Privacy Policy

Express Estate Planning ("we," "us," or "our") operates expressestateplanning.com. This privacy policy explains how we collect, use, and protect information you provide when using our website and services.

Information we collect

We collect information you voluntarily provide when you:

• Submit a contact or insurance verification form (name, email, phone, employer)
• Register for a workshop
• Subscribe to our email list
• Use our client portal to complete intake questionnaires

We also collect standard analytics data through our hosting provider — pages visited, time on site, browser type, and general geographic region. This data is aggregated and not tied to individual identities.

How we use your information

We use the information we collect to:

• Respond to your inquiries within one business day
• Verify your legal insurance coverage
• Schedule attorney meetings and workshop registrations
• Send updates about your estate plan (clients only)
• Send educational content if you have opted in
• Improve the website and service experience

Information sharing

We do not sell, rent, or trade your personal information to third parties. We share your information only in the following limited circumstances:

• With your legal insurance provider to verify your coverage (with your authorization)
• With our practice management and scheduling software providers
• As required by law or professional responsibility rules
• In connection with a business transfer, with appropriate protections

Attorney-client privilege

Information shared with a licensed attorney in the context of a legal engagement is protected by attorney-client privilege under Oregon law. We treat all client communications as confidential and subject to professional responsibility obligations under the Oregon Rules of Professional Conduct.

Cookies and tracking

Our website uses cookies for session management and analytics. You can configure your browser to refuse cookies, though some website features may not function properly. We do not use cookies for advertising targeting.

Data retention

We retain client matter files for a minimum of 10 years following the conclusion of the representation, as required by Oregon professional responsibility rules. Website inquiry information is retained for 24 months. You may request deletion of non-client data by contacting us directly.

Your rights

You may request access to, correction of, or deletion of your personal information (subject to legal retention obligations) by contacting us at hello@expressestateplanning.com.

Text messaging

If you provide your mobile phone number and consent to receive text messages, we may send you SMS or MMS messages related to appointment reminders, verification confirmations, and service follow-ups. Your mobile phone number is collected solely for these purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent information will not be shared with any third parties under any circumstances.

You may opt out of text messages at any time by replying STOP to any message. Message and data rates may apply. Message frequency varies based on your scheduled appointments and service interactions. For help, reply HELP or contact us at hello@expressestateplanning.com.

Contact

Questions about this privacy policy: hello@expressestateplanning.com · (971) 260-4479