Well-Settled

Well-Settled respects your privacy. This Privacy Policy explains what information we collect, how we use

and protect it, when we may share it to provide requested services, and your choices regarding

communications, including SMS text messages.

1. Information We Collect

We may collect information you provide directly to us, including:

-Name, email address, telephone number, and preferred contact information.

-Information submitted through consultation, contact, intake, scheduling, or service-request forms,

including desired service, service location, timing, and details you choose to share.

-Information needed to coordinate requested relocation, home setup, household, vendor, delivery, or

concierge services.

-Communications with us, including email, telephone, SMS, and appointment-related communications.

-Technical information collected automatically when you use our website, such as IP address,

browser/device information, pages visited, referral information, and cookie or analytics data.

2. How We Use Information

We may use information to:

-Respond to inquiries and schedule consultations.

-Provide, coordinate, personalize, and improve Well-Settled services.

-Communicate about consultations, appointments, requested services, projects, deliveries, vendors,

and other service-related matters.

-Send marketing or promotional communications only where permitted and, for SMS, where the

recipient has provided the applicable consent.

-Operate, secure, analyze, and improve our website and business systems.

-Comply with legal obligations, prevent fraud or misuse, and protect our rights and the rights of others.

3. SMS/Text Messaging and Opt-In Information

If you separately opt in to receive text messages from Well-Settled, we may send messages consistent

with the consent you provided. Depending on the option selected, messages may include consultation or

appointment confirmations and reminders, responses to your inquiries, service coordination and updates,

or promotional information about Well-Settled services. Message frequency may vary. Message and data

rates may apply. Reply STOP to opt out of text messages and HELP for help.

Providing a phone number does not by itself constitute consent to receive marketing text messages. SMS

consent is optional and is not a condition of purchasing services or submitting an inquiry. Where both

marketing and non-marketing text messages are offered, consent may be requested separately.

IMPORTANT SMS PRIVACY STATEMENT: Mobile information, text-messaging originator opt-in data,

and consent will not be sold, rented, or shared with third parties or affiliates for their marketing or

Well-Settled | Home Transition & Lifestyle Conciergepromotional purposes. SMS opt-in data and consent will not be transferred to third parties for their own

marketing use.

We may use service providers that help us operate our communications systems and deliver messages

on our behalf, but only as necessary to provide those services and subject to appropriate confidentiality

and data-handling obligations.

4. When We Share Information

We do not sell personal information. We may disclose information in limited circumstances, including:

-To service providers that support our website, scheduling, CRM, communications, payment, analytics,

or other business operations.

-To movers, delivery companies, installers, repair professionals, organizers, contractors, or other

vendors when reasonably necessary to coordinate a service you have requested. We seek to limit

such disclosures to information needed for the applicable task.

-When you direct or authorize us to share information.

-When required by law, legal process, or a valid governmental request, or when reasonably necessary

to protect safety, prevent fraud, enforce agreements, or protect legal rights.

-In connection with a merger, sale, financing, reorganization, or transfer of all or part of the business,

subject to applicable law.

The service-provider and vendor disclosures above do not permit those recipients to use your SMS opt-in

data or consent for their own marketing or promotional purposes.

5. Cookies, Analytics, and Tracking

Our website may use cookies, pixels, analytics tools, and similar technologies to operate the site,

remember preferences, understand traffic and usage, improve performance, and measure marketing

effectiveness. Your browser may allow you to block or delete cookies. Some site functions may not work

as intended if cookies are disabled.

6. Data Security and Retention

We use reasonable administrative, technical, and organizational safeguards designed to protect personal

information. No internet transmission or storage system is completely secure, and we cannot guarantee

absolute security. We retain information for as long as reasonably necessary for the purposes described in

this Policy, to provide services, maintain business and legal records, resolve disputes, and meet legal

obligations.

7. Your Choices and Rights

You may request access to, correction of, or deletion of personal information, subject to applicable law

and legitimate business or legal retention requirements. You may unsubscribe from marketing emails

using the unsubscribe link in those messages. For SMS, reply STOP to opt out. After a valid SMS opt-out,

we will stop further messages covered by that opt-out unless you later provide new consent. You may

reply HELP for assistance.

Depending on where you live, applicable privacy law may provide additional rights concerning your

personal information. We will respond to verified requests as required by applicable law.

Well-Settled | Home Transition & Lifestyle Concierge

8. Children

Our website and services are intended for adults. We do not knowingly collect personal information online

from children under 13. Individuals submitting forms, scheduling consultations, or opting in to SMS

communications should be at least 18 years old or have appropriate legal authority to act for the person

receiving the service.

9. Third-Party Websites and Services

Our website may link to third-party websites or services. Their privacy practices are governed by their own

policies, and Well-Settled is not responsible for their independent privacy practices.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The revised version will be posted on our website

with an updated effective date. Material changes may be communicated by additional means when

appropriate or required by law.

11. Contact Us

Questions, privacy requests, or requests for SMS assistance may be directed to:

Well-Settled | Email: [email protected] | Phone: [INSERT BUSINESS PHONE]

Website: www.well-settled.com