SMS Terms & Conditions
Effective Date: November 14, 2026
These terms govern the Trusts & Wealth Client Messages text messaging program operated by Trusts & Wealth, PLLC ("Trusts & Wealth," "we," "us"). By opting in, you agree to these terms and to our Privacy Policy.
1. Program Description
We use text messages to communicate with clients and prospective clients about their matters with the firm. Messages may include:
Appointment and consultation confirmations
Appointment reminders and scheduling or rescheduling notices
Requests for, or reminders about, documents and signatures needed for your matter
Responses to questions you send us
We do not send marketing or promotional messages through this program.
Text messages are not a secure channel. Please do not text us confidential or sensitive information, such as Social Security numbers, account numbers or details of your legal matter. We will not ask for that information by text. Texting with the firm does not, by itself, create an attorney-client relationship, and nothing in a text message is legal advice.
2. Consent and Opt-In
You may opt in by checking the SMS consent box on our website contact or intake form, by giving us your mobile number and agreeing verbally or in writing to receive texts, or by texting us first. By opting in, you confirm that you are the account holder or authorized user of the mobile number provided and that you are at least 18 years old.
Consent to receive text messages is not a condition of retaining the firm or receiving any service. Your opt-in and phone number are used only for this program and are not shared with or sold to third parties or affiliates for their marketing or promotional purposes.
3. Message Frequency and Rates
Message frequency varies based on your appointments and the needs of your matter, typically no more than 10 messages per month.
Message and data rates may apply. Any charges are billed by your mobile carrier according to your plan. Trusts & Wealth does not charge for text messages.
4. How to Opt Out (STOP) and Get Help (HELP)
To stop receiving messages, reply STOP to any message. You may also reply END, CANCEL, QUIT, UNSUBSCRIBE, REVOKE or OPT OUT, or tell us by phone or email that you no longer want texts. We will send one final message confirming you have been unsubscribed, and no further messages will be sent. We honor all opt-out requests promptly and in any event within 10 business days. To rejoin, reply START or ask us to resume messages.
For help, reply HELP to any message, call us at (703) 745-5565, or email contact@trustsandwealth.com.
5. Carriers and Delivery
Mobile carriers are not liable for delayed or undelivered messages. Delivery depends on your carrier and device and is not guaranteed. Do not rely on text messages for deadlines or time-sensitive legal matters; contact the firm directly by phone or email.
6. Privacy
We handle information collected through this program as described in our Privacy Policy. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
7. Changes to These Terms
We may update these terms from time to time. The current version will always be posted on our SMS Terms & Conditions page with its effective date. Continuing to receive messages after a change means you accept the updated terms.
8. Governing Law
These terms are governed by the laws of the Commonwealth of Virginia and applicable federal law.
9. Contact Us
Trusts & Wealth, PLLC
Phone: (703) 745-5565
Email: contact@trustsandwealth.com