Last Updated: July 2026
SimplyTrust Software Inc. ("SimplyTrust," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our estate planning platform, including our website at simplytrust.com, our mobile applications for iOS and Android, our free document tools, our paid estate and trust settlement plans, and related services (collectively, the "Service").
By using our Service, you consent to the data practices described in this policy. If you do not agree with our policies and practices, please do not use our Service.
Our free document builders (such as the will, power of attorney, and deed builders) prepare your document entirely within your browser. The contents of your document — names, dates of birth, addresses, asset descriptions, and any other text you enter — and the documents you generate are never transmitted to or stored on SimplyTrust servers. When you download a finished document, we record anonymous statistics about the document's structure — for example, whether a guardian was named, the number of beneficiaries, or whether a charitable organization was included. These records contain only yes/no values, counts, and categories from fixed lists. They include no names and no document contents, and they are stored without your name, email address, IP address, or any other identifier, so they cannot be linked to you.
This browser-only handling applies to the free document builders. Our paid estate and trust settlement plans work differently: plan information is transmitted to and stored on our servers, as described in Section 2.5.
Our mobile application and subscription platform require account creation and store your information on our servers to provide trust creation, document storage, trust administration, and related features. Data entered in the mobile app is transmitted to and stored on our servers.
Our free calculators and estimators (such as the probate cost, estate tax, and executor fee tools) record the values you enter and the results they produce so we can understand how the tools are used and improve them. These records may include items such as an estimated estate value, your selected state and county, and marital or family details relevant to the calculation, together with a one-way hashed version of your IP address, a randomly generated identifier, your browser type, and the referring page. These records are stored on our servers for analytics purposes and are not linked to your name, email address, or other identifying information unless you separately choose to provide your contact details.
Pages about financial institutions and digital services let you rate your experience with that institution or service (for example, how easy a death claim or beneficiary setup was). If you submit a rating, we collect the star rating, any optional answers and written comments you provide, your name and email address, and your approximate location (country and region). Ratings, answers, and comments may be displayed on our website or included in published research — always without your name, email address, or any other identifying information. Your name and email address are never published with your rating. To prevent duplicate ratings, we store one-way hashed versions of your email address and IP address; these cannot be reversed to recover the original values. If you select a star rating but do not complete the form, we record the star value anonymously together with a one-way hashed IP address and approximate location; this is used only for aggregate statistics and duplicate prevention and is not linked to you.
Our estate and trust settlement plans are a paid, one-time purchase. Unlike our free document builders, a settlement plan is stored on our servers so you can return to it from any device over the course of a settlement. No account is created; your plan is accessed through a private link we email to you after purchase.
When you purchase and use a settlement plan, we collect and store:
Decedent Social Security number.You may optionally enter the decedent's Social Security number so it can be used to fill government and institutional forms you open from your plan. This value is encrypted with a dedicated key and stored separately from the rest of your plan data. It is never included in plan pages, revision history, or read-only share views; only the last four digits are displayed back to you, and the full value is used solely when you open a form that requires it.
Uploaded documents are stored in a private storage area that is not publicly accessible and can only be reached through your plan link. We store and return your files; we do not open, parse, or analyze their contents.
Share links.You may create read-only links to share your plan with beneficiaries or family members. Share links show plan information but never the decedent's Social Security number or your uploaded documents. You can disable any share link at any time from within your plan.
Information about other people. A settlement plan necessarily contains information about people other than you — the decedent and the beneficiaries. Enter only information you are authorized to provide in your role in the settlement.
Plan recovery. If you lose your plan link, you can request a new one from the recovery page; we use your purchase email address to re-send the link. When you first start a plan, we may read your approximate state from your network connection to pre-select it; this value is not stored, and any selection you make replaces it.
When you create an account or use our subscription services, we collect:
When you use our Service, we automatically collect:
When you use our free document builders and download a document, we may collect basic contact information you voluntarily provide, device and browser information, and IP address. The contents of your document and the document files it generates are not transmitted to or stored on our servers. At download we also record the anonymous document-structure statistics described in Section 2.1; these are stored without any identifier that could link them to you. How our calculators and estimators handle the information you enter is described in Section 2.3. This section does not apply to settlement plans, which store your plan information on our servers as described in Sections 2.5 and 3.4.
When you purchase a settlement plan, we collect your name, email address, and the plan information described in Section 2.5, including information about the estate or trust, its assets and beneficiaries, the documents you upload, and, if you choose to enter it, the decedent's Social Security number (stored encrypted as described in Section 2.5). Settlement plans do not use accounts; this information is associated with your plan and its access link rather than an account profile.
We use the information we collect to:
We do not sell, rent, or trade your personal information.
We may share your information in the following circumstances:
We use the following third-party services to operate our Service:
We use Supabase to store your account information, documents, and application data. Supabase processes data in accordance with their Privacy Policy.
We use Stripe to process payments for subscriptions and one-time purchases (such as estate and trust settlement plans) made directly through our website. Stripe collects payment information including credit card details. We do not store your full credit card number on our servers. Stripe processes data in accordance with their Privacy Policy.
