1. Information We Collect

Depending on how you interact with our Website, we may collect information that you voluntarily provide to us, including:

• Your name;

• Email address;

• Telephone number;

• Mailing or business address;

• Information submitted through contact, consultation, intake, or inquiry forms;

• Information relating to a business, trust, estate, or other matter about which you contact us;

• Communications you send to Trust Access; and

• Other information you voluntarily provide.

We may also automatically collect certain technical information when you use our Website, including your IP address, browser type, device type, operating system, referring pages, pages visited, approximate geographic location, and information concerning how you interact with the Website.

2. How We Use Information

We may use information collected through the Website to:

• Respond to questions, inquiries, and requests;

• Provide information regarding our services;

• Process consultation or service requests;

• Communicate with clients, prospective clients, business contacts, and Website visitors;

• Provide and administer services requested from Trust Access

• Operate, maintain, secure, and improve our Website;

• Understand how visitors use our Website;

• Detect or prevent fraud, misuse, security incidents, or unlawful activity;

• Maintain appropriate business and administrative records;

• Comply with applicable laws, regulations, court orders, and other legal obligations; and

• Protect the rights, property, security, and legitimate interests of Trust Access, our clients, and others.

We will not use personal information for purposes materially inconsistent with this Privacy Policy without providing appropriate notice or obtaining consent when required by applicable law.

3. Cookies and Similar Technologies

Our Website may use cookies and similar technologies to enable Website functionality, remember preferences, understand Website traffic, maintain security, and improve the user experience.

Third-party analytics, hosting, security, scheduling, payment, communications, or other technology providers used in connection with the Website may also use cookies or similar technologies subject to their respective privacy practices.

You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect the functionality of portions of the Website.

4. How We Share Information

Trust Access does not sell your personal information for money.

We may disclose personal information when reasonably necessary to operate our business or provide requested services, including to:

• Website hosting and technology providers;

• Email, communications, scheduling, and customer-management providers;

• Payment processors, when applicable;

• Professional advisers, consultants, contractors, and service providers;

• Government authorities or other parties when disclosure is required by law, legal process, or a valid governmental request;

• Parties involved in protecting against fraud, security threats, unlawful conduct, or violations of our rights; and

• A successor or potential successor in connection with a merger, acquisition, restructuring, financing, sale of assets, or similar business transaction.

Service providers receiving personal information on our behalf are expected to use the information only for appropriate business purposes and subject to applicable contractual and legal requirements.

5. Sensitive and Confidential Information

Because Trust Access may assist clients with matters involving trusts, estates, businesses, financial arrangements, or related services, information communicated to us may be sensitive.

Please do not submit highly sensitive information through a general Website contact form unless specifically requested or unless the Website provides a designated secure method for doing so.

Where appropriate, Trust Access may provide separate secure methods for transmitting sensitive documents or information.

6. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse.

However, no Internet transmission, electronic communication, or information-storage system can be guaranteed to be completely secure. Accordingly, we cannot guarantee the absolute security of information transmitted to or stored by us.

7. Data Retention

We may retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, provide services, maintain appropriate business records, resolve disputes, enforce agreements, protect our legitimate interests, and satisfy applicable legal, regulatory, accounting, or reporting requirements.

Retention periods may vary depending on the nature of the information and our relationship with you.

8. Your Privacy Choices and Rights

Depending on where you reside and applicable law, you may have rights concerning your personal information, which may include the right to:

• Request information about personal information we maintain about you;

• Request access to certain personal information;

• Request correction of inaccurate information;

• Request deletion of certain information;

• Withdraw consent where processing is based upon consent; or

• Exercise other privacy rights provided under applicable law.

Not all rights apply in every jurisdiction or circumstance. We may need to verify your identity before processing certain requests.

To submit a privacy-related request, contact us using the information provided below.

9. Communications

If you receive promotional electronic communications from us, you may opt out of future promotional communications by following the unsubscribe instructions contained in the communication or contacting us directly.

Even after opting out of promotional communications, we may continue sending non-promotional communications when appropriate, including communications relating to an existing inquiry, transaction, account, or service relationship.

10. Third-Party Websites

Our Website may contain links to websites or services operated by third parties.

Trust Access does not control the privacy, security, or information practices of third-party websites. This Privacy Policy applies only to information collected by or on behalf of Trust Access. We encourage you to review the privacy policies of third-party websites before providing personal information to them.

11. Children's Privacy

The Website and our services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13 through the Website.

If we learn that personal information from a child under 13 has been collected inappropriately, we will take reasonable steps to delete it.

12. Legal, Financial, and Professional Information

Information available through the Website is provided for general informational purposes unless expressly stated otherwise.

Submitting information through the Website or contacting Trust Access does not, by itself, establish an attorney-client, fiduciary, financial-advisory, tax-advisory, or other professional relationship.

Visitors should not rely upon the Website as a substitute for legal, tax, financial, accounting, or other professional advice applicable to their individual circumstances.

13. Changes to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes to our practices, technology, services, or legal requirements.

When we make changes, we may update the “Last Updated” date appearing at the beginning of this Privacy Policy. Material changes may be communicated through additional notice when appropriate or required by law.

We encourage visitors to review this Privacy Policy periodically.

14. Contact Us

Questions, concerns, or requests regarding this Privacy Policy or our privacy practices may be directed to:

Trust Access

Website: TrustAccessTeam.com

Email: service@trustaccessteam.com

Telephone: 469-630-3344

NOTICE: This Privacy Policy should be reviewed periodically and updated whenever Trust Access changes the types of information it collects, the technologies or vendors used on its Website, the services offered through the Website, or the jurisdictions in which it conducts business.