Privacy Policy

Last updated: 11/10/2026

Introduction

Priority Pooled Trusts ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect the following types of information:

Personal identification information (name, email address, phone number)
Financial and benefit information (when you enroll in our services)
Health and disability information (as required for trust administration)
Website usage data (through cookies and analytics)

How We Use Your Information

We use your information to:

Provide pooled trust services and account management
Respond to your inquiries and requests
Process disbursements and maintain financial records
Comply with legal and regulatory requirements
Improve our website and services
Send you important updates about your account

Information Sharing

We do not sell your personal information. We may share your information with:

Service providers who assist in trust administration
Government agencies as required by law
Professional advisors (attorneys, accountants) with your consent
Vendors and payees for approved disbursements

Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is 100% secure.

Your Rights

You have the right to:

Access and review your personal information
Request corrections to inaccurate information
Request deletion of your information (subject to legal requirements)
Opt-out of marketing communications

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at:

Email: info@prioritypooledtrusts.com
Office: 727-250-0580