Legal Disclaimers

Thank you for visiting Advocates Trust. We are committed to honoring the privacy of our visitors and members. This privacy policy covers personally identifiable information shared through

Privacy Policy

Terms of Use

These materials (and any attachments and documents hereto) have been prepared by Advocates Trust Services (ATS) and Advocates Trust Group, LLC (ATG) - ("Advocates Trust", "we," "us," or "our") - for informational and marketing purposes only. They are not intended to be and should not be considered legal, tax or financial advice. You should not act upon this information without seeking professional counsel on the particular facts and circumstances at issue. Some of the services detailed on this website may not offered in all states or foreign jurisdictions.

ATS and ATG, its affiliates, subsidiaries and parent companies, and their officers, directors, and employees are not responsible for and hereby expressly disclaims any and all liability for any loss or damage caused by errors or omissions arising out of or in connection with your reliance on the information contained on this website and its documents. Although we attempt to keep the information on this site current, we do not warrant that the content herein is accurate, complete, and may or may not reflect the most current legal developments. We may make changes in the products and/or the services described at any time.

By using this site, you are agreeing to the terms set forth in the Advocates Trust privacy and disclaimer policies. We reserves the right to change, modify, add, or remove portions of this policy at any time.

IRS Circular 230 Disclosure

We inform you that in compliance with the U.S. Federal Tax and IRS Regulations, unless expressly stated in writing otherwise, any discussion of tax matters contained in this communication (or any attachment hereto) is not intended or written to be used as, and cannot be used as, or considered to be a “covered opinion” or other written tax advice, and should not be relied upon by any person for the purpose of (i) avoiding any IRC related penalties that may be imposed on a taxpayer or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter(s) addressed herein (or any attachment hereto) for IRS audit, tax dispute or any other purpose.

External Web Links

ATS/ ATG is not responsible for the content of any site linked to or from While we may provide links to other sites, the inclusion of such links is for your convenience only and should not be interpreted as an endorsement of the owners, sponsors, or content of those sites. Advocates Trust disclaims all warranties, express and implied, about the accuracy, validity, or legality of any materials, information, or operation on such sites.

Third Party Services

Advocates Trust may utilize third party providers for services related to email marketing, trust management, trust drafting, and online payments. We are not responsible for any errors, loss or damage caused by third party service providers.

We do not sell or lease your personal data to third parties.


The Advocates Trust website requires a login in order to provide you with a personalized account. During our attorney registration process, we will collect your name, email address and a username name. After completing the registration form, you will receive a welcome email and how to access that account. Advocates Trust may use information collected to send out notifications regarding service related issues, customer service and email updates. 

Any online information is hosted in secure databases protected via a variety of industry-standard access controls. Secure passwords, SSL encryption, disk-based encryption, firewalls, and other measures are in place that helps us to protect your data.

Changing your contact information, including email address, is accessible through your Advocates Trust account interface. 

Advocates Trust Group Subscription

If you upgrade to become an Advocates Trust Group member, we will collect additional information including address, telephone number and website. Payment information, including credit card number, will not be stored online by Advocates Trust. Payments are managed through third party providers. Advocates Trust Group is not a trust company and provides education and ancillary services only. All trust administration is through Advocates Trust Services, a Division of New York Private Trust Company, a Delaware Chartered Trust Company. 

To cancel your paid subscription, please contact Advocates Trust Group.

Bulletin Board/ Member Website Forum

If you use a bulletin board or member forum on this site you should be aware that any personally identifiable information you submit there can be read, collected, or used by other users of this forum. We are not responsible for any content posted by any user in the forum. Advocates Trust reserves the right to modify or remove any posts. 

Client Information

Federal law requires all financial institutions to obtain, verify and record information that identifies each customer who opens an account. When opening a client trust account, Advocates Trust Services will ask for the name, address, date of birth, and other information that will allow us to confirm the client's identity. In all cases, Advocates Trust Services is committed to protecting the privacy and identity of each of its customers. For more information about client information and its uses, please read New York Private Trust Company's Privacy Policy. If you have any questions or concerns regarding this notice, please contact Advocates Trust Services at 866-484-8061.  

How to Contact Us

If you have questions about how we use your personal information, about this privacy policy, notice any errors/ omissions, or have technical difficulties, please contact us through the contact form, email or by calling 866-484-8061.

Advocates Trust Services is located at 200 Bellevue Parkway, Wilmington, DE 19809.
Advocates Trust Group, LLC is located at 43 British American Blvd., Albany, NY 12110. 

Copyright and Reproduction Notice

Copyright © 2012, Advocates Trust Services. All rights reserved.

The content, including any pictures and all documents contained herein are protected and should not be reproduced, copied, published, distributed or otherwise altered without permission. Printed copies for your own use are permitted, provided you do not delete or change any copyright, trademark or other notices. Title to and all intellectual property rights in the material on this site remain in Advocates Trust and its affiliates or licensors.