Privacy Policy

Last updated: August 13, 2026

1. Who We Are

This website, advancedestatemarketing.com, is operated by Upbeat Media LLC, doing business as Advanced Estate Marketing ("we", "us"). This policy explains what we collect on this website, how we use it, and the choices you have.

2. Information We Collect

• Contact details — your name, email address, and phone number, provided on the application form
• Application answers — your responses about your practice, such as licensure, revenue range, offerings, goals, and challenges
• Booking details — the consultation time you select and related scheduling information from Cal.com
• Consent records — whether and when you agreed to receive text messages, recorded with your application
• Technical and advertising data — IP address, browser information, the page you came from, and ad-click identifiers on the address of the page you landed on (such as utm parameters and Meta's fbclid), used to measure which advertising brought you here

3. How We Use Your Information

• Review your application and prepare for your consultation
• Schedule and conduct consultations
• Contact you about your application and our services by email, phone, and — if you opted in — text message
• Measure advertising effectiveness and improve this website

4. SMS / Text Messages

If you provide your mobile phone number on the application form, which carries explicit consent language above the submit button, you authorize Upbeat Media LLC (operating as Advanced Estate Marketing) to send automated text messages and calls to that number about your application and your scheduled appointments: appointment confirmations, appointment reminders, and follow-up about your application, such as a link to schedule the consultation you applied for. SMS messages are transactional only — we do not send marketing or promotional text messages. SMS consent is collected separately from email consent. Consent is not a condition of purchase.

Frequency

Message frequency varies — typically a small number of messages around any consultation you book, plus follow-up about your application.

Opt out and help

Reply STOP at any time to any message we send to opt out. You will receive a one-time opt-out confirmation, and you will not receive further SMS messages from us. Reply HELP for help.

Carrier disclosure

Message and data rates may apply. We are not responsible for delays or undelivered messages caused by your mobile carrier.

Your mobile information

No mobile information or messaging consent will be shared with third parties or affiliates for marketing or promotional purposes. We do not sell, rent, share, or transfer your mobile phone number or SMS opt-in information to any third party or affiliate for marketing or promotional purposes. Mobile numbers are transmitted to our SMS delivery provider solely to deliver the messages described above, and are never shared with advertising platforms.

5. Third-Party Services

• Cal.com — consultation scheduling. Your name, email, and booking details are processed by Cal.com to book your consultation. See their privacy policy.
• Zoom — video consultations. See their privacy policy.
• Twilio — SMS delivery. Mobile phone numbers are transmitted to Twilio solely to deliver the messages described above. See their privacy policy.
• Meta (Facebook) advertising tools — advertising measurement. The Meta Pixel uses cookies (_fbp, _fbc) to measure ad conversions, and our server may send hashed email addresses to Meta's Conversions API for the same purpose. Your mobile phone number and SMS consent are never shared with Meta or any other advertising platform. See Meta's privacy policy.
• Google Analytics — site usage statistics. See Google's privacy policy.

6. Cookies and Local Storage

We use a small number of first-party cookies for site operation and internal testing. Your browser's session storage holds your in-progress application answers, booking prefill details, and the advertising identifiers described above; session storage is cleared when your browser tab closes. Advertising cookies (_fbp, _fbc) are set by the Meta Pixel as described in Section 5. You can control cookies through your browser settings.

7. Data Retention

Application and booking records are retained for our business records. SMS consent records are retained for a reasonable record-keeping period to demonstrate consent compliance. You can request deletion at any time.

8. Your Rights and Choices

• Opt out of SMS at any time by replying STOP to any message
• Unsubscribe from marketing emails via the link in any such email
• Request access, correction, or deletion of your data by emailing rob@advancedestatemarketing.com

If you are a resident of a U.S. state with a consumer privacy law, you may have additional rights, including access, correction, and deletion. We honor such requests through the contact above, and we do not sell your personal information.

9. Children's Privacy

This website is a business-to-business service directed at licensed attorneys. It is not directed at children, and we do not knowingly collect information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

11. Governing Law

This Privacy Policy, and any dispute arising out of or relating to it, is governed by the laws of the State of Texas, without regard to its conflict-of-law rules.

12. Contact

Questions or requests: rob@advancedestatemarketing.com.