Terms of Use

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.

Disclaimer

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.

Indemnification

You agree to indemnify, defend and hold harmless the Company and its parent, subsidiaries, affiliates, partners, officers, directors, agents, contractors, licensors, service providers, subcontractors, suppliers, interns and employees, harmless from any claim or demand, including reasonable attorneys’ fees, in connection with any claims, threats of litigation, litigation, disputes or demands made by any third-party due to or arising out of your breach of these Terms of Use, including such terms as have been incorporated by reference, or your violation of any law or the rights of a third party.

Limited Liability

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.

Disclosures

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.

Secure Server

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.

Information received by CB Fiduciary Services through the secure server is held in strict confidence. Provided, however, the Company may use or share electronic contact information provided by users and/or Clients to send newsletters or other messages of interest as determined by the Company in its sole discretion. We do not sell or otherwise disclose to third parties any confidential information that you provide through the website except as may be required by law or the applicable rules of conduct. By establishing a Client Account, you acknowledge and agree that in connection with your request for and use of your Client Account, you have read and agree to these Terms of Use, you have read and understand the security processes that we maintain, and that there are always risks inherent with the transmission, storage, viewing and retrieval of data and files over the internet, including through this website. You are solely and fully responsible for the security of your username and password and for any consequences that arise out of your failure to maintain the confidentiality of your username and password. You must notify our office of any unauthorized use or a breach in security of your Client Account. Your right to use your Client Account is personal to you, is for your personal and individual use, and you will not permit any others to use it. CB Fiduciary Services reserves the right to suspend, revoke or terminate your use of the website and/or your Client Account at any time without notice to you.

Transaction Security

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.

Cookies

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.

Accessibility

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.

Other Links

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.

You further agree not to reproduce, duplicate, copy, sell, resell, reverse engineer, or exploit any portion of the website, the Client Account software, or the services offered by CB Fiduciary Services without express written permission by the Company. CB Fiduciary Services reserves the right to terminate your receipt, transmission, or other distribution of any such material using the website or Client Account application, and to delete any such material from its servers. CB Fiduciary Services intends to cooperate fully with any law enforcement officials or agencies in the investigation of any violation of these Terms of Use or of any applicable laws.

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.

The Company may, but shall have no obligation to, monitor, edit or remove content that our staff determines, in our sole discretion, is unlawful, offensive, threatening, libelous, defamatory, pornographic, obscene or otherwise objectionable or violates any party’s intellectual property or these Terms of Use.

Copyright Notice

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.

Personal Information

For more information about using this website, please see our Privacy Policy, which is hereby incorporated by reference thereto.

Company Contact Information

Email: CBFiduciarySerrvices@gmail.com
Mail: P.O. Box 794; Bonita, CA 91908-0794
URL: https://www.cbfiduciaryservices.com/

Thank you for your time in reading these Terms of Use.