Thank you for visiting our website. This Privacy Policy outlines how we handle your personal information when you visit our website or use our services. By using our website or services, you consent to the practices outlined in this Privacy Policy.

Collection of Personal Information

We may collect personal information from you when you visit our website or use our services. This may include your name, address, phone number, email address, and other personal information that you provide to us.

Third-party sharing for marketing and promotional purposes exclude text messaging opt-in data and consent; this information will not be shared with any third parties; text messaging opt-in data is not being shared with third parties

By submitting your phone number to Estate Financial LLC, you are authorizing a representative of our company to send you text messages and notifications. Message frequency may vary. Message/data rates apply. Reply STOP to unsubscribe to a message

sent from us, and HELP to receive help.

SMS Terms & Conditions

1- SMS Consent Communication:
Information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:
If consent has been given to receive text messages from Estate Financial, LLC, messages may be received related to the following:
Appointment reminders
Follow-up messages
Billing inquiries
Promotions or offers (if applicable)
Example: “Hello, this is a reminder of your upcoming appointment with Dr. [Name] at [Location] on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time.”

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, up to [X] SMS messages per week may be received related to [appointments/billing, etc.].
Example:
“Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status.”

4- Potential Fees for SMS Messaging:
Standard message and data rates may apply, depending on the carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:
Opt-in to receive SMS messages from Estate Financial, LLC can be done in the following ways:
Verbally, during a conversation
By submitting an online form
By filling out a paper form

6- Opt-Out Method:
Opting out of receiving SMS messages can be done at any time by replying “STOP” to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list.

7- Help:
For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at https://myestatefinancial.com/contact/
Additional Options:
If SMS messages are not desired, the SMS consent box on forms can be left unchecked.

8- Standard Messaging Disclosures:
Message and data rates may apply.
Opt out at any time by texting “STOP.”
For assistance, text “HELP” or visit our [Privacy Policy] and [Terms and Conditions] pages.
Message frequency may vary

Use of Personal Information

We use your personal information to provide you with the services you request and to communicate with you about those services. We may also use your personal information to improve our services and to send you marketing communications.

Sharing of Personal Information

We may share your personal information with third-party service providers who help us provide our services. We may also share your personal information with government agencies, regulatory authorities, or other third parties when required by law or to protect our rights or the rights of others.

Security of Personal Information

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no data transmission over the internet can be guaranteed to be 100% secure, so we cannot guarantee the security of your personal information.

Cookies and Other Tracking Technologies

We may use cookies and other tracking technologies on our website to personalize your experience, analyze website usage, and measure the effectiveness of our marketing campaigns.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Any changes to this Privacy Policy will be posted on our website. Your continued use of our website or services after any changes to this Privacy Policy indicates your acceptance of those changes.

Contact Us

If you have any questions or concerns about our Privacy Policy, please contact us.

The Terms & Conditions

Communications Policy

We may communicate with you in a variety of different ways including by email, voicemail, mail, text and SMS messaging, and in person. Some communications occur through multiple channels. Such communications are confidential and only intended for you or persons authorized to act on your behalf. By using the Service, you acknowledge the following communications-related practices.

Types of messages you can expect include but are not subject to appointment reminders, order alerts, account notifications, status updates etc.