Please contact one of our advisors on 020 7001 7770 or email

Privacy Policy

Who We Are

This policy tells you how we use your personal data gathered through the use of this website, and how you can contact us if you have any questions about how we use personal data or cookies.

When We Collect Information from You

We will not obtain personal information about you before you register with us to use our Will drafting services. However, see our cookie policy in relation to cookies and tracking technologies.

Using the Information You Provide

Unless you have told us otherwise, we will use your information for the following purposes:

·     we will use your contact details to communicate with you during the Will writing process and after, including to help you maintain your Will, and, unless instructed otherwise, to contact you about our products and services that we think you might be interested in, except where you have asked not to be contacted for such purposes;

·     we may contact individuals for whom you have provided contact details in relation to your Will in the event of your death. You should ensure that these individuals have consented to their information being used in this way;

·     to identify when your Will is affected by a change in the law;

·     in anonymised form, to inform charities as to our user-base and legacy-giving;

·     subject to your express permission, we will inform the relevant charity if you have included a legacy-gift in your Will, including your contact details;

·     to administer your user account;

·     to provide contextual online support to you during your use of the system or tools;

·     to process any request for advice or information;

·     to customise this website;

·     to ensure that any content you post complies with the terms and conditions of use of the website;

·     to comply with our statutory and regulatory obligations;

·     to ensure that content from our site is presented in the most effective manner for you and for your computer;

·     unless instructed otherwise, to provide you with information, products or services that you request from us or which we feel may interest you;

·     to carry out our obligations arising from any contracts entered into between you and us;

·     to allow you to participate in interactive features of our service, when you choose to do so;

·     to notify you about changes to our service; and

·     to analyse how our website is used and share this information with third parties.

If we sell or buy any business or assets we may disclose your information to the buyer or seller of the business or the assets.  If we or substantially all of our business or assets are acquired by a third party, your information is likely to be included in the transfer.

You can contact us at any time to ask us not to use your personal data in this way by e-mailing

Collection of Information

We collect the information you provide to us through this website and information we learn from your use of the website, or through your use of our other services.

We will never collect sensitive information about you (that is, information concerning your religion, beliefs, criminal record, health or sexuality) without your explicit consent.

Cookies and Tracking Technologies

We may collect cookies from you regarding your use of our website and services. Please see our cookies policy for further details regarding the collection and use of this information.

Storage and Security

The data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (EEA) to enable us to provide our services most effectively. It may also be processed by staff operating outside the EEA who work for us or for one of our suppliers. Such staff maybe engaged in, among other things, the fulfilment of your order, the processing of your payment details and the provision of support services. By submitting your personal data, you consent to this transfer, storing or processing.  We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with our obligation under this privacy policy and the Data Protection Act 1998.

All information you provide to us is stored on secure servers. Where we have given you (or where you have chosen) a password which enables you to access certain parts of our site, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.

The transmission of information via the Internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use procedures and security features to try to prevent unauthorised access.


You have the right to access information that we hold about you.  If you wish to access your information please contact us at and, after we have confirmed your identity, we will provide the information where reasonably practicable.  We may charge you a fee of up to £10 to cover our costs of providing the information.

If you believe that the information that we hold about you is inaccurate or if you wish us to stop processing your information for any particular purpose or at all please contact us

We may review and update this Privacy Policy from time to time. Any updated versions shall be made available on our website.

Inheritance Tax

Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who's died.

Probate Services

Legal procedure followed after death to ensure that your Will is valid, and which gives the executors power to deal with your estate.


A legal document which details a person's wishes for after they have died.

Lasting Power of Attorney - LPA

LPA is a way of giving someone you trust the legal authority to make decisions
on your behalf if you lack mental capacity at some
time in the future or no longer wish to make decisions for yourself.