1. Introduction

Welcome to our Privacy Policy. We respect your privacy and are committed to protecting your personal data. This policy explains how we collect, use, store, share, and protect your information when you visit or use our website and services, including estate planning and will writing services.

This policy also explains your rights under UK data protection law, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Information We Collect

We collect personal information that you provide to us directly, such as when you:

  • Contact us via phone, email, or contact forms
  • Submit details to request a consultation or start your will
  • Provide documents and information for estate planning services

Types of personal data we may collect include:

  • Name, address, email address, telephone number
  • Identification and estate planning information
  • Communication preferences
  • Any other information you choose to provide

3. How We Use Your Information

We use your personal data for the following purposes:

  • To provide and manage our services (e.g., will writing, estate planning)
  • To respond to enquiries and communicate with you
  • To improve our website and services
  • To comply with legal obligations
  • For administration, billing, and record-keeping

We will only use your personal data where we have a lawful basis to do so, including:

  • To perform a contract with you
  • Where we have your consent
  • To comply with legal obligations
  • For our legitimate business interests (e.g., customer service, fraud prevention)

4. Sharing Your Data

We may share your personal data with:

  • Trusted third-party service providers who assist us in operating our website or delivering our services
  • Legal and regulatory authorities where required by law
  • Professional advisors to support the provision of estate planning services

We never sell your personal data to third parties for marketing or other purposes.

5. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to:

  • Improve your browsing experience
  • Analyse how the site is used
  • Personalise content

You can manage cookie preferences through your web browser settings.

6. Data Security

We implement appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, misuse, or alteration. Despite this, no system is completely secure — if you have concerns about security, please contact us.

7. Data Retention

We will retain your personal information only as long as necessary for the purposes set out in this policy and as required by law. If you would like to request deletion of your data earlier, please contact us.

8. Your Rights

Under UK data protection laws you have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate or incomplete information
  • Object to or restrict processing
  • Request erasure of personal data
  • Request transfer of your data to another provider
  • Withdraw consent at any time (where consent was used)

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

9. Changes to this Policy

We may update this Privacy Policy at any time. The updated version will be posted on our website with a revised “Last updated” date.

10. Contact Us

If you have questions about this Privacy Policy or how we handle your data, please contact:

Sterling Wills & Estate Planning Ltd
Suite xxx, 34–35 Hatton Garden, London EC1N 8DX, UK
 +44 (0) 203 957 7000
 Email: as published on our site

 

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