Privacy Policy
Effective Date: August 28, 2026
Columbia Falls Estate Planning (“the Firm,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through estateplanning406.com (the “Site”), how we use it, and the choices you have. By using the Site, you agree to the terms below.
1. Who We Are
Columbia Falls Estate Planning
139 6th Street West
Columbia Falls, MT 59912
Phone: (406) 897-8521
2. Important Notice: No Attorney-Client Relationship
Submitting information through our contact form or otherwise contacting us through the Site does not create an attorney-client relationship between you and Columbia Falls Estate Planning. An attorney-client relationship is formed only when we have agreed to represent you, typically through a signed engagement agreement. Until that happens, please do not send us confidential or sensitive details about your estate, finances, or family situation through the contact form. Information you submit before an attorney-client relationship is established may not be treated as confidential or privileged.
3. Information We Collect
Information you provide directly. When you submit our contact form to request a free consultation or ask a question, we collect the information you enter, which may include your first and last name, email address, phone number, and comments.
Information collected automatically. Like most websites, our Site may automatically log limited technical information such as your IP address, browser type, device information, and pages visited. This is used for basic security and understanding how the Site is used.
We do not knowingly collect payment information through this Site, as we do not process payments online.
4. How We Use Your Information
We use the information we collect to:
Respond to your inquiries and schedule free consultations for estate planning, wills and trusts, probate administration, real estate transfers, business planning and LLC formation, guardianship and conservatorship, and notary public services; follow up with you about a matter you’ve asked about; maintain the security of our Site; and improve our Site and services.
We do not sell your personal information, and we do not use contact form submissions for unrelated marketing or advertising purposes.
5. How We Share Your Information
We do not sell or rent your personal information to third parties. We may share limited information with trusted service providers who help us operate the Site and respond to inquiries, including our web hosting provider, who stores Site data on our behalf, and our email provider, used to receive and respond to messages sent through the contact form.
Our Site also embeds Google Maps to show our office location, which may involve your browser communicating directly with Google’s servers, subject to Google’s own privacy practices.
We may disclose information if required by law, to protect our legal rights, or in connection with a business transfer such as a merger or sale. Information that becomes subject to the attorney-client privilege after we have agreed to represent you is protected under applicable rules of professional conduct and is not shared except as permitted by those rules or with your consent.
6. Cookies and Similar Technologies
Our Site may use a small number of cookies for basic functionality. We do not use cookies for third-party advertising or cross-site tracking. You can control or disable cookies through your browser settings, though some Site features may not work as intended if you do so.
7. Data Retention
We retain contact form submissions and related correspondence for as long as reasonably necessary to respond to your inquiry, maintain records of our business dealings, and comply with legal, ethical, and professional record-keeping obligations. You may request that we delete pre-representation inquiry information sooner, as described below; this does not apply to records we are required to keep as part of an active or former attorney-client relationship.
8. Your Choices and Rights
You may contact us at (406) 897-8521 at any time to request that we tell you what personal information we have about you, correct inaccurate information, or delete personal information you’ve submitted through the contact form, subject to legitimate business, ethical, or legal retention needs. Depending on where you live, you may have additional rights under applicable state or local privacy laws; we will honor valid requests to the extent required by law.
9. Children’s Privacy
Our Site is intended for general adult audiences and is not directed to children. We do not knowingly collect personal information from children under 13.
10. Data Security
We use reasonable administrative and technical measures to protect the information submitted through our Site. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
11. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal reasons. The “Effective Date” at the top of this page indicates when it was last revised. Continued use of the Site after changes take effect constitutes acceptance of the updated policy.
12. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us:
Columbia Falls Estate Planning
139 6th Street West, Columbia Falls, MT 59912
Phone: (406) 897-8521