Legal & Privacy Policy

By consenting to receive SMS communications from Estates & Co, you agree to receive

informational, conversational, or promotional text messages. Message & data rates may apply.

Messaging frequency may vary. Reply STOP to opt-out or HELP for support.

Opt-In & Consent Process

Estates & Co obtains consent through website forms, email communication, verbal consent, or

customer-initiated messages. Each method aligns with mobile carrier and CTIA guidelines. We

maintain records of all consent obtained for compliance purposes.

SMS Message Content & Disclosures

• Opt-In Message Example:
  “Thank you for subscribing to Estates & Co updates. Messaging frequency may vary. To opt out, text STOP. For assistance, text HELP or visit https://estatesandco.com/. Message & data rates may apply.”
• Help Message Example:
  “Thank you for contacting Estates & Co. For support, email visit https://estatesandco.com/."
• Opt-Out Message Example:
  “You have opted out of receiving SMS from Estates & Co. To rejoin, text START.”
• Prohibited Content Notice:
  We do not send messages related to loans, gambling, adult content, or other restricted categories.
• Age Restriction:
  We do not knowingly message individuals under 18 years of age. We do not engage in the use of underaged labor and adhere to all applicable State and Federal labor law & guidelines.

D. Consent Tracking & Revocation

• All opt-ins, opt-outs, and consent methods are securely logged.
• Once a user opts out by texting STOP, we will not send further messages from any number or campaign associated with Estates & Co.
• Re-consent must be explicitly granted to resume SMS communications by texting START.

Revocation of Consent

Recipients can revoke consent at any time by texting STOP. Once an opt-out is received, we

immediately cease communication from all associated numbers. Opt-out requests are logged and securely stored for compliance tracking.

Your Rights

You may:

• Request access, correction, or deletion of your personal data.
• Opt out of marketing communications or SMS at any time.
• Adjust cookie and tracking settings in your browser.

To exercise these rights, message https://estatesandco.com/contact

Terms of Service

By accessing or using our website, you agree to comply with and be bound by these Terms of

Service. Estates & Co reserves the right to modify these terms at any time. Users will be

notified of significant changes via our website or direct communication.

Governing Law & Contact

These Terms are governed by the laws of the State of California and other applicable U.S.

jurisdictions. If you have any questions or concerns regarding this Privacy Policy or Terms of

Service, please contact us at https://estatesandco.com/contact

Cookies and Tracking

Our site uses cookies and analytics for performance, user behavior tracking, and marketing optimization. You can disable cookies through your browser.

Changes to This Policy

We may update this Policy periodically. Updates will be posted with a new “Effective Date.”

Contact Us

Estates & Co
🌐 https://estatesandco.com/

TERMS OF SERVICE

1. Acceptance

By using Estates & Co’s website or SMS Services, you agree to these Terms and our Privacy Policy.

2. Service Overview

Estates & Co provides financial, compliance, and quality advisory consulting services and communicates with clients via digital and SMS channels.

3. Types of SMS Messages You May Receive

• Clients & Partners: Engagement updates, compliance reminders, or insights.
• Applicants: Hiring or onboarding communications.
• General Subscribers: Informational and promotional updates about Estates & Co.

“Messaging frequency may vary. Message & data rates may apply. You may opt out at any time by texting STOP. For assistance, text HELP or visit https://estatesandco.com/privacy-policy or https://estatesandco.com/terms-and-conditions."

4. Data Use and Privacy

All collected data is managed in accordance with our Privacy Policy. All mobile opt-in or text message consent data is shared with third parties.

5. Intellectual Property

All website content, trademarks, and materials are property of Estates & Co. Partners or promotionally used content will be accredited to the owners, as an owner please reach out to https://estatesandco.com/contact for any content management questions or concerns.

6. Limitation of Liability

Estates & Co (“Estates & Co,” “we,” “our,” “us,” “Managers,” “Owners,” or “Shareholders,”) is not responsible for indirect or consequential damages arising from your use of our Services.

7. Governing Law

These Terms are governed by the laws of the State of California.

8. Opt-Out & Help

• Opt-out: Text STOP to end messages.
• Help: Text HELP or contact at https://estatesandco.com/contact.