Privacy Policy & Terms and Conditions


Effective Date: 10/15/25
Business Name: M Fiduciary Services  
Contact Information: info@mfiduciary.com / 415-209-5529 / 2370 Market St. Ste 103-358 San Francisco, CA 94114
Website: www.mfiduciary.com

M Fiduciary Services is a Licensed Professional Fiduciary Service Company in the State of California. We are committed to protecting your privacy and handling your personal information responsibly, in accordance with applicable laws, including the California Consumer Privacy Act (CCPA) and other professional fiduciary standards of confidentiality.

1. Information We Collect

We may collect personal information from you in the following ways:

  • Information You Provide Directly: When you contact us, complete web forms, subscribe to updates, or communicate with us via phone, SMS, or email.
    Examples include:

    • Name

    • Email address

    • Phone number

    • Mailing address

    • Professional or legal relationship information (e.g., client, attorney, conservator, trustee, or beneficiary)

    • Any other information you voluntarily provide

  • Automatically Collected Information: When you visit our website, certain information may be collected automatically for security and analytics purposes, such as:

    • IP address

    • Browser type

    • Device information

    • Pages visited and time spent on the website

We do not sell your personal information.

2. How We Use Personal Information

We use personal information for the following purposes:

  • To respond to your inquiries or requests

  • To provide fiduciary, conservatorship, or trust administration services

  • To manage our professional relationship with clients, beneficiaries, and professional partners

  • To send administrative updates, appointment reminders, or relevant notifications

  • To comply with legal and professional obligations

  • To send SMS text messages only to users who have given explicit consent

3. SMS Text Messaging Policy

We may use SMS text messaging to communicate with clients and contacts who have opted in to receive such messages.

  • You will only receive text messages if you have provided explicit consent.

  • You may opt out at any time by replying “STOP.”

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

  • SMS consent is not shared with third parties or affiliates.

4. Who We Share Information With

We respect the confidentiality of all client and contact information.
We may share personal information only in the following limited circumstances:

  • With trusted service providers who assist us in operating our business (e.g., IT providers, communication platforms, or secure document storage), and only to the extent necessary for them to perform their services;

  • When required by law, court order, or regulatory obligation;

  • When necessary to protect our rights, comply with fiduciary duties, or prevent fraud or misuse of services.

We do not sell or rent personal information to third parties. We do not share SMS consent, contact lists, or personal data with affiliates or outside marketing organizations.

5. Data Security

We take reasonable administrative, technical, and physical measures to safeguard personal information against loss, theft, misuse, unauthorized access, disclosure, alteration, or destruction.
While no system can guarantee absolute security, we strive to protect your data consistent with professional fiduciary standards and applicable laws.

6. Your Privacy Rights (California Residents)

Under the California Consumer Privacy Act (CCPA), you have the right to:

  • Know what personal information we collect and how we use it;

  • Request access to your personal information;

  • Request deletion of personal information, subject to legal or fiduciary retention requirements;

  • Opt out of the sale of personal information (we do not sell personal data);

  • Not be discriminated against for exercising your privacy rights.

To make a request, contact us at [Insert Contact Email] or call [Insert Phone Number].
We may need to verify your identity before processing your request.

7. Data Retention

We retain personal information only as long as necessary to fulfill our professional or legal obligations, or as required by law and fiduciary regulations.

8. Links to Other Websites

Our website may contain links to external websites. We are not responsible for the privacy practices or content of other sites. We encourage you to review the privacy policies of any linked websites.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. The updated version will be posted on this page with a new effective date.

Contact
M Fiduciary Services
info@mfiduciary.com
415-209-5529
2370 Market St. Ste 103-358
San Francisco, CA 94114