Privacy Policy

This privacy notice discloses the privacy practices for Simple Trust & Wills and our website: www.simpletw.org. This privacy notice applies solely to information collected by this website, except where stated otherwise. It will notify you of the following:

What information we collect

With whom it is shared

How it can be corrected

How it is secured

How to address concerns over misuse of personal data

Information Collection, Use, and Sharing

We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone. Some initial testimonials may include simulated examples to showcase service quality.
We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization.

Unless you ask us not to, we may contact you via email in the future to tell you about promotions or services, or changes to this privacy policy.

Your Access to and Control Over Information

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number provided on our website:

See what data we have about you, if any

Change/correct any data we have about you

Have us delete any data we have about you

Express any concern you have about our use of your data

Security

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (e.g. billing or customer service) are granted access to personally identifiable information.

If you feel that we are not abiding by this privacy policy, you should contact us immediately.

Simple Trust & Wills

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Serving Northeast Florida locally, and families across the U.S. We provide comprehensive estate planning built with modern tools, refined processes, and trusted professional partnerships.

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Contact Details

  • (904) 569-6034

  • 12724 Gran Bay Pkwy Ste 410
    Jacksonville, Florida 32258

Copyright 2026. Simple Trust & Wills is a license owned by Overflow Finance & Insurance. All rights reserved.

Simple Trust & Wills is a software license owned by Overflow Finance and Insurance LLC. These are attorney drafted documents only, Overflow Finance and Insurance LLC are not attorneys and are not providing or suggesting any legal advice in any capacity. We suggest you seek an attorney through our affiliate service Trusteefriend LLC. Advisory services are offered through Trusted Risk Management, an Investment Advisor in the State of Florida. Insurance products and services are offered through Overflow Finance and Insurance LLC, an affiliated entity. Trusted Risk Management and Overflow Finance and Insurance LLC are not affiliated with or endorsed by the Social Security Administration or any other government entity. Being registered as an investment adviser does not imply a certain level of skill or training. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Overflow Finance and Insurance LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.