that you understand and agree with them.


Social Media Widgets. Our website includes social media features, such as the Facebook “like” button and widgets, such as the “Share this” button or interactive mini programs that run on our site. These features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the feature to function properly. Social media features and widgets are either hosted by a third party or hosted directly on our website. Your interactions with these features are governed by the privacy policy of the company providing it.


How You Can Control the Information California Trust Pros May Have About You.

This section describes how you can access and control the information that California Trust Pros may have about you. It applies to all consumers worldwide, including individuals who have purchased from California Trust Pros or who believe that information about them may have been provided to us by a third party. Depending on where you reside, you may have additional rights beyond what is described in this section. If you are a resident of California or the European Union, please review the sections “Information for California Residents” and “Information for EU Customers and Visitors” for more information about your rights.


Confirmation of Possession of Information Related to You. Upon a verified request, and subject to the privacy interests of others and technical limitations, California Trust Pros will provide you with information about whether we hold any information related to you. At California Trust Pros’ sole discretion, unless otherwise required by law, we may in some instances correct or delete information upon a verified request. Please note, however, that in certain circumstances we may be required by law to retain your Personal Information or may need to retain your Personal Information in order to continue providing a product or service to you or another customer.


If you would like to submit a request about your data, you may do so by completing the form located here, or by calling us at (858) 598-4289. After you submit the request, you will be asked to verify your email address and may also be asked to provide additional information in order to verify your identity.


Opting Out of Email. We send promotional emails and newsletters from time to time to consumers who have provided us with their email address or whose email addresses we have obtained through other sources. You can opt-out of promotional communications by using the “Unsubscribe” link and following the unsubscribe instructions in an email you receive from us or by emailing us at


Data Retention. At minimum, we will retain your information for as long as needed to provide you services, and as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.


Information Processed on Behalf of Third Parties

In some instances, California Trust Pros may process Personal Information on behalf of third-party affiliates. California Trust Pros acknowledges that in these instances, you have the right to access your Personal Information. Where California Trust Pros has no direct relationship with the individuals whose Personal Information it processes, individuals seeking access, or seeking to correct, amend, or delete inaccurate data, should direct their inquiry to the third party affiliate (the data controller).


Our Commitment to Data Security. We strive to make certain that our servers and connections incorporate the latest encryption and security devices. We have implemented physical, electronic, and managerial procedures to safeguard and secure the information we collect. Credit card and Personal Information are transmitted by secure servers (TLS). Documents are delivered to you via UPS or similar delivery services, the United States Postal Service, or electronically, including through online storage platforms or email. Unfortunately, no data transmission is guaranteed to be 100% secure and we therefore cannot guarantee the security of information you transmit to or from our website or through the use of our services, and you provide this information at your own risk. ACCORDINGLY, WE DISCLAIM LIABILITY FOR THE THEFT, LOSS, OR INTERCEPTION OF, OR UNAUTHORIZED ACCESS OR DAMAGE TO, YOUR DATA OR COMMUNICATIONS BY USING OUR WEBSITE AND OUR SERVICES. YOU ACKNOWLEDGE THAT YOU UNDERSTAND AND ASSUME THESE RISKS.




Enforcement. We periodically review this Privacy Policy and our compliance with it to verify that both are accurate. We encourage you to contact us with any concerns, and we will investigate and attempt to resolve any complaints and disputes about our privacy practices.


Information for California Residents.

If you are a resident of California, this section provides information regarding your rights, and California Trust Pros’ responsibilities, regarding your Personal Information.


California Resident Rights

California law allows California residents, upon a verifiable consumer request, to request that a business that collects consumers’ Personal Information give consumers access to certain information. This includes the specific pieces and categories of Personal Information that the business has collected about the consumer, the categories of sources for that information, the business or commercial purposes for collecting the information, and the categories of third parties with which the information was shared.


California residents also have the right to submit a request for deletion of information under certain circumstances. This is not an absolute right and, in some circumstances, California Trust Pros may decline to delete the information, such as when California Trust Pros has an on-going business relationship with you, when we have a continued need to use the information for purposes outlined in this Privacy Policy, or when we are legally required to retain the information.


