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Privacy Policy

Protecting your private information is our priority.


Protecting your private information is our priority. This Statement of Privacy applies to, and Fiduciary Accounting Services, LLC and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Fiduciary Accounting Services, LLC (FAS) include The FAS website is an informational website. By using the FAS site, you consent to the data practices described in this statement.


In order to better provide you with products and services offered on our site, FAS may collect personally identifiable information, such as your:

• First and Last Name
• Mailing Address
• Email Address
• Phone Number
• Invoice Number
• Name of the Trust/Estate/Conservatorship you represent
• Any messages relayed via our contact form.

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services available on the site. These may include a) sending us an email message, b) accessing our online Client document portal or c) paying an invoice online. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.


Features or partners of our website may collect data including, but not limited to: the number of visitors to our site, the time spent on our site and pages clicked, the types of devices used to access our site, and the Internet Protocol (IP) addresses of visitors. We use this information to improve our website and marketing. This data is collected by sending cookies (or similar tracking technology) to your device. Personal information cannot be collected via cookies and other tracking technology; if you previously provided personally identifiable information, however, cookies may be tied to such information. Aggregate cookie and tracking information may be shared with third parties; and this privacy policy does not cover third parties’ use of cookies. You may configure your device to limit or prevent access by cookies, such as to notify you when you receive a cookie, to block all cookies, or to delete existing cookies.


Our website marketing partners or features that collect data as described above may include, among others, Google Analytics, other analytics programs, and Google AdWords remarketing service. Remarketing involves tracking devices that have visited our website in order to display ads for our services on other websites. Use these links to learn how Google uses data it collects, to prevent Google Analytics from using data from your device, or to opt out of Google’s interest-based ads.


FAS collects and uses your personal information to operate its websites(s) and deliver the services you have requested.

FAS may also use your personally identifiable information to inform you of other products or services available from FAS and its affiliates.


FAS does not sell, rent, or lease its customer lists to third parties.

FAS may share data with trusted partners to help perform statistical analysis, send you an email, or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to FAS, and they are required to maintain the confidentiality of your information.

FAS may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on FAS or the site; (b) protect and defend the rights or property of FAS; and/or (c) act under exigent circumstances to protect the personal safety of users of FAS, or the public.


Information about your computer hardware and software may be automatically collected by FAS. This information can include your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the FAS website.


This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our uses to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.


FAS secures your personal information from unauthorized access, use, or disclosure. FAS uses the following methods for this purpose:


When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitation inherent to the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed.


FAS does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.


From time to time, FAS may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.


FAS reserves the right to change this Privacy Policy from time to time. We will notify you about any significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our site and/or by updating any privacy information on this page. Your continued use of the Site and or Services available through this site after such modifications will constitute your: (a) acknowledgment to the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.


FAS welcomes your questions or comments regarding this Statement to Privacy. If you believe that FAS has not adhered to this Statement, please contact FAS at:

Fiduciary Accounting Services, LLC
3390 Mount Diablo Boulevard, Suite 240
Lafayette, CA 94549
(925) 247-5970

Effective as of June 10, 2020