Privacy Policy

1. Introduction

Simply Wills ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our will writing and estate planning services.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not use our services.

2. Information We Collect

We collect information that you provide directly to us, including:

• Personal identification information: Name, address, email address, telephone number, date of birth
• Family information: Details of spouse/partner, children, and other beneficiaries as required for will drafting
• Financial information: Details of assets, property, and estate value for the purposes of estate planning
• Executor and attorney details: Names and contact details of appointed executors and attorneys
• Communication records: Notes from consultations, emails, and other correspondence

3. How We Use Your Information

We use the information we collect to:

• Provide our will writing and estate planning services
• Draft legal documents according to your instructions
• Communicate with you about your documents and our services
• Send appointment reminders and service updates
• Process payments for our services
• Comply with legal and regulatory requirements
• Improve our services and customer experience

4. Legal Basis for Processing

Under UK GDPR, we process your personal data on the following legal bases:

• Contract: Processing necessary for the performance of our contract with you (providing will writing services)
• Legal obligation: Processing necessary to comply with our legal obligations
• Legitimate interests: Processing necessary for our legitimate business interests, such as improving our services
• Consent: Where you have given explicit consent for specific processing activities

5. Data Retention

We retain your personal information for as long as necessary to fulfil the purposes for which it was collected, including:

• Will documents: Retained indefinitely or until you request destruction, as wills may need to be referred to many years after creation
• Client records: Retained for a minimum of 6 years after the end of our professional relationship
• Financial records: Retained for 7 years as required by HMRC

6. Data Security

We implement appropriate technical and organisational measures to protect your personal information, including:

• Secure, encrypted storage of electronic documents
• Physical security measures for paper documents (fireproof safe)
• Password protection and access controls
• Regular security reviews and updates
• Staff training on data protection

7. Sharing Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your explicit consent (e.g., sending copies to your executors)
• With professional bodies if required for regulatory compliance
• With law enforcement if required by law or court order
• With the Office of the Public Guardian when registering LPAs

8. Your Rights

Under UK GDPR, you have the following rights:

• Right of access: Request a copy of the personal data we hold about you
• Right to rectification: Request correction of inaccurate or incomplete data
• Right to erasure: Request deletion of your data (subject to legal retention requirements)
• Right to restrict processing: Request limitation of how we use your data
• Right to data portability: Request transfer of your data to another provider
• Right to object: Object to processing based on legitimate interests

To exercise any of these rights, please contact us using the details below.

9. Cookies

Our website uses essential cookies to ensure proper functionality. We do not use tracking or advertising cookies. Essential cookies are necessary for the website to function and cannot be switched off.

10. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new privacy policy on this page and updating the "Last updated" date. You are advised to review this privacy policy periodically for any changes.

11. Contact Us

If you have any questions about this privacy policy or our data practices, please contact us: