Privacy Policy
Effective Date: Sept 2026
Moses Estate Planning / Moses Trusts (“Firm,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains what information we collect through our website, how that information may be used, and the technologies and service providers that may process information when you visit or interact with our website.
By using this website, you acknowledge the practices described in this Privacy Policy.
1. Information You Provide to Us
We collect personal information when you voluntarily provide it through our website contact form.
This information may include:
- Name
- Email address
- Phone number
- Message content
We ask that you not submit sensitive legal, financial, medical, or other confidential information through the website contact form unless specifically requested by an attorney or authorized representative of the Firm.
2. Information Collected Automatically
When you visit or interact with our website, certain information may be collected automatically through analytics, advertising, call tracking, security, and related technologies.
Depending on the technology used, this information may include:
- IP address
- Browser type
- Device type
- Operating system
- Approximate geographic location
- Pages viewed
- Links or buttons clicked
- Date and time of visits
- Referring website or search source
- Advertising campaign information
- Website interactions
- Form interactions
- Conversion activity
- Cookie or similar technology identifiers
We use this information to operate and improve the website, understand how visitors use the site, evaluate marketing performance, measure conversions, maintain security, and improve our services.
3. Google Analytics 4
We use Google Analytics 4 (GA4) to understand how visitors interact with our website.
Google Analytics may collect information such as:
- Device and browser information
- Approximate location
- Pages visited
- Referral source
- Website interactions
- Session and engagement information
This information helps us understand website usage, improve website performance, and evaluate how users find and interact with our services.
Google may process information according to its own privacy policies and terms.
4. Google Ads
We use Google Ads to advertise our services and measure the effectiveness of advertising campaigns.
Google Ads may use cookies, identifiers, or similar technologies to help us:
- Measure ad conversions
- Understand whether a visitor arrived through an advertisement
- Evaluate campaign effectiveness
- Measure phone calls or form submissions generated by advertising
- Build or measure advertising audiences where applicable
Information collected through Google advertising services may be processed by Google according to its own privacy policies and settings.
5. Meta Pixel
Our website may use the Meta Pixel, provided by Meta Platforms, Inc., to help us measure the effectiveness of advertising on platforms such as Facebook and Instagram.
The Meta Pixel may collect information about website visits and interactions, including:
- Pages viewed
- Actions taken on the website
- Device and browser information
- Referral information
- Conversion activity
- Cookie or advertising identifiers
Meta may use this information according to its own privacy policies and platform settings.
Depending on applicable law and configuration, information collected through the Meta Pixel may also be used for advertising measurement, attribution, or audience-related functions.
6. Call Tracking
We may use call tracking technology to understand which marketing channels, advertisements, search terms, or website pages generate telephone inquiries.
Call tracking services may collect information such as:
- Caller telephone number
- Date and time of the call
- Call duration
- Marketing source or campaign associated with the call
- Landing page or referral information
- General call activity and conversion information
Certain calls may be recorded or monitored for quality assurance, training, intake, or business purposes. Where required by applicable law, callers will be notified before recording begins.
Call tracking information may be processed by third-party service providers that operate these systems on our behalf.
7. Spam Protection
Our website’s contact forms include a hidden field that helps us identify and discard automated spam submissions. This spam protection does not use cookies and does not collect any additional information about you.
8. Cookies and Similar Technologies
Our website and third-party service providers may use cookies, pixels, scripts, local storage, and similar technologies.
These technologies may be used for:
- Website functionality
- Security and fraud prevention
- Analytics
- Measuring website performance
- Advertising attribution
- Conversion tracking
- Understanding user behavior
- Measuring phone and form inquiries
- Evaluating marketing campaigns
Cookies are small data files stored on your device or browser.
You may be able to control or disable cookies through your browser settings or, where available, through our website’s cookie or privacy preference controls.
Disabling certain cookies may affect website functionality or prevent some features from working as intended.
9. How We Use Information
We may use information collected through the website to:
- Respond to inquiries
- Contact prospective clients
- Schedule consultations
- Provide information about our estate planning services
- Evaluate whether we may be able to assist with a legal matter
- Maintain records of communications
- Operate and secure the website
- Prevent spam or fraudulent activity
- Improve website functionality and user experience
- Analyze website traffic and visitor behavior
- Measure advertising and marketing performance
- Understand which marketing sources generate inquiries
- Improve our marketing campaigns
- Comply with legal, ethical, regulatory, or professional obligations
Submitting information through the website does not create an attorney-client relationship.
10. Contact Form Communications
When you submit a contact form, you authorize us to contact you using the information you provide, including by telephone or email regarding your inquiry.
Submitting a contact form does not create an attorney-client relationship and does not guarantee that the Firm will accept your matter.
Please do not submit confidential, sensitive, or time-sensitive information through the website contact form.
Information submitted through the website should not be considered privileged or confidential unless and until an attorney-client relationship has been formally established.
11. How We Share Information
We do not sell personal information for money.
We may disclose information to service providers that assist us with the operation, security, analytics, advertising, communications, call tracking, and maintenance of our website and business.
These providers may include companies that provide:
- Website hosting
- Website development and maintenance
- Analytics
- Digital advertising
- Call tracking
- Form processing
- Spam prevention
- Website security
- Marketing measurement
- Email or communication services
These providers may process information on our behalf or according to their own applicable privacy policies.
We may also disclose information when reasonably necessary to:
- Comply with applicable law
- Respond to legal process
- Satisfy professional or ethical obligations
- Protect our legal rights
- Prevent fraud or misuse
- Protect the safety or security of our website, Firm, clients, or others
12. Advertising and Analytics Partners
Our website may interact with third-party advertising and analytics providers, including:
- Meta Platforms
- Call tracking providers
- Website security and spam prevention providers
These companies may use cookies or similar technologies to collect information about your interactions with our website.
Depending on how these technologies are configured and applicable privacy laws, certain advertising-related disclosures or opt-out mechanisms may be required.
13. California Privacy Information
We provide estate planning services to individuals in California, including the Santa Monica and greater Los Angeles area.
California residents may have privacy rights under applicable California law depending on the nature of the information collected, the Firm’s activities, and whether statutory applicability thresholds are met.
These rights may include, where applicable, the right to request:
- Information about personal information collected
- Access to personal information
- Correction of inaccurate information
- Deletion of personal information
- Information regarding disclosure or sharing practices
- Opt-out of certain uses or sharing of personal information
We do not sell personal information for monetary compensation.
Certain advertising and analytics technologies, including advertising pixels and cookies, may constitute “sharing” or similar processing under some privacy laws depending on how they are configured and used.
Individuals who wish to exercise an applicable privacy right may contact us using the information listed below.
We may need to verify your identity before processing certain requests, and some information may be retained where required by law, legal ethics obligations, professional recordkeeping requirements, or legitimate business needs.
14. Do Not Track and Privacy Signals
Some browsers and devices allow users to send privacy preference signals, including “Do Not Track” or similar signals.
Because standards governing these signals continue to evolve, our response may vary depending on applicable law and the technologies used by the website.
Where legally required and technically supported, we will honor applicable recognized privacy preference mechanisms.
15. Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected.
Retention periods may depend on:
- The nature of the inquiry
- Whether the individual becomes a client
- Legal and ethical recordkeeping obligations
- Business and operational requirements
- Security and fraud prevention needs
- Applicable statutes of limitation
Information may be deleted, anonymized, or retained as required or permitted by law.
16. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.
However, no website, email, telephone system, form submission, or internet transmission can be guaranteed to be completely secure.
For this reason, users should not submit confidential legal, financial, medical, or other sensitive information through the website unless specifically instructed to do so.
17. Your Privacy Choices
You may contact us to request that we update, correct, or delete personal information you previously submitted through the website, subject to legal, ethical, professional, and recordkeeping obligations.
You may also request that we stop contacting you for non-essential communications.
You can generally control browser cookies through your browser settings.
Additional privacy and advertising controls may also be available directly through Google, Meta, and other third-party platforms.
18. Third-Party Websites
Our website may contain links to third-party websites.
We are not responsible for the privacy practices, security, content, or policies of third-party websites.
We encourage users to review the privacy policies of websites they visit.
19. Children’s Privacy
This website is intended for adults and is not directed to children under the age of 13.
We do not knowingly collect personal information from children under 13.
If we become aware that personal information has been collected from a child under 13, we will take reasonable steps to delete it.
20. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our services, website technologies, legal requirements, or privacy practices.
When we make changes, we will update the Effective Date displayed at the top of this page.
We encourage visitors to review this Privacy Policy periodically.
21. Contact Information
If you have questions about this Privacy Policy or would like to submit a privacy-related request, please contact:
Moses Estate Planning / Moses Trusts
[email protected]
Coeur d'Alene, Idaho
1110 W. Park Pl, Suite 312
Coeur d'Alene, ID 83814
(208) 714-4700
Santa Monica, California
401 Wilshire Blvd, 12th Floor
Santa Monica, CA 90401
(310) 488-3320