Privacy Policy

Privacy Policy

We are Legacy Wills & Estate Planning Limited, a company registered in England & Wales under company number 08630878 whose registered address is St Georges House, 6 St Georges Way, Leicester, LE1 1SH.

The EU General Data Protection Regulation, which applies from 25th May 2018 gives individuals more control over how their personal data is used. The Regulation sets out your rights as an individual regarding how your personal data is collected, used and stored, including your rights to have data corrected or removed. This notice sets out the purpose for which personal data collected by us, or provided by you, will be processed.

We reserve the right to alter this Privacy Notice from time to time by updating this page in order to reflect any changes in the law or changes to our privacy practices. You may therefore wish to check this privacy notice for changes whenever you visit our website.

We respect the privacy of every individual who visits our website and strongly believe in protecting the privacy of our clients’ personal information.

By disclosing your personal data to us using this website or contacting us by email, fax, post or telephone you consent to the collection, storage and processing of your personal data by us in a manner set out in this Privacy Policy.

We will not collect any of your personal data (i.e. your name, address, or other personal information) when you visit our website, unless you give it to us.

Please note that when you view the site we may obtain and hold certain anonymous data (information which does not identify you) such as the type of web browser you are using or details of the site from which you are linked to our site.

For information about cookies please view the separate link on our website.

If for any reason you contact us by email, fax, post or telephone we will use your contact details in order to deal with your enquiry.

We will use information we hold about you to provide services to you under our contract with you including – to establish your last will and testament, establish appropriate trusts, discuss additional estate planning products that may be appropriate to your circumstances and to send you regular information about any changes in legislation that may affect you.

With your express consent we would also like to pass your contact details to our associated business, Legacy Home Protect, so that they may provide you with information on products and services that may be of interest to you.  

We may occasionally use client data within a closed, secure environment for development purposes to enable us to test our systems, monitor system security, and improve the service to our customers. Any data processed during testing is deleted once the project is complete.   

We will never pass on, sell, trade or rent your personal data to any other parties without your consent. We will only share your data with business partners that we are required to disclose the information to in connection with the performance of our contract with you, for example providers of outsourced services, so if you decide you wish to take credit, then it will be necessary to share your details with one of our business partners, in order for them to assess your credit application. This may also involve performing credit and identity checks on you with one or more credit reference agencies. We will seek your consent, prior to sharing your details with them.

Depending on your circumstances, and products selected, it may also be necessary to share your details with our professional will writing partner, Countrywide Trust & Tax Corporation Ltd in order to produce certain documents. Again, we will advise you if this is necessary in order to obtain your prior consent.

We may also need to share your data with third parties in order to comply with any legal or regulatory obligation we have, which may include exchanging information with other companies and organisations for the purpose of the detection of financial and other crime, or fraud prevention.

Please note that if you withhold your consent for information to be passed to third parties when requested meaning they do not have the data they need, we may be unable to supply you with the services you have asked us to provide.

We will hold your personal information based on the following criteria:

  • For as long as we have reasonable business needs, such as managing our relationship with you and managing our operations.
  • For as long as we provide services to you and then for as long as someone could bring a claim against us.
  • Retention periods in line with any legal and regulatory requirements or guidance.

YOUR RIGHTS IN RESPECT OF YOUR PERSONAL INFORMATION

Right of access

You have the right to request a copy of the personal information we hold about you at any time.

Right to rectification

If at any time you believe that the data we hold for you is inaccurate or incomplete you may ask us to correct or remove it. We will be happy to review, update or remove information as appropriate, but please be aware we may need to retain your information on our files to resolve disputes, or for technical and legal requirements. If we have disclosed your personal data to a third party we will also contact them to inform them of the rectification.

Withdrawing your consent

Where we are processing your personal data because you have consented to us doing do, you have a right to withdraw your consent to us processing your data at any time. Please note however that the withdrawal of your consent will not affect any use of your personal information made before you withdrew your consent.

Objecting to processing

If we process your personal data because we have a legitimate interest in doing so, you may object to that processing.

Right of erasure

This is also known as “right to be forgotten”. You have the right to request us to erase all personal data about you, such as where the data is no longer necessary for the purposes for which it was originally collected and there is no compelling reason for retaining it. We reserve the right to retain your personal data if we have a valid reason to do so, such as to comply with a legal or regulatory obligation.

Complaints

If you are not satisfied how we have handled your personal data – if it is wrong, it has been lost or we have disclosed it to someone else without your agreement, then you can either:- write to the Designated Data Controller at Legacy Wills & Estate Planning Limited, 6th Floor, St Georges House, St Georges Way, Leicester, LE1 1SH, email:  dataprotection@legacyops.com , or telephone 0345 260 0600. You may also complain to the Information Commissioner’s Office at www.ico.org.uk or by telephoning 0303 123 1113.

Testimonials

Very helpful, courteous and efficient - just what I wanted I did not want to be talked down to, or told what to do - and they were just what I was looking for - professional and efficient

David Blake, Feb 11 2017

The team at legacy wills have been very helpful and extremely courteous when talking through the full process with me. Would highly recommend.

Miss Jane Adiller, November 3

I found the advisor extremely helpful, explaining clearly any points which I was unsure about. I received my Will some days later and was pleased that the company followed up to check that I was happy with it. I did not feel pressured in any way and I would recommend this company to anyone wishing for a straightforward and efficient service.

Linda Leary, November 3

Legacy wills explained every step very clearly and anything you forgot to ask they encouraged you to contact them, they also made you feel that no question was to big or small they would always find the answer.

Juliet Patricia, December 3

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