Notice: Use of this site and/or creating a client account constitutes a legally binding agreement. The user acknowledges having read and agrees, without modification, to the Terms and Conditions.
Website Use Does Not Create a Fiduciary Relationship
Your use of this website and the information contained herein does not create a fiduciary relationship. Your transmission of information to us using contact forms on this website and/or any communication with us via internet email through this website does not, by itself, establish a fiduciary relationship. Information you provide to us prior to the establishment of a fiduciary relationship may not be privileged or confidential. Therefore, do not send confidential information to CB Fiduciary Services (the “Company” “we” “us” or “our”) prior to a fiduciary relationship having been clearly established.
Hiring a fiduciary is an important decision and you should only make that decision after considering all relevant information, including information that may not be on this website. CB Fiduciary Services has made an effort to comply with all legal and ethical requirements of the State of California, and the United States of America in developing this website.
Establishing a Fiduciary Relationship
The establishment of a fiduciary relationship only occurs after a licensed professional fiduciary at CB Fiduciary Services has expressly communicated the ability to represent you. CB Fiduciary Services may decline to represent you if there is or appears to be a conflict or if we believe we are unable to fully address your needs.
Scope of Services
The licensed professionals at CB Fiduciary Services provide fiduciary services in the state of California through this website. Services provided will be expressly agreed upon in writing by you before any such services are performed and will not include any services that have been expressly excluded or are otherwise outside the scope of the written agreement.
The material on this website is for informational purposes only. This information is not legal advice. While we use our best efforts to make sure the materials on our website are accurate and up-to-date, we cannot make any guarantees. The law changes often, the information may not be correct on the date you read it, and it may not apply to your particular situation. Each situation depends on its own facts, and the law is different in each state and country. Because of this, you should not rely on any information in this website without first obtaining advice from a licensed fiduciary in good standing with your state’s professional fiduciaries licensing authority.
Except for photographs of the CB Fiduciary Services staff, the photographs on this website are decorative and have been purchased from various commercial stock photography agencies. To protect our clients’ privacy, we do not include photos of them on our website or in other media.
The material on this website may not be appropriate in places other than California. CB Fiduciary Services cannot give you permission to access these materials from any state or country where doing so is illegal or otherwise prohibited. If you access this website from places outside of California, you do so at your own risk and are wholly responsible for complying with the laws and regulations of your state and country.
This website is maintained by CB Fiduciary Services and their agents. By accessing this website you agree that California law will apply to all matters relating to its use. If there is any dispute over this website, you agree that jurisdiction and venue over that dispute and all parties to that dispute rests in the Superior Court in the County of San Diego or the United States District Court for the Southern District of California.
CB Fiduciary Services assumes no liability for the use or interpretation of information in this website. This website is offered “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTIBILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT OF THIRD PARTY RIGHTS.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL CB FIDUCIARY SERVICES BE LIABLE FOR DAMAGES OF ANY KIND (INCLUDING, BUT NOT LIMITED TO, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, LOST PROFITS, OR LOST DATA, REGARDLESS OF THE FORESEEABILITY OF THOSE DAMAGES) ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF THE SITE OR ANY OTHER MATERIALS OR SERVICES PROVIDED TO YOU THROUGH THE WEBSITE.
As with any fiduciary service, we cannot guarantee a specific outcome. Neither the website nor the materials published on this website shall be construed as a guarantee of any particular outcome or result.
CB Fiduciary Services provides its clients the ability to create a Client Account through which clients may access certain client communications, including client documents. The Client Account is maintained using a secure application licensed to CB Fiduciary Services which utilizes bank-level security to protect client information. To utilize a Client Account, you must set up an account by entering certain personal information and request a username and a unique password. Creating a Client Account does not, in and of itself, establish a fiduciary relationship with CB Fiduciary Services.
Financial transactions communicated through applications licensed to CB Fiduciary Services and through your Client Account are encrypted and conducted over Secure HTTP, which provides you with the highest industry standard protection available on the web. All payments are processed by Cardholder Information Security Program (CISP) compliant credit card processors, and no credit card or payment account numbers are stored on our servers.
This website uses session cookies to ensure that your computer displays the site contents as designed. You have the ability to accept or decline cookies using your web browser settings. If you choose not to accept cookies from CB Fiduciary Services, you may not be able to take full advantage of its features or to receive some of the services the website provides.
