Privacy policy.

Effective Date: June 10, 2025

1. Information We Collect

We may collect the following categories of personal information:

- Identifiers such as name, email address, phone number, and mailing address

- Professional or employment-related information, such as your role or title

- Internet or network activity such as IP address and browsing behavior on our site

- Any information you voluntarily provide, such as when submitting a contact or intake form

We do not collect sensitive personal information like Social Security numbers, medical information, or financial account details via this website.

2. How We Use Your Information

We use the information we collect to:

- Respond to inquiries and communicate with you

- Provide fiduciary services or schedule consultations

- Improve our website functionality and user experience

- Comply with legal obligations

We do not sell your personal information to third parties.

3. Sharing of Information

We may share your information with:

- Service providers who help us operate our website (e.g., Squarespace, email service providers)

- Legal professionals or affiliates involved in your case, only with your consent

- Government authorities if required by law or legal process

4. Your Rights Under the CCPA

If you are a California resident, you have the right to:

- Know what personal information we collect, use, and disclose

- Request deletion of your personal information

- Opt out of any sale of your personal information (we do not sell information)

- Not receive discriminatory treatment for exercising your privacy rights

To submit a request, you may contact us at:

markala@comfortfiduciary.com

We will verify your identity before processing your request, and respond within 45 days.

5. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience. You can control cookie preferences through your browser settings.

6. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the Internet is 100% secure.

7. Changes to This Policy

We may update this Privacy Policy from time to time. The revised version will be posted on this page with a new effective date.

8. Contact Us

If you have questions or concerns about this Privacy Policy or your personal information, please contact:

Markala Comfort