Privacy Policy

Secure Wills respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how Secure Wills collects, uses, stores and protects personal information when you visit our website, contact us, become a client, or use our estate-planning services.

Secure Wills provides services including Wills, Lasting Powers of Attorney (LPAs), Trusts, Probate and secure Will storage.

For the purposes of applicable data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, Secure Wills is the data controller for the personal information described in this Privacy Policy.

1. Who we are

Business name: Secure Wills
Address: 12 Farwig Lane, Bromley, BR1 3RB
Telephone: 020 8419 8744
Email: [email protected]
Website: www.securewills.co.uk

Secure Wills is responsible for deciding how and why your personal information is processed in connection with the services we provide.

If you have any questions about how we use your personal information, please contact us using the details above.

2. Personal information we collect

The information we collect depends on the services you request and your relationship with us.

This may include:

Personal and contact information

Full name

Date of birth

Address

Telephone number

Email address

Identification information

Marital or relationship status

Family circumstances

Information relating to your estate

When preparing estate-planning documents, we may collect information about:

Property

Bank accounts

Savings and investments

Pensions

Life insurance

Business interests

Other assets

Debts and liabilities

Existing Wills and other legal documents

Beneficiaries

Executors

Trustees

Guardians

Attorneys

Replacement attorneys

Dependants

Charitable beneficiaries

Your wishes concerning the distribution and management of your estate

Lasting Powers of Attorney

When preparing an LPA, we may collect information concerning:

The person making the LPA

Attorneys

Replacement attorneys

Certificate providers

Relevant family members

Your preferences and instructions

The powers and decisions being granted

Health and other sensitive information

Depending on the services you request, we may process information concerning your physical or mental health, capacity or personal circumstances.

For example, information concerning health or mental capacity may be relevant when preparing a Health and Welfare Lasting Power of Attorney.

Health information is classed as special category personal data under UK data protection law and is subject to additional legal protections.

We will only process special category information where we have an appropriate lawful basis under Article 6 of the UK GDPR and an applicable condition under Article 9, together with any additional safeguards required by law.

Probate and estate administration

Where we provide Probate or estate administration services, we may process information concerning:

The deceased

Executors and administrators

Beneficiaries

Family members

Assets and liabilities

Property

Financial affairs

Tax and inheritance-tax information

Estate documentation

Correspondence relating to the estate

Communications

If you contact us by telephone, email, through our website, by post or in person, we may retain information about your enquiry and our communications with you.

3. Information about other people

When preparing Wills, LPAs, Trusts or dealing with Probate, you may provide us with personal information about other individuals.

These may include:

Spouses or partners

Children

Beneficiaries

Executors

Trustees

Attorneys

Replacement attorneys

Guardians

Family members

Dependants

Professional advisers

Where you provide us with information about another person, you should provide accurate information and, where appropriate, make that person aware that their information has been provided to us.

We may process that information where necessary and lawful for the purpose of providing our services.

4. How we collect information

We may collect personal information:

Directly from you during consultations

Through our website

Through website enquiry forms

By telephone

By email

During face-to-face meetings

During consultations

Through documents you provide to us

From your existing professional advisers where appropriate

From other people involved in your estate planning where appropriate

From publicly available sources where reasonably necessary

From relevant organisations or authorities where necessary to provide our services or comply with legal obligations

5. How we use your information

We use personal information for the following purposes.

Providing our services

We use your information to:

Understand your circumstances and requirements

Prepare Wills

Prepare Lasting Powers of Attorney

Assist with Trust-related matters

Assist with Probate and estate administration

Arrange secure Will storage

Review and update your estate-planning documents

Communicate with you about your instructions

Arrange appointments

Prepare and process relevant documentation

Liaise with relevant third parties where necessary

Provide ongoing support

Managing our relationship with you

We may use your information to:

Respond to enquiries

Provide quotations

Communicate with you

Send documents and correspondence

Arrange appointments

Process payments

Maintain client records

Handle complaints

Provide customer service

Legal and regulatory purposes

We may process information where necessary to:

Comply with legal obligations

Comply with regulatory requirements

Establish, exercise or defend legal claims

Prevent fraud or unlawful activity

Maintain appropriate business records

Respond to lawful requests from authorities

Business administration

We may also use information to:

Maintain our records

Manage accounting and financial matters

Operate our IT systems

Maintain website security

Manage risks

Improve our services

Protect our business and clients

6. Lawful bases for processing

The UK GDPR requires us to have a lawful basis for processing personal information.

Depending on the circumstances, Secure Wills may rely on the following lawful bases.

