Effective date: 24 March 2026

At Hereford Wills & Probate, we respect your privacy and are committed to protecting your personal data. This privacy policy explains how we collect, use, store and protect your information when you enquire about or instruct us to prepare a Will, Lasting Power of Attorney, or related services.

1. Who we are

Hereford Wills & Probate, The Forge, Bodenham, Hereford, HR1 3JZ Email: herefordwillsandprobate@gmail.com Phone: 07484 051686

We are a small, independent provider of Will writing and Lasting Power of Attorney services.

2. What personal data we collect

We may collect the following types of personal data:

• Identity and contact data — name, date of birth, address, email, phone number, marital status.

• Family and lifestyle data — details of spouse/partner, children, dependants, guardians, and beneficiaries.

• Financial and asset data — information about your property, savings, pensions, debts, and business interests (only as much as needed for your Will or LPA).

• Health data (for Health & Welfare LPAs only) — relevant medical or care preferences where you choose to provide them.

• Identification documents — copies of passport, driving licence, or proof of address (for anti-money laundering and identity verification).

3. How and why we use your data

We process your personal data for the following purposes:

• To provide you with Will and LPA drafting, advice, and related legal services.

• To communicate with you and manage our relationship.

• To comply with legal and regulatory obligations (including anti-money laundering checks and record-keeping requirements).

• To improve our services and for internal administration.

We rely on the following lawful bases:

• Performance of a contract (or steps prior to entering a contract) — to prepare your documents.

• Legal obligation — to meet regulatory requirements.

• Legitimate interests — to run our business efficiently and communicate with you.

• Explicit consent — for any special category data (e.g., health information in LPAs).

4. Who we share your data with

We only share your data where necessary:

• With our secure document storage providers or cloud service suppliers (who are bound by strict data protection agreements).

• With HM Revenue & Customs or other regulators if legally required.

• With trusted professional advisers (e.g., if we need to refer you for specialist tax or probate advice).

We do not sell your data to third parties.

5. How long we keep your data

We retain your information for as long as necessary to provide our services and meet legal requirements. This is typically 6 to 7 years after your matter is completed (to comply with professional and regulatory rules), after which it is securely deleted or anonymised.

6. Your rights

Under UK GDPR you have the right to:

• Access the personal data we hold about you.

• Request correction of inaccurate data.

• Request deletion or restriction of your data (in certain circumstances).

• Object to processing or withdraw consent where we rely on it.

• Complain to the Information Commissioner’s Office (ICO) if you are unhappy with how we handle your data.

To exercise any of these rights, please contact us at [your email].

7. Security

We take the security of your data seriously and use appropriate technical and organisational measures to protect it. All sensitive information is stored securely and accessed only by authorised personnel.

8. Changes to this policy

We may update this privacy policy from time to time. The latest version will always be available on our website or on request.

If you have any questions about this privacy policy or how we handle your data, please do not hesitate to contact us.

Thank you for trusting us with your important legal documents.

Paul Allan Courtney LLB (Hons)

Hereford Wills & Probate 2026