Privacy Policy

Last updated: May 23, 2025

This Privacy Policy describes the policies and procedures of Guardian LA Fiduciary Services (“we,” “us,” or “our”) regarding the collection, use, and disclosure of your information when you use our services. It also outlines your privacy rights and how the law protects you.

By using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

Interpretation
Words with capitalized initials have defined meanings under the conditions below. These definitions apply whether the terms appear in singular or plural.

Definitions

• Account: A unique profile created for you to access our service or parts of it.
   
• Affiliate: An entity controlled by, in control of, or under common control with us.
   
• Company: Guardian LA Fiduciary Services.
   
• Cookies: Small files stored on your device that help us understand your usage patterns.
   
• Country: California, United States.
   
• Device: Any internet-connected tool used to access our service (e.g., computer, tablet, smartphone).
   
• Personal Data: Information identifying or relatable to a specific individual.
   
• Service: Our website and online tools.
   
• Service Provider: A third party processing data on our behalf.
   
• Usage Data: Data collected automatically from service use or service infrastructure.
   
• Website: The online presence of Guardian LA Fiduciary Services.
   
• You: The user accessing or using our service.
   

Types of Data Collected

• Personal Data: May include name, email, phone number, mailing address, etc.
   
• Usage Data: Includes IP address, browser type, pages visited, time spent, and device information.
   

Tracking Technologies
We use Cookies and similar tracking tools (e.g., web beacons, scripts) to analyze usage and enhance your experience.

Types of Cookies:

• Essential Cookies (Session): Necessary for service functionality.
   
• Acceptance Cookies (Persistent): Records cookie consent.
   
• Functionality Cookies (Persistent): Stores preferences and enhances personalization.
   

We may use your information to:

• Provide and improve the service
   
• Manage your account and preferences
   
• Fulfill contracts or transactions
   
• Contact you with updates or important notices
   
• Offer news and promotional content (unless opted out)
   
• Handle your inquiries and support requests
   
• Conduct internal business analysis and improve services
   
• Evaluate or execute business transfers
   

Sharing of Personal Data
We may share your data with:

• Service providers for analytics or support
   
• Affiliates under similar privacy obligations
   
• Business partners for related offerings
   
• Other users (if data is shared publicly)
   
• As required by law or in good faith to protect rights and safety
   

We retain Personal Data only as long as needed for outlined purposes, compliance, and legal obligations. Usage Data may be retained longer for security and functionality.

Data may be processed outside your jurisdiction. We take reasonable steps to ensure secure and lawful transfers.

You have the right to access, update, correct, or delete your Personal Data. You may also request assistance in doing so. Some data may be retained to meet legal obligations.

In the event of a merger, acquisition, or sale, Personal Data may be part of transferred assets. We will notify users in advance of any such changes.

Data may also be disclosed to comply with legal requirements, enforce policies, or protect individuals.

We implement security measures to protect your information, but no method is 100% secure. Use of the service indicates your understanding of this limitation.

No mobile or messaging consent information will be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Our services are not directed to individuals under 13. We do not knowingly collect data from children. If we discover such collection, we will delete the data promptly.

Our website may link to third-party websites. We are not responsible for the content or privacy practices of these external sites.

We may update this Privacy Policy periodically. Changes are effective upon posting. We recommend reviewing this page regularly for updates.

If you need assistance or have any questions regarding this Privacy Policy, please reach out via the appropriate channels on our website.