Privacy Policy

1. Who we are and how to contact us

Dorset Will Writing provides will-writing, trusts, Lasting Power of Attorney and related estate-planning services. For the purposes described in this notice, Dorset Will Writing is responsible for deciding how personal information is used.

Dorset Will Writing
16 Green Road
Poole
Dorset
BH15 1QN

Email: wills@dorsetwillwriting.co.uk
Telephone: 01202 801 941
Mobile: 07771 663 140

2. Personal information we collect

When you contact us, we may receive your name, contact details and information you choose to provide by telephone, email or through our website contact form.

If you ask us to provide a service, we may need information about your family circumstances, property and financial affairs, instructions and preferences, and the people named in relevant documents, such as beneficiaries, executors, trustees and attorneys. Where relevant, this may include sensitive details about health, care or personal circumstances.

Some of this information may relate to other living people and may be supplied by you or an authorised representative. Basic technical information, such as an IP address and browser details, may also be processed when you visit the website for security and operation.

3. Why we use information and our lawful bases

We use personal information for the following purposes, relying on the lawful basis that applies to the activity:

• Enquiries and appointments: to respond to questions, provide information and take steps at your request before entering into a contract, or for our legitimate interests in handling enquiries.
• Client services: to prepare and administer documents and deliver the services you request, where necessary for our contract with you.
• Legal and financial records: to meet applicable legal, tax and accounting obligations.
• Protecting the business and website: for legitimate interests such as maintaining security, dealing with disputes and keeping appropriate service records.
• Optional website technologies: where consent is legally required, including for certain non-essential cookies.

Where information is particularly sensitive, such as health details, a separate condition under data protection law must also be satisfied before it is used.

4. Who we may share information with

We may share information only where reasonably necessary to deliver our services, run the business or comply with the law. Depending on the service, this may include website and email providers, relevant professional advisers, payment and accounting providers, and document-storage providers where that service has been requested.

Information may also be shared with people you have authorised or where disclosure is required by law. Providers handling information on our behalf should be subject to appropriate confidentiality and data protection arrangements.

5. How long we keep information

We retain enquiry information for the time needed to respond and manage any resulting contact. Client records and related correspondence may need to be kept for longer, according to the service provided and applicable legal, tax, professional, insurance and record-keeping requirements.

Where document storage has been arranged, retention of the original documents is governed by the relevant storage service. We review information and arrange for secure disposal when it is no longer needed.

6. Security and international transfers

We take appropriate organisational and technical steps to protect personal information against unauthorised access, loss or misuse. Access should be limited to those who need the information for a legitimate purpose.

Some service providers may process information outside the UK. If this happens, the transfer must meet the relevant UK data protection requirements, including appropriate safeguards where required. You can ask us for more information about any applicable transfers.

7. Cookies and this website

Our website uses a cookie preferences tool. Essential cookies and similar technologies may be needed for basic site operation and security. Other technologies, where present, may support optional features or measurement of website use.

You can review the available cookie categories and manage your choices using the website’s cookie settings control. Where consent is required for non-essential cookies, we will seek it. Certain website features, including externally supplied accreditation content, may involve third-party services.

You can also control cookies through your browser settings, although some website functions may be affected.

8. Your rights and how to raise a concern

Depending on the circumstances, you may have the right to request access to, correction of or deletion of personal information, to restrict or object to its use, and to receive certain information in a portable format. Where processing relies on consent, you can withdraw it. These rights are subject to legal conditions and exceptions.

To exercise a right or raise a data protection concern or complaint, please email wills@dorsetwillwriting.co.uk. We will consider your concern, acknowledge a data protection complaint within 30 days and respond without undue delay.

You may also complain to the Information Commissioner’s Office (ICO). Information about your rights and making a complaint is available at ico.org.uk.

9. Changes to this policy

We may update this notice if our services, the way we handle personal information or relevant legal requirements change. The current version will be available on this page.