Privacy Policy

1. Information We Collect

We collect the following types of information to provide our probate services:

Personal Information

• Name, email address, phone number, and mailing address
• Information about the decedent (name, date of death, Social Security Number last 4 digits)
• Information about heirs and beneficiaries
• Estate asset and liability information
• Will and trust documents

Payment Information

• Credit card or payment method details (processed securely by Stripe)
• Billing address
• Transaction history

Technical Information

• IP address and browser type
• Device information
• Usage data and analytics

2. How We Use Your Information

We use your information to:

• Provide probate document preparation services
• Communicate with you about your case
• Process payments and send receipts
• Generate court documents for filing
• Send deadline reminders and case updates
• Improve our services and website
• Comply with legal and professional obligations

3. Information Sharing

We do not sell your personal information. We only share your information in the following circumstances:

• Stripe: Payment processing (PCI-compliant)
• Firebase/Google Cloud: Secure data storage
• Anthropic (our AI provider): When you ask a question with the helper in your client home, your question and a short summary of your case's status (no names, money or contact details) are sent to Anthropic to produce the answer. When you use our tool that reads uploaded tax returns to find assets, those documents are sent to Anthropic for that purpose. We do not keep a copy of helper conversations.
• Courts: As required for filing probate documents
• Newspaper publishers: For required legal notices
• Legal requirements: When required by law, subpoena, or court order

All information shared with you is protected by attorney-client privilege, which we maintain in accordance with California Rules of Professional Conduct.

4. Data Security

We protect your information using:

• SSL/TLS encryption for all data transmission
• Encrypted storage at rest
• Secure authentication with email verification
• Regular security audits and monitoring
• Limited access to personal information on a need-to-know basis

5. Data Retention

We retain your case files and documents as required by California State Bar rules for attorney record retention:

• Active case files: Maintained throughout the case and for 5 years after case closure
• Closed case records: Retained for minimum 5 years per State Bar requirements
• Payment records: Retained for 7 years for tax and accounting purposes

You may request deletion of your account and data after your case is closed, subject to our legal retention requirements.

6. Your Rights

Under California law (CCPA/CPRA), you have the right to:

• Access: Request a copy of personal information we hold about you
• Correction: Request correction of inaccurate information
• Deletion: Request deletion of your data (subject to legal retention requirements)
• Portability: Receive your data in a structured format
• Opt-out: Opt out of marketing communications

To exercise these rights, contact us at rozsa@myprobateca.com or call 818-337-4071.

7. Cookies and Analytics

We use the following technologies:

• Google Analytics: To understand how visitors use our website
• Microsoft Clarity: To improve user experience through session recordings and heatmaps
• Essential cookies: For authentication and security

These tools help us improve our services but do not identify you personally. You can manage cookie preferences in your browser settings.

8. Third-Party Links

Our website may contain links to third-party websites (e.g., court websites, legal resources). We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

9. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. Material changes will be communicated via email.

11. Contact for Privacy Questions