Privacy Policy

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When you visit our website or contact us through online forms, we may collect:

• Name
• Email address
• Telephone number
• General inquiry information

We do not collect sensitive financial or medical information through our public website.

In providing fiduciary, guardianship, and conservatorship services, we may collect or receive confidential personal information, including but not limited to:

• Identifying information (such as name, date of birth, and address)
• Financial, banking, and asset information
• Medical, functional, or care‑related information
• Court records and legal documents

This information is obtained directly from clients, courts, authorized representatives, financial institutions, healthcare providers, or as otherwise permitted or required by law.

Information is used solely to:

• Respond to inquiries
• Provide professional fiduciary services
• Comply with court orders, legal obligations, and reporting requirements
• Communicate with authorized third parties on behalf of clients
• Maintain accurate internal records

We do not sell personal information.

We disclose personal information only as necessary and appropriate to:

• Courts, court investigators, or court‑appointed professionals
• Financial institutions, healthcare providers, and service providers assisting with client needs
• Attorneys, accountants, and other professionals retained in a fiduciary capacity
• Government agencies when legally required

Information is disclosed only to parties with a legitimate need and lawful authority.

As a professional fiduciary, we are bound by strict duties of confidentiality that exceed typical business standards. Client information is treated as confidential and protected regardless of whether the individual is a current or former client.

We use reasonable administrative, technical, and physical safeguards to protect personal information, including:

• Secure electronic storage systems
• Limited access to confidential records
• Encrypted devices and password‑protected files where appropriate

Despite these measures, no method of transmission or storage can be guaranteed to be 100% secure.

In the event of a data security incident involving unauthorized access to, acquisition of, or disclosure of personal information, we will take reasonable and appropriate steps to investigate the incident, mitigate potential harm, and comply with applicable legal notification obligations.

Where required by law, affected individuals and appropriate authorities will be notified in accordance with applicable state and federal regulations.

Because we provide professional fiduciary services under court authority, some information may be subject to additional legal, investigatory, or confidentiality requirements that affect the timing, scope, or manner of notification.

Our website may use basic cookies or analytics tools to improve functionality and user experience. These tools do not collect sensitive personal information.

You may adjust your browser settings to refuse cookies if you prefer.

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

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

We may use secure digital tools, including automation and artificial intelligence–assisted technologies, to support administrative efficiency, document management, drafting, scheduling, research, and internal workflow processes.

Artificial intelligence tools are not used to replace professional judgment, fiduciary decision‑making, or legal authority, and all substantive decisions are made by a human professional acting under court appointment or contractual obligation.

Client information is not intentionally shared with public or consumer‑facing artificial intelligence systems in a manner that would compromise confidentiality. Any digital tools used are selected with attention to privacy, data protection, and professional standards.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.