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Privacy Notice

Estate Protection Services will routinely ask for sensitive personal information from you in order to provide accurate drafting services and/or legal advice.  This will include your name, address, date of birth and details of your assets, liabilities and income. It may also include similar details for your children or those for whom you are a legal guardian, carer, attorney or court appointed deputy. We will also ask for some personal information about others connected to you such as the names and addresses of beneficiaries under your will or beneficiaries of lifetime trusts.

It is important we hold accurate personal data to provide you with the services you have instructed us to undertake. Without comprehensive accurate details of your circumstances the advice given to you may be inaccurate despite our best efforts.

We will also use your information to contact you from time to time by phone to remind you that your will should be regularly reviewed and to notify you of our services in general.

Most personal data we keep for 6 years. Some data we retain indefinitely this includes data relating to trusts set up in life, wills, powers of attorney and any original documents such as deeds for properties not registered with the land registry.

Under the General Data Protection Regulation, you have a number of important rights that you can exercise free of charge. In summary, these rights are:

  • Transparency over how we use your personal data and fair processing of your information;
  • Access to your personal information and other supplementary information;
  • Require us to correct any mistakes or complete missing information we hold on you;
  • Require us to erase your personal information in certain circumstances;
  • Receive a copy of the personal information you have provided to us or have this information be sent to a third party.;
  • Object at any time to processing of your personal information for direct marketing;
  • Object in certain other situations to the continued processing of your personal information;
  • Restrict our processing of your personal information in certain circumstances;
  • Request not to be subject to automated decision making which produce legal effects that concern you or affect you in a significantly similar way;

If you want more information about your rights under the GDPR please see the Guidance from the Information Commissioners Office on Individual’s rights under the GDPR.

If you want to exercise any of these rights, please:

  • Email, call or write to us
  • Provide a 3rd party with information so that we can identify you such as copies of your photo ID and proof of address certified by a solicitor or similar professional. We may need to contact you to request further information to verify your identity;
  • Let us have proof of your identity and address;
  • State the right or rights that you wish to exercise;

We will respond to you within one month from when we receive your request. In order to exercise these rights or enquire about any other aspect of our data retention and privacy policy please email info@estateprotectionservices.co.uk marked for the attention of the Data Protection Officer who is Emma Hodges

Information Sharing – Data Held by Third Parties and Controlled by Estate Protection Services

Estate Protection Services uses systems provided by Third parties to provide you with a high quality service. The providers of these services are called Data Processors. Data Processors hold information on our behalf.  Data held in this way is held securely by our data processors who all comply with their obligations under the GDPR and their contractual obligations to Estate Protection Services.

Your data or part of it may also be viewed by our accountants, bankers and IT support providers in the course of their work for us.

Information Sharing- Data Shared with Third parties – Joint controllers

The paralegal who will meet with you may be a self-employed advisor providing services on behalf of Estate Protection Services.  The paralegal may hold data themselves or through their own service company. It is necessary to share data with the Paralegal as they are meeting you face to face, providing the advice and assisting you in the execution of documents.  We have agreed with all our paralegals that we will jointly control data with them regarding our clients. As part of this agreement we have agreed to undertake all compliance functions for them.  Should you wish to exercise any of your rights in respect of data held by the paralegal please contact our data controller Emma Hodges as detailed above.

Information Sharing in General

We will share personal information with law enforcement agencies if required by applicable law.

We will not share your personal information with any other third parties without your consent.

We are relying on your explicit consent to process your data either when you first contacted us, in regard processing your data to contact you and arrange an appointment.  For all other data we rely on the consent when you signed our consumer agreement and privacy notice.

You have the right to withdraw this consent at any time, but this will not affect the lawfulness of any processing activity we have carried out prior to you withdrawing your consent.  You can opt-out by contacting info@estateprotectionservices.co.uk.

We hope that you are happy with our service and that we can resolve any issues or complaints that arise. Please get in touch if you have any concerns.

The General Data Protection Regulation also gives you the right to lodge a complaint with a supervisory authority. The UK supervisory authority if the Information Commissioner’s Office who can be contacted at https://ico.org.uk/concerns/

Future Processing

We do not intend to process your personal information for any reason other than stated within this privacy notice. If this changes, we will inform you by post or by email.

Changes to this privacy notice

This privacy was published on 25th May 2018 and last updated on 25th May 2018

We constantly review our internal privacy practices and may change this policy from time to time. When we do we will inform you by post or by email.

Get in touch

If you have any questions about this privacy notice or the information we hold about you, please contact us on 01684 574252 or our Data Protection Officer Emma Hodges.

The best way to reach us is to write to us at the office address or alternatively, please email on info@estateprotectionservices.co.uk or call us on 01684 574252.