Consistent with California law, if you choose to exercise your rights, we will not charge you different prices or provide different quality of services unless those differences are related to your information.


How to Submit a Request for Access to Information or Deletion of Information

If you would like to submit a request about your data, we encourage you to do so by completing the form located here. You can also submit a request by emailing or by calling  (858) 598-4289.


After you submit the request you will be asked to verify your email address and may also be asked to provide additional information in order to verify your identity, including potentially providing a declaration under penalty of perjury. California Trust Pros will attempt to verify your identity by asking for information that correlates with the information that we have previously collected about you. Where this is not possible, California Trust Pros may request you submit additional information for verification, such as proof of residency or redacted government-issued identification. Please note that consistent with California law, we will be unable to satisfy your request until we have verified your identity.


You may also designate an authorized agent to make a request on your behalf. In order to designate an authorized agent to make a request on your behalf, you must provide California Trust Pros with written permission for the agent to make the request on your behalf or provide us with an executed power of attorney. You will also be required to submit your valid government issued-identification, and the authorized agent’s valid government-issued identification.


Selling of Personal Information

California Trust Pros does not sell Personal Information to third parties and will not sell Personal Information. If, in the future, California Trust Pros does decide to sell Personal Information, any Personal Information collected prior to updating this Privacy Policy will be treated as if a valid request to opt-out from third party sales had been submitted by the consumer that the information relates to.

We are committed to protecting and respecting your privacy. This policy explains how we use any personal information that you provide to us through our website.


We may also collect personal information that you give us during your communication with us regarding our services, such as technical support threads. In addition to the above, we may need to use your personal information for audits and compliance with our legal obligations under applicable law.


For your rights regarding your personal information, please see “What are your rights as the owner of the personal information” section below.


This Site and Applications are not intended to create any attorney-client relationship, and your use of California Trust Pros does not and will not create an attorney-client relationship between you and California Trust Pros. Instead, you are and will be representing yourself in any legal matter you undertake through California Trust Pros’ legal document service.


Ownership. This Site and Applications are owned and operated by California Trust Pros. All right, title and interest in and to the materials provided on this Site and Applications, including but not limited to information, documents, logos, graphics, sounds and images (the “Materials”) are owned either by California Trust Pros or by our respective third party authors, developers or vendors (“Third Party Providers”). Except as otherwise expressly provided by California Trust Pros, none of the Materials may be copied, reproduced, republished, downloaded, uploaded, posted, displayed, transmitted or distributed in any way and nothing on this Site or on any Applications shall be construed to confer any license under any of California Trust Pros’ intellectual property rights, whether by estoppel, implication or otherwise. See the “Legal Contact Information” below if you have any questions about obtaining such licenses. California Trust Pros does not sell, license, lease or otherwise provide any of the Materials other than those specifically identified as being provided by California Trust Pros. Any rights not expressly granted herein are reserved by California Trust Pros.


General Counsel

California Trust Pros

315 South Coast Highway 101, Suite U258
Encinitas, CA 92024


Inappropriate Content. When accessing the Site or using California Trust Pros’ services, you agree not to upload, download, display, perform, transmit or otherwise distribute any content that: (i) is libelous, defamatory, obscene, pornographic, abusive or threatening; (b) advocates or encourages conduct that could constitute a criminal offense, give rise to civil liability or otherwise violate any applicable local, state, national or foreign law or regulation; or (c) advertises or otherwise solicits funds or is a solicitation for goods or services. California Trust Pros reserves the right to terminate or delete such material from its servers. California Trust Pros will cooperate fully with any law enforcement officials or agencies in the investigation of any violation of these Terms of Use or of any applicable laws.


Children. Minors are not eligible to use the Site or Applications and we ask that they do not submit any personal information to us.


Copyrights. All Site design, text, graphics, the selection and arrangement thereof are Copyright ©, ALL RIGHTS RESERVED.


Trademarks. California Trust Pros,, the bi-colored “interlocking CTP” logo, all images and text, and all page headers, custom graphics and button icons are service marks, trademarks and/or trade dress of California Trust Pros. All other trademarks, product names and company names or logos cited herein are the property of their respective owners.