Protection of Confidential Information
We are committed to protecting our clients' personal and private information. We do not, without permission, reveal the identity of our clients. Clients are advised of all inquiries and direction is requested.
All information acquired by our firm from any client is held in confidence, and will not be used other than for the purpose of representing that particular client, and will be disclosed to a third party only as necessary in our representation of that particular client.
Confidential information is not duplicated except as necessary for representation. Original documents received from a client are returned to the client upon request. If such a request is made, we retain copies of such documents only as necessary to support our work product. As required by the Canons of Ethics, we invariably resist any attempt by third parties to access our files.
Much of the information we possess concerning our clients is stored electronically. We spend substantial sums each year on information technology to protect the security of client information, both from loss and from unauthorized access.
Unless we have an ongoing relationship with a client, we normally purge most files after ten years of inactivity. We do retain real estate title files and estate planning files indefinitely. We do not routinely maintain duplicate originals of estate planning documents, but we do, on request, store original estate planning documents in our vault.