Privacy Policy

Redding Trust & Insurance Company

Last updated: June 20, 2025

1. Introduction

Redding Trust & Insurance Company (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you use our services, website, and estate planning platform.

2. Information We Collect

We may collect the following types of information when you interact with us or use our services:

Personal Information:Name, address, email, phone number, date of birth, and other contact details. Estate Planning Details:Information needed to create or coordinate your estate planning documents (such as marital status, beneficiaries, property details, etc.).Insurance Information: Data needed to provide insurance quotes or services.Account Information:Login credentials, account history, and usage data for our online platform. Payment Information:Payment details when you purchase our services.Communications:Records of your communications with us (calls, emails, chat messages, etc.).

3. How We Use Your Information

We use your information to:

Provide and coordinate estate planning and insurance services. Communicate with you about your account, services, or inquiries.Process payments and manage billing.Improve our services and client experience.Comply with legal, regulatory, or compliance obligations.

4. How We Share Your Information

We do not sell your personal information. We may share your information only as necessary:

With trusted third-party technology providersto help coordinate your estate planning documents (e.g., secure document storage, digital estate planning platform).With insurance carrierswhen you request insurance quotes or services.With service providerssupporting our operations (IT, payment processing, etc.), under confidentiality agreements.As required by law, regulation, or legal process.

5. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information. This includes secure servers, encryption, access controls, and regular security reviews. While we strive to protect your data, no method is 100% secure; please use care when sharing sensitive information.

6. Your Choices

Access and Correction:You may request access to or correction of your personal information at any time.Account Deletion:You may request deletion of your account or personal data, subject to legal and regulatory retention requirements. Marketing Preferences:You can opt out of marketing communications at any time by contacting us.

7. Use of Third-Party Platforms

When you use our estate planning platform, your information may be processed by independent third-party technology providers. These providers are contractually obligated to protect your data and use it only for the purposes of delivering services to you.

8. Children’s Privacy

Our services are not intended for children under 18. We do not knowingly collect information from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on our website with the updated date. Your continued use of our services constitutes acceptance of any changes.