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Plaintiffs Trust Services is committed to protecting the privacy of our clients and their families. This Privacy Policy explains how we collect, use, protect, and share personal information in connection with our professional trust administration services.
We collect information you provide directly when you contact us, submit an intake form, or establish a trust relationship. This includes your legal name, date of birth, Social Security number, government-issued ID, proof of address, contact information, settlement details, Medicare and Medicaid status, and financial account information. We also collect information from authorized third parties including your attorney, financial advisor, structured settlement broker, and healthcare providers.
We use your information exclusively to provide trust administration services: to establish and administer your trust under Florida Trust Code Chapter 736; to verify your identity and comply with AML and KYC requirements; to conduct required OFAC screening; to coordinate with Medicare and Medicaid agencies; to process distribution requests; to communicate with your authorized professional contacts; and to maintain required trust accounting records.
We do not sell, rent, or trade your personal information to third parties for marketing purposes. We do not share your information outside of trust administration without your authorization, except as required by law or court order, or as necessary to conduct routine trust administration with your authorized contacts.
We maintain administrative, technical, and physical safeguards to protect your personal information against unauthorized access, use, or disclosure. Electronic records are encrypted. Access is restricted to personnel who need it to perform their job functions. Our banking partner Trulink maintains separate security standards for banking-related information.
You have the right to access the personal information we hold, to request correction of inaccurate information, to request deletion where permitted by law, and to withdraw consent for uses not required by law or your trust agreement. Contact us at plaintiffstrust@gmail.com to exercise any of these rights.
We retain your personal information for the duration of your trust relationship and for the period required by applicable law thereafter. Florida trust administration records must generally be maintained for at least seven (7) years following trust termination.
Our services are not directed at children under 18. However, we administer trusts for minors in birth injury, childhood injury, and guardianship cases. In those cases, all required information is collected from a parent, legal guardian, or court-appointed representative with appropriate documentation.
Plaintiffs Trust Services · plaintiffstrust@gmail.com · Florida, United States