Contract

We may process personal information where it is necessary to provide services you have requested or to take steps at your request before entering into an agreement.

For example, we may need to process your information to prepare your Will or LPA.

Legal obligation

We may process personal information where necessary to comply with a legal or regulatory obligation.

Legitimate interests

We may process personal information where necessary for our legitimate interests, provided those interests are not overridden by your rights and freedoms.

Our legitimate interests may include:

Operating and administering our business

Managing enquiries

Maintaining appropriate records

Protecting our systems

Maintaining security

Preventing fraud

Managing risks

Improving our services

Where we rely on legitimate interests, we will consider the potential impact on your rights and will only rely on this basis where appropriate.

Consent

In certain circumstances, we may rely on your consent.

Where consent is our lawful basis, you may withdraw your consent at any time.

Withdrawal of consent does not affect the lawfulness of processing carried out before consent was withdrawn.

7. Special category information

Some of the information required to provide our services may constitute special category personal data.

This may include health or mental-capacity information.

Where Secure Wills processes special category information, we will identify an appropriate Article 6 lawful basis and an applicable Article 9 condition before processing that information.

We will only collect and use sensitive information where reasonably necessary for the relevant service or purpose and will take appropriate measures to protect it.

8. How we store your information

We use appropriate systems and facilities to store client and business information.

Electronic records

Client information and documents are electronically stored using the SureWill CRM system.

Access to electronic client information is restricted to authorised individuals and is subject to appropriate security measures.

Original Wills

Where you ask Secure Wills to store your original Will, it is stored off-site in a secure storage facility.

Original Wills are not stored at the Secure Wills office unless specifically required for the administration of your matter.

Accounting and payments

Financial and payment information may be processed using:

Xero for accounting and financial administration

Stripe for payment processing

We do not normally need to store your complete payment-card details ourselves where payment is processed through Stripe.

9. Third-party service providers

Secure Wills uses selected third-party providers to help operate its business and provide services.

These include:

SureWill
Used for client relationship management and electronic storage of client information and documents.

Xero
Used for accounting and financial administration.

Stripe
Used to process payments.

LCN
Used to host the Secure Wills website.

Microsoft Outlook / Microsoft
Used for business email and electronic communications.

These organisations may process personal information on our behalf where necessary to provide their services.

We take reasonable steps to ensure that third-party service providers process personal information securely and in accordance with applicable data protection requirements.

10. Sharing your information

We will only share your personal information where there is a lawful and appropriate reason to do so.

Depending on the services we provide, this may include sharing relevant information with:

The Office of the Public Guardian where necessary for LPA-related services

HM Courts & Tribunals Service where necessary for Probate or related matters

HM Land Registry where relevant

Banks and financial institutions where necessary

Insurance providers where relevant

Solicitors and other legal professionals

Accountants, tax advisers or financial advisers

Executors, trustees or attorneys where appropriate

Professional advisers involved in your affairs

Service providers processing information on our behalf

Government bodies, regulators, courts or law-enforcement authorities where legally required

We will only provide information that is reasonably necessary for the relevant purpose.

We do not sell your personal information.

11. Marketing and advertising

Secure Wills may use digital marketing and advertising platforms to promote our services.

These may include:

Google Ads

Meta advertising

Facebook

Instagram

LinkedIn

We may also use the Meta Pixel and Google Analytics on our website to understand website usage, measure advertising performance and improve our marketing.

These technologies may involve the collection of information about website visits, devices, browsing activity and interactions with our website.

Where consent is required for the use of non-essential cookies or similar tracking technologies, we will obtain consent before using them.

You can manage or withdraw applicable cookie consent through our website's cookie-management tools.

We will not use your confidential client information for advertising purposes.

12. Cookies

Our website may use cookies and similar technologies.

Cookies may be used to:

Make the website function correctly

Remember preferences

Understand how visitors use our website

Measure website performance

Measure advertising campaigns

Improve our website and services

We may use services including Google Analytics and Meta Pixel.

Some cookies are necessary for the operation of the website, while others may require your consent.

You can control cookies through your browser settings and, where available, through our website's cookie-consent mechanism.

A separate Cookie Policy may provide further information about the cookies and similar technologies used on our website.

13. International transfers

Some of our third-party technology providers may process or store personal information outside the United Kingdom.

Where personal information is transferred outside the UK, Secure Wills will ensure that an appropriate legal safeguard is in place where required by applicable data protection law.

This may include using an adequacy decision, appropriate contractual safeguards or another lawful transfer mechanism.

