Privacy Notice

Last updated: 1 October 2026

This notice explains how Sort My Digital Life (“we”, “us”, “our”) handles personal information when you visit our website or contact us. We take the privacy of your information seriously; it is, after all, the heart of what we do.

In short: When you complete the Digital Life Audit or a package walkthrough, the answers you send us are used to prepare your report or documents and email them to you. We never ask for, or store, your passwords, PINs or account numbers; you always enter and keep those yourself. If you name other people, such as the person a decision passes something to, we hold only what you tell us about them and never contact them. Payment is handled by Stripe, so we never see your card details. We don't track you or use advertising cookies, we keep what you send us only as long as we need it, and we never sell your data.

1. Who we are

Sort My Digital Life is a sole trader business based in Exeter, England, providing digital life organisation and legacy support services. We are the data controller responsible for any personal information you send us, and we are registered with the Information Commissioner’s Office (ICO), registration number ZC223826.

Contact: info@sortmydigitallife.co.uk
Address: Sort My Digital Life, 94 Earl Richards Road South, Exeter EX2 6AP

2. The information we collect

Most of our website does not collect personal information from you: there is no account sign-up and no tracking that identifies you. The exceptions are what you choose to send us, and what Stripe passes to us when you pay, both listed below.

The only personal information we hold is what you choose to send us directly:

Digital Life Audit answers: when you complete the audit and choose to send it, we receive the answers you entered, together with the name and email address you gave, so that Sort My Digital Life can prepare your report and email it to you. The audit never asks for passwords, PINs or account numbers.
Package walkthrough answers: when you complete a package (Essentials or Comprehensive) and press Send, we receive the answers and account list you entered, together with your name and email address, so that we can prepare your documents and email them to you. The same applies when you send updated answers for an annual review, and if you order the Personalised Password Manager Guide, it is built from this same account list. The walkthrough never asks for passwords, PINs or account numbers; those go only into your own password manager, which we have no access to.
The people you name: your documents can name people in your life, such as the person receiving your photo library, or the person a decision passes something to; your digital executor, executor, solicitor and adviser are written in by pen on the printed documents, so those names never reach us. We hold only what you enter about them, usually a name or a relationship, we use it only to prepare your documents, and we never contact or market to anyone you name. Their details are kept, and deleted, with the rest of your answers under the rules in section 5. Because this information comes from you rather than from them, please let the people you name know you have included them.
Payment information: payments are taken by Stripe, a secure payment provider. Stripe tells us your name, email address, what you bought and that payment succeeded; we never receive or store your card details. If you add the printed pack, Stripe also asks for the address you would like it posted to and passes that to us, so that we can send it. We ask for an address only when something is being posted to you. Stripe's own privacy policy explains how it handles your information.
Enquiry information: if you email us, we hold your email address and message so that we can reply.
Client information: if you arrange one-to-one help or an annual review, we will agree with you what further information is needed to provide it.

When you press Send, your answers travel from your browser to us through our website's secure submission service and our email delivery provider (Resend), and arrive in our Microsoft 365 mailbox. If the automatic send is ever unavailable, the site asks you to email us your saved answers file instead; that copy travels like any email you send. We then keep a working copy of your answers, and of the documents we prepare from them, in our own secure Microsoft 365 storage, so that we can help if you need a document reissued or changed, and so that an annual review is an update rather than a redo. Both are protected by two-factor authentication and neither is shared with anyone. Until you press Send, everything you type is saved only on your own device (and in your saved answers file, if you download one), and we cannot see it. A copy remains on your device afterwards too, under your control.

Importantly, we never collect, record, or store your passwords, PINs, financial account numbers, or other sensitive access credentials. Our service is designed so that you always enter and retain these yourself.

3. How we use your information, and our lawful basis

Under UK data protection law we must have a lawful basis for using your personal information. We rely on the following:

To respond to your enquiry: where you email us, our lawful basis is our legitimate interest in responding to people who contact us.
To provide a service you have bought: where you buy the audit, a package or an add-on, or arrange one-to-one help or an annual review, our lawful basis is the performance of our contract with you.
To prepare documents that name other people: where your answers include the names of others, our lawful basis is our legitimate interest in preparing the documents you have asked us for.
To meet our legal obligations, such as keeping basic records: our lawful basis is legal obligation.

We will never use your information for automated decision-making or profiling, and we will never sell or rent your information to anyone.

4. How we share your information

We do not sell or share your personal information. The only circumstances in which it may be shared are:

Our website host (Netlify): our website is hosted by Netlify, whose servers deliver the site to your browser and pass your submitted answers on to us.
Our email delivery provider (Resend): carries your submitted answers from the website to our mailbox, and delivers the emails our website sends you, such as the welcome email after you pay. Your finished report and documents are emailed to you from our own mailbox.
Our payment provider (Stripe): processes your payment and holds your card details; we never see them.
Microsoft 365: provides the mailbox where what you send us arrives, and the secure storage where we keep your working copy.
Professional and legal requirements: we may disclose information if required to do so by law, or to professional advisers where strictly necessary.

5. How long we keep your information

We keep enquiry emails only for as long as needed to respond to you and for a reasonable period afterwards in case you get back in touch. If you do not become a client, we will not keep your enquiry indefinitely.

We keep the answers you send us, from the Digital Life Audit and from the package walkthroughs, for up to 24 months, so that we can prepare your report or documents, help with any follow-up, and make an annual review an update rather than a redo. After that we delete them; when we delete, we delete both copies, from the mailbox and from our storage. This applies equally to the names of any people your answers include. You can ask us to delete your answers sooner at any time.

If you ask us for your saved answers file, for an annual review or for any other reason, we send it only to the email address your answers came from.

If you order the printed pack, the postal address you gave is kept with your order record, on the same footing as our other business records, which we keep for six years.

6. How we protect your information

We use appropriate measures to keep any information you send us secure, including two-factor sign-in on our accounts, secure devices and careful handling. We never write down your passwords or credentials.

7. Cookies and our website

Our website does not use tracking cookies, advertising cookies, or analytics that identify you. We do not run Google Analytics, advertising pixels, or similar tracking tools. The audit and walkthroughs save your progress in your own browser's storage, on your device; that is a working copy for your convenience, including the answers and details you have typed, it is visible only on your own device, and it never leaves your device until you choose to press Send. When you reach your results, a small answers file (a .json) is also saved to your own Downloads folder; it is your copy, it stays on your device, and we only see it if you choose to send it to us.

When you visit, your browser shares your IP address with our website host (Netlify) as a normal part of delivering the page to you. We do not use this information to identify or track you, and we do not load fonts, scripts, or other content from third parties such as Google. If we add any non-essential cookies in future, we will ask for your consent first by means of a cookie banner.

8. Your rights

Under UK data protection law you have a number of rights over your personal information. These include the right to:

ask for a copy of the information we hold about you;
ask us to correct information that is inaccurate or incomplete;
ask us to delete your information, where there is no good reason for us to keep it;
object to, or ask us to restrict, our use of your information.

To exercise any of these rights, please contact us using the email address in section 1. We will respond within one month. These rights belong to anyone whose information we hold, including people named in a customer's answers.

9. Complaints

If you have any concern about how we handle your personal information, please tell us first using the email address above. We will acknowledge your complaint within 30 days, look into it properly, keep you informed while we do, and tell you the outcome.

You also have the right to complain to the Information Commissioner’s Office (ICO), the UK regulator for data protection. You can contact the ICO at ico.org.uk or by calling their helpline on 0303 123 1113.

10. Changes to this notice

We may update this notice from time to time. The date at the top shows when it was last revised. We encourage you to review it occasionally.

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