Privacy Policy

Effective Date: January 1, 2026

The Kilpatrick Group (“TKG,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, complete a form, request information, communicate with us, or interact with services provided by or through The Kilpatrick Group.

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Information We Collect

We may collect personal information that you voluntarily provide to us, including:

• Name

• Email address

• Telephone number

• Mailing address

• Information submitted through contact forms, landing pages, seminar registrations, surveys, or information requests

• Communication preferences

• Information related to your interest in funeral preplanning, preneed services, or funeral home services

• Information provided by funeral homes, agents, or other business partners who use our services

We may also automatically collect certain information when you visit our website, such as your IP address, browser type, device information, pages visited, referring website, and general website activity.

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How We Use Your Information

We may use the information we collect to:

• Respond to questions or requests for information

• Connect you with a participating funeral home or authorized preneed representative

• Provide information about funeral preplanning and related services

• Schedule appointments or follow up on requests

• Provide educational materials, seminar information, videos, or other resources you request

• Communicate with funeral home partners and business clients

• Operate our lead management, marketing, aftercare, and customer relationship services

• Improve our website, programs, communications, and services

• Send email or text communications when you have provided appropriate permission

• Maintain records and comply with applicable legal or regulatory requirements

• Protect against fraud, misuse, unauthorized activity, or security threats

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Information Shared With Funeral Homes and Service Providers

The Kilpatrick Group works with funeral homes, preneed professionals, insurance or funding providers, technology companies, and other service providers.

If you request information about funeral preplanning or services associated with a particular funeral home, we may provide your information to that funeral home and/or its authorized preneed representative so they can respond to your request.

We may also share information with trusted companies that perform services on our behalf, such as website hosting, customer relationship management, email delivery, text messaging, analytics, advertising, data processing, and technology support. These providers are permitted to use information only as necessary to provide their services or as otherwise permitted by law.

When an insurance or other preneed funding product is involved, additional privacy notices or policies from the funeral home, insurance company, or funding provider may apply.

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We Do Not Sell Personal Information for Money

The Kilpatrick Group does not sell your personal information in exchange for money.

We may use website analytics, digital advertising, or similar technologies to understand how our website and marketing efforts are performing. Certain state privacy laws may define some advertising-related activities as “sharing,” “targeted advertising,” or a “sale,” even when no money is exchanged.

Where required by applicable law, consumers may have the right to opt out of these activities.

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Email and Text Message Communications

If you provide your email address or mobile phone number and request information, we may contact you regarding your inquiry, requested services, appointments, educational information, or related follow-up.

If you consent to receive text messages:

• Message frequency may vary.

• Message and data rates may apply.

• You may reply STOP to discontinue text messages.

• You may reply HELP for assistance.

• Consent to receive marketing text messages is not a condition of purchasing a product or service.

When you request information from a specific funeral home, your contact information may be provided to that funeral home or its authorized representative so they can respond to your request.

We do not sell or share your text messaging opt-in consent with unaffiliated third parties for their own marketing or promotional purposes.

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Cookies and Similar Technologies

Our website may use cookies, pixels, analytics tools, and similar technologies to:

• Make the website function properly

• Understand how visitors use our website

• Measure website and advertising performance

• Improve our services and communications

• Help us provide relevant advertising or information

Your browser may allow you to block or delete cookies. Some website features may not function properly if cookies are disabled.

Where required by law, we will provide appropriate choices regarding cookies and technologies used for targeted advertising.

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Sensitive Personal Information

Please do not submit Social Security numbers, banking information, payment card information, medical information, or other highly sensitive information through a general website contact form unless specifically requested through a designated secure process.

If sensitive information is required as part of an insurance, funding, or preneed application, it may be collected through a separate secure system and may be subject to additional privacy notices.

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Your Privacy Choices and Rights

Depending on where you live and applicable law, you may have the right to:

• Confirm whether we process your personal information

• Request access to personal information we maintain about you

• Correct inaccurate information

• Request deletion of certain personal information

• Request a copy of certain information

• Opt out of certain targeted advertising, profiling, or sharing activities

• Withdraw consent where processing is based on your consent

• Appeal a decision concerning a privacy request where applicable

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To make a privacy-related request, contact us at:

Email: tkgoffice@kilpatrickgroup.com
Phone: (615) 873-2350

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Please include enough information for us to identify you and understand your request. We may need to verify your identity before completing certain requests.

We will respond to valid privacy requests within the time required by applicable law.

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Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide our services, maintain appropriate business records, comply with legal obligations, resolve disputes, and enforce agreements.

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Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, misuse, alteration, or loss.

However, no website, electronic transmission, or data storage system can be guaranteed to be completely secure.

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Children's Privacy

Our website and services are not directed to children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through our website.

If we learn that we have collected personal information from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.

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Third-Party Websites and Services

Our website may contain links to websites or services operated by funeral homes, insurance companies, social media platforms, technology providers, or other third parties.

The Kilpatrick Group does not control the privacy practices of those third parties. We encourage you to review their privacy policies before providing personal information.

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Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal requirements.

When changes are made, we will update the Effective Date shown at the top of this Privacy Policy.

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Contact Us

If you have questions about this Privacy Policy, our privacy practices, or information we maintain about you, please contact:

The Kilpatrick Group
Email: tkgoffice@kilpatrickgroup.com
Phone: (615) 873-2350

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