Terms

FamilyTrustGuard™ is a DBA of InheritGuard Partners LLC.

FamilyTrustGuard™ provides advisor-led estate planning coordination and works alongside licensed estate planning attorneys through our professional network. The information presented on this site is for general educational purposes and does not constitute legal, tax, or financial advice.

Specific planning recommendations are made only through a private review where the relevant facts of your situation can be considered. Engagement terms, scope, and pricing are confirmed in writing before any planning work begins.

For questions about these terms, please contact us at info@familytrustguard.com.

SMS Terms & Conditions

• Program: FamilyTrustGuard client messages, including inquiry follow-up, appointment confirmations and reminders, document updates, and occasional estate planning check-ins.
• Opt-in: You agree to receive texts by checking the SMS consent box on our website forms or by texting us first. Consent is not a condition of any purchase.
• Frequency: Message frequency varies (typically up to 4 messages per month).
• Cost: Message and data rates may apply.
• Opt-out: Reply STOP to cancel at any time. You will receive one confirmation message and no further texts.
• Help: Reply HELP, call (856) 644-6521, or email info@familytrustguard.com.
• Carriers are not liable for delayed or undelivered messages.
• Privacy: See our Privacy Policy at familytrustguard.com/privacy. We do not share mobile numbers or SMS consent with third parties for marketing.
• FamilyTrustGuard is an advisor-led estate planning service, not a law firm, and does not provide legal advice.