WLS Solicitors will routinely ask for sensitive personal information from you in order to provide accurate, representation, drafting services and legal advice. This will include your name, address, date of birth and details of your assets, liabilities and income.
It may also include similar details for your children or those for whom you are a legal guardian, carer, attorney or court appointed deputy. We will also ask for some personal information about others connected to you such as the names and addresses of beneficiaries under your will or beneficiaries of lifetime trusts. It is important we hold accurate personal data to provide you with the services you have instructed us to undertake. Without comprehensive accurate details of your circumstances the advice given to you may be inaccurate despite our best efforts.
We will also use your information to contact you from time to time by post to ensure remind you that your will should be regularly reviewed and to notify you of our services in general. Most personal data we keep for 6 years.
Some data we retain indefinitely this includes data relating to trusts set up in life, wills, powers of attorney and any original documents such as deeds for properties not registered with the land registry.
Under the GDPR, you have a number of important rights that you can exercise free of charge including a right to see what data we hold subject to any Legal Professional Privilege which applies and a right to be forgotten. If you want more information about your rights under the GDPR please see the Guidance from the Information Commissioners Office on Individual’s rights under the GDPR.
If you want to exercise any of your rights, please contact our data protection office as detailed below in the Get in Touch Section.