Terms for using our website and communications services.

Effective date: September 3, 2026

Agreement to these terms

These Terms and Conditions govern your use of the Summit Heritage Asset Group website and the information, forms, and communications available through it. By using the website or submitting information, you agree to these terms and our Privacy Policy.

Our services

Summit Heritage Asset Group provides private surplus-funds and asset-recovery research and support for former homeowners, heirs, families, attorneys, and professionals. Information submitted through this website may be used to evaluate a possible recovery matter and contact you about next steps.

No legal or financial advice

Summit Heritage Asset Group is a private company, not a law firm or government agency. Website content is general information and is not legal or financial advice. When a matter requires legal assistance, we may coordinate with lawyers who work with us, but no attorney-client relationship is created by visiting this website or submitting a form.

No guarantee of eligibility or results

Submitting a request does not guarantee eligibility, payment, recovery, timing, or any recovery amount. Availability of funds and any recovery path must be confirmed through records, applicable procedures, and any required legal review.

Information you submit

You agree to provide information that is accurate to the best of your knowledge and that you are authorized to provide. Do not submit Social Security numbers, banking information, passwords, or government-issued identification numbers through the website or chat assistant.

Transactional SMS terms

If you check the transactional SMS consent box, you agree to receive recurring transactional text messages from Summit Heritage Asset Group, including appointment reminders, account notifications, and service updates. Message frequency varies, up to 4 messages per month. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help.

Marketing SMS terms

If you separately check the marketing SMS consent box, you agree to receive recurring marketing and promotional text messages from Summit Heritage Asset Group, including special offers, promotions, and announcements. Message frequency varies, up to 4 messages per month. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help. Marketing consent is not required to receive transactional messages, request a case review, or purchase services.

SMS consent and availability

Transactional SMS consent is required to submit the online case-review form. Marketing SMS consent is a separate, optional choice and is not required to request a case review or purchase services. Consent may be withdrawn at any time. Wireless carriers are not responsible for delayed or undelivered messages. SMS services may not be available through every carrier or device.

Website content and third-party links

Website content may be updated as information, services, or requirements change. Links to third-party websites are provided for convenience; Summit Heritage Asset Group does not control those websites or their privacy and security practices.

Changes to these terms

We may revise these terms from time to time. The effective date shown above identifies the current version. Continued use of the website after an update means the revised terms apply to your use from that point forward.

Contact us

For questions about these terms or SMS communications, contact Summit Heritage Asset Group at contact@summitheritagegroup.com or +1 (740) 405-4602.