HAVE YOU MADE A WILL?
HAVE YOU MADE A WILL?
Who we are
Legacy Services, whose registered office is at: 25 Barleymow Close, Chatham, Kent, ME5 8JZ.
Tel: 01634 669658
Legacy / CKS is registered with the Information Commissioner’s Office under registration number Z5014899
What Personal Data do we collect?
We (or third parties on our behalf) may collect and use the following categories of personal information: name, address, email address, telephone number.
How and why we use your information:
We do not sell or rent your information to anyone. We will only use your information when the law allows us to. Most commonly, we will use it in the following circumstances:
Where we have your consent:
We may collect your personal information directly from you at a promotional event or when you fill in a form on a facebook advert or from a third party partner (for example a price comparison website) where there is appropriate notice and in compliance with applicable data protection laws.
We collect this information in order to:
You may withdraw your consent for us to maintain contact by telling our agent when we call, or emailing firstname.lastname@example.org
Where we need to perform or are about to enter into a contract:
We may receive your personal information from you in person, over the phone, or from a website form that you fill in for a quote. We will contact you by telephone to discuss any issues relevant to your circumstances and to book an appointment. We may also receive your contact details from you by phone or through a website managed by us or by your employer when you sign up for a will writing service as part of your employee benefits scheme. We will contact you by phone to discuss your circumstances and book your appointment. At your home visit or telephone appointment, your legal consultant will collect further information from you about yourself, your estate and the people you wish to include in your Will and other legal documents in order to provide the services you have requested. Our legal department may contact you by phone, email or in writing if required in order to provide the services you have requested. Where relevant, we may contact HM Land Registry to verify your home ownership.
Where we have your explicit consent:
In certain circumstances we may contact your GP for an opinion regarding your testamentary capacity before providing services to you.
When we’re pursuing legitimate interests:
We may receive your personal information from you over the phone or from a website form that you fill in for more information about our service. We will contact you to discuss any issues relevant to your circumstances and keep in touch to see if you would like to book an appointment. You may ask us to stop processing your information in this manner at any time.
We may share the location of your Will with the National Will Register.
We may contact you by telephone, email or SMS to ask you to complete customer feedback forms. We do this in order to improve our customer service and the services that we offer. Sometimes we will nominate a representative to do this on our behalf.
Where we have a legal obligation:
Where we are required by law to comply with legal or regulatory requests.
How do we share and disclose information to third parties?
We do not rent or sell your information to anyone. Should you decide to become a client, we may share your data with our relevant third party legal service providers in order to fulfil the services that you have requested.
How long do we keep hold of your information?
We retain your information until you withdraw your consent for us to maintain contact with you, after which it is deleted. If you choose to become a client of ours, we retain your information until the completion of the administration of your estate.
Your data protection rights
You have rights in connection with your personal data that include the following: to withdraw consent where you have given it, to be informed and have access to your personal data, to correct or complete inaccurate data, and in certain circumstances to restrict, request erasure, object to processing, or request portability of your personal data to another organisation. If you wish to contact us regarding your data protection rights, please email email@example.com The Information Commissioner’s Office (the ICO) is the supervisory authority that regulates personal data in the UK. You can get in touch with the ICO by: