Privacy Policy

At Choice Wills we take your privacy seriously. This policy explains what personal information we collect, how we use it, who we share it with and the rights you have under UK data protection law.

1. Who we are

Choice Wills (“we”, “us”, “our”) is a Will writing and estate planning practice based in Northampton, United Kingdom. We are the data controller for the personal information you share with us through this website, by phone, email or in person.

We are registered with the Information Commissioner’s Office (ICO) and are members of the Society of Will Writers.

2. Information we collect

Depending on how you interact with us, we may collect:

• Contact details, name, postal address, email address and phone number.
• Family and estate information, details about your family, beneficiaries, executors, attorneys, assets and wishes, where you have asked us to draft a Will, LPA, Trust or estate plan.
• Communications, emails, letters, call notes and any messages you send us through our contact form or online services.
• Online activity, basic technical information such as IP address, device type, browser and pages visited, when you use our website.

We do not knowingly collect information from anyone under 18. We never collect or store payment card details on this website.

3. How we use it

We use your information to:

• Respond to enquiries and provide the services you’ve asked for.
• Draft, review and store your Will, LPA, Trust or estate plan documents.
• Keep you updated about your matter and any related deadlines.
• Send occasional service updates or newsletters, only if you have opted in.
• Comply with our legal, regulatory and professional obligations.
• Improve our website and the service we offer.

4. Legal basis for processing

Under UK GDPR we rely on one or more of the following legal bases:

5. Who we share your data with

We do not sell your personal information. We only share it where necessary to deliver our service or where we are legally required to do so. Recipients may include:

• Trusted technology providers (for example our secure document storage and email systems).
• Our online Will builder partner where you choose to use our online Will service.
• The Office of the Public Guardian, HM Revenue & Customs or HM Land Registry where required.
• Our regulatory bodies and professional indemnity insurers, where appropriate.
• Law enforcement or courts where compelled by law.

All third parties are bound by appropriate contractual, security and confidentiality obligations.

6. How long we keep your information

We retain your information only for as long as is necessary for the purposes set out in this policy. For Will and estate planning files we typically retain records for the lifetime of the document plus a further period of up to 12 years, in line with industry guidance. Marketing data is kept until you ask us to remove it.

7. Your rights under UK GDPR

You have the right to:

• Access the personal information we hold about you.
• Ask us to correct inaccurate or incomplete information.
• Ask us to delete your information (where we’re not legally required to keep it).
• Restrict or object to certain processing.
• Receive your data in a portable format.
• Withdraw consent for marketing at any time.
• Complain to the Information Commissioner’s Office (ico.org.uk).

To exercise any of these rights, please contact us using the details below.

8. Cookies and analytics

Our website uses a small number of cookies. Strictly necessary cookies allow the site to function (for example remembering form progress). We may also use analytics cookies to understand how visitors use the site so we can improve it. Analytics cookies are only set with your consent.

You can control cookies through your browser settings at any time.

9. How we keep your information secure

We use appropriate technical and organisational measures to protect your information, including encryption in transit and at rest, access controls, secure backups and regular review of our systems. While no online service is ever completely risk-free, we work hard to keep your data safe.

10. Changes to this policy

We may update this policy from time to time. The latest version will always be published on this page with the “Last updated” date at the top.

11. How to contact us

If you have any questions about this policy or how your data is handled, please contact: