Otis, Bedingfield & Peters, LLC takes the confidentiality of our clients’ and their information very seriously. We strictly adhere to professional standards regarding client confidentiality. These professional standards include, without limitation, the attorney-client privilege and the confidentiality requirements of the ethics rules applicable in the particular jurisdiction involved, including the duty of confidentiality set forth in those rules.
In the course of providing you with legal services, we may obtain significant personal information from our clients, including:
- Personal contact information, including your name, residential and business mailing addresses, telephone numbers, e-mail addresses, and Social Security number.
- Information from your interaction with us, including correspondence by mail or electronic mail, facsimile transmissions, telephone conversations, and personal meetings.
- Information about your personal finances, including bank accounts, investments, debts and liabilities, tax information, and holdings in personal and real property.
- Any other information you share with us in order to help us represent your legal interests more effectively.
Rest assured, we do not disclose information relating to our representation of you except as authorized by you, as required by law, as permitted by the applicable rules of professional conduct governing lawyers, or as otherwise reasonably necessary. We may only disclose such personal information when reasonably necessary to the following individuals:
- Those parties to whom you authorize us to give your information.
- Those parties to whom we are permitted under the applicable rules of professional conduct governing lawyers to give your information.
- Those parties to whom we are required by applicable law to provide information.
We retain records relating to the advisory services we provide in order to comply with professional guidelines and to better serve your legal needs. In order to protect information relating to our representation of you, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.