PECA Privacy Practices
This page describes how the PECA Trust Portal handles information within your secure client workspace. It is structured so final production privacy practices can replace the body content without redesigning the page.
Full production policy is currently under review.
Overview
PECA collects and uses information needed to provide trust planning services, coordinate attorney review, process payments, and deliver documents through the portal.
We limit collection to information reasonably necessary for the services you request.
Information we collect
Account information such as your name, email address, and phone number.
Trust intake responses, service request details, payment records, and document delivery metadata.
Technical information such as sign-in activity and audit events needed to secure the platform.
How information is used
To prepare and review trust packages, coordinate attorney workflows, and fulfill document delivery.
To process Attorney Review Deposit and Final Payment transactions through secure payment providers.
To communicate with you about your matter, service status, and account security.
Security and retention
PECA uses administrative, technical, and organizational safeguards designed to protect portal information.
Records are retained according to operational, legal, and service requirements applicable to trust administration workflows.
Your choices
You may contact PECA to request corrections to account information where updates are supported in the current release.
Final production practices will describe additional privacy rights and request procedures where applicable.
Updates to these practices
PECA may update this page as portal services and legal requirements evolve.
Material updates will be reflected by a revised last updated date at the top of this page.
Privacy questions
Contact PECA member services if you have questions about how your information is handled in the portal.