Privacy Policy
Dalton Fiduciary Services
Effective Date: March 1, 2026
Dalton Fiduciary Services (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us through our website.
This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website.
Information We Collect
We may collect personal information that you voluntarily provide when you:
- Contact us through our website
- Submit a form or request information
- Schedule a consultation
- Communicate with us via email
This information may include:
- Name
- Email address
- Phone number
- Any information you choose to provide regarding your inquiry
How We Use Your Information
We may use the information you provide to:
- Respond to inquiries or requests
- Schedule consultations
- Provide information about fiduciary services
- Improve our website and services
- Communicate with you regarding your inquiry
Your information will never be sold or rented to third parties.
Cookies and Website Analytics
Our website may use cookies or analytics tools to help us understand how visitors interact with our site.
Cookies may collect non-personal information such as:
- Browser type
- Pages visited
- Time spent on the website
- General geographic location
This information is used solely to improve website performance and user experience.
Data Security
Dalton Fiduciary Services takes reasonable steps to protect the confidentiality and security of personal information provided through this website.
However, no internet transmission is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
Third-Party Links
Our website may contain links to third-party websites. Dalton Fiduciary Services is not responsible for the privacy practices or content of those external websites.
Confidential Information
Submitting information through this website does not create a fiduciary relationship. Please avoid sending confidential or sensitive information through website forms until a formal professional relationship has been established.
Have Questions?
Need guidance managing a trust or caring for a loved one?
Dalton Fiduciary Services provides professional fiduciary support with integrity, discretion, and compassion.