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BY ACCESSING THE TRUSTEEFRIEND.COM OR APP.TRUSTEEFRIEND.COM WEBSITES, YOU AGREE TO BE BOUND BY THE TERMS AND CONDITIONS OF OUR PRIVACY POLICY. IF YOU DO NOT AGREE TO THE TERMS AND CONDITIONS BELOW, DO NOT ACCESS THESE WEBSITES OR ANY PAGES THEREOF.
Protecting the privacy of your information is essential to how TrusteeFriend works. We do our very best to make sure your information is secure and private. This statement outlines the collection and usage of the information you submit to TrusteeFriend. By using TrusteeFriend, you consent to the privacy practices described herein.
TrusteeFriend collects and stores the personally identifiable information required to deliver estate planning and trustee-related services. We use your personal information to create customized documents, send you action item notifications, and provide service updates to ensure your estate plan is appropriately managed, optimized, and always up-to-date.
TrusteeFriend may share your data with trusted partners. TrusteeFriend may disclose personal information to third parties if you have requested or authorized the disclosure of such personal information via acceptance of these Terms of Use. Unless you specify otherwise, your personal information will be shared with the financial advisor assigned to your account in the TrusteeFriend online portal.
TrusteeFriend will, if required by law, disclose your personal information to comply with legal processes served upon TrusteeFriend, protect and defend TrusteeFriend, or protect the personal safety of other TrusteeFriend users or the general public.
TrusteeFriend may collect information regarding the software and hardware systems of your personal computing devices. We may collect the time of usage and access, where you were referred from, what browser you use, and your IP address. This information is used by TrusteeFriend for the operation of the service, to maintain or improve the quality of the service, analyze trends, and better understand the way the website is used.
When you connect to TrusteeFriend on your internet-enabled mobile device, if your service provider uniquely identifies the device, TrusteeFriend will receive this information. TrusteeFriend may use your unique mobile device identification information to offer you extended services and/or functionality. Certain services may require our collection of the number for your mobile device. Additionally, through the use of your mobile device, we may collect your phone number and/or name. We may associate that information with the mobile device identification information and other information we have collected from and about you.
In the regular course of business, TrusteeFriend may monitor and record phone conversations or email communications between you and TrusteeFriend employees for training and quality assurance purposes.
We may receive a confirmation when you open or click on content in an email from us, which helps us make our communications to you more useful and interesting.
TrusteeFriend uses cookies to personalize your online experience and save you time. Cookies record and store information so that when you return to TrusteeFriend, your data can be seamlessly retrieved. You have the ability to accept or decline cookies. If you choose to decline cookies, many of TrusteeFriend's interactive features may not function as designed.
Once you have registered with TrusteeFriend, you have unrestricted access to your account and can modify or revise your data as you see fit. While we display only your most current data, due to the long-term nature of trustee services, we do not delete outdated information for active accounts but preserve all user-supplied data as long as you are an active user of TrusteeFriend.
Upon termination of your TrusteeFriend account, for whatever reason, your account is closed and hard copies of your current estate planning documents are sent as PDF documents attached to the email in your profile. TrusteeFriend shall have no responsibility for the security of your documents once your termination email has been sent. All personal information, data, and documents stored on our servers are retained for three years from the date of termination, at which time everything in your file is deleted in its entirety.
We reserve the right to modify these Terms at any time. Updates will be posted on the Website, and continued use of the Service after such updates constitutes acceptance of the revised Terms.
We limit access to your personal and financial information to only those employees with authorized access. Companies that provide essential support services to TrusteeFriend (such as printers, marketing companies, and participating attorneys) have access to your data. Service companies only have access to the information they require to do their job. They are not authorized to use your information for any other purpose. Even though we require third parties who perform services for TrusteeFriend to agree to keep your information confidential, TrusteeFriend cannot guarantee that third parties will not misuse your data.
An attorney is responsible for every estate plan created using TrusteeFriend. The attorney responsible for your file has unlimited access to all the information, data, and documents in your account.
The American judicial system is founded on the assumption that all communication between you and your attorney is considered privileged and confidential. Even though TrusteeFriend is essential to how the attorney responsible for your estate plan practices law, and therefore information shared with TrusteeFriend technically qualifies for attorney-client privilege, no guarantee can be made that information you provide TrusteeFriend will be considered privileged. If you had a non-attorney advisor, such as your financial advisor or CPA, assist you as you used TrusteeFriend, then it is possible that your advisor's involvement in the process may cause information in TrusteeFriend to lose its privileged status.
Any communication from husband and/or wife will be fully and freely disclosed to the other and no information will be kept confidential as between spouses. Should the two of you ever become involved in any lawsuit against the other, either of you may compel TrusteeFriend to testify in court as to any communication, data, etc., provided by either of you to TrusteeFriend.
TrusteeFriend dually and equally represents the interest of both husband and wife. If the interests of the husband or wife differ from the other spouse, then you should not use TrusteeFriend.
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