Privacy Policy | Estate Plan Services

1. Introduction

Estate Plan Services LLC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. This policy is designed to comply with all applicable federal and state laws, including but not limited to the California Consumer Privacy Act (CCPA/CPRA), the CAN-SPAM Act, the Telephone Consumer Protection Act (TCPA), and other applicable U.S. privacy regulations.

2. Information We Collect

We may collect the following categories of information:

Personal Identifiers: Name, email address, phone number, mailing address.
Contact Information: Information you provide when filling out forms, requesting consultations, or contacting us.
Usage Data: IP address, browser type, operating system, pages visited, time spent on pages, referring URLs, and other analytical data.
Cookies & Tracking Technologies: We use cookies, web beacons, and similar technologies to improve your experience and analyze site usage.
Communications Data: Records of your communications with us, including emails, phone calls, SMS messages, and chat interactions.

3. How We Use Your Information

We use the information we collect for the following purposes:

To provide, maintain, and improve our services.
To communicate with you regarding your inquiries, appointments, and service updates.
To send you informational SMS/text messages, phone calls, and emails from Estate Plan Services LLC.
To comply with legal obligations and enforce our terms of service.
To analyze website usage and improve user experience.
To protect against fraud and unauthorized access.

4. Consent to Communications

By checking this box, you agree to receive SMS messages from Estate Plan Services about estate planning subjects. Message frequency varies. Message and data rates may apply. For help, reply HELP to any message. To opt out, reply STOP or message us at info@estateplanservices.com. Mobile opt-in information is not shared with third parties. See our privacy policy and terms at https://estateplanservices.com/sms-privacy-policy. You may opt out at any time by replying STOP.

Consent is not a condition of purchasing any goods or services.

5. Sharing of Information

We may share your personal information with:

Service Providers: Third-party vendors who assist us in operating our website, conducting our business, or servicing you.
Legal Requirements: When required by law, subpoena, or other legal process.
Business Transfers: In connection with a merger, acquisition, or sale of assets.

We do not sell your personal information to unrelated third parties for their own marketing purposes without your explicit consent.

6. Your Rights

Depending on your state of residence, you may have the following rights:

Right to Know: Request information about the categories and specific pieces of personal information we have collected.
Right to Delete: Request deletion of your personal information, subject to certain exceptions.
Right to Opt-Out: Opt out of the sale or sharing of your personal information.
Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.
Right to Correct: Request correction of inaccurate personal information.

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

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

8. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected personal information from a child under 18, we will take steps to delete such information.

9. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be effective immediately upon posting to this website. Your continued use of the site after any changes constitutes your acceptance of the updated policy.

10. Contact Us

If you have questions about this Policy or our SMS/email communications, contact Estate Plan Services at (612) 315-9400, info@estateplanservices.com, or via https://estateplanservices.com/contact.