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InHouse Wills & Probate

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Privacy Policy

 

Last updated: 4th June 2018

 

InHouse Wills deals with estate planning and administration, which includes creating Wills and Lasting Power of Attorney.

 

We collect personal data relevant to those individuals who ask for our advice about these topics or to draft related documents. We also gather contact information for individuals who are part of businesses connected with us. It is important to InHouse Wills that all this personal data is handled appropriately at all times.

 

Information Collection and Use

The majority of data will be collected via face-to-face meetings, but can be supplemented by telephones calls, emails and also information from publically available sources such as HM Land Registry. We gather information about yourself (the client) which will include an outline of your financial situation and a limited view of relevant health information. We also record the decisions that you make for drafting documents etc. We need this information in order to deliver the services that you have contracted for us to provide.

 

In addition we have a legitimate interest in gathering information about your family and friends that you need to consider as part of your planning. It is your responsibility to ensure that you have the consent of the people concerned to pass their information on to us.

 

We do not gather information via any website and do not undertake any automatic processing of your data. We do not use contact information for marketing purposes, unless you give us explicit consent; such consent can be withdrawn at any time.

 

Data Retention

We have a legitimate interest is retaining your personal data, for up to 6 years after the death of a client. We will assume that you have passed away by the age of 110, unless we are aware of clear indications to the contrary.

 

If you have contacted us but not gone beyond an initial enquiry we will retain your information for 1 year. Contact details for individuals associated with relevant businesses will be retained for as long as a normal business interest exists.

 

You have rights under Data Protection legislation, including a right to ask for information to be erased. However that right might be restricted by our contractual obligations for the services that you requested.

 

Data Security

Information will be held securely, within the UK. Where a client selects a service that needs the involvement of other professionals we will share only necessary data with them. We will share data with other third parties only if authorised by you or as required by law.

 

Contact

InHouse Wills is the trading name of Peter Wood. You can contact InHouse Wills at 93 Gynsill Lane, Anstey, Leicester, LE7 7AJ, or on the telephone at 0845 226 8581, or via www.inhousewills.co.uk   

 

Data Protection in the UK is looked after by the Information Commissioner’s Office. The ICO can provide more details regarding your rights, including your rights to complain. The ICO can be contacted at www.ico.org.uk

 

Changes To This Privacy Policy

This Privacy Policy is effective as of 4th June 2018 and will remain in effect 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.