Electronic Mail Not Secure
Electronic mail is provided for your convenience in communicating with the staff at CB Fiduciary Services. Please remember that email is not secure, and messages sent to the Company or any of its staff should not contain sensitive or confidential information.
You agree that from time to time the website and your Client Account may be inaccessible or inoperable for any reason, including, without limitation: (i) equipment malfunctions; (ii) periodic maintenance procedures or repairs which CB Fiduciary Services or their agents may undertake from time to time; or (iii) causes beyond the control of CB Fiduciary Services or their agents, whether or not foreseeable.
You shall be solely responsible for providing, maintaining and ensuring compatibility with the website, all hardware, software, electrical and other physical requirements for your use of the website, including, without limitation, telecommunications and internet access connections and links, web browsers or other equipment, programs and services required to access and use the website.
This website may contain links to other resources on the internet. Those links are offered only as aids to help you locate other websites and information that may interest you. Offering the links does not mean that CB Fiduciary Services approves of, or is associated with the linked sites. The Company is not responsible for examining or evaluating the content or accuracy and we do not warrant and will not have any liability or responsibility for any third-party materials or websites, or for any other materials, products, or services of third-parties.
The Company is not liable for any harm or damages related to the purchase or use of goods, services, resources, content, or any other transactions made in connection with any third-party websites. Please review carefully the third-party’s policies and practices and make sure you understand them before you engage in any transaction. Complaints, claims, concerns, or questions regarding third-party products should be directed to the third-party.
Prohibited Content and Use of the Website
You agree not to upload, download, display, perform, transmit, or otherwise distribute any content on the website or to the offices of CB Fiduciary Services that:
1) is libelous, defamatory, obscene, pornographic, abusive, or threatening, or that you know is false or misleading;
2) advocates or encourages conduct that could constitute a criminal offense, give rise to civil liability, or otherwise violate any applicable local, state, national, or foreign law or regulation;
3) is patently offensive or promotes or otherwise incites racism, bigotry, hatred or physical harm of any kind against any group or individual;
4) harasses or advocates harassment of another person; 5) exploits people in a sexual or violent manner;
6) contains nudity, excessive violence, or offensive subject matter or contains a link to an adult website;
7) solicits or is designed to solicit personal information from or about any minor;
8) contains information that poses or creates a privacy or security risk to any person;
9) constitutes or promotes an illegal or unauthorized copy of another person’s copyrighted work, such as providing pirated computer programs or links to them, providing information to circumvent manufacturer-installed copy-protect devices, or providing pirated music or links to pirated music files;
10) involves the transmission of “junk mail,” “chain letters,” or unsolicited mass mailing, instant messaging, “spimming,” or “spamming”;
11) contains hidden pages or images;
12) solicits or is designed to solicit passwords or personal identifying information from other users of the website;
13) involves commercial activities and/or sales without prior written consent from CB Fiduciary Services;
14) violates or attempts to violate the privacy rights, publicity rights, intellectual property rights, contract rights, or any other rights of any person or violates and criminal laws of the State of California or of the United States of America.
If, at the Company’s request, you send certain specific submissions (for example contest entries) or, without a request from the Company, you send creative ideas, suggestions, proposals, plans, or other materials, whether online, by email, by postal mail, or otherwise (collectively, ‘comments’), you agree that the Company may, at any time, without restriction, edit, copy, publish, distribute, translate and otherwise use in any medium any comments that you forward to us. The Company and its owners and agents are and shall be under no obligation (1) to maintain any comments in confidence; (2) to pay compensation for any comments; or (3) to respond to any comments.
This website was created by CB Fiduciary Services. All rights are reserved.
You have permission to print, reproduce, or distribute any of the website’s pages for your personal use only, so long as 1) you do not modify any page; and 2) you include this page with any distribution.
Modification of These Terms
CB Fiduciary Services reserves the right to change the terms, conditions, and notices under which the information on this website is offered. By using this website or sending any personal information to our offices through this website, you agree to this policy and will be deemed bound to this policy in effect as of the date of such use.
Company Contact Information
Mail: P.O. Box 794; Bonita, CA 91908-0794