Estate Services Group is committed to maintaining the trust and confidence of our clients.
Protecting your privacy is a top priority of ours. We are required by law to provide our clients with this privacy notice and to explain how we collect, use and safeguard your personal and financial information.
The following describes our Privacy Policy. Kindly take a moment to review it and contact us with any questions toll-free at 877.438.7878.
In the course of providing estate planning products and services to you, we collect non-public personal information about you from the following sources:
- Information that you provide on account applications and questionnaire forms, by telephone or in person, such as name, address, social security number, assets, types and amounts of investments, transactions and income;
- Information that you provide to affiliated companies and others that work closely with us to provide you with appropriate products and services, including types and amounts of investments, account balances and parties to transactions;
- Information obtained when verifying the information you provide on applications and questionnaires
Keeping your information secure is one of our most important responsibilities. We restrict access to your nonpublic information to those employees and agents who need to know that information in order to provide appropriate products and services to you.
We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We do not sell or disclose your personal information to third parties, except as required by law.
Certain parties do receive information from us in order to provide you with appropriate products and services, including our Financial Institution partners with whom we have joint marketing agreements and who provide other services on our behalf.
All of these parties are contractually obligated to keep the information we provide to them confidential and to use the information only for the required purposes and as allowed by applicable law or regulation, and are not permitted to share or use the information for any other purpose.
If you decide to terminate your relationship with Estate Services Group or become an inactive client, we will adhere to the privacy policies and practices as described in this notice. We reserve the right to change this policy at any time and will notify you if any changes occur.
If you have any questions after reading this Privacy Policy, please contact us in writing at:
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Estate Services Group
14362 N. Frank Lloyd Wright Blvd. #1260
Scottsdale, AZ 85260
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Estate Services Group and its Principal are Arizona Certified Legal Document Preparers (AZCLDP #80180 and #80181) authorized by the Arizona Supreme Court to provide consumers with legal information and legal document preparation services. Estate Services Group is not a law firm and its representatives are not authorized to give legal advice of any kind.
In states other than Arizona, Estate Services Group and its representatives serve as paralegals under the supervision of licensed attorneys. All information provided by Estate Services Group has be reviewed and approved by the attorney, and is intended for educational purposes only. Estate Services Group is not affiliated with our Financial Institution partners or any of their affiliated entities.
All products and services are provided by Estate Services Group and the attorneys, and not by our Financial Institution partners.
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