Privacy Policy
Last Updated: September 9, 2026
Estate Plan Design Center (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
Information We Collect
We may collect personal information that you voluntarily provide to us, including your name, email address, telephone number, mailing address, and information you provide when contacting us, scheduling an appointment, or engaging our services.
How We Use Your Information
- Respond to inquiries and communicate with you;
- Schedule, confirm, and provide reminders regarding appointments;
- Provide updates related to appointments or services;
- Provide services you have requested;
- Maintain our business and client records; and
- Comply with applicable legal and regulatory requirements.
SMS/Text Messaging
If you provide your mobile telephone number and consent to receive text messages from Estate Plan Design Center, we may send you SMS/text messages relating to appointment confirmations, appointment reminders, scheduling changes, and other service-related updates.
Consent to receive text messages is not a condition of purchasing any goods or services. Message frequency may vary. Message and data rates may apply.
You may opt out of receiving text messages at any time by replying STOP to any message. You may reply HELP for assistance or contact us using the information provided below.
We do not sell or rent your mobile telephone number or SMS consent information. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services. Any such service providers may use this information solely to provide text messaging services on our behalf and not for their own marketing or promotional purposes.
Sharing of Information
We may disclose personal information to service providers that assist us in operating our business and providing services, such as technology, communications, scheduling, document management, and professional service providers. These providers may use information only as necessary to provide services on our behalf or as otherwise permitted by law.
We may also disclose information when authorized by you, when required by law, or when reasonably necessary to protect our rights, comply with legal obligations, or protect the safety of our clients or others. We do not sell personal information to third parties.
Confidentiality and Professional Obligations
Because Estate Plan Design Center provides legal services, certain information may be protected by the attorney-client privilege, attorney work-product doctrine, or other duties of confidentiality. Nothing in this Privacy Policy is intended to waive or diminish any privilege, confidentiality obligation, or other protection applicable to information provided in connection with legal representation.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of electronic transmission or storage can be guaranteed to be completely secure.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be reflected by updating the “Last Updated” date above.
