Privacy Policy

Life Is Too Short Limited (referred to as "the Company") is committed to protecting and respecting your privacy.

This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in accordance with the Data Protection Act 2018 and the General Data Protection Regulation (GDPR).

1. Information We Collect

We may collect and process the following data about you:

a) Information you provide directly to us by filling in forms, corresponding with us by phone, email, or otherwise, including:

Personal details (Names, contact details, addresses, date of birth, payment details (including card or bank information for transfers and direct debits), records of meetings and decisions, identification documents, information relating to compliments or complaints.) Identification documents (passport, driving license).

b) Information we collect automatically when you use our services or interact with us, including:

Technical information (IP address, browser type, operating system).Usage data (pages viewed, time spent on our site).

c) Where applicable, we receive information from third parties (e.g., business partners, service providers, public databases).

2. How We Use Your Information

We use the information we collect for the following purposes:

a) To fulfil our contractual obligations and provide you with the products and services you request from us.

b) To send you important updates about your transactions with us, including confirmations, invoices, technical notices, updates, security alerts, and support messages.

c) To improve our website, products, and services, and to conduct research and analysis.

d) To comply with legal obligations, including verifying your identity and preventing fraud.

e) To send you promotional materials and other communications if you have opted-in to receive them. You can opt out of receiving these communications at any time.f) For accounting and auditing purposes.

3. Legal Basis for Processing

We process your personal data under the following legal bases:

Our lawful bases for collecting or using personal information to provide services and goods are:

• Consent

• Legitimate interest: As a company specialising in writing wills and Lasting Powers of Attorney (LPA), we collect and use personal information to provide accurate, customised, and legally compliant services to our clients. Benefits of Collecting and Using Personal Information: Personalised Service: By gathering detailed personal information, we can ensure that each Will and LPA accurately reflects the client's specific wishes and circumstances. This personalisation is crucial to creating documents that are effective and legally binding. Legal Compliance: Accurate personal information is necessary to comply with legal requirements and to ensure that documents are valid and enforceable. This helps protect our clients' interests and provides them with peace of mind. Efficient Service Delivery: Collecting necessary information at the outset allows us to streamline our processes and provide timely services, ensuring that clients receive their documents when they need them. Balancing Interests and Risks: While we recognise that collecting and using personal information carries certain risks, we take several steps to mitigate these risks and protect our clients' data: Data Protection Measures: We employ robust data protection measures, including encryption, secure storage, and restricted access, to safeguard personal information from unauthorised access, loss, or misuse. Minimization of Data Collection: We only collect the information necessary to provide our services and ensure legal compliance. We do not collect excessive or irrelevant data. Transparent Practices: We are transparent with our clients about why we collect their information, how it will be used, and their rights regarding their data. This transparency helps build trust and ensures that clients are informed about their privacy. Fair Processing: Our data processing activities are designed to benefit our clients by providing them with essential legal documents that protect their interests. We do not use personal data for any purposes that are not directly related to our services. In conclusion, the collection and use of personal information in our services provide significant benefits to our clients by ensuring personalised, legally compliant, and timely service delivery. We carefully balance these benefits against potential risks and have implemented measures to protect our clients' data, ensuring that our legitimate interests do not unfairly override their rights and freedoms.

Our lawful bases for collecting or using personal information for service updates or marketing purposes are:

• Consent

Our lawful bases for collecting or using personal information for legal requirements are:

