FrazierTrust
How FPA Springville LLC receives, uses, safeguards and retains the personal information that crosses the trust drafting room, and the choices you hold over it.
Privacy is not a clause appended at the end of a busy file. For FrazierTrust, the developer practice that built and operates these pages on behalf of FPA Springville LLC, it is the first sheet on the desk, the promise that governs every ledger, portal and calendar we work with. This policy describes in plain language how we handle personal information when you visit the FrazierTrust website, use one of its trust records platforms, correspond with our desk, or entrust a file to the records practice.
The policy explains what we collect, why we collect it, how we protect it, how long we keep it, and the rights and choices you have over the data we hold about you. We encourage you to read the whole document so you can make informed decisions about the information you share. We have worked to keep the text free of jargon and have set every promise in words that any reader can weigh against their own experience of the service.
If any part of this policy is unclear, or if you simply want to talk through how a specific file is handled before you send it, the correspondence desk is open and we will answer plainly. Nothing in this policy is meant to hide what we do with your information.
The website and platforms referenced in this policy are the work of the records and fidelity practice that operates under the name FrazierTrust. FrazierTrust is a developer practice of FPA Springville LLC, a company formed under the laws of the United States with its registered office at 526 W Meadow Crest Way, Saratoga Springs - 84045-5355, United States (US). Where this policy refers to the Company, the Firm, We, Our or the Practice, it means FPA Springville LLC acting through its FrazierTrust records practice.
FrazierTrust designs trust administration workflows, beneficiary portals, fiduciary document pathways, distribution schedulers, compliance calendars and grant records systems. The applications we build are offered to estate managers and fiduciary officers who administer trusts, estates and giving programs. Because a great deal of the material those users bring to our platforms is highly personal, we treat confidentiality not as a feature but as the foundation of the entire draft room.
Our contact details appear at the end of this policy. When you contact us about privacy, we will handle your request with the same care a records officer gives to a signed instrument, and we will respond within the time frames the law allows.
This policy applies to personal information that FPA Springville LLC collects through the FrazierTrust website, through the trust records platforms we operate, through written correspondence, through telephone and email, and through the intake and onboarding processes we run on behalf of participating estate managers.
This policy does not apply to information that is processed solely under the written instruction of an estate manager, trustee or fiduciary client who contracts with us. Where we act as a records practice carrying out the instructions of a client about the records and beneficiaries of that client, the estate manager controls the account, and the agreements and privacy notices of that client will govern how those records are used. In those standing roles we act as a processor under the direction of the estate manager, so we point the reader to the overseeing office for the responsibilities that belong to it as the controller.
This policy also does not govern websites or services that are separate from our own and that we merely link to for convenience. Links to other organisations are governed by the privacy practices of those organisations, as described in the section on third party links below.
The information we gather falls into a small number of clear categories. We collect what you give us in a form or an email, what the web pages record as you move through the site, and what an estate manager or a beneficiary asks us to hold on their behalf. We collect no more than the platform needs to answer the questions it is built to answer.
The categories above describe information broadly. The following sections set out, in more detail, where each kind of information comes from and what we do with it.
When you submit the contact form on this website, your message is opened in your own email program and is also visible to the desk that receives it. The name, email address, subject and message you type are provided by you directly and are used solely to answer your inquiry. We do not sell the details you share through the form.
When you create an account on a beneficiary portal or a manager platform, you provide a name, a valid email address and the elements needed to confirm your role. When an estate manager engages the records practice, we may receive the full documentation of a trust, including schedules of distributions, accountings, consents and grant records. Much of this material is provided by the overseeing office rather than by us, and we hold it only as far as it supports the administration the office directs.
You choose how much you share. Where a field is optional, leaving it empty never reduces the quality of the service we owe you, and we will never pressure anyone to disclose information that is not genuinely needed for the matter in hand.
Like most websites, ours records certain technical information automatically when a browser visits. This includes the internet protocol address of the device, the type and version of the browser, the operating system in use, the pages requested, the approximate date and time of each request, and the site that referred the visitor to us.
This technical information helps us keep the site secure, diagnose faults, measure the popularity of pages, and understand the broad geographic regions our readers come from. The information is examined in aggregate whenever we can and is rarely looked at one request at a time. We do not attempt to identify individual visitors from this traffic data unless there is a security concern that makes it necessary.
