Privacy Policy


At, we aim to help you plan your estate and protect your assets. We use the latest technology to enable you to create up-to-date wills. In order to do this, we will need to collect, store, use, and disclose your personal information.

We take our privacy obligations seriously. It is important that you know how we will use and handle your information. This privacy policy provides details about the personal information we collect and the ways in which that information is used.

If we decide to change this policy, we will inform you of these changes via our website. By continuing to use our services, you agree to any changes to this policy.

What kind of personal information do we collect?

The personal information that we collect includes the information you give us when you register, or create or update your account (such as your name, business where you work, contact details, and other personal details). It can also include the financial information that you submit through our website or applications, and all of your correspondence with us.

How do we collect your personal information?

Where possible, we always try to collect personal information directly from you, and try to make you aware that we are collecting this information. We will only collect personal information about you if you have authorised us to do so.

When you use our website, we use tools such as cookies and monitoring tools to collect information that helps us improve our website and our online services. We collect information about what technologies you use and the browsing habits that you display when you use our website, which helps us to identify how we can improve our website and services to you.

Why do we collect, hold, use and disclose your personal information?

The purpose of collecting, storing, holding, using and disclosing your personal information is to allow us to carry out our commercial activities and provide the best service to you. This includes providing you with the services, products and information that you request and expect from us.

We will use your personal information as set out in the Terms of Service and to process your transactions, maintain and administer your business relationship with us, communicate with you during the course of your business relationship with us, administer, develop and improve our business activities, notify you about changes or developments to our business activities, respond to any correspondence or requests for information from you and to provide you with information about our other products or services which we think you may be interested in.

We will take all reasonable steps that your personal information is up to date, accurate, and complete before we use it.

Who will we disclose your personal information to?

We will only disclose your personal information to people other than you when doing so is necessary to fulfil the purpose for which we collected that information – for example, for providing you with our services. This means that sometimes we may disclose your personal information to our related companies, our shareholders, our business partners and service providers, external parties we engage to assist with data processing and other administrative or support functions, our professional advisers, and financial institutions. We may also disclose your personal information to people that you authorise us to disclose to (such as your agents or lawyers), or to other entities where you have authorised us.

We may disclose your personal information where we are required or authorised to do so by law.

How will we store, retain, and ensure the security of your personal information?

We appreciate that the nature of the service we provide involves sometimes handling sensitive personal information. We are committed to ensuring your information is secure and have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect. We take reasonable steps to protect your personal information from loss, misuse, interference, unauthorised access, modification or disclosure. We may store your personal information in different forms, including in hardcopy and electronic form. We have implemented policies, procedures and systems to keep your personal information secure.

We will not retain your personal information for longer than is necessary.

Can you access and correct your personal information?

You can request access to the personal information we hold about you by contacting us at our email address We will respond to your request within a reasonable period.

If you think that the personal information we hold about you is inaccurate, misleading, out of date, or otherwise needs to corrected, you can request us to update or correct it. We will notify you within a reasonable amount of time of our decision. You can further request us to add a note to your personal information explaining that you requested this information to be corrected.

Third Party Websites

If you follow a link to another website or, where in the course of using this website you are directed to a third party website, we will not be responsible for that third party’s website or its contents or compliance with data protection legislation and you are advised to check the privacy policy of such third party website.