Privacy policy

Who I am

Simply Smart Wills, based in Hampshire, UK. Contact: rosanna@simplysmartwills.co.uk.

What I collect

When you use my enquiry form or checklist pop-up I collect your name, email address, the service you're interested in, how you heard about me, your answers to my 60-second check if you used it, and any message you choose to add. If you go on to become a client, I'll collect further information needed to prepare your will or LPA.

How I use it

To respond to your enquiry, send you anything you've asked for (such as my checklist), follow up to see if I can help, and deliver the service you've asked for. I do not sell or share your data with third parties for marketing purposes.

Where it's processed

Details you send through my enquiry form or checklist pop-up are stored in my Google Workspace account, and I use it to email you. Google acts as my data processor under UK GDPR, and data may be processed outside the UK/EEA under Google's standard data protection terms.

How long I keep it

Enquiry data is kept only as long as needed to respond to you or, if you become a client, for as long as required by my professional and legal obligations.

Your rights

Under UK GDPR you have the right to access, correct, or ask me to delete your data, and to object to how it's used. Contact rosanna@simplysmartwills.co.uk to exercise these rights, or complain to the Information Commissioner's Office (ICO) if you're unhappy with how I've handled your data.

Last updated: October 2026.

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