14. Security of your information

We take reasonable and appropriate technical and organisational measures to protect personal information against:

Unauthorised access

Accidental loss

Destruction

Misuse

Unauthorised disclosure

Unauthorised alteration

These measures may include:

Access controls

Password protection

Secure electronic systems

Device security

Backups

Staff procedures

Secure storage arrangements

No electronic transmission or storage system can be guaranteed to be completely secure. However, we take appropriate steps to reduce the risks associated with handling personal information.

Where we become aware of a personal data breach, we will assess and respond to it in accordance with our legal obligations.

15. How long we keep your information

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected.

The retention period may depend on:

The nature of the service provided

The type of information

Whether you remain a client

Legal and regulatory requirements

Professional obligations

Whether information is required to establish or defend a legal claim

Whether you have asked us to provide ongoing Will storage

The nature of the original documents and records

Will storage

Where Secure Wills stores an original Will on your behalf, the Will will remain in secure off-site storage in accordance with the terms of our Will-storage service.

Electronic records

Electronic client records and documents are stored within our SureWill CRM system and will be retained in accordance with our internal retention procedures and applicable legal and regulatory requirements.

We periodically review the information we hold and securely delete or dispose of information that is no longer required, subject to any applicable legal, regulatory or professional retention requirements.

16. Your data protection rights

Under UK data protection law, you may have the following rights, subject to certain exemptions and limitations:

Right to access

You can ask us for a copy of the personal information we hold about you.

Right to rectification

You can ask us to correct inaccurate or incomplete information.

Right to erasure

In certain circumstances, you can ask us to delete your personal information.

This right is not absolute. We may be required to retain information to comply with legal, regulatory or professional obligations.

Right to restrict processing

In certain circumstances, you can ask us to restrict how we process your information.

Right to data portability

In certain circumstances, you may have the right to receive information you have provided to us in a structured, commonly used and machine-readable format.

Right to object

In certain circumstances, you may have the right to object to our processing of your personal information, including processing based on legitimate interests and certain forms of direct marketing.

Right to withdraw consent

Where we rely on your consent, you may withdraw it at any time.

17. Exercising your rights

To exercise your data protection rights, please contact:

Secure Wills
12 Farwig Lane
Bromley
BR1 3RB

Email: [email protected]
Telephone: 020 8419 8744

We may need to request additional information from you to verify your identity before responding to a request.

We will normally respond to a valid request within one month, although this may be extended where permitted by law.

We will generally not charge a fee for exercising your rights. However, applicable law allows organisations to charge a reasonable fee or refuse a request in certain circumstances, such as where a request is manifestly unfounded or excessive.

18. Direct marketing

We may contact existing or prospective clients about Secure Wills services where permitted by applicable law.

Where electronic marketing consent is required, we will obtain the appropriate consent.

You can ask us to stop sending marketing communications at any time by contacting:

[email protected]

Stopping marketing communications will not prevent us from sending communications that are necessary for providing services you have requested or managing an existing client relationship.

19. Automated decision-making

Secure Wills does not currently make decisions about clients solely through automated processing where those decisions produce legal or similarly significant effects.

20. Children's information

Our services are primarily intended for adults.

However, when preparing Wills, Trusts or dealing with estate planning, clients may provide us with information about children or other dependants.

Where this occurs, we process that information only where necessary for the relevant service and in accordance with applicable data protection law.

21. Confidentiality

We understand that estate planning involves highly personal and confidential information.

Secure Wills will treat information provided to us as confidential and will only disclose it where there is a lawful and appropriate reason to do so.

This Privacy Policy explains how we process personal information and does not replace any separate confidentiality obligations that may apply to the services we provide.

22. Complaints

If you have concerns about how we have handled your personal information, please contact us first so that we have an opportunity to investigate and resolve your concerns.

You can contact us at:

Secure Wills
12 Farwig Lane
Bromley
BR1 3RB

Email: [email protected]
Telephone: 020 8419 8744

You also have the right to complain to the Information Commissioner's Office (ICO), which is the UK's independent supervisory authority for data protection.

Further information about making a complaint is available from the ICO.

23. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect:

Changes to our services

Changes in the way we process personal information

Changes to our technology or service providers

Changes in applicable legislation

Regulatory guidance

Changes to our business practices

The most recent version will be published on our website.

Last updated: 3 September 2026

24. Contact us

If you have any questions about this Privacy Policy or how Secure Wills handles personal information, please contact us:

Secure Wills
12 Farwig Lane
Bromley
BR1 3RB

Email: [email protected]
Telephone: 020 8419 8744

Website: www.securewills.co.uk