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This Privacy Policy explains how Plaintiffs Trust Services, doing business as “Plaintiffs Trust” (“we,” “us,” “our”), collects, uses, protects, and shares personal information in connection with this website, our client portal, and our professional trust administration services.
Plaintiffs Trust provides professional settlement trust administration under Florida Trust Code Chapter 736. Services may be provided by Plaintiffs Trust Services or by or through its parent, subsidiaries, affiliates, or successor entities (collectively, “Affiliates”). Where an Affiliate provides services, this Policy applies to that Affiliate's handling of your information in connection with those services.
We collect information you provide directly when you contact us, submit a consultation, intake, or referral form, or establish a trust relationship. Depending on the service, this includes your legal name, date of birth, Social Security number, government-issued identification, proof of address, contact information, settlement and litigation details, guardianship or capacity documentation, Medicare, Medicaid, SSI, and SSDI status, budget and expense information, receipts and invoices submitted for reimbursement, and financial account information. We also collect information from authorized third parties, including your attorney, financial advisor, structured settlement broker, accountant, healthcare providers, courts, and government benefit agencies, as needed to administer your trust.
When you use this website, we collect limited technical data. Contact, consultation, intake, and referral forms collect the information you enter; submissions are stored in our secure database, delivered to our team by email, and used only to respond to your inquiry and administer services. Client portal accounts require an email address and password; login and session data are processed by our authentication provider. Within the portal, messages exchanged with your trust team, documents and receipts you upload, distribution requests, and change requests are stored in our secure database and file storage as part of your trust records, and security-relevant account activity is recorded in an audit log. We use PostHog for privacy-focused website analytics (page views and usage patterns) and Sentry for error monitoring; both are configured to minimize personal data. We use cookies and similar technologies only for essential functions such as keeping you signed in and remembering preferences. We do not use advertising cookies, and we do not sell website visitor data.
The client portal includes an AI assistant that can answer questions about your trust and capture requests for your trust team. When you use it, your messages, recent chat history, and the account context needed to answer (such as your trust balance and recent distribution activity) are processed by an external AI service provider to generate the response. Our staff may also use the same AI service to summarize and organize records of conversations with you. We share only what is needed to provide these features, and we do not sell this information. The assistant is informational and cannot act on its own: any request made through it, such as a distribution request or an account change, takes effect only after review and verification by our staff. Assistant conversations are stored in our systems as part of your trust records.
SMS communications apply to clients with an active trust services engagement and portal access, not to general website visitors. If you are a client and provide a phone number, we may contact you by phone or SMS for service purposes, including callback verification of distribution requests, status updates, and security notices. You may opt out of SMS at any time by replying STOP; we will then use alternative contact and verification methods. We do not send marketing texts without separate express consent, and we do not share your mobile number with third parties for their marketing. Email is used for account notices, form confirmations, and service communications through our email delivery provider.
We use your information exclusively to provide trust administration and related services: to establish and administer your trust under Florida Trust Code Chapter 736; to verify identity and comply with KYC, AML, and OFAC screening obligations; to coordinate with Medicare, Medicaid, and other benefit agencies, including CMS reporting where applicable; to review, verify, and process distribution and reimbursement requests; to operate the distribution committee and maintain its records; to communicate with you and your authorized professional contacts; to maintain required trust accounting, audit, and compliance records; to secure and improve our website and portal; and to meet our legal and regulatory obligations.
We use a small number of vetted service providers to operate our services, including secure cloud hosting and deployment, our database, file storage, and authentication platform, our email delivery provider, analytics and error-monitoring services, an AI service provider for the features described above, and, when applicable, e-signature and scheduling providers. These providers process data only on our behalf and under contractual restrictions. We do not permit them to use your information for their own purposes. Banking and distribution services are provided by independent financial institutions that maintain their own privacy and security practices for banking relationships.
We may share information with Affiliates that participate in providing or supporting your trust administration, under the same protections described in this Policy. If we undergo a merger, acquisition, reorganization, corporate conversion, financing, or sale of all or part of our business, your information may be transferred to the successor or affiliated entity as part of that transaction, subject to this Policy and applicable law, including any requirements governing trustee succession. We will notify active clients of any change in the entity responsible for their trust records.
We do not sell, rent, or trade your personal information. We do not share your information for third-party marketing. Outside of trust administration with your authorized contacts and the service providers and Affiliates described above, we disclose information only with your authorization, or as required by law, court order, subpoena, or government or regulatory request, or as necessary to protect the rights, safety, or property of our clients, the public, or Plaintiffs Trust.
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, or disclosure. Electronic records are encrypted in transit and at rest. Portal access is controlled through role-based permissions, and access to client records is restricted to personnel who need it to perform their duties. Security-relevant activity is logged. No system is perfectly secure; if we discover a breach affecting your personal information, we will notify you and applicable regulators as required by law, including the Florida Information Protection Act.
You may request access to the personal information we hold about you, correction of inaccurate information, and deletion where permitted by law and consistent with our record-keeping obligations as a fiduciary. You may withdraw consent for uses not required by law or your trust agreement, and you may opt out of SMS as described above. To exercise any of these rights, contact us at plaintiffstrust@gmail.com. We will verify your identity before acting on a request and will respond within the time required by applicable law.
We retain personal information for the duration of your trust relationship and for the period required by law and fiduciary practice thereafter. Trust administration records are generally maintained for at least seven (7) years following trust termination, and longer where required by law, litigation holds, or regulatory obligations.
Our public website and marketing are not directed at children under 18, and we do not knowingly collect information from children online. However, we administer trusts for minors in birth injury, childhood injury, and guardianship matters. In those cases, information about the minor is collected from a parent, legal guardian, or court-appointed representative with appropriate documentation, and is used solely to administer the minor's trust.
This Policy is available in English and Spanish. Where any translation conflicts with the English version, the English version controls. Si desea una copia de esta Política en español, contáctenos.
We may update this Policy from time to time. The “Last Updated” date above reflects the most recent revision. Material changes will be communicated to active clients with reasonable advance notice, and continued use of our services after the effective date constitutes acceptance.
Plaintiffs Trust Services · plaintiffstrust@gmail.com · Florida, United States