Privacy Policy

Privacy Policy
Last updated: November 1, 2025

1. Purpose of This Policy

Fidea Law Corporation (“Fidea,” “we,” “us,” or “our”) is a California professional law corporation providing legal services in estate planning, corporate, and contract law. This Privacy Policy explains how we collect, use, and safeguard personal information in compliance with applicable California and federal privacy laws, as well as the Rules of Professional Conduct and other ethical obligations governing attorneys.

This Policy applies to all personal information we collect through our website, e-signature platforms, scheduling links, client intake forms, emails, questionnaires, and in the course of providing legal services (collectively, our “Services”).

2. Contact Information

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact:

Fidea Law Corporation
Email: admin@fidealaw.com
Phone: (408) 236-7345
Address: 2445 Augustine Drive, Suite 150, Santa Clara, California

3. Information We Collect

We collect personal information necessary to provide our Services, operate our firm, and comply with legal obligations. The types of personal information we may collect include:
• Client identification information: Name, address, phone number, email, date of birth, and identification documents.
• Financial information: Payment details, billing addresses, and trust account information (as applicable).
• Matter information: Information about your family, business, finances, property, or other personal details provided for estate planning, corporate, or contract matters.
• Verification information: Documentation required to comply with Know-Your-Client (KYC), anti-money-laundering (AML), or similar laws.
• Online interactions: Information submitted through our website, scheduling or e-signature links, or client intake systems.
• Recruitment information: For job applicants, résumés and employment details voluntarily provided.

We collect this information directly from you, your representatives, or third-party sources as needed to provide legal services or comply with the law.

4. How We Use Personal Information

We use your personal information for the following business and legal purposes:
• To provide, manage, and improve our legal services.
• To verify identity and prevent fraud.
• To communicate with you about your matter, billing, or updates.
• To comply with legal, regulatory, and professional obligations.
• To process payments and maintain accounting records.
• To send you legal updates or notices (with your consent or as permitted by law).
• To manage our internal operations, such as IT, compliance, and client management.

We do not sell or share your personal information with third parties for marketing purposes.

5. Legal Basis and Professional Duty

Because we are a California law firm, we collect and use personal information primarily to perform our professional duties to clients and to comply with legal and ethical requirements.
We may also rely on:
• Contractual necessity — to perform legal services under an engagement agreement.
• Legal obligations — such as State Bar and IRS compliance requirements.
• Legitimate business interests — such as improving our services and managing client relationships.

All personal information is handled consistent with attorney–client privilege and professional confidentiality.

6. Information Sharing

We may share personal information as necessary to deliver legal services or comply with legal obligations, including with:
• Courts, opposing counsel, government agencies, or regulatory authorities.
• Professional advisers such as accountants, experts, or co-counsel.
• Third-party service providers who support our operations (e.g., document storage, IT, e-signature, case management, payment processing).
• Insurers or auditors, if required by law or professional regulation.

All third-party service providers are bound by confidentiality and data-protection obligations consistent with California and professional standards.

7. Retention of Information

We retain client files and personal information for at least five (5) years from the conclusion of representation, unless a longer period is required by law or professional rules. Files may be destroyed thereafter without further notice.

8. Data Security

We maintain appropriate administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, or misuse. Access to client data is restricted to authorized personnel, and all staff and contractors are required to maintain strict confidentiality.

9. Your Rights Under California Law

Under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), you may have the following rights with respect to your personal information (subject to legal and professional limitations):
• Right to Know: Request access to the categories and specific pieces of personal information we have collected about you.
• Right to Correct: Request correction of inaccurate information.
• Right to Delete: Request deletion of personal information, unless retention is required by law or attorney-client privilege.
• Right to Limit Use and Disclosure of Sensitive Personal Information.
• Right to Non-Discrimination: You will not be penalized for exercising your privacy rights.

Please note that attorney–client privilege, legal hold obligations, and professional secrecy may limit our ability to fulfill some requests.

To exercise these rights, please contact admin@fidealaw.com or call (408) 236-7345. We may verify your identity before processing your request.

10. Third-Party Links

Our website and online forms may include links to external websites. We are not responsible for their privacy practices and encourage you to review those sites’ policies.

11. Policy Updates

We may update this Privacy Policy from time to time to reflect legal or operational changes. The latest version will always be posted on our website. If we make significant changes, we will notify you where practicable.

Fidea Law Corporation