The information you provide including personal information will be used by us primarily to provide legal services to you. This information will be kept confidential and secure and our use of this information is subject to your instructions, the Data Protection Regulations, under which we are a Data Controller, and our duty of confidentiality.
Making a will and keeping it up-to-date is the best way to make sure your assets are distributed according to your wishes after you die.
You have a right of access under data protection legislation, to the personal data that we hold about you.
We process personal data to comply with common law or statutory obligations and our lawful basis for processing this information is known as our Legal obligation. This will include updating and enhancing client records, analysis to help us manage our practice, statutory returns and legal and regulatory compliance.
Please note that our work for you may require us to give information to third parties such as expert witnesses and other professional advisers. You are responsible for ensuring the accuracy of all personal data you supply to us, and we will not be held liable for any errors unless you have advised us previously of any changes in your personal data.
In the interest of speed, or controlling cost, we may outsource some of our typing, answering telephone calls or other administrative functions to a third party. Confidentiality agreements are in place with any service providers we use and they are obliged, as we are, to keep your data both confidential and secure.
We may need to make credit decisions about you, for example in relation to the payment of costs, and we may search the files of credit reference agencies who will record any credit searches on their file.
As we are authorised and regulated by the Solicitors Regulations Authority and The Society of Trust and Estate Practitioners (STEP). These organisations are required to maintain confidentiality in relation to any files that they see in the course of their work.
'Was very professional, caring and took her time to explain everything to us. Very prompt in getting our documents to us and made our will writing experience a very positive one.'
'Very satisfied with the service provided, fitted in at short notice very accommodating.'
'During a time of intense family tragedy and loss when 2 close family members became terminally ill, Elizabeth has provided my family with exceptional legal assistance.'