Last Updated: 10.03.2023


Financial companies choose how they share your personal information. Under the Gramm-Leach Bliley Act (“GLBA”) and other federal and state laws and regulations applicable to financial institutions, consumers have the right to limit some, but not all, sharing of their personal information and understand how companies collect, share, and protect their personal information.

Please read this Notice carefully to understand how Perkins Coie Trust Company LLP (‘”PCTC”,” “we,” or “us”) collects, uses, shares. and protects your personal information. We may provide separate or additional notices about our privacy practices for personal information that GLBA does not cover, in which case this Notice does not apply. For example, this Notice does not apply:

  • When we collect personal information of PCTC customers that visit our offices or browse PCTC’s websites.
  • To certain of our data handling practices for PCTC customers that are also Perkins Coie LLP or PCTC employees.

For more information about how we collect, disclose, and secure information in the above circumstances, please refer to our online Privacy Policy and the Personnel Privacy Notice posted in the Human Resources Connections page.


The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Identifiers, including contact information, such as full name, email address, mailing address, phone number, government or national identification information such as driver’s license number, passport number, military identification number, or social security number; date of birth, account name, and tax identification numbers, national insurance numbers, and beneficiaries and dependents;
  • Financial information, such as banking and account numbers, wire transfer information, information on voided checks, direct deposit forms, salary, tax submissions and filings, information relating to loans, liabilities, and defaults, and credit history and credit reports;
  • Characteristics of protected classifications under state and federal law, such as age, gender, racial or ethnic origin, marital status, and disabilities;
  • Employment information, such as job/title, position, and office location;
  • Information on property ownership, including real estate and other property ownership;
  • Information on investments, such as prior and current investments, investment preference, and risk tolerance; and
  • Health and health-related information, if disclosed in connection with your accounts and investments, such as medical conditions, health records, and information related to symptoms of, or risk of exposure to, certain illnesses.

The information we share or do not share with other parties as described in this Notice also may apply when you are no longer a client.

HOW? All companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons PCTC chooses to share, and whether you can limit this sharing.


this sharing?
For our everyday business purposes –
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
yes no
For our marketing purposes –
to offer our products and services to you
no not shared
For joint marketing with other financial companies no not shared
For our affiliates’ everyday business purposes –
information about your transactions and experiences
no not shared
For our affiliates’ everyday business purposes –
information about your creditworthiness
no not shared
For our affiliates to market to you no not shared
For non-affiliates to market to you no not shared


QUESTIONS? Call 206.359.8382 or 888.720.8382 or go to


Who we are
Who is providing this notice? Perkins Coie Trust Company LLC
1201 Third Avenue, Suite 4900
Seattle, WA 98101Perkins Coie Trust Company is a Washington state‐chartered trust company that delivers trust, estate settlement, financial planning, and investment advisory services.
What we do
How does PCTC protect my personal information? To help protect your personal information from unauthorized access and use, we use reasonable security measures and take measures to comply with federal law. These measures include computer safeguards and secured files and buildings.
How does PCTC collect my personal information? We collect your personal information, for example, when you engage us for our services to:

  • set up, construct, and manage your portfolios, investments, and retirement plan benefits;
  • create and administer trusts and estates;
  • assess your needs and goals and provide advice and counsel relating to our service;
  • process and set up an application and registration for online access to your trust and investment accounts; and
  • communicate with you about upcoming events and news about services offered by PCTC and our carefully selected partners.

We also collect your personal information from other companies.

Why can’t I limit all sharing? Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes – information about your creditworthiness;
  • affiliates from using your information to market to you; and
  • sharing for non‐affiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing.

Affiliates Companies related by common ownership or control.  They can be financial or non‐financial companies. Our affiliates covered under this Notice include Perkins Coie LLP.

  • PCTC does not share with our affiliate information about your creditworthiness or information they may use to market to you.
Non-affiliates Companies not related by common ownership or control.  They can be financial or non‐financial companies.

  • PCTC does not share with nonaffiliates so they can market to you.
Joint marketing

A formal agreement between non‐affiliated financial companies that together market financial products or services to you.

  • PCTC does not jointly market.
Other Important Information
PCTC may change this notice from time to time.  If we make any changes, we will change the “Last Updated” date at the top of this page.