Privacy Policy

Effective Date: 24Jan2026

Crestview Estate Services LLC. (“we,” “our,” or “the Company”) is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and protect personal information in the course of providing appraisal and estate-related services.

Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

Name, address, phone number, and email address
Information related to estate, trust, or appraisal matters
Property descriptions, photographs, inventories, and related documentation
Billing and payment information
Communications exchanged via email, phone, text, or website forms

We do not collect personal information unless it is reasonably necessary to provide our services or respond to an inquiry.

How We Use Information

Information collected is used solely for legitimate business purposes, including:

Providing appraisal, estate cleanout, and sale coordination services
Communicating with clients, fiduciaries, attorneys, and related professionals
Preparing reports, documentation, and records
Billing and internal recordkeeping
Complying with legal, regulatory, or professional obligations

We do not sell, rent, or trade personal information to third parties.

Confidentiality and Professional Discretion

Much of the information we handle relates to estates, trusts, and private financial matters. All such information is treated as confidential and disclosed only as necessary to perform the requested services or as required by law.

When coordination with third parties is required (such as auction houses, carriers, or professional service providers), only the minimum information necessary to complete the task is shared.

Data Storage and Security

We take reasonable and appropriate measures to safeguard personal information against unauthorized access, disclosure, alteration, or destruction. These measures may include secure digital storage, restricted access, and professional data-handling practices.

Despite reasonable safeguards, no method of transmission or storage can be guaranteed to be 100% secure. By engaging our services, you acknowledge and accept this risk.

Retention of Information

Client files, reports, and related records are retained for a reasonable period consistent with professional standards, legal requirements, and internal business needs. Information is disposed of securely when no longer required.

Website and Communications

Our website may collect limited technical information such as IP addresses or browser data for basic functionality and security purposes. We do not knowingly collect personal information from minors.

Email and electronic communications are not guaranteed to be secure. Clients may request alternative communication methods if confidentiality concerns exist.

Disclosure Required by Law

We may disclose information if required to do so by law, court order, subpoena, or governmental authority, or if disclosure is necessary to protect our legal rights.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

Changes to This Policy

This Privacy Policy may be updated periodically. Any changes will be posted on this page with a revised effective date. Continued use of our website or services constitutes acceptance of the updated policy.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

Crestview Estate Services LLC
📞 (336) 769-6558
✉️ austin.shumate@gmail.com