Effective date: 10/31/2026
Kakuk Fiduciary ("we," "us") is the professional fiduciary practice of Melissa Kakuk, California Licensed Professional Fiduciary, 27075 Cabot Road, Suite 106, Laguna Hills, CA 92653. Confidentiality is central to fiduciary work. This policy explains how we collect, use, and protect information when you visit kakukfiduciary.com, contact us, or schedule a consultation.
Information we collect
Contact details you provide: name, phone number, email, and mailing address.
General information about your situation that you choose to share when requesting a consultation.
Appointment details when you book a consultation.
Basic website data such as browser type and pages visited, collected through cookies and similar tools.
Please do not send account numbers, Social Security numbers, or medical records through the website or booking forms. If documents are needed, we will provide a secure way to share them.
How we use information
To respond to inquiries and schedule consultations.
To send appointment confirmations, reminders, and responses by email or text message.
To provide fiduciary services under a separate written engagement.
To operate, secure, and improve our website.
Text messaging
If you provide your mobile number and consent to receive text messages, we use it for appointment confirmations, reminders, and responses to your inquiries. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text-messaging originator opt-in data and consent will not be shared with any third parties. Information may be shared with service providers who help us deliver messages, solely to provide the service.
How we share information
We do not sell or rent your personal information. We share information only with your permission, with service providers who help us run the practice (scheduling, email, messaging, hosting) under confidentiality obligations, as required by law or court order, or as necessary to carry out fiduciary duties under an engagement.
Data security and retention
We use reasonable administrative and technical safeguards and keep information only as long as needed for these purposes or as required by law and professional record-keeping rules.
Your choices and California rights
Opt out of texts by replying STOP, and of emails using the unsubscribe link.
Ask to see, correct, or delete the personal information we hold about you, subject to legal record-keeping obligations.
California residents may request information about disclosures of personal information to third parties for their direct-marketing purposes. We do not make such disclosures.
Do Not Track: our website does not currently respond to browser "Do Not Track" signals.
Children
Our website is not directed to children under 13, and we do not knowingly collect their information online.
Changes to this policy
We may update this policy. The effective date above shows when it was last changed.
Contact us
Kakuk Fiduciary, 27075 Cabot Road, Suite 106, Laguna Hills, CA 92653 · (949) 436-5897 · melissa@kakukfiduciary.com