Portals and platform accounts may record more, such as which documents a role opened and when, because a fiduciary file should be able to show who saw what and on which day. That level of logging happens only inside the secure platform, never on the public website, and serves the record keeping the office relies on.
Some of the information in a FrazierTrust platform comes to us from people other than the individual it concerns. An estate manager may provide the names and contact details of beneficiaries so that they can be told about scheduled distributions. A trustee may enroll a financial advisor so that the advisor can review part of a file. A grant maker may pass on the details of an applicant so that a request can be considered.
Where we receive information about a third party from someone else, we rely on that source to hold the proper authority or a lawful basis for sharing it with us and with the others already part of the file. If we are approached directly by the person the information concerns and they ask to review or correct it, we will do our best to help, usually by passing the matter back to the office that controls the account.
When you do send us information about another person, please be sure you have the right to do so and that you have made the person aware of you are doing. This small courtesy keeps the records practice trustworthy for every party to the file.
We use the information we hold only for purposes that a reasonable estate manager would expect of a records practice. The chief purposes are set out below, and none of them is hidden in a footnote.
We use your information only for the purposes for which it was collected, or for closely related purposes that a reasonable person would understand. If we wish to use information in a way that falls outside those purposes, we will look for a fresh basis and, where needed, ask for consent first.
Every use of personal information in our platforms rests on a lawful ground. We rely on the bases that are open to a United States records practice and to clients located abroad, and we describe the principal ones here so that you can judge the fairness of each use.
For the public parts of the website, the legitimate interest of keeping the site secure and improving its usefulness grounds most traffic analysis, always balanced against the modest amount of data involved. For the platforms, the processing of file material is carried out to perform the services the overseeing estate manager has directed under their agreement with us, and to comply with the professional and legal duties that attach to fiduciary records. Where we are asked to handle information that calls for consent under the law of the person concerned, we collect that consent in a clear and separate manner before the material moves.
We undertake a genuine weighing exercise before relying on legitimate interest, and we will always stop using your information for a purpose when the interest you have in protecting it outweighs our reason for the use.
The records platforms we operate are built to treat fiduciary material as a closed book. We separate the public website from the secure platform so that file documents never pass through public channels. Access to a file is granted only to the roles the office has named, and every role sees exactly the portion of the file that role may hold.
Where a file involves health, financial or otherwise sensitive information about a beneficiary, we restrict it further and handle it only for the purpose the estate manager has directed. We keep a discoverable trail of who opened a document and when, so that the office, and where needed a reviewing authority, can confirm that the file has been handled by the people entitled to handle it.
Sensitive material is subject to the same retention limits described later in this policy, and it is destroyed with the same discipline as every other record when its lawful life is over.
We measure how the website is used with a privacy-lean analytics approach that favours aggregate counts over individual profiles. The charts we rely on tell us which pages are helpful and which are confusing, not which person read them. Where an analytics provider helps us, the provider processes the traffic under contract and we keep its data use limited to our own improvement.
This website does not run behavioural advertising, and we do not permit third party advertising cookies to profile our visitors. Because we set no targeted advertising, there is no interest-based advertising profile flowing out of these pages. We would rather earn the trust of an estate manager than trade on their browsing.
If we ever change that stance, this policy will be updated before the change takes effect, and you will have the choice described under your rights below.
We keep personal information only for as long as the purpose it serves still stands or the law still asks for it. The columns of a ledger, once legitimately recorded, may be held for the length of the file and the statutory periods that govern fiduciary records. Correspondence that answers a one-off question is kept only long enough to close the matter cleanly.
Guardianship, accounting and tax records are kept for the periods set by the law and by the professional standards of the firms that keep estates. Where no law or contract requires us to hold material any longer, we retire it in an orderly way rather than leaving it to sit forever on a shelf.
When a retention period ends, records are removed or anonymised so that they no longer identify an individual. The disposal is carried out carefully, because a practice that gathers records with care owes them the same care when they leave the room.
We guard the records that pass through the drafting room with layered controls. Access to platforms is protected by strong authentication, sessions are encrypted in transit, and stored material is kept within systems that are patched and watched on a rolling rhythm. Only the staff who need to see a file can see it, and each of them is bound by confidentiality before they enter.
