PRIVACY POLICY & SMS TERMS OF SERVICE

Effective Date: August 7, 2026 | Last Updated: August 7, 2026

Website: https://www.menendezconsultinggroup.com/

At Menendez Consulting Group LLC ("we," "us," "our"), we are committed to maintaining the trust and confidence of our clients and website visitors. This Privacy Policy & SMS Terms outlines how we collect, use, store, share, and protect your personal information when you visit our website or utilize our professional services.

1. Legal & Legal Document Assistant (LDA) Notice

Menendez Consulting Group LLC is a Licensed Legal Document Assistant (LDA #2025199581 in California) and provides self-help legal forms, biometric Live Scan fingerprinting, and Notary Public services. Menendez Consulting Group LLC is not a law firm, does not provide legal advice, and does not maintain an attorney-client relationship with users.

2. Information We Collect

We collect personal information that you voluntarily provide to us when you fill out forms on our website, request notary/Live Scan services, schedule appointments, or communicate with us directly:

Personal Identification: Full Legal Name, Email address, Phone number (mobile/landline), Mailing/Physical address, Date of Birth, or Government ID details required for Live Scan background checks or notarizations.
Service & Questionnaire Data: Estate planning preferences, Live Scan applicant details mandated by the California DOJ/FBI, and notary journal details mandated by California state law.
Technical Data: IP address, browser type, and navigation metadata collected via standard web analytics.

3. How We Use Your Information

We process and use your personal information strictly for legitimate business purposes, including:

Executing estate planning document preparation, Live Scan fingerprinting, and notary public logs.
Communicating regarding appointment confirmations, service updates, and intake inquiries.
Complying with state and federal legal mandates, including California DOJ regulations and Notary record-keeping laws.

4. How We Share Information & SMS Consent Non-Sharing Disclosure

We do not sell, rent, or trade your personal information to third parties for marketing or promotional purposes under any circumstances.

SMS consent and phone numbers collected for mobile messaging will NOT be shared with third parties or affiliates for marketing purposes.

We only share personal information with government agencies when legally required (e.g., transmitting Live Scan applicant data directly to the California Department of Justice and FBI) or authorized secure service providers necessary to deliver client portal services under strict confidentiality agreements.

5. SMS Terms & Conditions

By opting into SMS communications from Menendez Consulting Group LLC via a web form, appointment booking form, or other intake mediums, you agree to receive SMS messages regarding conversational inquiries, appointment reminders, document status updates, and account notifications.

Messaging Frequency: Message frequency may vary depending on your ongoing service requests and appointments.
Cost Notice: Message and data rates may apply.
Opt-Out Instructions: To opt out of SMS communications at any time, text STOP to any text message received from us.
Help Instructions: For assistance, text HELP or visit our website at https://menendezconsultinggroup.com/.

Sample Opt-In Disclosure: "By submitting this form and opting into SMS, you agree to receive conversational and transactional text messages from Menendez Consulting Group LLC. Message frequency varies. Message & data rates may apply. Text HELP for help or STOP to opt out. See Privacy Policy at https://www.menendezconsultinggroup.com/privacy."

6. Data Security and Confidentiality

We employ industry-standard technical, administrative, and physical security measures (including SSL/TLS encrypted transmission and access-controlled servers) to safeguard your personal data from unauthorized access or disclosure.

7. Retention of Personal Data

Personal data is retained only as long as necessary to complete requested services or satisfy mandatory statutory state retention obligations (such as state notary journal logs or Legal Document Assistant compliance records).

8. Privacy Rights for California Residents (CCPA/CPRA)

California residents have the right to request access to, correction of, or deletion of their personal information, subject to statutory record-keeping exceptions. We do not sell personal data and will not discriminate against any user exercising privacy rights.

9. Contact Us

If you have questions regarding this Privacy Policy, SMS Terms, or data practices, please reach out to us:

Menendez Consulting Group LLC

Hawthorne, CA (By Appointment Only)

Email: info@menendezconsultinggroup.com

Office Phone: (424) 675-4166

Cell Phone: (424) 588-9391

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