At Bridges Fiduciary Services, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website, communicate with us, or use our services.


1. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

  • Name, address, email address, and phone number

  • Financial or estate-related information necessary to provide fiduciary or case management services

  • Communication preferences and messages sent through our website or other contact methods

We may also collect non-personal data such as browser type, device information, and usage statistics to improve our website experience.


2. How We Use Your Information

We use your information to:

  • Deliver fiduciary and case management services

  • Communicate with you about appointments, services, or account updates

  • Respond to inquiries and provide customer support

  • Comply with legal and regulatory obligations

We do not sell or rent personal information to third parties.


3. Sharing of Information

Your personal data may be shared only as necessary with:

  • Service providers or vendors who assist in our business operations (e.g., secure data storage or communication services)

  • Legal or regulatory entities when required by law

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


4. Text Messaging and Communications

If you choose to receive text messages from Bridges Fiduciary Services, we will only use your mobile information for communication directly related to our services.

  • You can opt out of text messages at any time by replying “STOP.”

  • Message and data rates may apply based on your mobile carrier.

We respect your communication preferences and will never share your opt-in data or consent for text messaging with third parties.


5. Data Security

We implement appropriate technical and organizational measures to protect your information from unauthorized access, alteration, or disclosure.


6. Your Privacy Rights

Depending on your location, you may have the right to:

  • Request access to or deletion of your personal data

  • Correct inaccurate information

  • Withdraw consent for communications at any time

To exercise these rights, please contact us at [insert contact email or phone number].


7. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted on our website with the revised effective date.

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