Privacy Policy

1. Who we are

Will Writing Solutions ("we", "us", "our") provides will writing and estate planning services from our office at 43 Alfred Street, Neath, SA11 1EH.

We work in partnership with APS Legal & Associates, who provide the legal drafting of wills and related documents on our behalf.

This policy explains what personal data we collect, why we collect it, and the rights you have over it under UK GDPR and the Data Protection Act 2018.

2. Information we collect

We collect information when you use our website, contact us, or become a client.

Identity and contact data

• Name, date of birth, address, email address and phone number

Estate planning information

• Details of your assets, property, family circumstances and beneficiaries, as needed to prepare your will or related documents
• Details of anyone you wish to appoint as an executor, trustee or attorney

Technical data

• IP address, browser and device type, and pages visited, collected automatically via cookies where applicable

3. Why we collect it

• To prepare your will or estate planning documents: necessary to perform the service you have asked us for
• To meet our professional and legal obligations: necessary for compliance with relevant checks and record-keeping requirements
• To send you relevant information: based on your consent, which you can withdraw at any time
• To improve our website: based on our legitimate interest in understanding how our site is used, balanced against your privacy rights

4. Who we share it with

We only share personal data where necessary and with organisations required to handle it appropriately.

• APS Legal & Associates, for the legal drafting of your documents
• IT and software providers who support our systems, under contract
• Government bodies or other authorities where they have a legal right to see our records

We do not sell your personal data to third parties.

5. Cookies

Our website may use cookies to remember preferences and understand how visitors use the site.

Where non-essential cookies are used, visitors should be given the opportunity to accept or reject them. Browser settings can also be used to manage cookies.

6. How long we keep it

We keep personal data for as long as we have a relationship with you and afterwards for as long as our professional, contractual or legal obligations require.

This may mean retaining some records for several years so that queries about your documents can be resolved. We do not keep personal data for longer than is necessary for the purpose for which it is held.

7. Your rights

Under UK GDPR, depending on the circumstances, you may have the right to:

• Ask what personal data we hold about you and request a copy
• Ask us to correct inaccurate or incomplete data
• Ask us to delete personal data where we are not required to keep it
• Object to or restrict certain uses of your data
• Withdraw consent for marketing at any time

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

8. Complaints

If you are unhappy with how we handle your personal data, please contact us first using the details below.

You can also raise concerns with the Information Commissioner's Office .

The ICO's postal address is: Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.

9. Contact us

We may update this policy from time to time. The latest version will always be published on this page.