Privacy Statement

Privacy Statement

Paralegal Service Limited

(trading as Planned Estates).

Notice to Clients: Our Privacy Policy


Personal Data

The EU’s General Data Protection Regulation (GDPR), defines Personal Data as “…any information relating to an identified or identifiable natural person ("data subject"); an identifiable person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that person.”


How we use your information

The following privacy policy will outline how Paralegal Service Limited will collect and use your data.


Estate Planning: Communication and advising on and preparing Estate Plans, Wills, Lasting Powers of Attorney, Living Wills, notices of severance and other services of a legal nature by the Company to the Partner. It also includes inheritance tax advice and other tax planning advice in connection with the preparation of Wills.


Document Collection: Sent to Commissioning Partner for processing


Business Support: Communication and advising on and executing our agreements


Why do we need to collect and store personal data?

In order for us to do any of the above, we must collect and store your data firstly for correspondence purposes and then to carry out our agreement with you. We will ensure that the information collected will only be used for its intended purpose and does not amount to an invasion of your privacy.


Will we share your personal data with anyone else?

We may need to pass your details onto third parties who are either contracted to, or are otherwise connected with us. Any third parties we do pass on your details to must store your details securely and only process them if responding to instructions from us for the purposes outlined above. When they no longer need that data, they will dispose of it in line with our company policy.

If we wish to pass your personal data to other parties without your explicit prior consent, unless we are legally obliged to do so.


How will we use the personal data we collect about you?

Processing data means collecting, storing and using the information concerned. We will process this data in accordance with the GDPR. We will do our utmost to keep your information accurate and up to date and not keep it longer than is necessary. We may issue occasional reminders to all customers to keep their contact details up to date and will update them accordingly.


Please be advised that we are required by law to keep some information, such as information needed for tax and audit purposes. Other information, especially information related to estate plans, will be held for prolonged periods of time in case the validity of the documents is brought into dispute by expectant beneficiaries whose hopes are disappointed.


Information gathered as part of our Document Collection activities will normally be disposed of after three months. Other information will be held for six years.


Under what circumstances will we contact you?

We will only ever contact you when necessary, or when you have requested that we do so. We do not mean at any point to be intrusive or ask for unnecessary information. We will do our best to ensure that the information we hold is as secure as possible to minimise the risk of unauthorised access or disclosure.


Can you find out about the personal data that we hold about you?

If you want to see what personal data we hold on you and how it is processed, you may contact us to request this. This is known as a Data Subject Access Request (DSAR) and you must request this in writing (either by post or email), providing the necessary identification before any information is released. If we do store any of your personal data, you may request information on the following:


•Identity and the contact details of the person or organisation that has determined how and why to process your data.

•Contact details of the data controller.

•The purpose of the processing as well as the legal basis for processing.

•If the processing is based on the legitimate interests of the Company or a third party, information about those interests.

•The categories of personal data collected, stored and processed.

•Recipient(s) or categories of recipients that the data is/will be disclosed to.

•If we intend to transfer the personal data to a third country or international organisation, information about how we ensure they meet the minimum standard of data protection set by the GDPR. In other cases, we will ensure there are specific measures in place to secure your information.

•How long the data will be stored.

•Details of your rights to correct, erase, restrict or object to such processing.

•Where we are holding information about you that is subject to your consent, information about your right to withdraw consent at any time.

•How to lodge a complaint with the supervisory authority.

•Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.

•The source of personal data about you if it was collected indirectly.

•Any details and information of automated decision making, such as profiling, and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.


What forms of ID will you need to provide in order to access this?

We will accept the following forms of ID when information on your personal data is requested:


Passport; photo driving licence; utility bill (from the last three months); notarised ID document.


If you are unable to provide any of these documents, we will discuss other ways we can be sure that

the request is genuine.


Contact details of the Data Controller

If you wish to submit a DSAR, or have any questions regarding this privacy statement, you must do so in writing using the following information.



Paralegal Service Limited

11 The Morwoods








0116 292 9740


Use of cookies on our website

We do not use cookies on our websites and we do not use it to collect personal information. If you make contact with us via our website, we will hold on to the information you provide only while we deal with your enquiry.


Links to other websites

Our websites contain links to our partners’ websites, as well as to other sites. You should note that we do not have control over those sites and we cannot be responsible for the protection of any information that you provide to those other websites, which are not governed by this privacy statement.


You should always exercise caution and look at the privacy statement of every website you visit.


Policy Changes

We reserve the right to change this privacy policy at any time. Any revisions will be included in our standard documentation sent to clients and on our websites and will be effective upon publication.


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