Privacy Policy | The LA Probate Expert

Rev 3 · Nov 14, 2026

Effective date: November 14, 2026

1. Who we are

This Privacy Policy describes how The LA Probate Expert, an approved DBA of eXp Realty, and Bill Gross (California DRE #01022275) collect, use, share, and protect personal information in connection with TheLAProbateExpert.com (the “Site”) and related services, including email, consultations, and our YouTube channel.

Brokerage: eXp Realty of California, Inc., DRE #01878277. We do not share website leads with eXp Realty.

Contact:

Email: bill@thelaprobateexpert.com
Phone: (310) 210-0008
Mail: 8383 Wilshire Blvd #800, Beverly Hills, CA 90211

2. Scope

This policy covers information we collect when you:

visit or use the Site;
fill out a form, use a calculator, request a broker price opinion, apply for an inheritance-advance referral, or use the on-site Q&A helper;
subscribe to an email list we manage;
book a consultation or other appointment through Calendly;
pay for a product or program through Stripe Checkout;
watch a YouTube video embedded on the Site; or
email, call, or text us.

It also describes our use of YouTube API Services in connection with our YouTube channel and related tools, as required by YouTube’s developer policies.

This policy does not cover third-party websites, apps, or platforms that we do not control, including Google, YouTube, Calendly, Stripe, Brevo, Salesforce, social networks, or listing portals, except to the extent we receive information from them about you.

3. Information we collect

We collect only what the Site and our related services actually use, as described below.

3.1 Information you provide

Broker price opinion / “What is my house worth?” (CMA) form
On /what-is-my-house-worth, the form posts to /api/bpo-lead and asks for your name, email, phone, and property address. A hidden “company website” field is a honeypot to block spam and is not used as a real field. The server forwards accepted submissions to an internal webhook that notifies Bill and starts a New Listing CMA (broker price opinion) for that property. A follow-up email is then prepared as a draft in Bill’s Gmail for him to review and send. These website leads are not shared with eXp Realty.

Calculator PDF requests
The probate-cost and seller net-sheet calculators can be used without giving contact information. If you request a PDF of your estimate (/probate-cost-calculator-pdf and /seller-net-sheet-calculator-pdf), we collect your name, email, optional property description, and the calculator inputs you entered. Those requests post to /api/calc-pdf. We (a) add or update your contact in Brevo (our email platform), including source and which calculator you used, (b) email you the PDF from bill@thelaprobateexpert.com, and (c) send a copy of the lead notice to Bill. Contacts from this calculator list are also periodically copied into Salesforce, our CRM, when they are new or need an update.

The on-page calculators themselves run in your browser. If you never request a PDF, those figures are not submitted to us as a lead.

Probate Weekly Facebook group email signup
A no-index page at /probate-weekly-email collects first name and email (plus a honeypot field) and posts to /api/pw-fb-signup. We add or update the contact in a Brevo list used for that group.

Get Probate Cash Now inheritance-advance application
The live application at /get-probate-cash-now-application posts to Salesforce Web-to-Lead. It collects, among other things:

applicant name, middle name, aliases, date of birth, last four digits of Social Security number, mailing and physical address, mobile and other phone, and email;
information about the decedent and estate (name, date of death, location, relationship, will or trust, end-of-life care, values and amounts requested, reason for the advance, prior distributions or advances);
property addresses in the estate;
probate case details (attorney contact information, court case number, number of heirs);
executor or administrator contact information; and
your typed signature, date, certifications, and consents, including consent to be contacted by call, text, and email, and authorization for the searches needed to process the application.

We collect and store only the last four digits of a Social Security number. We do not collect or store a full Social Security number. Get Probate Cash Now application data is never used for advertising. If you apply, we may share the application with third-party inheritance-advance companies (funding partners) that may fund an advance on an inheritance, when you authorize us to refer your application to them. We do not name those companies here, and we do not share these applications with eXp Realty as website leads.

On-site Q&A helper (/ask and the site-wide chat widget)
You may type a question. The Site sends the question text, the page URL, your browser user agent, and a random session identifier (stored in session storage, not your name or email) to /api/pw-chat. If the helper cannot answer confidently, the same information may be posted to /api/pw-unanswered, written to an internal log, and emailed internally as a follow-up ticket. Questions may be processed by an automated language model in order to retrieve an answer from our published materials and podcast transcripts. We do not ask for your name or email in this helper.

AI Search Grader
The grader at /grader asks only for a website URL, which is fetched so we can return a public-page report. That page does not include an email-capture field.

Consultations and other bookings
The consult page (/consult) and various other pages link to or embed Calendly. If you book, Calendly collects your name and email, which are its standard booking fields, plus any custom questions on that event’s form, and processes them under Calendly’s privacy policy. Booking information is also recorded in our Salesforce CRM.

