Effective Date: 09/21/2025
Last Updated: 09/21/2025
Simple Estate Docs (“Company,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you interact with our website (simpleestatedocs.co), services, communications (including SMS/text messaging, phone, and email), and related offerings.
By using our services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following types of personal information:
Identifiers: name, email address, phone number, mailing address.
Communication Data: records of SMS/text messages, phone calls, emails, and your preferences.
Service Information: appointment details, event registrations, or documents you request.
Technical Data: IP address, browser type, device information, and usage data when you access our website.
We do not knowingly collect information from children under 13.
2. How We Use Information
We use personal information for purposes including:
To provide and manage services you request (seminars, consultations, estate planning documents).
To communicate by SMS, phone, or email with confirmations, reminders, or updates.
To send you educational content, product/service updates, or promotional offers (you can opt out at any time).
To improve our website, services, and communications.
To comply with legal obligations.
3. SMS, Phone, and Email Privacy
SMS/Text Messages: By providing your phone number, you consent to receive SMS messages about scheduling, reminders, and service-related communications. You may opt out at any time by replying STOP. Message and data rates may apply.
Phone Calls: We may contact you by phone regarding appointments, follow-ups, or service inquiries.
Emails: We may send emails about confirmations, resources, and updates. You can unsubscribe by using the link in any email.
We do not send spam and limit communications to what is relevant and beneficial.
4. How We Share Information
We respect your privacy and will not knowingly sell, trade, or transfer your personal information to third parties.
We may share limited information in these cases:
Service Providers: with vendors or contractors who perform services on our behalf (marketing, hosting, payment processing) and are bound by confidentiality.
Legal Compliance: when required by law, regulation, subpoena, or government request.
Business Transfers: if we merge, sell assets, or restructure, personal data may be part of the transfer.
We do not sell your information for monetary gain. Under California law, we also do not engage in “sharing” for cross-context behavioral advertising.
5. Your Privacy Rights (U.S. State Laws)
Depending on your state of residence (e.g., California, Colorado, Virginia, Connecticut, Utah), you may have the following rights:
Right to Know/Access: You can request details about the personal information we collect, use, and disclose.
Right to Delete: You may request that we delete your personal information, subject to certain exceptions.
Right to Correct: You may request corrections to inaccurate information.
Right to Opt-Out of Sale/Sharing: You can opt out of the sale or sharing of your personal information (we do not sell or share your personal data).
Right to Non-Discrimination: You will not be discriminated against for exercising your rights.
To exercise these rights, contact us at:
📧 [email protected]
📞 816-451-4757
We will verify your identity before processing requests. You may designate an authorized agent to act on your behalf.
6. Data Retention
We retain personal information only as long as necessary to fulfill the purposes described in this Policy, unless a longer period is required by law.
7. Security
We use industry-standard safeguards (encryption, access controls, secure servers) to protect your information. However, no method of transmission or storage is completely secure.
8. Third-Party Services
Our website may link to third-party websites or tools. We are not responsible for the privacy practices of those third parties.
9. Changes to This Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with a new “Last Updated” date.
10. Contact Us
If you have any questions or wish to exercise your rights under this Policy, please contact us:
Simple Estate Docs
200 NE Missouri Road, 2nd Floor, Lees Summit, MO 64086
📞 Phone: 816-451-4757
📧 Emai [email protected]