Privacy Policy

Identity and Scope

This notice describes how Rockwell Enterprises LLC, doing business as Oregon Wills and Trust Planning ("OWTP," "we," "us," or "our"), collects, uses, discloses, and protects personal information through oregonwillsandtrustplanning.com, our scheduling and contact tools, and related email and text-message communications. It does not replace the confidentiality obligations or privacy terms that may apply under a signed legal-services engagement. This notice describes how we collect, use, disclose, and protect personal information; it does not create a blanket consent by itself.

Information Collected

Information you provide. We may collect your name, contact information, appointment preferences, payment or transaction details handled through our payment provider, communications, and information you choose to include in an inquiry, scheduling form, or legal-services interaction. If you opt into text messages, we collect your mobile number, consent record, and messaging activity.

Information collected automatically. When you use the site, we and our service providers may collect IP address, approximate location derived from IP, device and browser information, operating system, referring page, pages viewed, dates and times, campaign or UTM information, visitor and session identifiers, clicks, scrolling activity, form views or interactions, and similar usage information, using cookies, local storage, pixels, tags, server logs, or comparable tools.

Information from service providers or referral sources. We may receive information from scheduling, communications, analytics, hosting, payment, referral, or professional-service providers when they support a request or service involving you.

How We Use Information

We use personal information to respond to inquiries; evaluate potential engagements; schedule and administer appointments; provide legal services after engagement; process payments; send requested or consented communications; maintain records; operate, secure, troubleshoot, and improve the site; measure outreach and site performance; comply with professional, legal, tax, and regulatory obligations; and protect the rights, safety, and integrity of clients, prospective clients, the firm, and others.

Message frequency varies depending on the nature of our communications with you. Message and data rates may apply.

How We Disclose Information

We may disclose information to vendors that provide hosting, website analytics, tag management, forms, scheduling, client relationship management, chat, email, text messaging, telephone, payment, document, security, and professional support services. They may use information only as permitted by their agreements and applicable law. We may also disclose information when required by law, to protect legal rights or safety, in connection with a business transaction, or at your direction.

The site currently appears to use services associated with Google Tag Manager and LeadConnector and may use additional hosting, scheduling, messaging, payment, font, and map providers. We do not sell personal information or share it for cross-context behavioral advertising.

SMS / Mobile Information Sharing

The following statement governs how we treat the mobile phone number and SMS opt-in consent you provide:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Retention

We retain personal information for as long as reasonably necessary for the purposes described in this notice, including inquiry review, legal and professional obligations, recordkeeping, dispute resolution, security, and enforcement. Retention periods vary by information type, relationship, and legal requirement.

Security

We use reasonable administrative, technical, and physical measures designed to protect personal information. All form submissions on this website use industry-standard SSL encryption (HTTPS) in transit, and we limit access to personal information to staff and service providers who need it to perform their duties.

Internet transmission and electronic storage cannot be guaranteed to be completely secure. Please do not send highly sensitive or time-critical information through a general website form unless the firm directs you to an approved method.

Prospective Clients and Legal Services

Contacting the firm does not create an attorney-client relationship. The firm may have professional duties concerning information received from prospective clients, but sending information does not guarantee that the firm can accept the matter or prevent it from representing another person when permitted by applicable rules. Do not send more information than reasonably necessary for an initial conflicts and fit review until instructed otherwise.

Age & Children's Privacy

By opting into our SMS services, you represent that you are at least 18 years of age.

Our website and services are not intended for children under 13 years of age, and we do not knowingly collect personal information from anyone under 13. If we learn that we have collected personal information from a child under 13 without verifiable parental consent, we will delete that information promptly. If you believe we may have any information from or about a child under 13, please contact us using the details below.

Privacy Requests and Choices

• Opt out of SMS, reply STOP to any message we send, or text STOP to (971) 260-4479.
• Access, correction, deletion, or portability, contact us using the details below to request access to, correction of, or deletion of personal information we hold about you, depending on applicable law.
• Cookies and local storage, most browsers allow you to refuse or manage cookies and local storage through your browser settings, though some site functions may not work as intended.

We may verify your identity and may deny or limit a request when permitted or required by law, including to preserve legal privilege, comply with professional obligations, keep required records, or protect another person's rights. We do not sell personal information or share it for targeted advertising.

Changes to this Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Material changes will be communicated through the website or, where appropriate, by direct notice to you.

Contact Us

If you have any questions about this Privacy Policy or our practices, please contact us: