Privacy Policy
This privacy policy outlines how Probate Estate Planner collects, uses, stores, and protects personal information. By accessing or using the website, you agree to the practices described herein.
Information Collected
Personal Information
Personal information may be collected directly when individuals:
- Submit enquiries or request services through online forms.
- Subscribe to newsletters or updates.
- Participate in surveys or promotions.
This information may include, but is not limited to, the following:
- Full name.
- Email address.
- Phone number.
- Address.
- Any additional details provided voluntarily in forms or correspondence.
Automatically Collected Information
Non-personal information may be gathered automatically when visiting the website. This may include:
- IP addresses.
- Browser type and version.
- Operating system.
- Pages viewed and time spent on the website.
- Referring website or links clicked.
Use of Information
The information collected is used for the following purposes:
- To provide estate planning and probate services.
- To respond to enquiries and communicate effectively.
- To process service requests or transactions.
- To improve website functionality and user experience.
- To send updates, promotional content, or service-related notifications (only with consent).
- To ensure compliance with legal obligations or respond to legal requirements.
Information Sharing and Disclosure
Personal information is treated confidentially and will not be sold, rented, or shared with third parties, except in the following cases:
- When required by law or legal proceedings.
- To protect the rights or safety of individuals or the organisation.
- When partnering with trusted service providers or contractors to assist in delivering services (e.g., IT support), provided they adhere to strict data confidentiality agreements.
Data Retention
Personal information will only be retained for as long as necessary to fulfil the purposes for which it was collected or as required by applicable laws. Once the information is no longer required, it will be securely deleted or anonymised.
Security Measures
Appropriate technical and organisational measures are in place to protect personal information against unauthorised access, alteration, disclosure, or destruction. These measures include:
- Secure encryption of data during transmission and storage.
- Regular system updates and monitoring.
- Restricted access to personal information.
- Staff training on data protection and confidentiality.
Cookies and Tracking Technologies
Cookies are used to enhance the website experience by:
- Remembering user preferences.
- Analysing website traffic and performance.
Users can control or disable cookies through their browser settings. However, certain website features may not function optimally without cookies.
Third-Party Links
The website may contain links to external websites. The organisation is not responsible for the privacy practices or content of these third-party sites. Users are encouraged to review their respective privacy policies.
Data Subject Rights
Individuals have the following rights regarding their personal information:
- Access: Request details of the personal information held.
- Correction: Request correction of inaccurate or incomplete information.
- Erasure: Request deletion of personal information, subject to legal or contractual obligations.
- Restriction: Request limitation on processing under certain circumstances.
- Objection: Object to processing based on legitimate interests.
- Data Portability: Request a copy of the personal information in a commonly used electronic format.
To exercise these rights or for questions about data protection practices, individuals may contact the organisation using the contact details provided below.
Updates to the Privacy Policy
This privacy policy may be updated periodically to reflect changes in legal requirements or organisational practices. The most recent version will be available on the website, and significant updates will be communicated as appropriate.
Contact Information
For enquiries related to this privacy policy or data protection, individuals may reach out using the following contact.
Effective Date: [January 2025]