How we collect, use, and protect your information
Last Updated: February 18, 2026
Georgia IOLTA Trust Accounts ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
We may collect information about you in a variety of ways. The information we may collect includes:
Personal Data: Personally identifiable information, such as your name, email address, postal address, and telephone number, that you voluntarily give to us when you contact us or use our services.
Financial Information: In the course of providing IOLTA and trust account management services, we may process financial information related to client trust accounts, including account numbers, transaction details, and balances.
Correspondence: Information contained in communications you send to us, including email messages, contact form submissions, and other inquiries.
We use the information we collect in the following ways:
If you provide your mobile phone number and opt in, Georgia IOLTA Trust Accounts may send you SMS or text messages for customer care, informational, account-related, and promotional or marketing purposes. Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan.
You may opt out of receiving SMS messages at any time by replying STOP to any message. For assistance, reply HELP or contact us at [email protected].
We do not sell or share your mobile phone number with third parties for their own marketing purposes. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. Mobile information will only be used in accordance with this Privacy Policy and applicable laws. Your consent to receive SMS messages is not a condition of purchase.
We may share information we have collected about you in certain situations:
Service Providers: We may share your information with third-party service providers that perform services on our behalf, such as banking institutions and regulatory compliance tools.
Legal Obligations: We may disclose your information where required by law, including to comply with Georgia Bar regulations, court orders, or governmental requests.
Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business.
With Your Consent: We may disclose your personal information for any other purpose with your consent.
We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. For trust account records, we maintain information in accordance with Georgia Bar rules and applicable legal requirements.
Depending on your location, you may have certain rights regarding your personal information, including:
To exercise these rights, please contact us at [email protected].
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected personal information from a child, we will take steps to delete such information.
We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date at the top of this Privacy Policy. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
If you have questions or comments about this Privacy Policy, please contact us:
Georgia IOLTA Trust Accounts
3340 Peachtree Road, Northeast
Atlanta, GA 30326
Email: [email protected]