What information do we collect?

We collect information from you whenever you schedule an appointment, make a payment, sign up for a webinar or seminar, subscribe to our newsletter, or request to receive information from us. We collect the following:

• First and last name

• Company name

• Telephone number

• E-mail address

• Mailing Address

• Profession

• Credit card information (for payments only)

How we use this information:

Information we collect may be used in one or more of the following ways:

• To personalize your experience

• To improve customer service

• To process transactions (Your credit card information will never be saved, sold, exchanged, transferred, or given to any other party other than for the express purpose of completing your transaction.)

• To schedule an appointment (By scheduling an appointment you agree to receive appointment reminders.)

Any information, other than credit card information, we collect may be stored indefinitely unless you request removal of your data from our system.

Consumer Rights Under the California Consumer Privacy Act (CCPA)

We are committed to protecting your privacy and ensuring you have control over your personal information. Under the CCPA, California residents have the following rights regarding their personal information:

1) Right to Know: You have the right to request that we disclose the specific pieces and categories of personal information we have collected about you, the sources from which we collected the information, the business purpose for collecting the information, and categories of third parties with whom we share personal information.

2) Right to Delete: You have the right to request deletion of personal information we have collected from you, subject to certain exceptions, such as when the information is necessary for us or service providers to complete a transaction, provide a service you requested, detect security incidents, or comply with a legal obligation.

3) Right to Correct: You have the right to request the correction of inaccurate personal information that we maintain about you.

4) Right to Opt-Out: You have the right to direct us not to sell or share your personal information to third parties. We do not sell your personal information, but if we ever decide to do so, you will be notified and given the opportunity to opt-out.

Exercising Your Rights

To exercise any of the above rights, please contact us.

How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information. This includes the engagement of third-party services that have high-security measures to meet our privacy policy standards.

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe it is appropriate to comply with the law, enforce our site policies, and/or protect our rights or others' rights, property, or safety. Non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses. We do not include or offer third-party products or services on our website.

Unsubscribe/update/remove your data

You may unsubscribe from our emails using the “unsubscribe” link at the bottom of the email. You may also email us at info@daviswillsandtrusts.com. For any data updates or data removal issues, you may also contact us at (530) 753-9266.

Changes

Our privacy policy was last modified on July 1, 2026. We will post any changes to our policy on our website so that you are aware of what information we collect and how we use it. We never share your personal information without your express permission. We are committed to conducting business in accordance with these principles to ensure your personal information is protected.

Contact

For questions regarding our privacy policy, please contact us:

Phone: (530) 753-9266 (Mon-Thu, 9:00 AM to 6:00 PM; Fri 9:00 AM to 4:00 PM PT)
Email: info@daviswillsandtrusts.com

Mailing Address: Davis Wills & Trusts PC, 2810 5th Street, Davis, CA 95618