InHouse Wills deals with estate planning and administration, which includes creating
Wills and Lasting Power of Attorney. This means we must collect relevant personal
data about those individuals who request our advice on these topics or who ask us
to draft documents. It is important to InHouse Wills that this personal data is handled
appropriately at all times.
The majority of data will be collected via face-to-face meetings, but can be supplemented
by your telephones calls, emails and also information from public sources such as
HM Land Registry. We gather information about the individual, about family and friends
that you need to consider in your planning and about the outline of your financial
situation. We also record the relevant decisions that you make for drafting documents
etc. The nature of the work means that the data will have a wide scope, but we will
not collect unnecessary information.
Your data will be held securely. Where a client selects a service that needs the
involvement of other professionals we will share necessary data with them. Other
than that we will share data with other third parties only if authorised by you or
as required by law. In case of challenges to your Will the aim is to retain your
data for up to 6 years after you have passed away.
You have the right to access personal data that is held about you. You can contact
InHouse Wills at 93 Gynsill Lane, Anstey, Leicester, LE7 7AJ, or on the telephone
at 0845 226 8581, or via firstname.lastname@example.org to obtain this information.
except with respect to any changes in its provisions in the future, which will be
in effect immediately after being posted on the www.inhousewills.co.uk website.
The InHouse services necessitate the holding of personal data about individuals.
Here is the statement of how it is treated.