Privacy
Privacy notice
KinHaven Wills and Estates ([COMPANY NUMBER, once registered], [ADDRESS]) is the data controller for the information you give us. ICO registration number: [NUMBER]. Contact: [EMAIL].
What we collect and why
| What we collect | Why | Legal basis |
|---|---|---|
| Name, date of birth, contact details, nationality, residence history | To prepare your will and contact you | Contract |
| Details of your family, beneficiaries, executors and guardians | To prepare your will | Contract; legitimate interest in advising you properly |
| Details of your assets, debts, pensions and business | To advise you and draft your will | Contract |
| Health information (only if you give it) | To check you can make a valid will and protect it from challenge | Explicit consent |
| Religious beliefs (only if you give them) | To reflect your wishes | Explicit consent |
| ID photo and selfie (via our ID provider) | To confirm your identity and prevent fraud | Explicit consent (biometric data); legitimate interest |
| Call recordings and notes | To record your instructions and capacity | Legitimate interest in protecting your will |
We collect information about other people (such as your executors and beneficiaries) from you; please tell them you have named them. You can withdraw consent at any time, but we may then be unable to continue preparing your will.
Who we share it with
We never sell your information. We share it only to provide our service: Netlify (website hosting), Tally (our form provider), Didit (ID verification), Notion (our case records), Google (business email and calendar), WhatsApp (only if you choose to message us there), Monzo Business (our bank, for your payments), our phone and storage providers, Certainty the National Will Register (where your will is held, not its contents), our secure deed storage provider, independent SRA-regulated firms we refer you to (only with your consent), which handle your information separately, as independent data controllers under their own privacy notices, your doctor (only with your consent), and courts, regulators or police where the law requires. Where a provider processes data outside the UK, we make sure appropriate safeguards are in place.
How long we keep it
We keep your will file until after your death and the administration of your estate, then for at least 12 years. ID images are deleted by our provider after [X] days. If you don't go ahead, we delete your information after [12 months].
Cookies
Our website uses only the cookies and similar storage it needs to work, such as remembering your cookie choice and loading our forms (provided by Tally). We don't use advertising cookies. If we add analytics to see which pages are useful, we will only switch them on if you click "Accept analytics" on our cookie banner. You can change your choice at any time using "Cookie settings" at the bottom of every page.
Your rights
You can ask to see, correct, restrict or delete your information, object to how we use it, or receive a copy. Contact us at [EMAIL]. You can complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113. To complain to us about anything else, see our complaints procedure.