SMS Messaging Terms & Conditions

By providing your mobile phone number to Private Client Fiduciary Corporation, you consent to receive text messages from Private Client Fiduciary Corporation and/or Private Client Representatives regarding service-related communications.

Text messages may include appointment reminders, scheduling updates, document follow-up, administrative questions, office communications, and responses to your inquiries.

Private Client Fiduciary Corporation does not use SMS messaging for marketing, promotional campaigns, or mass texting.

Message Frequency

Message frequency may vary depending on your relationship with our office and the nature of the services being provided.

Message and Data Rates

Message and data rates may apply depending on your mobile carrier and service plan.

Opt-Out Instructions

You may opt out of receiving SMS messages at any time by replying STOP to any text message from our office.

After you reply STOP, you may receive one final message confirming that you have been unsubscribed. After that, you will no longer receive SMS messages from that number unless you provide consent again.

Help Instructions

For assistance, reply HELP or contact our office directly at:

Private Client Fiduciary Corporation
Phone: 425-609-4800

Email: info@privateclientfiduciary.com

Important Notice

SMS text messaging is not intended for emergencies or urgent matters. If you need immediate assistance, please call our office directly.

Please do not send sensitive personal, financial, medical, legal, or confidential information by text message unless specifically instructed by our office. Text messaging may not be a secure form of communication.

Carrier Disclaimer

Wireless carriers are not liable for delayed or undelivered messages.

Changes to These Terms

Private Client Fiduciary Corporation may update these SMS Terms & Conditions from time to time. Any updates will be posted on our website or made available upon request.

SMS Privacy Statement

Private Client Fiduciary Corporation respects your privacy. This SMS Privacy Statement explains how we collect, use, and protect mobile phone numbers and SMS/text messaging information.

Information We Collect

When you provide your mobile phone number to Private Client Fiduciary Corporation, we may collect and maintain the following information:

• Your name
• Your mobile phone number
• Your consent to receive text messages
• Text message communications between you and our office
• Related service or administrative communication history

How We Use SMS Information

Private Client Fiduciary Corporation uses SMS messaging for service-related communication only. This may include:

• Appointment scheduling and reminders
• Follow-up regarding documents or information requests
• Administrative updates
• Responses to your questions
• Coordination with clients, client representatives, attorneys, financial advisors, and other professional contacts

We do not use SMS messaging for marketing, promotional campaigns, or mass messaging.

Sharing of SMS Information

Private Client Fiduciary Corporation does not sell, rent, or share mobile phone numbers or SMS consent information with third parties for marketing purposes.

Mobile phone numbers and SMS communication information may be shared only when necessary to provide services, comply with legal obligations, maintain business records, or support secure communication systems used by our office.

Confidentiality Notice

Because Private Client Fiduciary Corporation works with fiduciary, trust, estate, and client service matters, we take confidentiality seriously. However, SMS text messaging may not be a fully secure method of communication.

Clients and professional contacts should avoid sending confidential, financial, medical, legal, or personally sensitive information by text message unless specifically directed by our office.

Opt-Out Rights

You may opt out of SMS communications at any time by replying STOP to any message received from our office. You may also contact our office directly to request that SMS communication be discontinued.

Contact Information

If you have questions about this SMS Privacy Statement or how your SMS information is handled, please contact:

Private Client Fiduciary Corporation
Phone: 425-609-4800

Email: info@privateclientfiduciary.com