Custom questions vary by event type. Event types linked from the Site include:

Google Meet Video Call (the consult used on the Site): an optional note to help prepare for the meeting;
Coaching Call (30 minutes): what you would like to accomplish on the call;
eXp Explained and related team/intro calls: what you would like to get from the time together.

Other active appointment types on calendly.com/billgross may also ask for a phone number, meeting-prep notes, professional or production background, podcast-guest details (such as topics, a headshot sent by email, optional mailing address, or on-air contact information), or inheritance-advance appointment details (such as the amount requested, property address, and related questions). You will see the exact questions on the booking form before you submit it.

Payments
Some pages link out to Stripe Checkout payment links (including Get Probate Cash Now self-study, with pay-in-full and installment options, and a Stripe link used on the grader / AI-ready websites pages). If you pay, Stripe collects payment-card and billing information under Stripe’s privacy policy. We receive confirmation of the purchase and related contact details Stripe provides to us. We do not see your full card number on the Site. We did not find an automatic copy of Stripe buyers into Salesforce or Brevo in the Site code or in our operations notes (a 2026 review of the Stripe account also found no webhook endpoints configured at that time). Purchase records remain in Stripe, and we may enter a buyer into Salesforce or Brevo by hand if needed for follow-up.

Email, phone, and text
If you contact us directly, we receive the content of that communication and any contact details you include.

Email newsletters
We use Brevo to send newsletters and other email, including lists for our podcasts, market updates, calculator follow-up, and related programs. Website forms that feed Brevo are the calculator PDF requests and the Probate Weekly Facebook group signup described above. Other Brevo signup forms exist for podcast and market-update lists, but those form embeds were not found on the live Site pages we checked on November 14, 2026; they may be used off-site (for example, in emails or video descriptions). Planned Playbook signup forms (for example, an AI Grader fix list or a database waitlist) were not found on the live Site.

3.2 Information collected automatically

When you visit the Site, our servers and service providers may automatically collect:

IP address, date and time, requested URL, referrer, and browser / device information (typical server logs);
pages viewed and approximate interaction data through Google Analytics 4 (measurement ID G-0LY2751C4E) on most public pages, loaded from Google after you first interact with the page or after a short delay (a few pages, such as /grader, did not include this tag in the live HTML we checked);
a random session identifier for the Q&A helper, in session storage.

We did not find a cookie-consent banner, Meta / Facebook pixel, Hotjar, Microsoft Clarity, or a Google Ads tag on the live pages we checked on November 14, 2026.

3.3 Cookies and similar technologies

The Site and the third-party services it uses may store or access cookies, pixels, or similar technologies on your device, including:

cookies or local storage used for Site function (for example, the Q&A helper session identifier);
Google Analytics 4 cookies and identifiers used to understand how the Site is used;
cookies and identifiers set by YouTube (or youtube-nocookie.com) when an embedded video loads, which may include advertising cookies if YouTube serves ads;
cookies set by Calendly or Stripe if you use those embedded or linked services.

YouTube embeds on the Site use YouTube’s privacy-enhanced mode (youtube-nocookie.com). The player stays the same, but YouTube does not set tracking cookies until a visitor presses play. Channel views still count as usual.

Google Analytics 4 advertising features and Google Signals are turned off. Analytics is used to understand Site traffic (for example, page views and traffic sources), not for remarketing or for estimates of visitors’ age, gender, or interests.

4. YouTube API Services, YouTube embeds, and Google

The Site and our related tools use YouTube API Services.

By using the parts of our services that rely on YouTube (including watching embedded videos and using features we operate with YouTube API Services), you are agreeing to be bound by the YouTube Terms of Service.

Our use of information we receive from YouTube API Services is also subject to the Google Privacy Policy.

What YouTube data we access, use, and store

We use YouTube API Services as an internal operations client to manage the Bill Gross, the LA Probate Expert YouTube channel (@BillGrossProbate). In practice, that access runs through a connected YouTube integration used only by Bill and his authorized operators, not by the public. It is used to upload and manage videos on that owned channel, including setting titles, descriptions, thumbnails, captions, playlists, privacy, and release schedule, and to read back processing and status on the same channel. We may also retrieve publicly available video information and captions to support episode pages and the on-site Q&A helper.

Website visitors are not asked to sign in with a Google or YouTube account, and the Site does not request access to a visitor’s YouTube account. The official Google Cloud project number and the exact OAuth scope strings for that connection were not identified in the records we reviewed; if they are confirmed later, we can add them here.

