SMS & Email Communication Privacy Policy

1. Overview

This SMS & Email Communication Privacy Policy ("Policy") governs how the following the following organizations collect, use, and protect personal information in connection with their email and SMS text message communications:

• Estate Plan Services (EPS) — estateplanservices.com
• The Asset Shield Group — assetshieldgroup.com

These organizations are collectively referred to in this Policy as "we," "us," or "our." By providing your contact information and opting in to receive communications, you agree to the terms of this Policy.

2. Information We Collect

When you complete a form on any of our websites, attend one of our seminars or events, or otherwise communicate with us, we may collect the following information:

• Full name
• Email address
• Mobile phone number
• General geographic location (city/state)
• Financial interests and goals (voluntarily provided)
• Communication preferences

3. How We Use Your Information

We use the contact information you provide to send the following types of communications:

Email Communications

• Financial education content and resources
• Seminar and workshop invitations and reminders
• Estate planning guidance and updates
• Tax strategy and wealth preservation information
• Appointment confirmations and follow-up messages
• Service announcements and policy updates

SMS Text Message Communications (Informational)

• Informational updates about estate planning subjects
• Educational content related to estate planning
• Appointment confirmations, reminders, and follow-up messages
• Invitations to informational seminars, workshops, and events
• Service announcements and policy updates

4. How You Opt In

We obtain your consent to receive SMS and email communications through one or more of the following methods:

• Completing an online contact or registration form on any of our websites that includes a clear disclosure of SMS and/or email consent
• Signing a seminar or event registration form that includes written SMS and/or email consent language
• Verbally requesting to receive communications and confirming your contact information with a representative
• Texting a keyword to one of our dedicated phone numbers (where applicable)

Consent is never a condition of receiving our services, purchasing any product, or attending any event. You may choose not to receive SMS or email communications without affecting your ability to work with us.

5. How to Opt Out

SMS Messages

By checking the SMS consent 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. After opting out, you will receive a single confirmation message and no further SMS messages will be sent.

Email Messages

You may opt out of email communications at any time by clicking the "Unsubscribe" link included in the footer of any email we send, or by emailing us directly at the contact addresses listed in Section 9 of this Policy. Opt-out requests will be processed within 10 business days.

Please note that even after opting out of informational SMS, you may still receive legally required communications related to an active engagement, appointment, or contract through other channels (such as email or phone).

6. Data Sharing and Third Parties

We do not sell, rent, or share your personal information — including your SMS opt-in consent status or email address — with any third party for their own marketing purposes.

We may share your information only in the following limited circumstances:

• With SMS platform providers and email service providers (such as GoHighLevel) solely for the purpose of delivering communications on our behalf. These providers are contractually obligated to use your information only to provide those services.
• As required by law, regulation, legal process, or governmental request.
• To protect the rights, property, or safety of our organizations, our clients, or the public.

Your SMS opt-in data and consent status will not be shared with any third party for purposes unrelated to delivering the services described in this Policy.

7. SMS & Mobile Data Sharing Policy

• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
• Information sharing with subcontractors that support services such as customer service is permitted only as needed to provide the service.
• Text messaging originator opt-in data and consent will not be shared with any third parties.
• We do not sell or share SMS consent or phone numbers with third parties except as necessary to provide messaging services directly.
• We do not sell, share, rent, or transfer SMS opt-in data or phone numbers to external organizations for any purpose, including with user consent, except where required to deliver the messaging service.
• We maintain administrative, technical, and contractual safeguards to prevent unauthorized access, use, or sharing of user data. Access is limited to authorized personnel, and service providers must protect the data.

8. Data Security

We take reasonable technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. Our SMS and email platforms use industry-standard encryption and security protocols. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

9. Message Rates

By checking the SMS consent box, you agree to receive SMS messages from Estate Plan Services about estate planning subjects. Message frequency varies. Standard message and data rates may apply depending on your mobile carrier and plan.

We are not responsible for any charges incurred from your carrier in connection with receiving our messages.

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.

11. Changes to This Policy

We reserve the right to update or modify this Policy at any time. When we make material changes, we will update the effective date at the top of this page and, where appropriate, notify you by email or SMS. Your continued use of our services or continued opt-in status after such changes constitutes your acceptance of the updated Policy.

This Policy applies to SMS and email communications from Estate Plan Services and The Asset Shield Group. For TCPA or CAN-SPAM inquiries, please contact us at info@estateplanservices.com.