Privacy and File Retention Policy

We Are Committed to Safeguarding Client Information

In order to better serve your needs now and in the future, we may ask you to provide us with certain information. We understand that you may be concerned about what we will do with such information — particularly any personal or financial information. We agree that you have a right to know how we will utilize the personal information you provide to us. Therefore, we have adopted this Privacy and File Retention Policy to govern the use and handling of your personal information.


This Privacy and File Retention Policy governs our use of the information which you provide to us. It does not govern the manner in which we may use information we have obtained from any other source, such as information obtained from a public record or from another person or entity.

Types of Information

Depending upon the legal services you have requested, the types of nonpublic personal information that we may collect include:

Information we receive from you on applications, forms and in other communications to us, whether in writing, electronically, in person, by telephone, or any other means;

  • Information about your transactions with us or others; an
  • Information we receive from a consumer reporting agency.

Use of Information

We will not release your information except (1) as reasonably necessary for us to provide the service you have requested or (2) as permitted by law. We may, however, store such information indefinitely, including the period of time after which any attorney-client relationship has ceased.

Former Clients

Even if you are no longer our client, our Privacy and File Retention Policy will continue to apply to you.

Confidentiality and Security

We will use our best efforts to ensure that no unauthorized persons have access to any of your information. We restrict access to nonpublic personal information about you to those individuals and entities who need to know that information to provide services to you. We will use our best efforts to train and oversee our employees and agents to ensure that your information will be handled responsibly and in accordance with this Privacy and File Retention Policy. We currently maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to guard your nonpublic personal information.

File Retention Policy

We will retain clients’ files for five years and then we may destroy them. If a client desires to have any information from our files before they are destroyed, the client should notify us in writing before the 5th anniversary date of opening the file and request such information.