• Consent

Where we get personal information from

• People directly

• Third parties: As a company specialising in writing wills and Lasting Powers of Attorney (LPA), we sometimes obtain client information through trusted third parties, such as mortgage advisors and accountants. These third parties have established relationships with clients and have gained their explicit consent to share relevant personal information with us to facilitate the provision of our services. How We Work with Third Parties: Agreements with Trusted Partners: We have formal agreements in place with reputable third parties, including mortgage advisors, accountants, financial planners, and other professional service providers. These agreements outline the terms and conditions under which client information is shared, ensuring that all parties adhere to strict data protection and privacy standards. Client Consent: Before any personal information is shared with us, the third parties must obtain explicit consent from their clients. This consent is typically obtained during the initial consultation or service agreement process, where clients are informed about the purpose of sharing their information and how it will be used to provide estate planning services. Secure Data Transfer: We use secure and encrypted channels to receive client information from third parties. This ensures that personal data is transmitted safely and is protected from unauthorised access or breaches during the transfer process. Benefits of Receiving Information via Third Parties: Streamlined Processes: By receiving client information from third parties who already have a comprehensive understanding of their clients' financial and personal circumstances, we can streamline our processes. This reduces the time and effort required for clients to provide the same information again and helps us deliver our services more efficiently. Enhanced Accuracy: Third parties like mortgage advisors and accountants have access to detailed and accurate client information. This allows us to ensure that the wills and LPA documents we create are based on precise and up-to-date information, reducing the risk of errors or omissions. Comprehensive Estate Planning: Collaborating with third parties enables us to provide more holistic and comprehensive estate planning services. By incorporating insights from financial advisors and accountants, we can offer tailored advice and solutions that take into account the client's entire financial and personal situation. Ensuring Privacy and Compliance: Data Protection Measures: We adhere to stringent data protection policies and practices to safeguard all client information we receive from third parties. This includes secure storage, access controls, and regular audits to ensure compliance with relevant data protection regulations. Transparency and Client Rights: We maintain transparency with clients regarding the sources of their information and how it is used. Clients are informed about the involvement of third parties in the information-sharing process and have the right to request access to, correction of, or deletion of their personal data at any time. Ethical Practices: Our commitment to ethical practices ensures that we use client information solely for the purpose of providing estate planning services. We do not share, sell, or misuse client data for any other purposes.

4. Disclosure of Your Information

We may share your personal information with:

a) Our partner firms and sub-contractors who assist us in providing our services to you, ensuring they adhere to similar data protection standards.

b) Third parties in the event of a merger, acquisition, or sale of all or part of our assets.

c) Law enforcement agencies, regulatory bodies, or other third parties when required by law or to protect our rights, property, or safety.

d) We use software platforms in order to manage day to day business and these platforms have their own privacy policies that we share here: Gohighlevel.com.

5. Data Security

We implement appropriate technical and organizational measures to ensure a level of security appropriate to the risk, including:

a) Secure storage of your personal data.

b) Regular security reviews and updates.

c) Controlled access to your personal information.

6. Data Retention

We retain your personal data for no longer than necessary to fulfil the purposes for which it was collected or as required by applicable laws and regulations.

Data Retention Schedule

Customer Data:

Purpose: Service provision (including wills, trusts, lasting powers of attorney)

Data Collected: Names, contact details, addresses, date of birth, payment details, records of meetings and decisions, identification documents, information relating to compliments or complaints.

Retention Period: Indefinite

Rationale: A will is lifelong. We will periodically check in with customers to update details as necessary.

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Customer Data (Non-wills/trusts/lasting powers of attorney services):

Purpose: Service provision (excluding wills, trusts, lasting powers of attorney) and tax purposes.

Data Collected: Names, contact details, addresses, date of birth, payment details, records of meetings and decisions, identification documents, information relating to compliments or complaints.

Retention Period: 6 years from the date of last transaction

Rationale: Legal requirement for tax purposes.

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LAs Data:

Purpose: Employment and tax purposes.

Data Collected: Names, contact details, addresses, date of birth, payment details, records of meetings and decisions, identification documents.

Retention Period: Duration of employment + 6 years from the end of employment

Rationale: Legal requirement for tax purposes.

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Marketing Data:

Purpose: Marketing communications (collected by consent).

Data Collected: Names, contact details, and any other information provided for marketing purposes.

Retention Period: Until consent is withdrawn

Rationale: Data will be deleted upon removal of consent unless the individual is also a customer, in which case the relevant customer data retention policy applies.

Summary of Retention Periods: