Simple Trust Planning, LLC (“Company,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you use our website, products, and services (collectively, the “Services”).
By using our Services, you consent to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
- Personal Information You Provide: such as your name, email address, phone number, mailing address, payment details, and information you enter into estate planning forms.
- Automatically Collected Information: such as your IP address, browser type, device information, and how you interact with our website.
- Cookies and Tracking Technologies: we may use cookies or similar technologies to improve user experience and site performance.
2. How We Use Your Information
We use your information to:
- Provide and improve our Services.
- Process payments and transactions.
- Communicate with you about your documents, account, or customer support requests.
- Comply with legal obligations.
- Send you marketing or educational content (you can opt out at any time).
3. How We Share Your Information
We do not sell your personal information. We may share your data with:
- Service Providers: Document software provider, payment processors, and website hosting companies. No client data is saved on www.simpletrustplanning.com
- Legal Requirements: if required by law, court order, or government request.
- Business Transfers: in the event of a merger, acquisition, or sale of assets.
4. Your Responsibilities
- Do not share sensitive personal information with us unless necessary to create your documents.
- You are responsible for safeguarding your login credentials and account access.
5. Data Retention
We retain your personal information for as long as needed to provide our Services, comply with legal obligations, or resolve disputes.
6. Your Rights
Depending on your location, you may have the right to:
- Access, correct, or delete your personal information.
- Opt out of receiving marketing communications.
- Request that we limit or stop processing your data.
To exercise these rights, contact us at info@simpletrustplanning.com.
7. Security
We take reasonable steps to protect your information. However, no system is 100% secure, and we cannot guarantee the security of your data.
8. Children’s Privacy
Our Services are not intended for children under 18. We do not knowingly collect information from minors.
9. Third-Party Links
Our website may contain links to third-party sites (including Trust & Will, Inc.). We are not responsible for their privacy practices.
10. Updates to this Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Effective Date.”
11. Contact Us
If you have any questions about this Privacy Policy, please contact us:
- Email: [Insert Contact Email]
- Mailing Address: [Insert Company Mailing Address]