We use Google Analytics for Firebase to understand how users interact with our mobile application. This service collects device information, app usage data, and crash reports. Data is collected in accordance with Google's Privacy Policy. You can opt out of analytics collection in your device settings.
We use Customer.io to manage contacts and to send email and push communications. When you submit your details through a form on our website (for example, to receive calculator results or to contact us) or use our mobile application, Customer.io may receive your email address, name, phone number, selected state, device tokens, and engagement data such as which tools or forms you have used. Customer.io also delivers transactional email for settlement plan purchases, including your plan access link. Customer.io does not receive the contents of your settlement plan. Data is processed in accordance with their Privacy Policy.
We use PostHog for product analytics and to monitor application errors. PostHog may collect technical and usage information such as your IP address, browser type, operating system, device information, pages visited, the URL where an error occurred, and error stack traces. This data is used to understand site usage and to identify and fix technical problems. PostHog does not receive your estate planning data, documents, or account credentials. PostHog processes data in accordance with their Privacy Policy.
Subscriptions purchased through the Apple App Store or Google Play Store are processed by Apple and Google respectively. These purchases are subject to Apple's Privacy Policy and Google's Privacy Policy.
On our website we use Google Analytics and Google Ads tags to measure site usage and the performance of our marketing. These tags may set cookies and collect your IP address, device and browser information, and the pages you view. You can control these through your cookie preferences. Data is processed in accordance with Google's Privacy Policy.
We use Google reCAPTCHA to protect our forms from spam and automated abuse. reCAPTCHA collects hardware and software information and your IP address and sends it to Google for analysis. Its use is subject to Google's Privacy Policy and Terms of Service.
Our website is hosted on Vercel, which also provides traffic and performance measurement and stores our media files, and we use Neon (a managed PostgreSQL service, part of Databricks) to store our website content, the anonymized calculator usage records described in Section 2.3, the anonymous document-structure statistics described in Section 2.1, and the settlement plan data described in Section 2.5. Documents you upload to a settlement plan are stored in a private Vercel storage area that is separate from our public media files. These providers process server log and performance data, including IP address and request information, to deliver and secure the Service. Data is processed in accordance with the Vercel Privacy Notice and the Databricks Privacy Notice.
We use Resend to deliver email, such as our responses to messages you send through our contact form. Resend processes the email address and message content needed to send these messages. Data is processed in accordance with their Privacy Policy.
Our mobile application supports biometric authentication (Face ID, Touch ID, or fingerprint) for convenient and secure access to your account.
Important:Your biometric data (facial geometry, fingerprint data) is processed entirely on your device using your device's secure hardware (Apple Secure Enclave or Android Trusted Execution Environment). SimplyTrust never receives, transmits, or stores your biometric data. We only receive a confirmation that authentication was successful.
You can enable or disable biometric authentication at any time in the app settings.
With your permission, we may send push notifications to your mobile device about:
You can manage your notification preferences or disable push notifications entirely through your device settings or within the app.
We implement appropriate technical and organizational measures to protect your personal information, including:
While we strive to protect your information, no method of transmission or storage is 100% secure. We cannot guarantee absolute security.
We retain your personal information for as long as necessary to provide the Service and fulfill the purposes described in this policy:
You may delete your account at any time through the app settings or by contacting us at privacy@simplytrust.com.
When you delete your account:
Important: If you have an active subscription through the Apple App Store or Google Play Store, you must cancel your subscription separately through that platform before deleting your account to avoid continued billing.
We may retain certain information as required by law, such as records of transactions for tax and accounting purposes.
Settlement plan deletion. Settlement plans do not use accounts. To delete a plan and its uploaded documents, contact us at privacy@simplytrust.com from the email address used at purchase. Deletion is permanent and includes the plan, its uploaded documents, and any share links.
Our Service is not intended for children under 18 years of age. You must be at least 18 years old to create an account or use our Service.
We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information promptly.
If you believe we have collected information from a child under 18, please contact us at privacy@simplytrust.com.
Depending on your location, you may have the following rights regarding your personal information:
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
Our Service is directed to users in the United States. To the extent the General Data Protection Regulation (GDPR) applies to you as a user in the European Economic Area (EEA), United Kingdom, or Switzerland, you may have additional rights, including:
To exercise any of these rights, contact us at privacy@simplytrust.com. We will respond to your request within 30 days (or sooner if required by applicable law). We may need to verify your identity before processing your request.
Your information may be transferred to and processed in the United States and other countries where our service providers operate. These countries may have different data protection laws than your country of residence.
When we transfer data internationally, we implement appropriate safeguards to protect your information, including standard contractual clauses and other legally recognized transfer mechanisms.
We may update this Privacy Policy from time to time. The "Last Updated" date at the top reflects the most recent revision. We will notify you of material changes by email or through a notice in the app before the changes take effect.
Your continued use of the Service after changes become effective constitutes your acceptance of the revised policy.
If you have questions about this Privacy Policy or our data practices, please contact us:
SimplyTrust Software Inc.
Privacy Inquiries: privacy@simplytrust.com
General Inquiries: hello@simplytrust.com
Website: simplytrust.com