Privacy Policy

Effective Date: November 12, 2025
Website: https://www.gawestateplanning.com/privacy-policy

  1. Introduction

Gaw Estate Planning (“we,” “our,” or “us”) is a boutique estate-planning law firm located at 1500 Third Street, Suite F, Napa, CA 94559. We are committed to protecting your privacy and personal information when you visit our website or engage our services. This Privacy Policy explains the types of personal information we collect, how we use it, with whom we share it, and your rights and choices. By visiting our website (https://www.gawestateplanning.com) or submitting your information to us, you acknowledge and agree to the practices described in this policy.

  1. What Personal Information We Collect

We may collect the following categories of personal information:

  • Contact Information: Your name, email address, phone number(s), mailing address (for example when you request a consultation or fill out a contact form).
  • Communication Preferences: Your indicated preferences for email, phone, postal mail and SMS (text) communications, including your express consent to receive SMS messages.
  • Service Information: Details you provide when scheduling a consultation, completing intake forms, submitting documents, or participating in our estate-planning process (such as information about your assets, beneficiaries, family members, trust structures, etc.).
  • Website Usage and Device Data: When you visit our website, we may collect your IP address, browser type, operating system, device identifiers, pages visited, time spent, referring/exit pages, and other analytic data via cookies and other tracking technologies.
  1. How We Use Your Personal Information

We use the personal information we collect for the following purposes:

  • To respond to your inquiries, schedule appointments, and provide you with estate-planning services.
  • To manage and administer your client relationship with us, including document preparation, communication, billing, and secure transmission of information.
  • To send you service-related communications (such as appointment reminders, trust review notifications, updates regarding legal or regulatory developments that may affect your plan) and marketing communications if you have consented.
  • To send SMS (text) messages if you have opted in—these may include appointment reminders or other firm-updates that are relevant to you. SMS consent is not shared with third parties.
  • To improve the functionality and user experience of our website and services, including analytics and trouble-shooting.
  • To comply with our legal and regulatory obligations (for example, to maintain professional records or respond to court or regulatory requests).
  1. Who Your Personal Information Is Shared With

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

  • Service Providers: We may share your information with our trusted vendors who perform services on our behalf (for example, website hosting, analytics, secure file transmission, document preparation and storage). These providers are contractually obligated to maintain confidentiality and use your information only for the purposes we specify.
  • Legal and Regulatory Authorities: We may disclose your information when required by law, court order, regulation, or to protect our legal rights, the rights of our clients, or public safety.
  • With Your Consent: If you request we share information with another party (such as your financial advisor or CPA), we will do so only with your prior consent.

Important: SMS consent (your choice to receive text messages from us) is not shared with third parties or affiliates.

  1. SMS & Email Communications

If you provide your mobile number and opt in to receive SMS messages from us, you may receive texts about your appointments, trust-plan updates, or other firm-related notices. Message frequency may vary. You may opt out of SMS at any time by replying STOP to any text or by contacting our office. Your SMS consent is not shared with third-party marketers or companies.
For email communications, if you have given us permission, we may send you newsletters, updates or marketing information. You may unsubscribe at any time by clicking the “unsubscribe” link in any email or by contacting us.

  1. Data Security

We implement commercially reasonable physical, technical, and administrative safeguards to protect your personal information. These include secure transmission channels, access controls, and encryption where appropriate. However, no method of data transmission or storage is completely secure and we cannot guarantee absolute security.

  1. Your Choices and Rights

You have the following rights regarding your personal information:

  • Access & Correction: You may request a copy of your personal data that we hold and ask us to correct or update it if it is inaccurate.
  • Deletion: You may request that we delete your personal information (subject to legal or ethical retention obligations).
  • Opt-out: You may opt out of receiving marketing communications, or revoke your consent for SMS or email communications at any time.
  • Withdraw Consent: Where processing is based on your consent, you can withdraw that consent at any time.
    To exercise any of these rights or make a request, please contact us using the information below.
  1. Contact Information

If you have questions, concerns or wish to exercise your rights, you may contact us at:
Gaw Estate Planning
1500 Third Street, Suite F
Napa, California 94559
Phone: (707) 681-5556 (Gaw Estate Planning)
Email: [email protected] (Gaw Estate Planning)

  1. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Effective Date” at the top will reflect the date of the latest revision. We encourage you to revisit this page periodically to stay informed of any changes. Your continued use of our website or services after such changes constitutes acceptance of the revised policy.

  1. Placement & Accessibility
  • We recommend placing a prominent link to this Privacy Policy (https://www.gawestateplanning.com/privacy-policy) in the footer of every page of the website.
  • On any web form (including contact/consent forms), include a short statement such as:
    “By submitting this form, you agree to our Privacy Policy.”
  • Near any SMS-consent checkbox, include language like:
    “I agree to receive SMS messages from Gaw Estate Planning. SMS consent is not shared with third parties. See our Privacy Policy.”