Privacy policy

Last updated: [DATE]

1. Who we are

is a trading name of , a company registered in England and Wales (company number ). We are registered with the Information Commissioner's Office (ICO) under registration number . We are the controller of the personal data you give us on this website.

You can contact us about this policy or your data at .

2. What we do

is a referral service. We provide general information about probate and, if you ask us to, introduce you to a firm that can help. We do not give legal advice ourselves.

We only share your details with a named partner firm after you have agreed. We will tell you who the firm is before any details are shared, and we may be paid by the firms we introduce.

3. The information we collect

• Contact details: your first name, phone number and email address.
• Your answers: the answers you give in our short questionnaire (for example your role and roughly where you are in the process).
• Consent record: the wording you agreed to and the date and time you agreed.
• Technical information: the page address you visited, the advert or link that brought you here (for example UTM tags), and, if you accept advertising cookies, cookie identifiers set by Meta (Facebook).

4. How we use it and our lawful basis

• To send you the guide you asked for and to contact you by phone, text and email about your results and options. Lawful basis: consent (UK GDPR Article 6(1)(a)) and, for electronic marketing, the Privacy and Electronic Communications Regulations (PECR).
• To introduce you to a named partner firm, only once you have agreed to that introduction. Lawful basis: consent.
• To keep a record of your consent, prevent fraud and spam submissions, and run and improve this website. Lawful basis: legitimate interests (Article 6(1)(f)) and legal obligation (Article 6(1)(c)) where applicable.
• To measure how our adverts perform, only if you accept advertising cookies. Lawful basis: consent.

We do not make decisions about you based solely on automated processing.

5. Who we share it with

• A named partner firm, only after you have agreed and been told who they are.
• Service providers who help us run this service, such as our website host, customer relationship management (CRM) system, telephone and email providers. They act on our instructions and must keep your data secure.
• Meta Platforms (Facebook and Instagram), only if you accept advertising cookies: page visits and the fact that a form was submitted, so we can measure our adverts. Your questionnaire answers are never sent to Meta.
• Regulators, courts or the police where the law requires it.

We never sell your personal data.

6. International transfers

Some of our service providers may process data outside the UK. Where they do, we make sure appropriate safeguards are in place, such as UK adequacy regulations or the International Data Transfer Agreement / Addendum approved by the ICO.

7. How long we keep it

We keep your details for up to [RETENTION PERIOD, e.g. 24 months] after our last contact with you, then delete them, unless we need to keep them longer to meet a legal obligation or to deal with a complaint. Our record of your consent is kept for as long as we hold your details, plus a reasonable period afterwards to show we had permission.

8. Your rights

Under UK data protection law you have the right to:

• be informed about how we use your data, and ask for a copy of it;
• ask us to correct or complete it;
• ask us to delete it;
• ask us to restrict or object to how we use it;
• ask us to transfer it to you or another organisation (data portability);
• withdraw your consent at any time, without affecting anything we did before you withdrew it.

To use any of these rights, or to stop us contacting you, email . You can also reply STOP to any text message or use the unsubscribe link in any email. We will respond within one month.

9. Cookies

We use essential cookies and similar storage to make this page work (for example to remember your cookie choice). With your permission only, we use advertising cookies from Meta to measure how our adverts perform. You can change your choice at any time by clearing this site's cookies and storage in your browser, after which we will ask again.

10. Complaints

If you are unhappy with how we have used your data, please contact us first at . You also have the right to complain to the Information Commissioner's Office: ico.org.uk/make-a-complaint or 0303 123 1113.

11. Changes to this policy

We may update this policy from time to time. The latest version will always be on this page, with the date it was last updated.