Embedded YouTube players are loaded in privacy-enhanced mode (youtube-nocookie.com). YouTube may still collect viewing data and set cookies after a visitor presses play, and may show ads, as described in Google’s and YouTube’s policies. We do not operate those players.

We do not sell YouTube API data. We use it to operate and improve our channel, website, and related educational content, and we may store copies of public video metadata or captions we are permitted to use for those purposes. We do not use this client to scrape, search, or store other people’s YouTube accounts.

How you can revoke access

If you have authorized an application associated with us to access your Google or YouTube data, you can revoke that access at any time on Google’s security settings page: https://security.google.com/settings/security/permissions.

If you revoke access there, we will delete Authorized Data we stored pursuant to that consent as soon as reasonably possible, and no later than the timeframes required by YouTube’s policies (as soon as possible and within 30 calendar days of that revocation, or sooner if a shorter period applies). If we ever offer an in-product revocation method for visitor authorizations, we will also revoke the token promptly and delete related Authorized Data within 7 calendar days, as YouTube requires.

You can also contact us at bill@thelaprobateexpert.com with questions or complaints about these privacy practices.

To limit Google Analytics, you may use Google’s tools and browser controls, including the Google Analytics opt-out where available, and you may block or delete cookies in your browser. Blocking cookies may affect how some parts of the Site work.

5. How we use information

We use personal information to:

respond to inquiries and provide requested materials (CMA / broker price opinions, calculator PDFs, answers to questions);
schedule and hold consultations;
process inheritance-advance applications and, with your authorization, refer you to funding partners;
process payments you choose to make;
send transactional messages (for example, a requested PDF) and, where you have signed up or where permitted, email newsletters or follow-up;
operate, secure, and improve the Site, our YouTube channel, and our services;
keep records in Salesforce and Brevo so we can follow up professionally and avoid duplicate contacts;
comply with law and professional requirements; and
protect against fraud, spam, and abuse (including honeypot fields and rate limits on some forms).

Get Probate Cash Now application data is never used for advertising.

6. How we share information

We do not sell your personal information for money. We do not share website leads with eXp Realty. We share information only as needed to provide the services above, as follows:

Brevo, to store email contacts and send email you have requested or subscribed to.
Salesforce, as our customer relationship management system, including leads from the Get Probate Cash Now application, calculator contacts copied from Brevo, and Calendly bookings.
Google, for Analytics, YouTube embeds, and YouTube API Services, as described above. Calendly consults may also use Google Meet.
Calendly, when you book an appointment.
Stripe, when you make a payment.
Inheritance-advance funding partners, meaning third-party companies that may fund an advance on an inheritance, when you apply and authorize us to refer your application to them.
Service providers who host the Site or help us operate email, CRM, and related systems, under contracts that limit their use of the data.
Professional advisors or authorities if required by law, a court, or to protect rights, safety, or the integrity of an estate matter.
A buyer or successor if the practice is sold or transferred, in which case personal information may be transferred as part of that transaction, and this policy (or a successor policy) will continue to apply unless you are notified otherwise.

Automated spam traps (honeypot fields) are discarded and are not used as contact information.

7. Your choices

Email: You may unsubscribe using the link in our emails, or by emailing bill@thelaprobateexpert.com. Transactional messages (for example, a PDF you requested) may still be sent when needed to complete your request.
Calls and texts: Where you have consented to calls or texts, you may opt out at any time (for texts, reply STOP) or by contacting us. Consent is not a condition of purchase or service.
Calendly, Stripe, Google, and YouTube: You may also use the privacy and account controls those providers offer, including the Google security settings page linked above.
Access, correction, and deletion: California residents have additional rights in the next section. Anyone may email us to ask what information we have, to correct it, or to request deletion, subject to legal and recordkeeping requirements.

8. California privacy rights (CCPA / CPRA)

If you are a California resident, the California Consumer Privacy Act, as amended by the CPRA, gives you rights regarding personal information we collect.

Categories we collect

Depending on how you use the Site, we may collect:

identifiers (name, email, phone, address, IP address, online identifiers);
customer and commercial information (inquiries, property addresses, calculator inputs, purchase records);
professional or employment-related information, if you include it (for example, attorney or company details);
education or demographic information only if you provide it;
internet or electronic activity (pages viewed, browser type, referring URL, interactions with the Site);
audio or electronic information: consult calls may sometimes be recorded, but only after the other party has been told and consents before the recording starts; voicemails are kept only as long as needed to respond to them;
sensitive personal information, in limited cases: the Get Probate Cash Now application collects date of birth and the last four digits of a Social Security number, and it authorizes certain background and credit-related searches. We collect this only if you submit that application, we use it only to process that request, and we do not store a full Social Security number. We do not use this sensitive information for advertising or for any other purpose.

We collect this information from you, from your device, from the service providers named in this policy, and from public sources we use in the ordinary course of a real-estate or referral matter (for example, public property or court records when relevant to a request you have made).

Purposes and recipients

We use these categories for the purposes in Section 5 and share them with the categories of recipients in Section 6. We do not share website leads with eXp Realty.

Your rights

California residents may request to:

know the personal information we have collected about you and the categories of sources, purposes, and recipients;
access a copy of that information;
correct inaccurate information;
delete personal information, subject to legal exceptions;
opt out of the “sale” or “sharing” of personal information, as those terms are defined in California law; and
not be discriminated against for exercising these rights.

You may also limit the use and disclosure of sensitive personal information. We do not use Get Probate Cash Now application data, or other sensitive personal information, for advertising or for purposes other than those reasonably necessary to provide the services you requested.

Sale and sharing. We do not sell personal information for money, and we do not share personal information for cross-context behavioral advertising as California law defines those terms. YouTube embeds use privacy-enhanced mode, and Google Analytics advertising features and Google Signals are turned off. For that reason, this Site does not include a “Do Not Sell or Share My Personal Information” link. You may still email bill@thelaprobateexpert.com with the subject line “California privacy request” to exercise any of the rights above, and we will honor a verifiable request.

To exercise any California right, email bill@thelaprobateexpert.com, call (310) 210-0008, or write to us at the address above. We may need to verify your identity. You may use an authorized agent, who must provide proof of authorization. We will respond within the time required by law.

We do not have actual knowledge that we sell or share the personal information of consumers under 16 years of age.

9. Retention

We keep personal information only as long as needed for the purposes described above, including to provide requested services, maintain our professional and tax records, resolve disputes, and meet legal requirements. In particular:

Leads and CRM records (including Salesforce and related lead records): for as long as we have a business relationship, plus 7 years.
Get Probate Cash Now applications: 7 years. We store only the last four digits of a Social Security number, not a full SSN.
Chat logs, unanswered-question tickets, and server logs: 2 years.
Google Analytics: 14 months.
Voicemails: only as long as needed to respond to them.
Email contacts in Brevo: until you unsubscribe, and then as needed to honor that choice and our recordkeeping requirements, consistent with the lead-and-CRM period above where the contact is also a lead.

10. Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information, including HTTPS on the Site, access limits on our systems, honeypot and rate-limiting on some forms, and collecting only the last four digits of a Social Security number on the public Get Probate Cash Now form. No method of transmission or storage is completely secure.

Please do not email a full Social Security number, payment-card number, or other highly sensitive data.

11. Children’s privacy

The Site is intended for adults involved in probate, trust, estate, and related real-estate matters. It is not directed to children under 16, and we do not knowingly collect personal information from children. If you believe a child has provided information to us, please contact us and we will delete it.

12. Links and third-party services

The Site links to third-party sites and embeds or links to services we do not control, including YouTube, Google, Calendly, Stripe, and social or listing profiles (for example Facebook, LinkedIn, Zillow, Realtor.com, and HomeLight). Their privacy practices are governed by their own policies.

13. Changes to this policy

We may update this Privacy Policy from time to time. We will post the revised policy on this page and change the “last updated” or effective date and the revision code. If we change how we use YouTube or Google user data, we will notify users and obtain any consent that applicable policies require before using that data in a new way.

14. How to contact us

Questions, privacy requests, or complaints about this policy or our practices:

Bill Gross
The LA Probate Expert, an approved DBA of eXp Realty
8383 Wilshire Blvd #800
Beverly Hills, CA 90211
bill@thelaprobateexpert.com
(310) 210-0008
DRE #01022275

Revision history

Rev	Date	Change
1	November 14, 2026	Initial draft, for review only. Not published. Written from Site source and live pages. Items marked [CONFIRM] remained open.
2	November 14, 2026	Applied Bill’s November 14 answers: no attorney or eXp review; GPCN data never used for advertising; sale-or-transfer clause added; only last 4 of SSN stored; website leads not shared with eXp; funding partners described generally; consults may be recorded only after notice and consent; voicemails kept only as long as needed; retention periods set; effective date is the publish date. Filled in verified research on the CMA webhook, Calendly fields, Stripe, live forms/trackers, and YouTube API use. Two items remained open at this revision. Still a draft; not published.
3	November 14, 2026	Approved privacy-enhanced YouTube embeds sitewide; Google Analytics advertising features and Google Signals turned off; no CCPA “share” and no “Do Not Sell or Share” link; GPCN form will be revised at publish so no full SSN is collected and eXp is dropped from consent language. Published November 14, 2026.

Document control
Title: Privacy Policy — The LA Probate Expert
Date: 2026-11-14
Rev: 3