Privacy Policy

1. Introduction

Rose Dean Legal Ltd, trading as Wills & Legal ("we", "us", or "our"), is committed to protecting your privacy and personal data. This Privacy Policy explains how we collect, use, store, and protect your information when you use our services or visit our website.

We are registered in England and Wales under company number 12570100. Our registered office is at Kanda House, Unit 7, 241-243 Soho Road, Handsworth, Birmingham, B21 9RY.

2. Information We Collect

We collect and process the following types of personal information:

• Contact Information: Name, email address, phone number, and postal address
• Identification Information: Date of birth, place of birth, and identification documents as required for legal services
• Financial Information: Details of your assets, property, bank accounts, and beneficiaries for estate planning purposes
• Family Information: Details about family members, dependents, and beneficiaries
• Health Information: Where relevant for Lasting Power of Attorney or care planning
• Communication Records: Records of correspondence, consultations, and instructions
• Website Usage Data: IP address, browser type, and pages visited on our website

3. How We Use Your Information

We use your personal information for the following purposes:

• Providing legal services including will writing, estate planning, and power of attorney preparation
• Communicating with you about your instructions and our services
• Complying with legal and regulatory obligations
• Maintaining accurate records and documentation
• Processing payments and managing our business operations
• Improving our services and website functionality
• Sending you relevant information about our services (with your consent)

4. Legal Basis for Processing

We process your personal data under the following legal bases:

• Contractual Necessity: To perform our contract with you and provide the legal services you have requested
• Legal Obligation: To comply with our legal and regulatory obligations as a legal services provider
• Legitimate Interests: To operate our business, maintain records, and improve our services
• Consent: For marketing communications and other purposes where required by law

5. Data Security

We take the security of your personal information seriously and implement appropriate technical and organisational measures to protect it, including:

• Storage of physical documents in locked facilities (can be discussed)
• Encrypted digital storage and secure file transfer systems
• Access controls limiting who can view your information
• Regular security assessments and staff training
• Confidentiality agreements with all staff and contractors

6. Data Retention

We retain your personal information for as long as necessary to fulfil the purposes outlined in this policy and to comply with our legal obligations. For legal documents such as wills, we typically retain records indefinitely or until instructed otherwise. Other personal data is retained in accordance with legal and professional requirements, typically for a minimum of 6 years after the completion of services.

7. Sharing Your Information

We may share your information with:

• Government bodies and regulators when required by law
• Professional advisors such as accountants and legal counsel
• Third-party service providers who assist in delivering our services (under strict confidentiality agreements)
• The Office of the Public Guardian for LPA registrations

We will never sell your personal information to third parties.

8. Your Rights

Under UK GDPR, you have the following rights regarding your personal data:

• Right of Access: Request a copy of the personal data we hold about you
• Right to Rectification: Request correction of inaccurate or incomplete data
• Right to Erasure: Request deletion of your personal data in certain circumstances
• Right to Restrict Processing: Request limitation on how we use your data
• Right to Data Portability: Receive your data in a structured, commonly used format
• Right to Object: Object to processing based on legitimate interests
• Right to Withdraw Consent: Withdraw consent for processing where applicable

Please note that certain rights may be limited by legal and professional obligations we must fulfil.

9. Cookies and Website Analytics

Our website may use cookies to improve your browsing experience. Cookies are small text files stored on your device. You can control cookie settings through your browser preferences. We may use analytics tools to understand how visitors use our website, which helps us improve our services.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the updated policy on our website with a revised date.

11. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us:

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues, at www.ico.org.uk.