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All About Privacy

Transfer Assets 

Can my father's Trust protect my assets?

September, 2011

demoQ - I am working on my father's trust and started transferring his assets as required.  I like the protection that's provided by his Trust, can I use his trust to protect my assets?  A - Once you have completed all the elements of the trust, including the transfer of assets, the trust is considered finished.  And no, unfortunately you cannot use your father's trust for your assets, but if your father's Trust was completed by us, you are eligible for our preferred client pricing, call us to find out more.  

Current News:

HIPAA Compliance

April 2003

demoThe Health Insurance Portability and Accountability Act (HIPAA) provides protection for release of individually identifiable health information and special release and consent authority to all healthcare providers before medical information can be released.  HIPAA effects documents executed in a trust, as such, it is not grandfathered in which means that it can render executed documents of previous executed Living Trust useless.  Ensure your Living Trust is in compliance with these regulation.  All IntegriTas Living Trust are in compliance with the order. 

Survivors 

Who Contacts  the Survivors? 

December, 2011

demoQ - My father died and I believe he had a trust.  Does the attorney contact me to discuss my dad's last requests?  I don't have the attorney's information and how does the attorney know that he is deceased?  A - Unless the attorney was a friend or the Trustee for your dad, its unlikely he would know that your father passed.  So first, you need to start checking around the house for the trust manual.  Did your dad have a safety-deposit box? Once you have located the manual, you can determine who is the Successor Trustee and who will carry out the provisions of your dad's trust.  If someone else has been named Successor Trustee, you will need to get in contact with that person to ensure they carry out the orders of the trust.

 

Web Site Privacy Information

IntegriTas Estate Services, LLC recognizes that respecting user privacy over the Internet is of utmost importance. This privacy statement is designed to provide information about the privacy and data collection practices for the site: www.trustintegritas.com. The Site is operated by IntegriTas Estate Services, LLC herein known as IntegriTas Estate Services.

If you have questions or concerns regarding this statement, you should first contact our site coordinator at admin@trustintegritas.com or by postal mail to:

Identifying Information. In general, you can visit the Site without telling us who you are or providing any information about yourself. In some areas of the Site, we ask you to provide information that will enable us to offer services that require registration, assist you with technical support issues or to follow up with you. Generally, IntegriTas Estate Services requests identifying information when you:

  • Register on any of our web sites.
  • Provide feedback to an online survey or tell us about an idea or suggestion.
  • Participate in a rebate program, contest, or other promotional offer.
  • Request a SPECIAL SERVICE
  • Request information or files from technical support or customer service.

In these instances, IntegriTas Estate Services may ask for your name, address, e-mail address, phone number and other appropriate information needed to provide you with these services. In all instances, if you receive a brouche or other mailing from us, you will always be able to "unsubscribe" to these mailings at any time.

What IntegriTas Estate Services does with your information.

 

If you choose to give us personal information for any of the purposes above, this information is retained by IntegriTas Estate Services and will only be used by IntegriTas Estate Services to support your customer relationship with us. We will not add you to a mailing list, or newsletter without your registration for this service. We will only contact you, if further information is required from you to complete a service.

IntegriTas Estate Services does not share, rent, or sell any personally identifying information provided through our Site (such as your name or email address) to any outside organization for use in its marketing or solicitations, PERIOD. From time to time IntegriTas Estate Services may use agents or contractors who will have access to your personal information to perform services for IntegriTas Estate Services (such as Database Maintenance, etc.), however, they are required by us to keep the information confidential and may not use it for any purpose other than to carry out the services for IntegriTas Estate Services. In addition, IntegriTas Estate Services may also share aggregate information about its customers and its web site visitors to advertisers, business partners, and other third parties. For example, we might share that our users are x percent PCs users and y percent Macintosh users. None of this information, however, will contain personal, identifying information about our users.

Third Party Links

www.trustintegritas.com does provide links to other sites. Other Internet sites and services have separate privacy and data collection practices. Once you leave www.trustintegritas.com, IntegriTas Estate Services cannot control, and has no responsibility for, the privacy policies or data collection activities at another site.

Cookies

At times, we will use a feature on your web browser to send your computer a "cookie". We do not use cookies to retrieve any personal information from your computer. We only use cookies to learn ways to enhance our Sites, and to give you better, more personalized service while in our web site. You can reset your browser to refuse all cookies or indicate when a cookie is sent. However, some functions of the Sites will not function if you refuse cookies. These areas of our web site will have information posted about cookies, and when a cookie will be uploaded to your computer.

Children's Privacy Protection

IntegriTas Estate Services is sensitive to the heightened need to protect the privacy of children under the age of 13. The vast majority of the material on our web site is not intended for children and is not targeted to children under the age of 13. We do not knowingly collect data from children and, if we learn that we have received personal data from a child, we will remove this information from our database.

Changes to this Policy

IntegriTas Estate Services may from time to time revise its privacy policy. You should therefore periodically visit this page, so you are aware of any such revisions. We will not, however, use your existing information in a manner not previously disclosed. You will be advised and have the opportunity to opt out of any new use of your information.

Contacting Us.

If you have any questions about our privacy policy and/or the practices of our web site, you can write to the above reference address, thank you.