Privacy Policy
Last updated: September 27, 2026
1. Introduction
California Fiduciary Accounting ("we," "us," or "our") operates cafiduciaryaccounting.com (the "Site"). We provide specialized fiduciary accounting preparation services for California probate, trust, and estate matters. This Privacy Policy outlines our practices regarding the collection, handling, and safeguarding of information obtained through our website.
2. Information We Collect
We only collect personal information that you voluntarily submit through our online contact or resource download forms:
- Consultation Requests: First name, last name, professional email address, fiduciary/professional role (e.g., Attorney, Professional Fiduciary, Private Trustee), and matter description.
- Resource Downloads: First name and professional email address requested for sample PDF or Excel tracker delivery.
We do not collect sensitive bank account credentials, credit card numbers, or social security numbers through public website forms. Confidential accounting records for ongoing engagements are exchanged exclusively via encrypted, authenticated transmission channels.
3. How We Use Your Information
Information submitted through our website is strictly utilized to:
- Evaluate and respond to your inquiry or consultation request.
- Deliver the requested California court sample schedules or records tracker.
- Communicate regarding scheduling, timelines, and quotes for fiduciary accounting preparation.
We maintain strict fiduciary confidentiality. We do not sell, license, rent, or trade client or inquiry information to third-party data brokers or marketing services.
4. Data Storage & Security
Inquiry submissions are transmitted securely using industry-standard TLS encryption. Internal administrative records are maintained on secure, access-controlled infrastructure complying with standard professional confidentiality practices.
5. California Privacy Rights (CCPA / CPRA)
Under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), California residents have specific rights regarding their personal data, including the right to know what personal information has been collected, request deletion, and opt out of any sale or sharing of personal data (which we do not engage in).
To exercise your rights or request deletion of contact records, please email accountant@cafiduciaryaccounting.com.
6. Contact Us
If you have questions regarding this Privacy Policy or our data practices, please reach out to our team: