Privacy Policy

The staff at CB Fiduciary Services are committed to respecting the rights of our clients, visitors, and other users of the web site. We created this Privacy Policy to give you confidence as you visit and use the site, and to demonstrate our commitment to fair information practices and the protection of privacy.


Types of Information Collected

We or our agents may track and collect the following categories of information when you visit our web site: (1) IP addresses; (2) domain servers; (3) types of computers accessing the site; and (4) types of web browsers used to access the site (collectively “Traffic Data”). Traffic Data is anonymous information that does not personally identify you but is helpful for marketing purposes or for improving your experience on the site. The site may use such Traffic Data to determine what new services or products users may be interested in receiving.

CB Fiduciary Services or its agents may place “cookies” on your computer to recognize you on return visits to enable us to enhance your browsing experience, as well as to collect additional information about you. You may adjust your browser settings or use other means to prevent cookies from being placed on your computer, but doing so may result in reduced functionality and a less personalized browsing experience.

In order for you to communicate with the staff at CB Fiduciary Services, send and receive secure messages and make secure transactions, we require you to provide us with certain information that personally identifies you (“Personal Information”). Personal Information includes the following categories of information: (1) contact data (such as your name and e-mail address) including a password; (2) your credit card, e-check or other transaction identification information; and (3) the date of the transaction. If you communicate with us by e-mail or otherwise complete, send, or receive online forms or messages, any information provided in such communication may be collected as Personal Information.

CB Fiduciary Services does not knowingly collect Personal Information from children under thirteen years of age. Should we become aware that a child under the age of thirteen (13) has submitted personal information to us, we will promptly remove it from our systems.

We use commercially reasonable efforts to ensure that the collection of Personal Information is limited to: (1) providing with you the convenience of transacting business with CB Fiduciary Services in a virtual environment; (2) communicating with you regarding your issue(s) and providing you with appropriate representation; and/or (3) communicating with you regarding changes in applicable laws or requirements, the Company or its practice areas, or other topics which the staff has a reason to believe you should know or are interested in knowing.

User Choice

You are free to choose not to provide us with any Personal Information. In such an event, you can still access and use much of the site; however you will not be able to make purchases, pay invoices, or otherwise transact business on-line with CB Fiduciary Services as those features require the sharing of Personal Information.

Confidentiality and Security of Personal Information

We will keep your Personal Information private and will not share it with third parties, unless such disclosure is necessary to: (a) comply with a court order or other legal process; (b) protect our rights or property; or (c) enforce our Terms of Use. Your Personal Information is stored on secure servers that are not accessible by third parties.

We work diligently to ensure that we have taken all appropriate administrative and technical measures to prevent the unauthorized or unlawful use of your personally-identifiable information, and to prevent any accidental loss or destruction of, or damage to, such information. We will not sell or disclose Personal Information about you to third parties except in accordance with this “Privacy Policy” or your written consent.

Although we take appropriate measures to safeguard against unauthorized disclosures of information, we cannot assure you that your Personal Information will never be disclosed in a manner that is inconsistent with this Privacy Policy. YOU HEREBY ACKNOWLEDGE THAT THE OFFICES OF CB FIDUCIARY SERVICES IS NOT RESPONSIBLE FOR ANY SUCH INADVERTENT DISCLOSURES OR ANY INTERCEPTED INFORMATION SENT VIA THE INTERNET, AND YOU HEREBY RELEASE US FROM ANY AND ALL CLAIMS ARISING OUT OF OR RELATED TO THE USE OF INTERCEPTED INFORMATION IN ANY UNAUTHORIZED MANNER.

Transfers of Information

From time to time, CB Fiduciary Services may disclose Personal Information about you to carefully selected service providers that we may engage to host this web site or to provide other services. We will require all such service providers to use the information solely to provide the specified services, and otherwise to conform to the requirements of this Privacy Policy and industry standards. Except as provided in this Privacy Policy, we will not provide your information to third parties for any other purpose, including marketing.

Electronic Mail Not Secure

Electronic mail is provided for your convenience in communicating with the attorneys and staff at CB Fiduciary Services. Please remember that email is not secure, and messages sent to the Company or any of its attorneys or employees by email should not contain sensitive or confidential information. To send secure messages, use your Client Account or contact us about setting up a secure Client Account.

Contact Information

If you have a question or concern regarding this Privacy Policy or believe that this Privacy Policy has been violated, you may e-mail the staff of CB Fiduciary Services at or write to our offices at P.O. Box 794; Bonita, CA 91908- 0794. In your correspondence, please describe your question, concern, or complaint in as much detail as possible. We will investigate and respond to you promptly.


The site may contain links to third party web sites with which we have no affiliation. We do not share your Personal Information with those third parties, and are not responsible for their privacy practices. We suggest you read the privacy policies on all such third party web sites.


CB Fiduciary Services reserves the right, at any time and without notice, to add to, change, update, or modify this Privacy Policy, simply by posting such change, update, or modification on the site and without any other notice to you. Any such change, update, or modification will be effective immediately upon posting on the site.

Thank you for taking the time to read our Privacy Policy. For more information, please see the Terms of Use.