In assisting our clients with their estate planning needs, we may have access to their personal financial information.  This information is necessary in order to accomplish their planning goals.  We place a high priority on client confidentiality.  We will use personal financial information only to the extent necessary to implement our clients' planning and then only with their specific authorization for release of this information. 

All of our client documents are created within the firm.  We do not outsource any part of our function that involves personal financial information.  All staff members are subject to a criminal background check and they must sign our Client Confidentiality Policy as a condition of employment.