Privacy Policy

Effective Date: 15th October 2025
Data Controller: Joanna Percy
Contact: joanna.percy@legacyestateandwills.co.uk

Joanna Percy is committed to protecting your privacy and handling your personal data with care and transparency. This Privacy Policy explains how we collect, use, and protect your information in the course of providing Will Writing, Lasting Power of Attorney (LPA), and Probate services.

1. Information We Collect

To deliver our professional services, we collect personal data relevant to your circumstances and legal instructions. This may include:

  • Personal Identification Details – full name, date of birth, address, contact details, and proof of identity documents.
  • Family and Relationship Information – details of family members, beneficiaries, attorneys, executors, and other relevant parties.
  • Financial Information – details of assets, property, bank accounts, investments, liabilities, insurance policies, and pensions.
  • Health Information – where relevant to LPAs or Probate, details about your physical or mental capacity and related medical information (with your explicit consent).
  • Legal and Testamentary Information – details of previous Wills, codicils, trusts, or legal arrangements.
  • Other Relevant Information – any other personal or professional details required to fulfil your instructions and comply with legal or regulatory requirements.

We typically collect this information directly from you or your authorised representatives.

2. How We Use Your Data

We use your personal data to:

  • Provide Will Writing, LPA, and Probate services in line with your instructions.
  • Verify your identity and comply with legal obligations.
  • Draft legal documents and maintain accurate client records.
  • Communicate with you and relevant third parties during the provision of our services.
  • Comply with professional, legal, and regulatory requirements.

Your data will not be used for marketing purposes without your consent, nor will it be sold to third parties.

3. Legal Basis for Processing

We process personal data under the following legal bases:

  • Contractual necessity – to provide the services you have requested.
  • Legal obligations – to comply with applicable laws, such as anti-money laundering regulations.
  • Legitimate interests – to manage and administer our business effectively.
  • Consent – where required, such as processing health-related data.

4. Data Sharing

We may share personal data with trusted third parties where necessary to deliver our services or comply with legal requirements, such as:

  • Professional advisers (e.g. solicitors, accountants, financial advisers).
  • HM Courts & Tribunals Service, the Office of the Public Guardian, or other relevant public bodies.
  • Regulatory authorities or law enforcement agencies, where required by law.

All third parties are required to handle your data securely and in accordance with data protection legislation.

5. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes outlined in this policy and to meet legal, tax, and regulatory requirements.

6. Your Rights

You have the following rights under UK data protection law:

  • Access – to request a copy of the personal data we hold about you.
  • Rectification – to request corrections to inaccurate or incomplete data.
  • Erasure – to request deletion of your data where appropriate.
  • Restriction – to request limits on how we process your data.
  • Objection – to object to processing where we rely on legitimate interests.
  • Data portability – to receive certain data in a structured, machine-readable format.

If you wish to exercise any of these rights, please contact us using the details above.

7. Data Security

We use appropriate technical and organisational measures to protect personal data against unauthorised access, loss, or misuse. Access to personal information is restricted to those who need it to perform their duties.

8. Cookies and Website Use

If you use our website, we may collect limited information through cookies or similar technologies to improve user experience and website functionality. You can adjust your browser settings to control or disable cookies.

9. Complaints

If you have any concerns about how we handle your data, please contact us in the first instance. You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO): https://ico.org.uk

10. Updates to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.