Privacy Policy

This Privacy Notice describes in detail the different categories of personal information we may gather about you when you interact with us in compliance with the General Data Protection Regulation (GDPR) and the Data Protection Act of 2018. It also describes how we’ll handle, store, and protect the data.

Although this page contains a lot of information, we want you to be completely aware of your rights and how our company utilizes your data. If not, please get in touch with us. We hope the parts that follow will address any queries you may have.

Conditions for Data Processing

Only when permitted by law are we allowed to store and use your data. A law firm may collect and process your personal data for a variety of purposes that are outlined in the current data protection legislation.

contractual commitments

The main reason we keep your information is to fulfill our obligation to draft your free will, to assess whether you might benefit from or need additional legal and/or financial services for the administration of your estate or tax affairs, and, if requested, to offer you any additional legal or financial services. We are parties to a contract with one another, and the law permits us to use your data to carry out that contract or to take the actions required to enter into one.

We will use your personal data to deliver these services to you if you agree to use our Will writing services as well as any extra legal or financial services. When you use our website to create your will, we may use your personal information in this manner, which may involve sending your information to the software that creates your will. Your personal information will be used by us to offer the direct legal services that our legal team provides to you.

Legitimate Interests

In certain circumstances, we need your information to pursue our legitimate purposes in a way that would be expected as a necessary component of operating our business and that doesn’t significantly impinge on your rights, freedom, or interests.

To appease our regulators or external quality auditors, we might process your personal information.

In order to give you a more customized and engaging experience, we may additionally process your personal data to enhance our website and will-drafting software. We may use your personal information, in particular, to customize our website so that it displays correctly on the device you are using. We may also process your personal information for internal technical operations, such as testing, statistical analysis, and other administrative or compliance needs, website administration, and for making our software more secure.

Your personal information will be given to a third party or will be one of the assets given to a purchasing entity if our firm is later sold or merges with another entity. This is done to guarantee that our business can continue and that services can be offered to you.

legal observance

We may be required to gather and process your data if the law so demands. For instance, we can divulge information about those who have committed fraud or other crimes.

Consent

With your permission, we may occasionally gather and use your data. We will process your personal data in order to send you marketing communications and to carry out any transfers of your personal data to third parties in accordance with your preferences, for example, if you have chosen to receive marketing communications from us or from third parties we select (such as financial service providers).

When do we gather your information?

When you provide us your data, we gather it. You can provide us with your information by filling out an online wills form, giving us a call, meeting with us in person, or mailing it to us.

Additionally, we automatically track information about each of your visits to our website, including technical data.

Information that you give us:

You could voluntarily provide us with personal information in the following situations:

• You write to us or get in touch with us
• write a review on our website
• review a product
• subscribe to newsletters
• use our social media channels to communicate with us, and/or
• employ our services

When we need information from you, we’ll ask for it in the ways that are specified on the appropriate web pages, over the phone, or in person.

Information that we automatically receive or that we obtain from other sources:

We, or the businesses that work for us, gather specific related technical information, such as traffic data, location data, logs (including, where available, the IP address and location of the device connecting to the online services and other technical information and identifiers about the device and the nature of the visit, like the clickstream to, through, and from our website), and other communication data, as well as the resources that you use.

We occasionally purchase data from other businesses in order to gather data on how people use our website. Additionally, data is gathered on how you found our websites, such as the links or advertisements you viewed or clicked on to get there or any search keywords you entered. By doing this, we can better understand the visitor and customer profiles and maintain and develop our website, providing a better user experience. Cookies or pixels may be used to collect information.

TrustPilot

Our customers can rate and comment on our services by using the Trust Pilot platform, which we use. By interacting and working together with our clients, this enables us to innovate and improve. Trust Pilot might get in touch with you once we’ve finished a client’s request for services in order to ask for a review. Your login, password, email address, and other information you want to include in the review will all be collected by Trust Pilot if you choose to create a profile on the website. Regarding the information collected directly and stored by Trust Pilot, we decline all liability. Regarding its platform, Trust Pilot does maintain a privacy policy of its own.

What information do we process? 

We collect, store and use the following types of information: 

Data relating to the creation of your Will  

This may include: 

• your name(s) and date of birth 
• your age and gender 
• contact details including your email 
• property address details  
• business interest details 
• other personal details about your assets for inclusion in your Will 

We also collect and hold information about dependents and beneficiaries named in your Will or associated trusts, including their names, dates of birth and address(es) and details of bequests to them.  Please see below about our obligations to beneficiaries. 

 

Data about the services provided 

We also collect and hold information about any associated legal matter we assist you with such as where we assist you with the drafting of associated trusts or provides services in relation to the storage or administration of any Will or trust document.  In particular, we may collect, store and process data relating to: 

• the products and services we provide to you 
• how you use our products and services 
• correspondence you have had with us  
• information provided when you use our products or services, including where you are seeking guidance or advice 
• your contribution to any research you take part in 
• details about you that are stored in documents in different formats, or copies of them 

Other data 

We may also collect, store and use: 

• financial information such as bank details or credit/debit card details where you provide this to make a payment 

• comments and reviews you have left on our website 

In order to receive certain services via our website, you will need to create an ID. The information that you provide when setting up your ID and password includes your name, address and email address.  If you register to set up an ID, you will also have a unique password which enables you to access your account.

 

How do we use your personal data? 

