Baumgard Fiduciary Law LLP ("Firm" or "We") respects your privacy and is committed to protecting it through our compliance with this policy.

WELCOME

Effective Date: September 30, 2026

This policy describes the types of information we may collect from you or that you may provide when you visit the website baumgardlaw.com (our "Website"), as well as information we may collect through our other business dealings, as well as our practices for collecting, using, maintaining, protecting, and disclosing that information.

This policy applies to information we collect:

• On this Website;
• In email, text, and other electronic messages between you and this Website;
• In the course of legal representation or client communications;
• In marketing, networking, and professional outreach.

It does not apply to information collected by:

• Any third party, including through any application or content (including advertising) that may link to or be accessible from the Website, unless otherwise noted.

Please read this policy carefully to understand our practices regarding your information and how we will treat it. If you do not agree with these practices, you may choose not to use our Website. Our Terms of Use are available here. This Privacy Policy may change from time to time as described under Changes to Our Privacy Policy below.

Notice to California Residents

Additional privacy policies, specifically developed and maintained for California residents, are found within this Privacy Policy.

No Creation of an Attorney-Client Relationship

Visiting our Website or the Submission of an e-mail or any other information through the Website will not create an Attorney-Client relationship between you and the Firm. Do not assume that information submitted through the Website is protected by the attorney-client privilege or that submitting information creates an attorney-client relationship. The Firm will handle information it receives in accordance with applicable law and applicable professional obligations, including duties that may apply to prospective clients. Please do not send any confidential or sensitive information to us unless you speak with one of our attorneys and obtain prior written authorization to send such information to us. Please refer to our Terms of Use of this Website.

Professional Obligations

To the extent information is received in connection with an attorney-client relationship, or is otherwise subject to duties owed to a prospective client, that information is also governed by applicable rules of professional conduct, evidentiary privileges, engagement agreements, and other legal obligations. Nothing in this Privacy Policy expands the Firm’s right to use or disclose information in a manner inconsistent with those obligations.

Children Under the Age of 16

Our Website and Services are not directed to individuals under 16. We do not knowingly collect information from children under 16. If you believe we may have collected information from a child, please contact us.

INFORMATION WE COLLECT ABOUT YOU

What We Collect on Website and How We Collect It

We collect several types of information from and about users of our Website, including information:

• By which you may be personally identified, such as name, postal address, e-mail address, and telephone number ("identifying information");
• Payment or billing information;
• Legal inquiries or documents;
• About your internet connection, the equipment you use to access our Website, and usage details;
• Such other information we may request that you send to us to fulfill our duties.

We collect this information:

• Directly from you when you provide it to us.
• Automatically as you navigate through the site. Information collected automatically may include usage details, IP addresses, and information collected through cookies and other tracking technologies.
• From third parties, for example, our website management vendor.

What We Collect Outside of this Website and How We Collect It

We collect several types of information separate and apart from this Website - from and about our clients and potential clients, including information:

• Identifying information including, but not limited to, information by which you may be personally identified;
• Marketing information;
• Such other information we may request that you provide us to fulfill our duties;
• Privileged and non-privileged information in the scope of representation of Firm clients.

We collect this information:

• Directly from you when you provide it to us;
• From third parties.

What We Collect Through Automatic Data Collection Technologies

As you navigate through and interact with our Website, our third-party vendor may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:

• Details of your visits to our Website, including traffic data, location data, logs, and other communication data and the resources that you access and use on the Website.
• Information about your computer and internet connection, including your IP address, operating system, and browser type.

The information collected automatically may include identifying information. It helps us to improve our Website and to deliver a better and more personalized service, including by enabling us to:

• Estimate our audience size and usage patterns;
• Store information about your preferences, allowing us to customize our Website according to your individual interests;
• Speed up your searches;
• Recognize you when you return to our Website.

The technologies used for this automatic data collection may include:

• Cookies, or browser cookies
• Web Beacons

Third-Party Use of Cookies and Other Tracking Technologies

Certain service providers that support the Website may use cookies or similar technologies to provide Website functionality, security, hosting, or analytics. These providers may collect technical and usage information in connection with providing those services.

Do Not Track and Privacy Preference Signals

Some browsers and browser extensions transmit “Do Not Track” or other privacy preference signals. The Website does not currently respond to traditional Do Not Track signals. Where applicable law requires the Firm to recognize a legally valid universal opt-out preference signal, the Firm will do so.

WHAT HAPPENS TO YOUR INFORMATION

How Your Information is Used

We use information that we collect about you or that you provide to us, including any identifying information:

• To present our Website and its contents to you.
• To provide you with information, products, or legal services that you request from us.
• To respond to inquiries.
• To Conduct conflict checks and due diligence
• To comply with legal obligations
• Send updates, alerts, or newsletters
• To fulfill any other purpose for which you provide it.
• To create aggregated, de-identified information for our internal use.
• To notify you about changes to our Website or any products or services we offer.
• In any other way we may describe when you provide the information.
• For any other purpose with your consent.

Disclosure of Your Information

We may disclose aggregated information without restriction.

We may disclose identifying information:

• To third party vendors, experts, and consultants in the course of providing legal services to clients.
• To marketing consultants and vendors.
• To service providers and third parties who support our business.
• To a buyer or successor in the event of a merger, sale, reorganization of the firm, or similar event.
• As necessary to comply with legal obligations.
• To protect the rights, property, or safety of the Firm or others.
• With your consent.

Data Security

We implement measures designed to secure your personal information. These include:

• Secure servers behind firewalls;
• Encryption of sensitive payment information;
• Internal access controls.

Transmission of data over the internet is not completely secure, and we cannot guarantee its security. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Website.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, including to comply with legal, regulatory, tax, accounting, or reporting obligations. When information is no longer reasonably necessary, we dispose of or de-identify it as appropriate, subject to applicable legal, ethical, professional, record-retention, backup, and operational requirements.

ADDITIONAL PRIVACY RIGHTS

Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

• Access, correct, or delete your data
• Opt out of marketing communications
• Request a copy of the data we have about you
• Object to processing of your data in certain cases

State Privacy Rights

Depending on applicable law and whether the Firm is subject to that law, residents of certain states may have additional rights regarding their personal information. Those rights may include rights to access, correct, delete, or obtain a copy of certain personal information, or to opt out of certain uses or disclosures.

To exercise any of these rights, contact us at info@baumgardlaw.com.

Your California Privacy Rights

If you are a California resident, California law may provide you with additional rights regarding our use of your identifying information and other types of personal information. To learn more about your California privacy rights, see the following portions of this privacy policy.

California's "Shine the Light" law (Civil Code Section § 1798.83) permits users of our Website that are California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please email us at info@baumgardlaw.com or write to:

Baumgard Fiduciary Law LLP
Attn: Privacy Officer
825 NW Victoria Avenue
Gresham, OR 97030

Certain state privacy laws, including the California Consumer Privacy Act, apply only to businesses that meet specified statutory thresholds or other applicability requirements. The Firm may not currently be subject to those laws. Where an applicable privacy law provides rights to an individual, the Firm will address requests in accordance with that law.

Your Choices About How We Use and Disclose Your Information

We believe in giving you control over your information. Here are some of the ways you can manage how we use and share your data:

• Cookies and Tracking Technologies: You can configure your browser to refuse some or all browser cookies or to alert you when cookies are being used. Disabling cookies may affect certain features of our Website.
• Marketing Communications: You may opt out of receiving promotional emails from us at any time by sending a request to info@baumgardlaw.com or by following the unsubscribe instructions included in our emails.

If you have any questions about your privacy preferences, please reach out to us at info@baumgardlaw.com. You may contact us with questions at any time.

MISCELLANEOUS

Contact Information

If you have any questions or comments about this notice, the ways in which the Firm collects and uses your information described herein, your choices and rights regarding such use, or wish to exercise your rights, please do not hesitate to contact us at:

• Phone: (503) 882-5720
• Website: www.baumgardlaw.com
• Email: info@baumgardlaw.com

Postal Address:

Baumgard Fiduciary Law LLP
Attn: Privacy Officer
825 NW Victoria Avenue
Gresham, OR 97030

Other Websites

You understand that we may link to third party websites and platforms on the Website. Our privacy policy only applies to our own Website. If you click on a link to another website or platform, you should review that website or platform's privacy policy.

Governing Law

This Privacy Policy is governed by, and construed under, the laws of the United States of America and the laws of the State of Oregon, excluding its choice of law provisions.

Changes to Our Privacy Policy

The Firm may amend this Privacy Policy from time to time. We will post changes on this page and update the Effective Date above. Where applicable law requires additional notice or consent for a material change in our information practices, we will provide that notice or obtain that consent as required.