Last updated: June 2025

Top Estate Planning (“Company,” “we,” “our,” or “us”) provides digital advertising and client outreach services on behalf of attorneys, including running ads on Meta and Alphabet platforms and contacting prospective clients who engage with those ads or associated websites. This Privacy Policy outlines how we collect, use, and protect your personal information.

1. Information We Collect

a. Personal Data

We may collect the following personally identifiable information when you use our services, complete a form, or engage with our content:


Full name

Email address

Phone number

Other information you voluntarily provide (e.g., appointment details)

b. Usage Data

We automatically collect certain technical information about your interaction with our website and services:

IP address

Browser type and version

Pages visited and time spent

Referring URL

Device identifiers

Mobile device and OS information (if applicable)

2. How We Use Your Information

We use your personal and usage data to:

Deliver advertising services on behalf of attorneys

Contact you (via phone, email, or SMS) if you request information about legal services

Provide appointment reminders and service follow-ups

Analyze website usage and improve functionality

Ensure compliance with applicable laws and communications regulations

3. SMS & MMS Messaging

By submitting your contact information through our website, webinar registration pages, or other digital forms, you expressly consent to receive SMS (Short Message Service) and MMS (Multimedia Messaging Service) messages from Top Estate Planning

These messages are used for non-marketing purposes, including but not limited to:

Appointment confirmations

Appointment reminders

Consultation follow-ups

Text message responses to missed calls

These communications are only sent to individuals who have provided prior express written consent.

a. Opt-In Process

You opt in to receive SMS/MMS messages when:

You enter your mobile phone number into a form hosted by us (e.g., a webinar registration form), and You check a required box explicitly consenting to receive SMS messages from Top Estate Planning.

This process ensures that you cannot provide a phone number without first granting express consent. All opt-in forms include a disclaimer noting that message and data rates may apply

and that you may opt out at any time by replying STOP.

We do not purchase or share SMS contact lists, and we do not send messages to individuals who have not provided consent.


b. Opt-Out Instructions

You may opt out of receiving SMS or MMS messages from us at any time by texting the word

STOP to any message you receive. After you send “STOP,” you will receive a confirmation message that you have been unsubscribed. You will not receive further messages from us unless you opt in again.


c. Help and Customer Support

For assistance with our messaging program, you may:

Reply with the keyword HELP to any SMS message, or

Contact our customer service team at [email protected]

We aim to respond to all inquiries within a reasonable time frame.

d. Message Rates & Carrier Liability

Message and data rates may apply depending on your wireless plan and mobile carrier. We recommend checking with your wireless provider for details on your specific plan.
Top Estate Planning and associated service providers are not responsible for any delayed or undelivered messages. Carriers are not liable for delayed or undelivered SMS or MMS messages.

4. Tracking Technologies

We use cookies and third-party tracking tools (Google Tag Manager, Meta Pixel, Microsoft Clarity) to:

Monitor site usage

Improve user experience

Deliver personalized advertising

You may opt out of cookies via your browser settings, though this may affect website functionality.


5. Data Sharing and Disclosure

We do not sell, rent, or share your personal data with unrelated third parties.

Your data is only shared with

The Law firm you have explicitly expressed interest in by opting into their webinar

Technology platforms we use to run our services (under strict confidentiality agreements)

6. Data Retention

We retain personal data only as long as necessary for:

Providing our services

Complying with legal obligations

Resolving disputes

Improving service functionality

Usage data may be retained in anonymized or aggregated form for analytics and security.

7. Data Security

We implement industry-standard safeguards to protect your personal data. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

8. International Data Transfers

If you are accessing the service from outside the U.S., note that your data may be processed and stored in the United States or other jurisdictions with differing data protection laws.

9. Children’s Privacy

We do not knowingly collect or process data from children under the age of 18. If you believe a child has provided us with personal data, please contact us, and we will delete it promptly.

10. Third-Party Websites

Our services may link to external websites of our legal partners not operated by us. We are not responsible for the privacy practices of these sites and encourage you to read their policies.

11. Changes to This Policy

We may update this policy periodically. When changes are made, we’ll post the revised policy on this page and update the "Effective Date." Continued use of the Service constitutes acceptance of any changes.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our practices, contact us at:
Top Estate Planning

[email protected]

655 Prospect Pl, Brooklyn New York 11216


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