Privacy Policy

At Trust Access Firm, we are committed to protecting the privacy and confidentiality of our clients’ information. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of personal information.

1. Information Collection:
We may collect personal information from clients during the course of providing estate planning services. This may include contact information, financial information, and other relevant details necessary for estate planning purposes.

2. Use of Information:
The personal information collected is used solely for the purpose of providing estate planning services to our clients. We do not sell or share any client information with third parties for marketing or promotional purposes.

3. Data Security:
We implement appropriate security measures to protect the personal information of our clients from unauthorized access, disclosure, alteration, or destruction.

4. Dispute Resolution:
All users of Trust Access Firm are required to arbitrate any disputes with the company. This means that any disagreements or claims arising from our services will be resolved through arbitration rather than through litigation.

5. Changes to Privacy Policy:
We reserve the right to update and modify this Privacy Policy as needed. Any changes will be communicated to clients through our website or other appropriate channels.

By using the services of Trust Access Firm, clients acknowledge and agree to the terms outlined in this Privacy Policy. Please contact us if you have any questions or concerns regarding the handling of your personal information.

Effective Date: 01/01/2024