Privacy Commitment

Website: https://estatesandco.com/

Effective & Reviewed Date: October 25, 2025

Governing Law: California and other U.S. states

Privacy Policy Overview

Estates & Co (“Estates & Co,” “we,” “our,” or “us”) respects and values your privacy and is

committed to protecting the personal information you share with us. This Privacy Policy

describes how we collect, use, disclose, and safeguard your information when you visit our

website or engage with us via desktop, mobile, or SMS text messaging, mobile applications, text

message communications, and other platforms (“Services”).

By engaging with our Services, whether through desktop, mobile, or text messaging, you

(“user,” “client”, customer”) agree to the terms outlined in this Privacy Policy and our Terms of

Service

Information We Collect

We may collect personal details such as your name, contact information, company details, and

other identifiers you provide directly to us or through third-party integrations. This includes

data submitted via forms, email correspondence, or SMS opt-in processes.

We collect personal and professional information directly from you, through our website, or

through other channels, including:

• Personal Identifiers: Name, email address, phone number, company name, and mailing address.
• Professional Details: Title, business affiliation, and industry.
• Financial Information: Payment details and billing address (for client engagements).
• Technical Data: IP address, browser type, operating system, and device information.
• Communication Data: Any messages, inquiries, or consent preferences you share with us.
• Consent Records: Opt-in confirmations for SMS, email, or other messaging channels.

Use of Information

Collected data is used for business communications, compliance updates, customer

engagement, and marketing purposes. We use collected information to:

1. Deliver and improve our consulting and advisory Services.

2. Communicate with you regarding updates, reports, or services you’ve requested.

3. Personalize your experience and provide relevant insights.

4. Ensure compliance with legal, contractual, or regulatory obligations.

5. Send text messages, emails, and notifications consistent with your selected preferences.

All mobile opt-in or text message consent will be shared with third parties or affiliates.

Information Sharing

We may share information with:

• Service Providers and Affiliates: For hosting, analytics, or service delivery.
• Legal and Compliance Purposes: When required by law, subpoena, or government request.
• Business Transfers: In case of merger or acquisition.

Important:

All mobile opt-in or text message consent will be shared with third parties or affiliates.

We never sell, rent, your personal information.

Data Retention and Security

Estates & Co retains your information only as long as necessary for business or legal

purposes. We use encryption, secure storage, and strict access controls to protect your data.