Advisors EP LLC (COMPANY), Advisor (FIRM), ENCORE (Encore Estate Plans), CLIENT (End User)
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Disclaimer
CLIENT understands that the EMPLOYEE(S) or CONTRACTOR(S) working with or for ADVISORS EP (COMPANY) is NOT a licensed attorney and will be giving no legal advice, creating no legal documents, and is not acting in the capacity of an attorney as part of the engagement. CLIENT understands that ENCORE (a third-party professional services provider) will produce an estate plan. CLIENTS estate plan is based upon the information they provide to ADVISORS EP. The accuracy of the plan is based upon the accuracy of the responses submitted by the CLIENT. CLIENT understands that the truthful disclosure of all facts related to CLIENTS estate, relationships, heirs, and finances are necessary for FIRM or COMPANY to perform SERVICES. ADVISORS EP submits CLIENT responses for processing through ENCORE software, a scrivener service. CLIENT also understands that ENCORE is not their attorney. CLIENT agrees to promptly respond to any requests for any relevant information or documentation.
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Subject to Change
PRICES AND SERVICES SUBJECT TO CHANGE. COMPANY)reserves the right to change SERVICE pricing or discontinue SERVICE at any time. COMPANY shall use reasonable efforts to notify FIRM and CLIENT of any such changes to the extent possible.
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Compensation
COMPANY (including any AUTHORIZED REPRESENTATIVE or CONTRACTOR), FIRM and CLIENT agree to a flat fee for a Will-Based or Trust-Based Estate Plan and the listed rates for any additional services requested or required by the FIRM or CLIENT. The billing method and frequency for and plan, package, hourly work, and additional requests must be agreed upon before COMPANY completes work. Additional work requested by the FIRM or CLIENT after the PRICING or FEE has been agreed upon may be subject to additional charges. FIRM understands that a portion of this fee is being paid to ENCORE, a scrivener service, by COMPANY for ENCORE’s services. FIRM and CLIENT understand that COMPANY is also being compensated for their services.
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Confidentiality and Privacy Notice
COMPANY may provide confidential Information only to COMPANY’s employees and third-party professional legal, financial, and technical advisors (and COMPANY’s corporate affiliates, their employees, contractors and third-party professional legal, financial, and technical advisors) who: (i) have a need to know such Confidential Information in connection with the Purpose(s); and (ii) have agreed to protect from unauthorized disclosure all such Confidential Information as to which they have access. Provision of Disclosing Party's Confidential Information to COMPANY’s third-party professional legal, financial, and technical advisors is NOT subject to additional requirements beyond standard security measures. Use of Confidential Information: Each Party agrees to use the Confidential Information exclusively for the purpose of the Proposed Transaction.
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Privacy Policy for SMS Text Messaging
This Privacy Policy explains how ADVISORS EP LLC collects, uses, discloses, and safeguards your personal information when you interact with our SMS Text Message service. By using our service, you consent to the practices described in this Privacy Policy.
Information We Collect
1.1. Personal Information: When you subscribe to our SMS messaging service, we collect certain personal information, such as your mobile phone number, name and contact information to provide you with our services.
1.2. SMS Interactions: We collect information about your interactions with our SMS messages, such as the content of the messages you send or receive, and the date and time of such messages.
1.3. Device Information: Our phone carrier may automatically collect information about the mobile device used to receive SMS messages, including device type, operating system, and mobile network information. This information is collected solely for the purpose of improving their service, delivery and user experience.
Use of Information
2.1. SMS Communication: We use the personal information provided by you to send SMS messages, updates, and relevant scheduling information related to your scheduled bookings and purchases.
2.2. Improvement of Services: The data collected helps us understand how you use our SMS messaging service and enables us to improve our services, content, and user experience.
2.3. Marketing and Advertising: We may use your personal information to send SMS messages related to internal marketing or advertising efforts.
Sharing of Information
Disclosure of Confidential Information: Your data is solely used within ADVISORS EP LLC for the purposes outlined in this Privacy Policy. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Your Choices
4.1. Opt-Out: If you no longer wish to receive SMS messages from ADVISORS EP LLC, you may opt-out at any time by replying “STOP” to any of our messages. Once you opt-out, you will no longer receive SMS messages from us.
4.2. Access and Update: If you wish to update the personal information we hold about you, please contact us at support@advisorsep.com
Data Security
ADVISORS EP LLC implements reasonable measures to protect your personal information from unauthorized access, disclosure, or alteration.
Children’s Privacy
This SMS messaging service is not intended for use by individuals under the age of 16. We do not knowingly collect personal information from children without parental consent. If you believe we have collected information from a child, please contact us to have it removed.
Changes to Privacy Policy
ADVISORS EP LLC may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any updates will be posted on ADVISORS EP LLC website at https://www.advisorsep.com/text-messaging/.
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our SMS messaging service, please contact us at support@advisorsep.com.
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Cancellation and Refund Policy
COMPANY shall have the right to withdraw from any SERVICE if FIRM or CLIENT does not make the payments of fees, costs, expenses, or any other fees required by the agreement or otherwise abide by reasonable requests such as requesting information and documentation when necessary.
If the FIRM or CLIENT fails to communicate within a reasonable period of time, provide required requested information, documentation or complete the duties necessary to complete the service they have paid for COMPANY, its employees, third-party professional legal, financial, and technical advisors (and COMPANY corporate affiliates) may: (i) after 365 days, indefinitely cease to provide services without REFUND, Or (ii) at the previously agreed upon rate, and FIRM or CLIENT may be subject to additional fees for services.
FIRM or CLIENT may opt out of services, and a REFUND will be issued after deducting any fees or expenses incurred or accumulated by COMPANY and its aforementioned affiliated parties for SERVICES provided. REFUND will not exceed $1500 per Trust-Based Estate Plan or $800 per Will-Based Estate Plan after FIRM or CLIENT have begun SERVICES.
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Changes and Updates After Submitting Plan to EncorEstate Plans
We allow one round of revisions after completing the initial set of documents. You have up to 90 days to request revisions of these documents. Any and ALL required revisions need to be submitted at the same time. After COMPANY has submitted changes and ENCORE has made these edits, a fee of $200 will be charged for any additional revisions requested thereafter.