We maintain strict confidentiality of client information and only share your information in limited circumstances:

With Your Consent

We may share your information with third parties when you provide explicit authorization, including:

• Family members or beneficiaries you designate
• Financial advisors, accountants, or other professionals assisting with your legal matters
• Financial institutions for account transfers or asset management

Service Providers

We may share information with trusted service providers who assist us in operating our practice, including:

• Document management and storage services
• IT support and cybersecurity providers
• Payment processors and billing services
• Court filing services and legal research platforms
• Professional liability insurance carriers

All service providers are contractually obligated to maintain confidentiality and security of your information.

Legal and Professional Obligations

We may disclose your information when required by:

• Court orders, subpoenas, or legal process
• Government agencies or regulatory authorities
• Professional conduct rules and ethics requirements
• Prevention of fraud, crime, or harm to persons or property

Business Transfers

In the event of a merger, acquisition, sale of assets, or transfer of our practice, client information may be transferred to the successor entity, subject to continuing confidentiality obligations.

With Other Professionals

When representing you, we may share relevant information with opposing counsel, mediators, judges, court personnel, and other parties involved in your legal matters as necessary to provide effective representation.

Attorney-Client Privilege

Communications between you and Trust Your Family PLLC may be protected by attorney-client privilege. This privilege protects confidential communications made for the purpose of obtaining legal advice. We take all reasonable measures to maintain this privilege and will not waive it without your consent, except as required by law or professional rules.

Data Security

We implement appropriate technical, administrative, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. Our security measures include:

• Encrypted data transmission and storage
• Secure document management systems
• Access controls and authentication procedures
• Regular security assessments and updates
• Employee training on confidentiality and data protection
• Secure disposal of physical and electronic records

Despite our safeguards, no method of transmission or storage is completely secure. We cannot guarantee absolute security of your information.

Data Retention

We retain client information for as long as necessary to:

• Provide ongoing legal services
• Comply with legal and regulatory requirements
• Fulfill our professional obligations
• Defend against potential claims or disputes

Generally, we retain client files for a minimum of seven years after the conclusion of representation, or longer if required by law or the nature of the legal matter. Estate planning documents and related files may be retained indefinitely to serve future needs of clients and their families.

When information is no longer needed, we securely destroy or anonymize it in accordance with our record retention policies and applicable laws.

Depending on your location and applicable laws, you may have the following rights regarding your personal information:

• Right to Access: Request copies of your personal information we hold.
• Right to Correction: Request correction of inaccurate or incomplete information.
• Right to Deletion: Request deletion of your personal information, subject to legal and professional retention requirements.
• Right to Restrict Processing: Request limitation on how we use your information.
• Right to Data Portability: Request transfer of your information to another service provider in certain circumstances.
• Right to Object: Object to processing of your information based on legitimate interests.
• Right to Withdraw Consent: Withdraw previously given consent for processing.
• Right to Opt-Out: Opt out of marketing communications at any time.

To exercise these rights, please contact us using the information provided below. Please note that certain rights may be limited by attorney-client privilege, legal obligations, or legitimate business needs.

We will respond to your request within thirty (30) days, or as otherwise required by applicable law. We may need to verify your identity before processing your request.

Children's Privacy

Our services are not directed to individuals under the age of eighteen (18), and we do not knowingly collect personal information from minors except when necessary to provide legal services (such as in guardianship or estate planning matters involving minor beneficiaries). When we work with minors, we do so in accordance with applicable laws and professional responsibilities.

Third-Party Websites

Our website may contain links to third-party websites for your convenience. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

Right to Know: You have the right to request information about the categories and specific pieces of personal information we have collected, the sources of that information, our business purposes for collecting it, and the categories of third parties with whom we share it.

Right to Delete: You have the right to request deletion of your personal information, subject to certain exceptions.

Right to Opt-Out of Sale: We do not sell personal information as defined by California law.

Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

Right to Correct: You have the right to request correction of inaccurate personal information.

Right to Limit Use of Sensitive Information: You have the right to limit our use of sensitive personal information, subject to legal and professional obligations.

To exercise these rights, please contact us at the information provided below. We will verify your identity before processing requests.

International Data Transfers

Our practice is based in the United States. If you are located outside the United States, please be aware that information we collect will be transferred to, stored, and processed in the United States. By using our services, you consent to the transfer of your information to the United States and acknowledge that U.S. privacy laws may differ from those in your country.