Privacy Policy
Last updated: 2026-09-08
1. Information We Collect
We collect information you provide directly to us, such as when you schedule a consultation or communicate with us by email or phone. This may include your name, email address, phone number, appointment details, and your SMS and marketing consent choices. We may also record the referring page and campaign parameters from the URL so we know how you found us.
2. How We Use Your Information
We use the information we collect to provide, maintain, and improve our services, including scheduling and confirming consultations and communicating with you about trust administration services. Transactional messages are sent only when you opt in. Marketing messages are sent only when you separately opt in.
3. Information Sharing
We do not sell, trade, or otherwise transfer your personal information to third parties without your consent. We may share information with trusted service providers who assist us in operating our website and conducting our business, such as our CRM platform and scheduling tools, so long as those parties agree to keep this information confidential.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.
5. Your Rights
You have the right to access, update, or request deletion of your personal information. You may also opt out of marketing communications from us at any time by using the unsubscribe link in our emails or contacting us directly. California residents have those same rights under the CCPA / CPRA. We do not sell or share personal information from this site for cross-context behavioral advertising.
6. Cookies and Tracking
The cookie banner records whether you accept or reject cookies, and stores that choice. This website does not currently load Google Analytics, Google Tag Manager, or advertising pixels. You can change the choice from the banner or your browser settings.
7. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on this page with a revised “Last updated” date.
8. Contact Us
If you have any questions about this Privacy Policy, please contact us at info@cbadminsvc.com or call (800) 675-8551. Mail: 10080 N Wolfe Rd Ste SW 3-200CBAS, Cupertino, CA 95014.