Privacy notice | Your Legacy Solutions

Who we are

Your Legacy Solutions Ltd (“we”, “us”) is the controller of the personal information described in this notice. We are registered in England and Wales, company number 12590450, with our registered office at 15 Palace Street, Norwich, NR3 1RT. We are registered with the Information Commissioner’s Office (ICO), registration number ZB226524.

If you have any questions about this notice or your information, contact us at contact@yourlegacysolutions.co.uk, call 020 8050 4201, or write to Unit 14 Halifax Court, Fernwood Business Park, Cross Lane, Fernwood, NG24 3JP.

What information we collect

Contact details, such as your name, address, email and phone number.
Information we need to give advice and prepare your documents, such as details of your family, the people you want to benefit or appoint, your property, savings, business interests and wishes.
Identity documents, such as a passport or driving licence, and proof of address.
Health information, where it’s relevant, for example for Lasting Powers of Attorney, Advance Decisions, trusts for vulnerable beneficiaries, or to confirm you have capacity.
Payment details, including direct debit details for Legacy Connect.
Information about other people you tell us about, such as executors, attorneys, trustees and beneficiaries. Please let them know you’ve shared their details with us.
Website information, such as what you send us through our contact form and, only if you agree, how you use our website (see our cookie policy).

How we use it, and our lawful basis

To answer your enquiry and arrange a consultation. Lawful basis: taking steps at your request before entering into a contract, and our legitimate interest in responding to you.
To give advice, prepare, store and register your documents, and provide our services. Lawful basis: performing our contract with you.
To check your identity, keep proper records and meet our legal and regulatory duties. Lawful basis: legal obligation and our legitimate interests.
To show, if ever needed, that we prepared your Will or documents for the right person, for example during probate. Lawful basis: our legitimate interests and those of your estate and beneficiaries.
To take payment. Lawful basis: performing our contract with you.
To understand how our website is used. Lawful basis: your consent, which you can withdraw at any time.

We don’t send marketing newsletters. We’ll contact you about your own plans, for example to arrange a Legacy Connect review.

Health and other sensitive information

Health information is “special category” data, and we take extra care with it. We only collect it where it’s needed for your documents or advice. We rely on your explicit consent, or where necessary on the processing being needed to establish, exercise or defend legal rights.

Who we share it with

We only share your information where it’s needed to provide our services, or where the law requires it. The organisations we work with include:

Acer Prime Law, our legal partner, for lifetime trusts and related legal work.
WillSuite, the system we use to manage cases and prepare documents.
Microsoft 365, for email and secure document storage.
The National Will Register, to record where your Will is held, if you ask us to.
GoCardless, to collect direct debit payments.
Calendly, to manage appointment bookings.
IONOS, which hosts our website and the Legacy Connect Vault in the UK.
Public bodies, such as the Office of the Public Guardian when registering a Lasting Power of Attorney, and the Probate Registry, when you’ve asked us to act.
Your other advisers, such as your accountant or financial adviser, with your permission.

We never sell your information.

Transfers outside the UK

Our website, the Legacy Connect Vault, WillSuite, Microsoft 365 and Acer Prime Law hold your information in the UK. GoCardless holds payment information in the UK and the European Economic Area. Calendly stores booking details in the United States. Where information is transferred outside the UK, we make sure it is protected, for example by the country having UK “adequacy” status (as the European Economic Area does), the UK–US data bridge, or the UK’s approved data transfer agreements.

How long we keep it

Information	How long	Why
Enquiries that don’t go further	2 years	In case you come back to us.
Client files, legal documents, advice records and identity documents	Indefinitely	A Will or LPA may be relied on many years later. We may need to show who made it, what advice was given, and that it was prepared for the right person, including during probate.
Bank and payment details	6 years	Accounting and tax records.

The Legacy Connect Vault

If you use our secure online Vault, we store copies of your documents and the information you add there, so you and the people you choose can find them when needed. Access is protected by sign-in, and you control who you share access with.

Your rights

You have the right to:

ask for a copy of the information we hold about you
ask us to correct information that’s wrong or incomplete
ask us to delete your information, although we may need to keep some records for the reasons above
ask us to restrict how we use your information, or object to it
ask for information you gave us in a format you can take elsewhere
withdraw your consent at any time, where we rely on it

To use any of these rights, contact us using the details above. We’ll normally reply within one month.

Complaints

If you’re unhappy with how we’ve handled your information, please tell us first and we’ll try to put it right. You can also complain to the Information Commissioner’s Office at ico.org.uk or on 0303 123 1113.

Changes to this notice

We may update this notice from time to time. The latest version will always be on this page.