Privacy policy

Last updated: September 12, 2026

Simply Settled respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, communicate with us, inquire about or purchase our services, or otherwise interact with Simply Settled.

Please read this Privacy Policy carefully. By using our website or engaging with our services, you acknowledge that you have reviewed this Privacy Policy and understand how your information may be collected, used, and disclosed as described below.

1. Personal Information We Collect

When you interact with Simply Settled, we may collect information that identifies you or can reasonably be associated with you.

Depending on how you interact with us, this may include:

  • Contact information, such as your name, mailing address, telephone number, and email address.

  • Client and household information, such as information about your current home, living situation, household needs, transition goals, preferences, family contacts, and other information you choose to provide when planning services.

  • Service information, such as information regarding your selected services, transition plans, scheduling, project details, communications, preferences, and service history.

  • Payment information, such as transaction details and payment status. Payment card information may be processed through third-party payment providers and may not be directly stored by Simply Settled.

  • Communications, including information you provide when contacting us by telephone, email, text message, online forms, or other methods.

  • Account or login information, if an account or login feature is made available through our website or services.

  • Device and technical information, such as your IP address, browser type, device type, operating system, general location information, and other technical identifiers.

  • Website and usage information, such as pages viewed, links accessed, time spent on our website, and information about how you interact with our website.

We may also collect information that you voluntarily provide about family members, representatives, or other individuals involved in the transition process. You should only provide personal information about another person when you have the appropriate permission or authority to do so.

2. How We Collect Personal Information

We may collect personal information from several sources, including:

  • Directly from you, such as when you submit an inquiry, complete an intake form, purchase services, communicate with us, or otherwise provide information.

  • Automatically through our website, including through cookies and similar technologies.

  • From family members or authorized representatives who provide information on your behalf.

  • From service providers and professional partners involved in coordinating services for you.

  • From third parties, when appropriate and permitted by law, such as vendors or professionals involved in your transition.

  • From publicly available sources, when reasonably necessary to provide or coordinate services.

3. How We Use Your Personal Information

We may use personal information for legitimate business purposes, including:

Providing and Coordinating Services

We use personal information to:

  • Respond to inquiries and consultation requests

  • Understand your transition needs and goals

  • Develop and manage personalized transition plans

  • Coordinate services and appointments

  • Communicate with you and authorized family members or representatives

  • Coordinate with approved vendors and professional partners

  • Provide senior living research and decision support

  • Maintain service records

  • Process payments and manage transactions

  • Provide customer support

  • Improve the quality and effectiveness of our services

Communications

We may use your contact information to communicate with you regarding consultations, services, scheduling, updates, payments, important notices, and other matters related to your relationship with Simply Settled.

With your consent where required, we may also send promotional or marketing communications.

Business Operations

We may use personal information to operate, maintain, and improve our website and business, including analyzing website usage, maintaining records, managing communications, protecting our systems, and improving our services.

Security and Fraud Prevention

We may use personal information to help protect our clients, personnel, systems, and business; detect or prevent fraudulent, unauthorized, illegal, or harmful activity; and investigate security incidents.

Legal and Regulatory Purposes

We may use personal information when reasonably necessary to comply with applicable laws, regulations, legal processes, or governmental requests; enforce our Terms of Service or other policies; protect our rights or property; or protect the safety and rights of our clients, personnel, or others.

4. How We Share Personal Information

Simply Settled does not sell your personal information as a source of revenue.

We may share personal information when reasonably necessary to provide services, operate our business, or fulfill the purposes described in this Privacy Policy.

This may include sharing information with:

Service Providers

We may share information with trusted third-party providers who assist us with business operations and service delivery. These providers may include payment processors, technology providers, communication services, scheduling platforms, data storage providers, customer support services, website providers, and other vendors that assist us in operating our business.

These providers are generally permitted to use personal information only as necessary to perform services for us or as otherwise permitted by law.

Transition Vendors and Professional Partners

When necessary to coordinate your transition, we may share relevant information with vendors or professionals you have selected or authorized us to coordinate with.

These may include moving companies, organizers, cleaners, real estate professionals, senior living communities, contractors, estate sale professionals, transportation providers, and other service providers.

We strive to share only information reasonably necessary for the coordination of the requested service.

Third-party providers are independently responsible for their own privacy practices. You should review the privacy policies of those providers when appropriate.

Family Members and Authorized Representatives

We may share information with family members, caregivers, representatives, or other individuals you have authorized to participate in your transition.

We may also communicate with an authorized representative when you have provided permission for that individual to act or communicate on your behalf.

Business Transactions

Personal information may be disclosed as part of a business transaction, such as a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, where permitted by law.

Legal Requirements and Protection of Rights

We may disclose information when required or permitted by law, including in response to subpoenas, court orders, legal processes, governmental requests, or other lawful requests.

We may also disclose information when reasonably necessary to enforce our Terms of Service, protect our business, prevent fraud or abuse, or protect the rights, safety, or property of Simply Settled, our clients, or others.

5. Cookies and Similar Technologies

Our website may use cookies, pixels, analytics tools, and similar technologies to support website functionality, understand how visitors use our website, improve website performance, and measure the effectiveness of our communications and marketing.

These technologies may collect information such as your IP address, browser type, device information, pages visited, and interactions with the website.

You may be able to control or restrict cookies through your browser settings. Disabling certain cookies may affect the functionality of portions of our website.

6. Marketing Communications

With your consent where required by law, Simply Settled may send promotional communications by email, text message, or other permitted methods.

You may unsubscribe from promotional emails by using the unsubscribe option included in the communication.

You may also contact us directly to request that we stop sending promotional communications.

Even if you opt out of marketing communications, we may continue to send non-promotional communications that are necessary to provide services, respond to your requests, process transactions, or maintain our business relationship with you.

7. Client Information and Confidentiality

Because senior transitions may involve personal household, family, financial, and other sensitive information, Simply Settled takes reasonable steps to protect information provided to us.

We use client information only for legitimate business purposes, including providing and coordinating services, communicating with authorized individuals, maintaining records, processing payments, and meeting legal or business obligations.

We do not knowingly disclose confidential client information to unrelated third parties except when necessary to provide services, authorized by the client, or required or permitted by law.

8. Information About Family Members and Other Individuals

Our services may involve information about spouses, adult children, caregivers, family members, authorized representatives, or other individuals involved in a client's transition.

If you provide personal information about another individual, you represent that you have the appropriate authority or permission to provide that information when required by law.

Where appropriate, Simply Settled may communicate with individuals designated by the client or otherwise authorized to participate in the transition process.

9. Third-Party Websites and Services

Our website or communications may contain links to websites, services, or platforms operated by third parties.

These third parties may have their own privacy policies and terms. Simply Settled does not control and is not responsible for the privacy, security, content, or practices of third-party websites or services.

We encourage you to review the privacy policies of third-party websites before providing them with personal information.

10. Payment Information

Payments for Simply Settled services may be processed through third-party payment providers.

Payment information may be collected and processed by those providers in accordance with their own privacy policies and security practices.

Simply Settled may receive transaction information such as payment status, transaction date, amount, and other information necessary to maintain business and service records.

11. Data Security

We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, use, disclosure, alteration, or destruction.

However, no method of transmitting or storing information is completely secure. We cannot guarantee the absolute security of information transmitted to us or stored through our systems.

For your protection, please avoid sending highly sensitive information, such as passwords, financial account credentials, or unnecessary confidential records, through unsecured communication channels.

12. Data Retention

We retain personal information for as long as reasonably necessary to provide services, maintain appropriate business and financial records, comply with legal and regulatory obligations, resolve disputes, enforce agreements, protect our business, and fulfill other legitimate business purposes.

The length of time information is retained may vary depending on the nature of the information and the purpose for which it was collected.

When personal information is no longer reasonably necessary, we may securely delete, destroy, or de-identify it in accordance with applicable law and our business practices.

13. Children's Privacy

Our website and services are not intended for children under the age of majority applicable in their jurisdiction.

We do not knowingly collect personal information directly from children without appropriate authorization.

If you believe a child has provided personal information to Simply Settled without appropriate authorization, please contact us using the information provided below. We will take reasonable steps to address the situation as required by applicable law.

14. Your Privacy Rights and Choices

Depending on where you live and applicable law, you may have certain rights regarding your personal information.

These rights may include:

  • Right to Access: You may have the right to request information about the personal information we maintain about you.

  • Right to Delete: You may have the right to request deletion of personal information we maintain about you, subject to applicable exceptions.

  • Right to Correct: You may have the right to request correction of inaccurate personal information.

  • Right to Data Portability: In certain circumstances, you may have the right to receive certain personal information in a portable format.

  • Right to Opt Out of Certain Marketing: You may have the right to opt out of certain promotional communications.

  • Right to Opt Out of Certain Data Practices: Depending on applicable law, you may have rights regarding certain forms of targeted advertising, profiling, sale, or sharing of personal information.

These rights are not absolute and may be subject to exceptions under applicable law.

To exercise an applicable privacy right, please contact us using the information provided in the Contact section below.

We may need to verify your identity before processing certain requests. This is intended to help protect your personal information and prevent unauthorized requests.

We will respond to valid privacy requests within the time required by applicable law.

15. Privacy Choices and Browser Signals

Some browsers and devices may provide privacy preference signals, such as the Global Privacy Control (GPC), that communicate a user's privacy preferences to websites.

Where required by applicable law, Simply Settled will process recognized privacy signals in accordance with applicable requirements.

You may also manage certain privacy preferences through your browser or device settings.

16. International Data Transfers

Simply Settled is based in the United States. Depending on the services and technology providers we use, personal information may be stored or processed in the United States or other countries where our service providers operate.

Privacy and data protection laws in those countries may differ from the laws in your place of residence.

When required by applicable law, we will take appropriate measures when transferring personal information across borders.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, technology, legal requirements, or privacy practices.

When we make changes, we will update the "Last updated" date at the top of this Privacy Policy.

If required by applicable law, we will provide additional notice regarding material changes.

We encourage you to review this Privacy Policy periodically to remain informed about how we handle personal information.

18. Questions, Requests, and Complaints

If you have questions about this Privacy Policy, would like to exercise an applicable privacy right, or have a concern about how your personal information is handled, please contact Simply Settled.

Phone: +1 314-246-0297
Email: info@simplysettled.us

We will make reasonable efforts to address privacy questions and requests in accordance with applicable law.

19. Governing Privacy Requirements

This Privacy Policy is intended to describe Simply Settled's general privacy practices. Your rights may vary depending on the state or jurisdiction in which you reside.

Nothing in this Privacy Policy is intended to limit any privacy rights or protections that cannot legally be waived or restricted under applicable law.