Privacy Policy
A LEGAL DISCLAIMER
LB Legacy Estate Services is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, store, and protect your data in compliance with relevant data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
1. Information We Collect
We may collect the following types of personal information:
Personal Details: Name, address, phone number, email address, and other contact information.
Financial Information: Bank details, asset information, and other financial data relevant to your estate planning.
Legal Information: Documents such as wills, trusts, Powers of Attorney, and probate documents.
Communication Data: Records of your communication with us, including emails, phone calls, and written correspondence.
2. How We Use Your Information
We collect and use your personal information for the following purposes:
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To provide estate planning and probate services.
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To communicate with you regarding your services.
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To comply with legal obligations and regulatory requirements.
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To process payments and financial transactions.
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To improve our services and customer experience.
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To provide you with updates and information about our services, if you have consented to such communication.
3. Lawful Basis for Processing
We process your personal data based on the following lawful grounds:
Consent: When you have given explicit consent for us to process your data.
Contractual Obligation: When processing is necessary to provide the services you have requested.
Legal Obligation: When we are required to process your data to comply with legal obligations.
Legitimate Interest: When processing is necessary for the purposes of our legitimate business interests, such as improving our services.
4. Data Sharing and Disclosure
We respect the confidentiality of your personal information and will only share it when necessary, including:
With third-party service providers who assist us in delivering our services (e.g., legal professionals, accountants).
To comply with legal obligations or requests from government authorities.
In connection with a business transaction, such as a merger or sale, where data sharing is necessary.
We will never sell your personal data to third parties.
5. Data Retention
We will retain your personal information for as long as necessary to fulfill the purposes for which it was collected, or as required by law. Once your data is no longer needed, we will securely delete or anonymise it.
6. Your Rights
You have the following rights regarding your personal data:
Access: You can request a copy of the personal information we hold about you.
Correction: You can request that we correct any inaccurate or incomplete information.
Erasure: You can request the deletion of your personal data in certain circumstances.
Restriction: You can request that we restrict the processing of your data.
Objection: You can object to the processing of your data in certain situations.
Data Portability: You can request a copy of your data in a machine-readable format.
Withdraw Consent: You can withdraw your consent to data processing at any time.
To exercise your rights, please contact us using the contact information below.
7. Data Security
We take the security of your personal data seriously and have implemented appropriate technical and organizational measures to protect it from unauthorised access, loss, or damage. This includes secure storage systems, encryption, and regular reviews of our data protection practices.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites, and we encourage you to read their privacy policies before providing any personal data.
9. 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 and, where appropriate, notifying you directly.
10. Contact Us
If you have any questions, concerns, or requests regarding your personal data or this Privacy Policy, please contact us at:
LB Legacy Estate Services
13 West Borough, Wimborne BH21 1LT
Phone: 01202 093 652
Email: info@lblegacy.uk
We are committed to ensuring that your privacy is respected and your data is handled with care. If you are not satisfied with our response to your queries, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK's supervisory authority for data protection.
This Privacy Policy ensures transparency about how we handle your personal information and your rights to control it.
