Our Services

Privacy Policy

This Privacy Policy explains how Legacy Bridge LTD collects, uses, and protects your personal information when you use our website and services. We are committed to ensuring your privacy is protected and handling your data in compliance with applicable laws, including the UK GDPR and Data Protection Act 2018.

1. Who We Are

Legacy Bridge LTD is a company registered in England and Wales (Company No. 16167547), with a registered office at 128 City Road, London, EC1V 2NX. We act as the data controller for the personal data we collect through our platform. Legacy Bridge LTD is registering with the Information Commissioner's Office (ICO); our registration number will be inserted here once issued.

2. What Information We Collect

We may collect and process the following personal data:

Name, address, email, date of birth, contact details
Information submitted through our will questionnaire
Login credentials and activity logs
Payment and subscription information
Communications with our team
Technical data such as IP address, device type, browser version
Cookie and usage data (see Cookie Policy)
Publicly available information (e.g., Companies House, Land Registry, social media)

3. Special Category (Sensitive) Data

We do not actively request special category data (e.g., ethnicity, religion, health status), but this may occasionally be inferred through content entered in your will. We may also process guardian details, information on minors, or vulnerable adults. We only process such data where necessary to provide our services, and on a lawful basis under UK GDPR.

4. How We Use Your Information

We use your information to:

Provide and personalise our will writing services
Create, store, and update your documents
Manage your account and subscriptions
Process payments
Improve and secure our services and website
Respond to enquiries, complaints, or feedback
Carry out analytics and trend analysis (in anonymised form)
Comply with legal obligations and enforce our rights

5. Legal Bases for Processing

We rely on the following legal bases:

Consent: for marketing communications
Contract: to deliver and manage our will writing service
Legal obligation: to comply with laws (e.g., tax, fraud)
Legitimate interests: to improve our services, protect our platform, and analyse trends (balanced against your rights)

6. Whose Data We Process

We may process data from:

Our customers
Executors, trustees, beneficiaries, and guardians named in wills
Website visitors and users of our platform
Social media users interacting with us
Business partners, suppliers, and advisors

7. Where We Collect Your Data From

We collect personal data:

Directly from you (e.g. forms, questionnaires, emails)
From others (e.g. named parties in a will)
From public sources (e.g. Companies House, Land Registry, Google, social media)

9. International Data Transfers

If we transfer your personal data outside the UK (e.g., for cloud services), we will ensure appropriate safeguards are in place, such as the International Data Transfer Agreement or Standard Contractual Clauses.

10. How Long We Keep Your Data

We will retain any personal data that you provide and documents that you have created using the Document Preparation Service in electronic form for as long as is necessary for us to provide the relevant service and for our own legal and administrative purposes. If your data is required for a legal dispute, it will be held until the dispute is resolved.

You can also ask us to delete your data (make a data deletion request) in certain circumstances, see the section on Your Rights Under Data Protection Law below.

Where we have processed your personal data to provide you with marketing communications with your consent, we may contact you at least every 12 months to ensure you are happy to continue receiving such communications. If you tell us that you would like to stop receiving them, we will remove your personal data from our list.

11. Anonymised and Aggregated Data

We may convert personal data into anonymised or aggregated form for research, service improvement, or publication. This data cannot be used to identify any individual.

12. Your Rights Under Data Protection Law

Right to Object: You may object to our use of your data where we rely on legitimate interests. We will comply unless we have compelling reasons not to. You can also object to direct marketing at any time.
Right of Access: You can request confirmation of whether we are processing your data and obtain a copy of that data.
Right to Rectification: You can request correction of inaccurate or incomplete data.
Right to Restriction: You can request we limit use of your data in certain cases (e.g., if you contest its accuracy or object to its processing).
Right to Data Portability: You can request your data in a structured, commonly used format and transfer it to another controller.
Right to Erasure: You may ask us to delete your data if it's no longer needed, if you withdraw consent, or object to processing without overriding reasons.
Right to Withdraw Consent: If you previously gave consent, you may withdraw it at any time. This includes opting out of marketing communications.

13. Exercising Your Rights and Complaints

To exercise your rights, please contact us using the contact details available on our website. We may ask for identity verification before fulfilling certain requests.

If you are not satisfied with how we handle your personal data, you have the right to file a complaint with the Information Commissioner's Office (ICO):https://ico.org.uk/make-a-complaint/

14. How We Keep Your Data Secure

We use secure servers, encryption, and access controls to protect your data. You are responsible for safeguarding your login credentials.

15. Contact Us

For questions or requests relating to your personal data, please use the contact details on our website.

16. Changes to This Policy

We may update this policy from time to time. Changes will be posted on our website along with an updated effective date.

Effective Date: 2025-04-16