DISCLAIMER
Plan Ahead Partners does not warrant the completeness, timeliness or accuracy of any of the data contained in this website and may make changes thereto at any time in its sole discretion without notice or obligation. Further, all information conveyed hereby is provided to users "AS IS." In no event shall Plan Ahead Partners, nor any of its subsidiaries be liable for any damages of any kind related to the use or misuse of information provided hereby. Plan Ahead Partners disclaims all warranties, whether express or implied, in respect of the information provided hereby, including the implied warranties of merchantability and of fitness for a particular purpose and non-infringement.
NO PRACTICE OF LAW
Plan Ahead Partners is not a law firm and we are not attorneys. We only provide self-help document preparation services at your specific direction. You represent yourself. Plan Ahead Partners does not practice law, nor offer to practice law, nor provide legal services in any jurisdiction whatsoever.
Privacy Policy
Plan Ahead Partners Messaging Privacy Policy
Plan Ahead Partners, LLC (doing business as Plan Ahead Trust) ("we," "us," "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how Plan Ahead Partners collects and uses information about you when you opt-in to receive SMS messages from us.
Data We Collect
When you opt-in to receive SMS messages, we collect:
• Your name
• Your phone number
• Consent to send SMS messages
How We Use Your Data
We use your information to:
• Operate our business
• Send you the SMS messages you've opted in to receive
Data Sharing
• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
Messaging Program Terms and Conditions
1. The messaging program consists of general customer care messaging to answer questions and provide support to customers. Messages will be sent from (909) 562-1810.
2. You can cancel the SMS service at any time. Just text 'STOP' to the phone number from which you received messages. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at info@planaheadtrust.com.
4. Carriers are not liable for delayed or undelivered messages.
5. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
6. If you have any questions regarding privacy, please read our privacy policy details contained in the rest of this page or contact us at info@planaheadtrust.com
Licensing
Plan Ahead Trust:
Riverside County: LDA 000494
San Bernardino County: LDA 0463
Real Estate:
Brokerage: Realty Masters & Associates
Stephen Mathahs: DRE #01243882
Craig Griffin: DRE #02214304
California Licensed Fiduciary
Craig Griffin - #1709