Privacy Policy
Effective date: June 2026
Trust Advisor, A Professional Legal Corporation (“Trust Advisor,” “we,” or “the firm”) respects your privacy. This policy explains what information this website collects, how it is used, and the choices you have. It applies to trustadvr.com.
Information We Collect
Information you provide. If you submit the contact form or email the firm, we collect the information you choose to provide — typically your name, phone number, email address, and a description of your matter. Please do not include sensitive or confidential information about third parties in an initial message.
Information collected automatically. Like most websites, this site may collect standard technical information — browser type, device type, pages visited, and referring pages — through cookies and similar technologies, including analytics services if enabled. This information is used to understand site usage and improve the site.
How We Use Information
We use the information you provide to respond to your inquiry, evaluate whether the firm can assist you, and communicate with you about your matter. We use technical information to operate, secure, and improve the website. We do not sell your personal information, and we do not share it with third parties for their marketing purposes.
Contact Form Submissions
Contact form submissions may be processed through MyCase, the firm’s client management platform, which stores information on the firm’s behalf. Submitting the form does not create an attorney-client relationship, and information submitted before a signed engagement agreement is not protected by the attorney-client privilege.
Cookies
This site may use cookies for basic functionality and, if enabled, analytics. You can control cookies through your browser settings and, where presented, the site’s cookie consent banner. Disabling cookies may affect some site features.
Your California Privacy Rights (CCPA)
California residents have rights under the California Consumer Privacy Act, including the right to know what personal information a business collects, the right to request deletion, and the right to opt out of the sale or sharing of personal information. Trust Advisor does not sell or share personal information as those terms are defined by the CCPA. To exercise any privacy right, contact the firm at daniel@trustadvr.com or (818) 995-9432. We will not discriminate against you for exercising your rights.
Data Security and Retention
We use reasonable administrative and technical safeguards to protect the information we hold. Inquiry information is retained as needed to respond to you and to satisfy the firm’s professional and legal obligations, including conflict-checking requirements.
Children’s Privacy
This site is not directed to children under 13, and we do not knowingly collect personal information from them.
Changes to This Policy
We may update this policy from time to time. The effective date above reflects the most recent revision. Material changes will be posted on this page.
SMS Communications
Trust Advisor, A Professional Legal Corporation may communicate with clients and prospective clients via SMS text message when consent has been provided. We collect mobile phone numbers only when voluntarily provided through our contact form or other opt-in mechanisms.
How we use your mobile number:
- To respond to inquiries submitted through our website
- To send appointment reminders and case status updates to existing clients
- To send general estate planning communications when you have subscribed
We do not sell, rent, or share mobile phone numbers with third parties for marketing purposes.
To opt out of SMS communications at any time, reply STOP to any message from us. Standard message and data rates may apply. View our full SMS Terms at trustadvr.com/sms-terms/.
Contact
Trust Advisor, A Professional Legal Corporation
15760 Ventura Blvd., 7th Floor, Encino, CA 91436
(818) 995-9432 · daniel@trustadvr.com
