Privacy policy

Last Updated: February 25, 2026

Privacy Policy

The Excalibur Agency ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website and use our services.

1. Information Collection We collect information you provide directly to us, including name, email address, phone number, and estate planning details via our digital intake forms.

2. Use of Information We use your information to provide estate planning documents, consultations, and to communicate with you regarding your account.

3. SMS and Mobile Communication No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Security We implement industry-standard encryption and secure cloud storage (Online Document Vault) to protect your sensitive legal documents.

5. Your Rights Depending on your state of residence (including CCPA for California residents), you may have the right to access, delete, or port your data. To exercise these rights, contact us at [email protected].

Our values

What we stand for

Quality Workmanship

Every repair is done right the first time, with parts that last.

Customer First

We treat your home like our own and your time as valuable.

Honest Pricing

Upfront quotes with no hidden fees.

Community Focused

Proudly serving Dallas families for over 15 years.

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