Privacy Policy

Your privacy matters

When you choose Wyvern Estate Planning, you're trusting us with some of your most personal information.

Protecting that information is an important part of what we do. We are committed to handling your personal information responsibly, keeping it secure and only using it for the purposes for which it was collected.

This Privacy Policy explains what information we collect, why we collect it, how we use it and the choices available to you.

If you have any questions about this policy, please get in touch. We'll always be happy to explain.

Who we are

Wyvern Estate Planning provides professional will writing and estate planning services for individuals and families across Dorset and beyond.

For the purposes of UK data protection legislation, Wyvern Estate Planning is the Data Controller responsible for your personal information.

Contact details

The information we collect

The information we collect depends on the services you ask us to provide.

This may include:

Contact information

• Name
• Postal address
• Email address
• Telephone number

Estate planning information

• Family circumstances
• Information relating to your estate and assets
• Details of beneficiaries, executors and attorneys
• Existing wills or legal documents
• Information required to prepare wills, lasting powers of attorney, trusts or other estate planning documents

Identity verification

Where appropriate, we may ask you to provide proof of identity and proof of address, such as:

• Passport
• Driving licence
• Utility bill
• Other identification documents

This enables us to comply with our legal and professional responsibilities, including identity verification and anti-money laundering requirements where applicable.

Website information

When you use our website, we may collect:

• Information submitted through our contact form
• Website usage information through Google Analytics
• Cookie preferences

Further information is available in our Cookie Policy.

How we use your information

We use your information to:

• Respond to your enquiries.
• Arrange appointments.
• Prepare your estate planning documents.
• Provide the services you have requested.
• Verify your identity where appropriate.
• Meet our legal and regulatory obligations.
• Maintain accurate client records.
• Improve our website and client experience.
• Contact you where you have requested information or asked us to do so.

We will never sell your personal information.

We will only send marketing communications if you have asked to receive them, and you can withdraw your consent at any time.

Why we are allowed to use your information

UK data protection law requires us to have a lawful basis for processing your personal information.

Depending on the circumstances, this may include:

• Performing our contract with you.
• Complying with legal or regulatory obligations.
• Our legitimate interests in providing professional estate planning services.
• Your consent, where this is required.

Who we may share your information with

Your information is treated as confidential and will only be shared where it is necessary to provide our services, where you have asked us to do so, or where we are required by law.

Depending on your circumstances, this may include:

• Microsoft 365 for secure email, document management and file storage.
• Sure Will Writer for estate planning documentation and secure client record management.
• Calendly for appointment scheduling.
• Professional Will storage providers where you choose to use a Will storage service.
• Identity verification and anti-money laundering providers where appropriate.
• Professional advisers acting on your instructions.
• HM Revenue & Customs, regulatory bodies or other public authorities where required by law.

Any third-party provider we use is expected to process your information securely and only for the purposes for which it has been provided.

Keeping your information secure

We take the security of your personal information seriously.

Appropriate technical, organisational and physical safeguards are in place to protect your information against unauthorised access, loss, misuse or disclosure.

Although no electronic system can ever be completely secure, we continually review our systems and procedures to help keep your information safe.

How long we keep your information

We only keep your personal information for as long as necessary to fulfil the purposes for which it was collected and to meet our legal and professional obligations.

When information is no longer required, it is securely deleted or destroyed.

Your rights

Under UK data protection law you have the right to:

• Request a copy of the personal information we hold about you.
• Ask us to correct inaccurate or incomplete information.
• Request deletion of your information where appropriate.
• Restrict how your information is processed in certain circumstances.
• Object to certain types of processing.
• Withdraw your consent where processing relies on consent.
• Make a complaint to the Information Commissioner's Office (ICO).

If you would like to exercise any of these rights, please contact us using the details above.

Cookies

Our website uses cookies to help provide a better browsing experience and to understand how visitors use our website.

Some cookies are essential for the website to function correctly, while others help us improve the website by collecting anonymous information about how it is used.

Further details are available in our separate Cookie Policy.

Links to other websites

Our website may contain links to other websites.

If you choose to visit another website, please remember that it will have its own privacy policy and we encourage you to read it before providing any personal information.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legislation, technology or the services we provide.

The latest version will always be published on this website.

Contact us

If you have any questions about this Privacy Policy or how we use your personal information, please contact:

If you remain unhappy with how we have handled your personal information, you also have the right to complain to the Information Commissioner's Office (ICO).