We may collect the following types of personal information:

• Name and contact information (email, phone number, mailing address)
• Financial and estate planning details voluntarily provided
• SMS interaction history (opt-in status, message logs)
• Information your browser sends (IP address, browser type, visit time, page views)
• Cookies or tracking technologies to improve your website experience

We do not knowingly collect personal data from children under 18. If you believe we have, contact us immediately to remove the information.

We use the information we collect to:

• Provide and maintain our services
• Respond to inquiries and deliver support
• Send transactional communications (e.g., appointments, service alerts)
• Comply with legal obligations and internal policies
• Improve website performance and user experience

We do not sell or rent your personal data.

We use cookies and similar tools to enhance the user experience. These do not collect personal information unless you voluntarily provide it. You may disable cookies in your browser settings, though this may limit site functionality.

By opting into our SMS services, you consent to receive relevant messages including reminders, alerts, and account updates.

• Message frequency may vary
• Message and data rates may apply
• To opt out: text STOP
• For help: text HELP or contact us via our website

Your SMS consent will not be shared for marketing purposes.

We may share your data with:

• Trusted service providers (e.g., SMS providers, IT support) acting on our behalf
• Legal or regulatory entities when required by law

Third parties must not use your data for any purpose other than what we've authorized.

We use commercially reasonable safeguards—such as encryption, secure storage, and limited access—to protect your information. However, no method of transmission over the internet is 100% secure.

You have the right to:

• Request access to the personal data we hold about you
• Request correction, deletion, or restriction of your data
• Opt out of communications at any time

Requests must be submitted in writing using the contact details provided below.

Our website may link to external sites. We are not responsible for the privacy practices or content of these third-party sites.

We may update this policy periodically. Major changes will be posted here with a new effective date. Your continued use of our services constitutes your acceptance of these changes.