We use the information collected for a number of purposes. 

offering of services

We use your information primarily to give you a Will, Lasting Power of Attorney, or Trust, as well as any follow-up or further legal advice and help, and for purposes directly related to those services. more specifically

• providing our services

• to oversee our partnership and contact you

• to give you advice or direction regarding our services

• to initiate and oversee payments

• to address grievances and try to find solutions

• to educate our personnel and assess the level of client care we provide

Website development and business growth

In order to improve our business and services, we also use data. more specifically

• to address unique situations that people have shared with us and for editorial content

• to make your online experience better

• to carry out surveys and research

• to create and administer our services, such as by marketing updated or new services.

• to examine your opinions and encounters for editorial and research objectives, including by asking for feedback on our services

• to comprehend your website usage, including the pages you have visited and how long you spent on each page.

• to manage, protect, and maintain our website, as well as for internal operations like data analysis, testing, and statistical purposes

We may use your information to let you know about other services we offer or services offered by particular third parties, but only if you have given us your express permission to do so.

Regulatory

We use data to comply with applicable laws, rules, and codes of conduct as well as to engage with our legislators and regulatory bodies.

How do we safeguard your personal

We take the security of your data seriously. The information you provide us with is frequently very sensitive and confidential, and it might be protected by legal professional privilege.

In light of this, we shall handle your data with the utmost care and implement all necessary security measures. Our compliance practices include a regular evaluation of our data protection and information security policies and procedures, which are in place because of regulatory and other legal requirements to secure your data.

We defend against cyberattacks on our IT systems. We store all the data you provide us on secure servers. Your personal information is password-protected. You are responsible for maintaining the confidentiality of any passwords we have given you (or that you have chosen) in order to access certain areas of our website and obtain access to personal data. Your password must not be disclosed to anybody.

We perform penetration testing to find ways to further tighten security, and we continuously monitor our system for any flaws and assaults.

How long will we retain your private information?

Your information is only kept by us for as long as is required to fulfill the purpose(s) for which it was collected.

When you complete a will using our services, we will securely store your data and preserve it for the duration of time because of the nature of the services we are providing to you and in accordance with Article 17(3) of the GDPR. This is necessary so that we can defend against legal claims and be prepared to back up your wishes should they ever be questioned.

We will keep your information for six years if you register on our website and provide personal information but do not finish the procedure and write your Will. This is due to the fact that both the SRA and our insurer require us to preserve client data for that length of time. This safeguards you in case you decide to complain about our services after becoming dissatisfied. Although we reserve the right to preserve data for longer than six years in specific circumstances, we will let you know if we think your data falls into this category.

If we’ve used your personal information to send you marketing communications with your permission, we may occasionally get in touch with you to see if you still want to receive them. Your personal information will be removed if you let us know that you don’t want to receive these notifications any longer.

Who do we disclose your personal information to?

We occasionally divulge your personal information to dependable outside parties. We only take this action when it is required to provide you with legal services or to run our law firm efficiently.

We might divulge your information to experts, translators, mail and document scanners, database cleaners, secure file storage and destruction businesses, auditors, and others.

To keep your data secure and defend your privacy, we enforce the following rigorous policies toward those recipients or data processors:

• We simply give them the details they require to carry out their particular tasks.

• Your data may only be used by them for the specific objectives we stipulate in our contract with them.

• To guarantee that your privacy is always respected and protected, we closely collaborate with them.

• Any of your data they may have will either be erased or made anonymous if we stop utilizing their services.

Where do you process your data?

You cannot download or keep your data on any server or device outside of the Economic European Area (EEA), where it is kept. All of the EU’s member states, together with Iceland, Liechtenstein, and Norway, are included in the EEA.

What rights do you have?

The right to know what information we have about you is one of your rights under the GDPR. You specifically have the following rights:

• requesting free access to the personal information we have on you

• Request that we correct your personal data if it is inaccurate, out-of-date, or incomplete, such as when you withdraw consent, object, and we have no compelling reason to continue using the data, or once the purpose for which we hold it has expired. Request that we cease all processing of your personal data based on consent after you withdraw that consent.

• In certain situations, such as when the information is no longer required for the purposes for which it was obtained, you may request that all of your personal information be deleted.

• In certain situations, you may object to our processing of your personal information.

• get a copy of any information we have about you at any time.

Please email us at info@legallydrafted.co.uk

to request your information or to query any element of our Privacy Notice.

If we decide not to fulfill your request, we will let you know why in writing.

Your power to revoke agreement

If you’ve given us permission to use your personal information, you have the right to revoke that permission at any time.

when we rely on our legal interests

You have the right to request that we stop using your personal data when we are processing it because it is in our best interest to do so. Unless we feel we have a valid, overriding cause to keep processing your personal data, we are required to stop doing so.

The Beneficiaries’ Rights

The Information Commissioner’s Office has verified that we do not need to get in touch with any of the specified beneficiaries when we store a testator’s will; rather, we only need to do so after the testator dies and the estate starts to be administered. In accordance with Article 14.5(d) of the GDPR, as a data controller, we are exempt from the requirement to respond to a beneficiary’s request for information when the personal information in question must be kept private and subject to our obligations as consultants to the testator (our client). Therefore, unless otherwise compelled by law or with our clients’ approval, we shall not divulge any confidential information.

We will adhere to the ICO’s instructions at the time with regard to our duties to any beneficiaries named in the Will if we continue to store a Will that has taken effect as a result of a testator’s death, including where we are instructed to obtain probate and/or supervise the estate administration.