Exclusively Wills Ltd is a company registered in England and Wales under company registration number 03467850 (registered office: Airport House, Suite 43-45 Purley Way, Croydon, Surrey CR0 0XZ is committed to protecting and respecting your privacy.
This policy (together with our terms and conditions) sets out the basis on which any personal data we collect from you, or from any other sources but about you, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.
For the purposes of data protection laws in the UK, the data controller/processor is Exclusively Wills Ltd. We are registered as a data controller with the Information Commissioner’s Office under number PX3650977.
The paragraphs in this section explain how and why we process your personal data, as well as the legal basis on which we carry out this processing.
Where you ask us to provide will writing and/or ancillary services to you, we will process your personal data to provide these services. Our use of your personal data in this way includes, in particular, passing your personal data through our in-house technology which generates your will and/or any other relevant documents. We need to process your personal data in this way to enter into and perform the contract for will writing services with you. If you do not wish to provide us with your personal data in this way, you will be unable to use our services.
Where you have opted in to receive marketing communications from us, we will process your personal data to provide you with marketing communications in line with the preferences you have provided.
Where you have opted in to receive communications from third parties we suggest, we will transfer your personal data to them in order for them to send you such communications.
We will collect and process the following data about you:
Information you give us. This is information about you that you give us in a face to face meeting or by corresponding with us by phone, e mail or otherwise. The information you give us may include your name, address, e-mail address and phone number, and other information related to your assets and family circumstances.
Information we collect about you. This may include information provided with your permission by your financial or other professional adviser and/or information collected by us from public sources such as Land Registry.
Uses made of the information: We will combine the information you provide to us with information we collect about you. We will use this combined information or elements of it for the purposes set out above.
All information you provide to us is stored securely in Exclusively Wills Ltd’s offices and on our computer system.
Unless legally obliged to do so we will only share your details with a third party with your express permission. Any third parties to whom we pass your information are obliged to store your details securely. When the time comes that they no longer require your personal data they will dispose of this accordingly and in line with our policy.
Where you provide us personal data but do not complete the process of creating your Will and/or other products, we will retain your data for a period of 3 years to ensure that we are able to assist you should you have any questions or feedback in relation to our services.
Due to the nature of the services and pursuant to Article 17(3) GDPR, if you complete a Will and/or other products using our service we will securely store your data indefinitely. This is in order to protect against legal claims, as well as to provide supporting information if your will or other document is ever questioned or contested.
Where we have processed your personal data to provide you with marketing communications with your consent, we may contact you periodically to ensure you are happy to continue receiving such communications. If you tell us that you no longer wish to receive such communications, your personal data will be removed from our list.
Cookies are small data files that seek permission to be placed upon your computer by most websites that you visit. Some parts of Exclusively Wills Ltd’s website may use a cookie. The cookie captures no personally identifying information. The cookie can be used to provide certain features during your visit to the website. You can set your browser to warn you when a placement of a cookie is requested and decide whether or not to accept it. By rejecting a cookie some of the features available on the site may not function properly. To learn more about cookies and how to manage them, visit AboutCookies.org.
Right to object: You have the right to object to us processing your personal data where we are processing your personal data based on our legitimate interests (as set out above). If you ask us to stop processing your personal data on this basis, we will stop processing your personal data unless we can demonstrate compelling grounds as to why the processing should continue in accordance with data protection laws. As for direct marketing purposes, if you ask us to stop processing your personal data on this basis, we will stop.
You have the right to receive confirmation as to whether your personal data is being processed by us, as well as various other information relating to our use of your personal data. You also have the right to access your personal data which we are processing.
You have the right to require us to rectify any inaccurate personal data we hold about you. You also have the right to have incomplete personal data we hold about you completed, by providing a supplementary statement to us.
You have the right to restrict our processing of your personal data where:
Where any exercise by you of your right to restriction determines that our processing of particular personal data is to be restricted, we will then only process the relevant personal data in accordance with your consent and, in addition, for storage purposes and for the purpose of dealing with legal claims.
You have the right to receive your personal data in structured, standard machine readable format and the right to transmit such personal data to another controller.
You have the right to require that we erase your personal data which we are processing where at least one of the following grounds applies:
You can exercise such rights by contacting us at firstname.lastname@example.org or at Varnister House, 43 Robin Hood Way, London SW15 3PW.