We take the everyday steps too: passwords are held securely, staff are trained on handling personal information, and physical access to any server we control is limited. We review our security practices regularly and adjust them when the threats change or a better control appears.
No system is beyond every risk, and we will not pretend otherwise. What we can promise is that the protection over your information is proportionate, kept current and reviewed by people who understand what a breach would cost the families whose records we hold. If a breach ever does touch your personal information, we will notify you and the relevant authorities as the law requires.
You hold real choices over the information we keep about you, and we keep the path to exercising them simple. Depending on where you live, you may be able to ask us to tell you what information we hold about you, to correct details that are wrong, to erase information we no longer lawfully need, and to object to or restrict certain uses.
You can make these requests by writing to the contact address below. We verify identity before acting so that a file is never handed to the wrong person. We will respond within the time the governing law sets, and we will tell you plainly if we cannot grant all of a request and why. You are never charged a fee for a reasonable request, and choosing to exercise a right never lessens the quality of the service we owe you.
Our website and its platforms are built for the estate managers, trustees and advisors who administer files. They are not directed at children, and we do not set out to collect information from children on the public site. Where a trust names a child as a beneficiary, information about that child enters the secure platform only through the estate manager who administers the file and under the authority that governs the file.
We recognise that material about a young beneficiary deserves an especially careful hand. Access to it is confined to the adults the office has enrolled, it is handled only for the administration the office directs, and it is retained no longer than the record requires. If ever we learn that a child has provided personal information to the public website outside a file managed by an adult office, we will delete it promptly.
If you are a parent or guardian and you believe a child has shared information with us directly, please contact the desk and we will remove it without delay.
The practice is based in the United States, and the servers that carry its platforms may sit inside the United States or in other regions chosen for a responsible mix of resilience and location. Where your information moves across a border, we make sure the move is protected by an appropriate safeguard, such as a transfer agreement, a formal adequacy basis, or another lawful mechanism.
We do not scatter records across territories for convenience. Choice of where a file rests is made by weighing resilience, security and the location of the people who administer the file, and it is documented so that the office can see where its records sit. When a beneficiary or an estate manager outside the United States asks about a transfer, we will tell them which safeguards protect the journey of their information.
The protections described in this policy travel with your information wherever it is processed, because we bind every party that touches it to a standard no weaker than this notice.
From time to time the website or a communication from the practice may link to an outside service, such as a court portal, a tax guide or the site of a professional body. Once you leave our pages, this policy no longer governs, and the privacy practice of the destination applies instead.
We name outside links because they are useful to the people who administer trusts, not because we share your information with those services. We encourage you to read the privacy notice of any site you visit after leaving ours, especially before you enter personal details there.
Including a link is not an endorsement of the information practice of the destination. If a linked site appears to mislead visitors about who operates it, we would want to know, because the name a family trusts should never be borrowed by a stranger.
We review this policy whenever the practice changes in a way a reasonable reader would want to know about, and we update it at least once each year. When a change is more than fixing a spelling or a date, we will place the updated version clearly on this page with a fresh date at the top, and we will tell enrolled file users of any change that alters their rights in a meaningful way.
A material change never slips in silently. If a new use of your information would rest on fresh consent, we gather that consent before the use begins rather than after. Where a change is made for the whole practice, the date above reflects the day the new text governs.
Older versions of this notice are kept on file so that you and an auditor can see how the practice has grown. If you have an active file, the version that applied on the day you first engaged the practice remains the record of the promise made to you then.
Questions, requests and concerns about privacy are welcome at any time. The correspondence desk of FrazierTrust at FPA Springville LLC answers every message and treats each privacy question with the seriousness of a signed order.
FPA Springville LLC
526 W Meadow Crest Way, Saratoga Springs - 84045-5355, United States (US)
Email: helpdesk@fraziertrust.buzz
Telephone: +13272090952
If you believe a response has not fully met this policy, or if a concern remains unresolved after you speak with us, you also hold the right to raise the matter with the office that governs the practice or with the data protection authority of your country. We would ask only that you give us the first chance to put right any wrong, because the fastest and fairest resolution almost always begins with a single honest conversation at our desk.