Messaging Compliance and Privacy

SMS & Email Communication Policy

A Commitment to Transparency and Compliance

At Vested Trust LLC, we prioritize your trust and privacy. To keep you informed about our services, updates, and special offers, we provide SMS and email communication options. This page outlines how we comply with

A2P messaging standards

and our terms for communication.

What Are A2P Messaging Standards?

A2P (Application-to-Person) messaging refers to automated messages sent from businesses to individuals. These messages are regulated to ensure transparency, prevent spam, and protect user rights. Vested Trust LLC adheres to these standards by providing clear consent mechanisms, opt-out options, and detailed communication policies.

Our Communication Practices

Opt-In Requirement: Clients must provide explicit consent to receive SMS and email communications. By opting in, you agree to receive automated messages related to promotional offers, service updates, and personalized content. Frequency of Messages: The number of messages you receive will vary based on your interaction with our services. Message frequency may increase during promotions or special events but will remain within reasonable limits. Message Costs: Standard text messaging and data rates may apply depending on your mobile carrier plan. Vested Trust LLC does not charge additional fees for SMS communications. Opt-Out Option: You have the right to stop receiving messages at any time. To opt-out, reply with “STOP” to any text message. You will receive a confirmation of your opt-out request, and no further messages will be sent. Help and Support: If you need assistance, reply with “HELP” to any text message. You can also contact us directly for further support.

Privacy and Data Usage

We value your privacy and ensure that your information is handled securely and responsibly:

Data Protection: We do not sell or share your contact information with third parties. Purpose Limitation: Your data will only be used for communication related to Vested Trust LLC services, updates, and offers. Transparency: For more information on how we manage your data, please refer to our Privacy Policy.

Terms of Service for SMS & Email Communications

By opting into SMS or email communication, you agree to the following terms:

Consent Is Not Mandatory: Receiving communications from Vested Trust LLC is not a condition of purchase or service. Compliance with Laws: All messages comply with applicable regulations, including the Telephone Consumer Protection Act (TCPA).Accuracy of Information: It is your responsibility to provide accurate contact information. Termination of Consent: You can withdraw your consent at any time without penalty by following the opt-out instructions provided.

Need More Information?

For further details, please review our full Terms & Conditions and Privacy Policy. If you have questions or need support, contact our customer service team at [email protected].

At Vested Trust LLC, we strive to maintain clear, respectful, and compliant communication with all our clients. Thank you for choosing us as your trusted partner in building and protecting generational wealth.

FAQS

What is the difference between a Will and a Living Trust?

A Will is a basic document that directs how your assets should be distributed after your passing, but it must go through probate—a public, often lengthy and costly court process.

A Living Trust, however, offers several advantages:

• Avoids probate, keeping your family matters private

• Provides immediate access to assets for your beneficiaries

• Offers greater control over how and when assets are distributed

• Can be updated during your lifetime

• Aligns with biblical principles of good stewardship and careful planning

• Reduces stress and potential conflicts for your loved ones

Remember Proverbs 13:22: "A good person leaves an inheritance for their children's children." A Living Trust helps you fulfill this biblical principle more effectively than a basic Will.

How much does it cost to set up a Trust with Vested Trust LLC?

Our trust solutions are personalized to meet your family's specific needs and goals, and include an estate plan. While basic Living Trusts start at $1,500, your investment will depend on:

• The complexity of your estate

• Types of assets involved

• Number of beneficiaries

• Additional protection features needed

• Specific trust structures required

We believe in complete transparency and will provide a clear fee structure during your initial consultation. Our goal is to ensure you receive maximum value while being good stewards of your resources.