Privacy Policy

Thank you for choosing Fiduciary Services as your trustee or fiduciary service provider. We are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, and protect your information.

Information We Collect 

We may collect personal information from you, such as your name, email address, phone number, and mailing address, when you fill out a form or communicate with us via email or phone. We may also collect information about your company, such as your company name, size, and industry.

How We Use Your Information 

We may use your personal information to provide you with the services you have requested, such as trustee or fiduciary services. We may also use your information to communicate with you about our services, and to send you newsletters or other marketing communications that we believe may be of interest to you.

Information Sharing 

We will not sell or share your personal information with third parties for their marketing purposes. However, we may share your information with our service providers and partners who assist us in providing our services to you. We may also share your information if required by law or if we believe it is necessary to protect our legal rights or the safety of our clients, employees, or the public.

Data Security 

We take reasonable measures to protect the security of your personal information. However, no data transmission over the internet or electronic storage system can be guaranteed to be completely secure. Therefore, we cannot guarantee the absolute security of your information.

Your Choices 

You may opt-out of receiving marketing communications from us by clicking the unsubscribe link in our emails or by contacting us directly. You may also request that we update or delete your personal information by contacting us directly.

Changes to this Policy 

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on our website.


If you have any questions about this Privacy Policy, please contact us.