for Legacy Saints

Legacy Saints is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, store, and disclose your information. By using our services or accessing our website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect personal information to provide and improve our services. This includes:

1.1 Information You Provide

  • Contact Information: Name, email address, phone number, and postal address.
  • Payment Information: Billing details and payment method.
  • Personal Data: Information necessary for will writing, LPA setup, and estate
    planning, such as family details, asset information, and charitable interests.

1.2 Information We Automatically Collect

  • Device Information: IP address, browser type, operating system, and device type.
  • Usage Data: Pages visited, time spent on the site, and other interaction details.
  • Cookies and Tracking Technologies: Information collected through cookies and similar technologies to improve website functionality and user experience.
    planning, such as family details, asset information, and charitable interests.

1.3 Information from Third Parties

We may receive information from trusted partners, such as financial advisors, solicitors, or charity organizations, to better serve your needs.

2. How We Use Your Information

We use your personal data for the following purposes:

  • Service Delivery: To provide will writing, LPA, estate planning, and other services.
  • Communication: To respond to inquiries, provide updates, and send necessary information about our services.
  • Marketing: To send promotional emails, newsletters, and information about relevant services, only with your consent.
  • Compliance: To meet legal obligations, such as regulatory requirements and fraud prevention.
  • Improvement: To analyze user behavior and improve website functionality and service offerings.

3. Legal Basis for Processing Your Information

We process your personal data based on the following legal grounds:

  • Contractual Necessity: To fulfill our obligations under any agreement with you.
  • Legitimate Interests: To improve our services, ensure security, and communicate effectively.
  • Consent: When you provide explicit consent, such as for marketing communications.
  • Legal Compliance: To comply with applicable laws and regulations.

4. Sharing Your Information

We may share your personal data with:

  • Service Providers: Third-party vendors assisting with payment processing, IT support, or document storage.
  • Professional Partners: Solicitors, financial advisors, or charity organizations involved in your legacy planning.
  • Legal Authorities: When required by law, regulation, or court order.
  • Business Transfers: In the event of a merger, sale, or acquisition, your data may be transferred to the new entity.

We do not sell or rent your personal data to third parties.

5. How We Protect Your Information

We use appropriate technical and organizational measures to safeguard your data, including:

  • Encryption: Secure transmission of sensitive information. document storage.
  • Access Control: Restricted access to personal data on a need-to-know basis.
  • Regular Audits: Periodic review of data protection measures and policies.

However, no method of transmission over the internet is completely secure. While we strive to protect your personal data, we cannot guarantee absolute security.

6. Your Rights

Under applicable data protection laws, you have the following rights:

  • Access: Request access to your personal data.
  • Correction: Correct inaccuracies in your personal data.
  • Deletion: Request deletion of your data, subject to legal obligations.
  • Objection: Object to the processing of your data for certain purposes, such as direct marketing.
  • Data Portability: Receive a copy of your data in a structured, machine- readable format.
  • Withdraw Consent: Withdraw consent for processing activities based on your permission.

To exercise these rights, please contact us at [email protected].

7. Retention of Your Information

We retain your personal data only as long as necessary for the purposes outlined in this policy or as required by law.

  • Service Data: Retained for the duration of your relationship with us and for up to 7 years thereafter to comply with legal obligations.
  • Marketing Data: Retained until you opt out or withdraw your consent.

8. Cookies and Tracking Technologies

We use cookies to enhance your browsing experience. These include:

  • Essential Cookies: Necessary for website functionality.
  • Analytics Cookies: To understand user behavior and improve the site.
  • Marketing Cookies: For personalized advertisements, only with your consent.

You can manage cookie preferences in your browser settings.

9. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from children.

10. Changes to This Privacy Policy

If you have questions or concerns about this Privacy Policy or how your data is handled, please contact us:

  • Email: [email protected]
  • Phone: 01234 567 890
  • Address: 71–75 Shelton Street, Covent Garden, London, WC2H 9JQ

Thank you for reaching out!

Our team will get back to you within 24 hours.