Rest Assured Wills Privacy Policy

At Rest Assured Wills, we are committed to protecting your personal information and respecting your privacy. This policy explains how we collect, use, store, and protect your data in line with applicable data protection laws, including the UK GDPR.

What is Personal Data?

Personal data refers to any information that can be used to identify you, either directly or indirectly. This may include your name, contact details, address, identification details, or any other information relating to your personal, financial, or social circumstances.

How We Use Your Information

We collect and use your personal data so we can:

Communicate with you effectively
Provide our services, including drafting Wills and related documents
Maintain accurate records
Meet legal and regulatory obligations
Fulfil contractual responsibilities

Where appropriate, we may also contact you regarding additional services, but only where you have given consent.

Why We Collect and Store Your Data

In order to provide our services, we need to collect and securely hold your personal information. We will always ensure that your data is used only for the purposes for which it was gathered and handled in a way that protects your privacy.

Sharing Your Information

We may share your personal data with trusted third parties where necessary. This may include:

Professional partners or advisers
Service providers working on our behalf
Companies within our group (if applicable)

Any third party we work with is required to keep your data secure and only use it for authorised purposes.

We will only share your information with your consent, unless we are legally required to do so.

How We Process Your Data

Processing includes collecting, storing, and using your personal information. We:

Handle all data in accordance with data protection laws
Keep information accurate and up to date
Retain data only for as long as necessary
Maintain secure systems to prevent unauthorised access

In some cases, we are legally required to retain certain records (for example, for tax or audit purposes).

When We Will Contact You

We will only contact you when:

It is necessary to provide our services
You have requested contact
We are meeting legal or contractual requirements

We aim to ensure all communication is appropriate and never intrusive.

Your Rights

You have the right to request access to the personal data we hold about you. This is known as a Data Subject Access Request (DSAR).

If you make a request, you are entitled to receive information about:

What personal data we hold
How and why it is processed
Who it is shared with
How long it is retained
Your rights regarding your data

You may also request:

Corrections to inaccurate data
Deletion of your data (where applicable)
Restrictions on processing
Withdrawal of consent

Requests must be made in writing, and identification will be required before any information is released.

Identification Requirements

To protect your information, we may ask for proof of identity before responding to your request. Acceptable forms of ID include:

Passport
Driving licence
Recent utility bill (within three months)
Birth certificate (if no photo ID is available)
Certified or notarised identification

Cookies and Website Use

Our website uses cookies to improve your experience. These small files help us to:

Remember your preferences
Understand how visitors use our website
Improve functionality and performance

Cookies do not identify you personally.

Types of Cookies We Use:

First-Party Cookies

Used for website functionality and analytics (e.g. Google Analytics) to understand usage and improve performance.

Third-Party Cookies

Used by external services such as social media sharing tools.

Log Files

Automatically generated data about website usage, used for improving site design and content. This does not contain personal information.

You can manage or disable cookies through your browser settings.

External Links

Our website may contain links to other websites. Please be aware that we are not responsible for the privacy practices or content of external sites. We recommend reviewing their privacy policies before providing any personal information.

Contacting Us

If you have questions about this Privacy Policy or wish to make a data request, you can contact us in writing:

Rest Assured Wills

Mobile 07368 175829 | Email cheri@restassuredwills.co.uk | Website www.restassuredwills.co.uk

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be published on our website, and continued use of our services indicates acceptance of the updated policy.

ICO Number: CSN2952577