Privacy Policy & Terms of Use

Last updated: November 9, 2026

Privacy policy

What we collect

When you use our contact form or email us, we collect the information you choose to send, such as your name, email address, phone number, and a short description of what you need. We do not collect client financial or medical records through this website.

How we use it

We use this information to respond to you, schedule a call, and check for conflicts before taking on a matter. We do not sell your information.

Website technology

This website does not use cookies or analytics tools.

Who we share it with

We share information only with service providers that help us operate the website and email, and only as needed for those services. We may disclose information when the law requires it.

Your choices

You may ask us to correct or delete the contact information you sent us by contacting us at jorell@alliancefiduciary.com.

Terms of use

The information on this website is general and is provided for education only. It is not legal, tax, or investment advice, and it does not create an attorney-client or fiduciary relationship. A relationship begins only after a signed engagement agreement and, where required, a court appointment.

We make reasonable efforts to keep information accurate and current, but we do not guarantee that it is complete or up to date. Laws change.

Links to other websites are provided for convenience. We do not control those sites or their content.

Questions about these terms: jorell@alliancefiduciary.com.