Legal
Privacy Policy
Contact practices
When you call, email, or submit the contact form on this website, Estate Plan Portfolio uses the information you provide — such as your name, email address, and message — to respond to your inquiry and, if you retain services, to provide the document-preparation services you request.
Initial email
Please do not send confidential or sensitive information in an initial email or contact form message. If you retain services, the written agreement and related intake process will describe the information needed for the work.
Privacy questions
For privacy questions, contact Estate Plan Portfolio by phone or email:
Notice scope
This notice describes the contact practices stated for this website. Questions about information handled by a third-party service should be directed to that provider.
Estate Plan Portfolio · 59 E Foothill Blvd., Suite 101, Arcadia, CA 91006