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Privacy Policy

1. Introduction

Wills by Emily respects your privacy and is committed to protecting your personal information. The privacy policy explains how we the 'data controller', collect, use, store and delete your data in compliance with the United Kingdom General Data Protection Regulation ("UK GDPR"), the Data Protection Act 2018.

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By using our services and website you agree to the practices set out in this policy. 

2. Information we Collect

We collect personal information only when it is necessary to provide our services, comply with legal obligations, or with your consent. 

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2.1 Information you provide directly

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  • Personal Identifiers: your name, date of birth, address, telephone number and email address. 

  • Estate Information: Details of your assets, including money, property and possessions. 

  • Executors: Details of the individuals you appoint to carry out the instructions in your will. 

  • Payment information: online payments are processed securely through third-party payment providers; we do not retain card details. 

  • Account credentials: if you use our client portal, we collect your login details.

  • Postal details: to enable us to deliver your draft in hard copy form by post.

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2.2 Information collected automatically

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​When you visit our website we may collect:

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  • IP address, browser type, and device information (for security and performance).

  • Cookies and similar technologies, as explained in section 9.

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We do not collect special category data (such as medical information)

unless it is necessary to ensure your testamentary capacity.

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3. How We Use Your Information

We use your information for the following purposes:

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  • Draft and deliver your will in accordance with your instructions.

  • Communicate with you during the process. 

  • Provide basic guidance in relation to inheritance tax and estate planning, and where appropriate, signpost you to solicitors, tax advisors or financial professionals for regulated advice. 

  • Maintain accurate records of our services and financial transactions to comply with our legal obligations, including record keeping and regulatory requirements. 

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We will never sell or trade your information. We will not share your details with third parties for marketing purposes. 

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4. Data Retention

We retain personal data only for as long as necessary. Specifically:

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  • Questionaire responses, details of assets, executors, beneficaries are securely deleted once your printed draft has been delivered to you. 

  • We do not store completed wills or copies of drafts of wills, the physical copy is safely delivered to you.

  • Financial records, (invoices, receipts and related tax documents as well as basic client information are retained for six years in accordance with His Majesty's Revenue & Customs obligations under the Taxes Management Act 1970 and other regulations.

  • Client portal accounts are deleted upon your request. ​

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After the relevant retention period, information is securely deleted or destroyed in a manner compliant with UK GDPR

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