Privacy Policy for TexasTrustPlan.com

Effective Date: May 15, 2026

Last Updated: May 15, 2026

Privacy Policy

Welcome to TexasTrustPlan.com (“Website,” “Site,” “we,” “our,” or “us”). We respect your privacy and are committed to protecting the personal information you provide through this Website.

This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit or use our Website and services.

By using this Website, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We may collect information you voluntarily provide to us, including:

• Name

• Phone number

• Email address

• Mailing address

• Information submitted through forms or questionnaires

• Appointment requests

• Communications you send to us

• Information related to estate planning interests or services requested

We may also automatically collect certain technical information, including:

• IP address

• Browser type

• Device information

• Operating system

• Pages visited

• Website usage data

• Cookies and tracking technologies

2. How We Use Your Information

We may use your information to:

• Respond to inquiries

• Schedule consultations or appointments

• Provide educational information and requested services

• Improve our Website and user experience

• Send informational communications

• Respond to customer service requests

• Maintain business records

• Protect against fraud, unauthorized activity, or misuse

• Comply with legal obligations

We do not sell your personal information to third parties.

3. Educational Information Only

The information provided on this Website is for general educational and informational purposes only.

TexasTrustPlan.com is not a law firm and does not provide legal advice unless specifically stated otherwise through a licensed attorney relationship.

Use of this Website does not create an attorney-client relationship.

Visitors should consult with qualified legal, tax, or financial professionals regarding their individual circumstances.

4. Cookies and Tracking Technologies

This Website may use:

• Cookies

• Analytics tools

• Meta/Facebook Pixel

• Google Analytics

• Embedded videos

• Third-party integrations

These technologies help us:

• Understand website usage

• Improve performance

• Customize content

• Measure marketing effectiveness

You may disable cookies through your browser settings; however, some features of the Website may not function properly.

5. Third-Party Services

We may use trusted third-party providers for:

• Website hosting

• Scheduling tools

• CRM systems

• Email marketing

• Analytics

• Advertising

• Payment processing

• Form submissions

These providers may access information only as necessary to perform services on our behalf.

We are not responsible for the privacy practices of third-party websites or services linked from our Website.

6. SMS and Email Communications

If you provide your phone number or email address, you may receive communications from us regarding:

• Appointment reminders

• Service information

• Educational updates

• Marketing communications

Message and data rates may apply.

You may opt out at any time by:

• Clicking “unsubscribe” in emails

• Replying STOP to text messages

• Contacting us directly

Consent to receive communications is not a condition of purchase.

7. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your information.

However, no method of internet transmission or electronic storage is completely secure. Therefore, we cannot guarantee absolute security.

Please avoid submitting highly sensitive personal, financial, or confidential legal information through unsecured website forms.

8. Data Retention

We retain information only as long as reasonably necessary for:

• business purposes

• legal compliance

• dispute resolution

• recordkeeping obligations

We may securely delete or anonymize information when no longer needed.

9. Your Privacy Rights

Depending on your state of residence, you may have rights regarding your personal information, including:

• Access to information collected

• Correction of inaccurate information

• Request deletion of personal information

• Request limitation of certain processing activities

To exercise these rights, contact us using the information below.

10. Children’s Privacy

This Website is not intended for children under the age of 13.

We do not knowingly collect personal information from children under 13.

If we become aware that information from a child has been collected, we will take reasonable steps to delete it.

11. Accessibility Commitment

TexasTrustPlan.com is committed to providing an accessible website experience for all users, including individuals with disabilities and seniors using assistive technologies.

We strive to follow applicable accessibility standards, including the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA, to improve usability and accessibility.

If you experience difficulty accessing any portion of this Website, please contact us so we can provide assistance and improve accessibility.

12. Do Not Track Signals

Some web browsers may transmit “Do Not Track” signals. Because industry standards for responding to these signals continue to evolve, our Website may not currently respond to all such signals.

Users may adjust browser privacy settings and cookie preferences independently.

13. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time.

Changes become effective immediately upon posting to this page.

We encourage users to review this Privacy Policy periodically.

14. Texas Residents

This Website is operated in the State of Texas, United States.

Any disputes relating to privacy or use of this Website shall be governed by applicable Texas and federal laws.