BENEFICIARY WILLSPlanning for Generations

Privacy Policy

Last updated: January 2025

Introduction

Beneficiary Wills (“we”, “us”, “our”) is committed to protecting your personal data. This privacy policy explains how we collect, use, and safeguard your information when you use our website and services.

Information We Collect

Information You Provide

When you contact us or use our services, you may provide us with personal information including:

  • Your name, email address, and phone number
  • Details about your estate planning needs (via contact forms and booking)

Automatically Collected Information

  • Basic analytics data, cookies, and browser information

Booking Information

When you schedule a consultation through our booking system, we collect the information necessary to arrange and manage your appointment.

How We Use Your Information

We use the information we collect for the following purposes:

  • To respond to your enquiries and provide our services
  • To schedule and manage consultations
  • To send relevant information about our services (only with your consent)
  • To improve our website and services

Legal Basis for Processing

Under the General Data Protection Regulation (GDPR), we process your personal data on the following legal bases:

  • Consent: when you submit a contact form or book a consultation
  • Legitimate interest: improving our services and website
  • Contractual necessity: providing estate planning services you have engaged us for

Data Sharing

  • We do not sell your personal data
  • We may share data with service providers who help us deliver our services (booking systems, email providers)
  • All service providers are GDPR compliant

Data Retention

  • Contact form data: retained for 2 years or until you request deletion
  • Client records: retained as required by professional regulations

Your Rights

Under the GDPR, you have the right to:

  • Access your personal data
  • Correct inaccurate data
  • Request deletion of your data
  • Object to processing
  • Data portability

Cookies

Our website uses essential cookies and analytics cookies. You can control cookie settings through your browser. Essential cookies are necessary for the website to function properly, while analytics cookies help us understand how visitors use our site so that we can improve it.

Contact Us

To exercise your data rights or ask questions about this policy, contact us at: