E-Planner
Protection of Personal Information Act 4 of 2013 (POPIA) · South Africa
Your privacy matters to us. This policy explains what personal information we collect, why we collect it, how we protect it, and what your rights are. We have kept it as plain as possible.
E-Planner (“us”) is the Responsible Party for your personal information under POPIA. Reachable at eplanner.support@gmail.com.
We collect only what we need to provide our service:
We may also collect sensitive information - including health data (for insurance planning), financial account details, and family structure information - but only with your explicit consent.
We use your information for the following purposes:
We do not use your information for any purpose not listed here without first obtaining your consent.
We process your information on the following grounds under POPIA Section 11:
We keep your personal information for as long as your account is active and for a period of 5 years thereafter, or as required by law. Estate-related documents may need to be retained longer for legal reasons.
When retention is no longer required, we securely delete or anonymise your data.
We use cookies to make the platform work and to understand how it is used. Strictly necessary cookies (required for login and security) are always active. We will ask for your consent before placing any analytics or marketing cookies.
You can manage your cookie preferences at any time in your account settings or through your browser.
E-Planner uses automated systems and artificial intelligence to generate estate planning insights from the information you provide. These outputs are not decisions that legally affect you - they are tools to help you plan. You are never bound by them, and you can always seek a human professional's view.
We take security seriously, particularly because estate data is sensitive. Our measures include:
If a data breach occurs that poses a risk to your rights, we will notify the Information Regulator and, where required, you personally, within the timeframes required by POPIA.
You have the right to:
To exercise any of these rights, contact us at eplanner.support@gmail.com. We will respond within 30 days as required by POPIA.
Information Regulator: inforegulator.org.za | complaints@inforegulator.org.za | 010 023 5207
We will notify you by email if we make material changes to this policy, at least 14 days before those changes take effect. The current version is always available at /privacy.
