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Privacy Policy

At Heritage Wills (“We” and “Us”) are committed to protecting your privacy.

This Privacy Policy explains why we collect personal information, how we use it, any concerns you may have over disclosure of your information to third parties and how we keep your information secure.

We may review and/or amend this Policy to ensure it is kept up to date but will ensure that this document/Page is updated accordingly. By using our website (www.heritagewills.co.uk), you are confirming your agreement and consenting to the practices outlined in this Policy.

If you have any questions about this Policy or how we look after your personal information, these should be sent by email to admin@heritagewills.co.uk or by writing to The Data Controller, Heritage Wills, 13 Hellesdon Park Road, Drayton High Road, Norwich, NR6 5DR.

How do we collect information from you?

We will collect and process the following information about you:

Information you give us: We obtain information about you when you use our online Contact Us form on our Website or by corresponding with Us via telephone, email, face-to-face or other methods. The information you provide Us with may include name, address, telephone number, date of birth, email address, family information, financial and credit information.

Information We collect: Every time you visit our Website, we automatically collect the following information: Internet Protocol (IP) address, operating system, zone setting, browser type and information regarding what pages are accessed and when. If you contact Us, we may keep a record of that correspondence and we will retain any information that you provide to Us during the course of any work We carry out on your behalf. 

How is your information used?

We may use your information to:

  • to carry out our obligations arising from any contracts entered into by you and Us;
  • dealing with entries into a competition or prize draw;
  • seek your views or comments on the services we provide;
  • notify you of changes to our services;
  • send you communications which you have requested and that may be of interest to you.
  • activities, promotions of our associated companies’ goods and services;
  • process a job application.

We will hold your personal information on our systems for as long as is necessary for the relevant activity, or as long as is set out in any relevant contract you hold with us.

Who has access to your information?

We will not sell or rent your information to third parties.

We will not share your information with third parties for marketing purposes.

Third Party Service Providers working on our behalf: We may pass your information to our third-party service providers, agents subcontractors and other associated organisations for the purposes of completing tasks and providing services to you on our behalf. However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own direct marketing purposes. Please be reassured that we will not release your information to third parties beyond Heritage Wills and our sister company Heritage Law for them to use for their own direct marketing purposes, unless you have requested us to do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention of fraud or other crime.

Third Party Product Providers: The relevant third-party product providers that we work with will use your details to provide you with information and carry out their obligations arising from any contracts you have entered into with them. In some cases, they will be acting as a data controller of your information and therefore we advise you to read their Privacy Policy.  These third-party product providers will share your information with us which we will use in accordance with this Privacy Policy.

When you make payments using a debit/credit card to Heritage Wills your payment is processed by a third-party payment processor, who specialises in the secure online capture and processing of credit/debit card transactions. If you have any questions regarding secure transactions, please contact us.

We may transfer your personal information to a third party as part of a sale of some or all of our business and assets to any third party or as part of any business restructuring or reorganisation, or if we’re under a duty to disclose or share your personal data in order to comply with any legal obligation or to enforce or apply our terms of use or to protect the rights, property or safety of our clients. However, we will take steps with the aim of ensuring that your privacy rights continue to be protected.

You choose

You have a choice about whether or not you wish to receive information from us. If you do not want to receive direct marketing communications from us and our exciting products and services, then you can select your choices by ticking the relevant boxes situated on the form on which we collect your information.

For our existing clients who have an existing contract (e.g. ongoing Will document storage) with Heritage Wills, we will ensure that you are kept up-to-date with our products and services as there is a legitimate interest in place for you to receive this information.

For new clients, we will not contact you for marketing purposes by email, phone or text message unless you have given your prior consent. We will not contact you for marketing purposes by post if you have indicated that you do not wish to be contacted.

You can change your marketing preferences at any time by contacting us by email: admin@heritagewills.co.uk or telephone on 01603 894500.

How you can access and update your information

The accuracy of your information is important to us. We’re working on ways to make it easier for you to review and correct the information that we hold about you. In the meantime, if you change email address, or any of the other information we hold is inaccurate or out of date, please email us at: admin@heritagewills.co.uk or write to us at: The Data Controller, Heritage Wills, 13 Hellesdon Park Road, Drayton High Road, Norwich, NR6 5DR. Alternatively, you can telephone 01603 894500.

You have the right to ask for a copy of the information we hold about you (we may charge for information requests to cover our costs in providing you with details of the information we hold about you).

Security precautions in place to protect the loss, misuse or alteration of your information

When you give us personal information, we take steps to ensure that it’s treated securely. Non-sensitive details (your email address etc.) are transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems.


We may analyse your personal information to create a profile of your interests and preferences so that we can contact you with information relevant to you. We may make use of additional information about you when it is available from external sources to help us do this effectively. We may also use your personal information to detect and reduce fraud and credit risk.

Use of ‘cookies’

Like many websites, the Heritage Wills website uses cookies. ‘Cookies’ are small pieces of information sent by an organisation to your computer and stored on your hard drive to allow that website to recognise you when you visit. They collect statistical data about your browsing actions and patterns and do not identify you as an individual. For example, we use cookies to store your country preference. This helps us to improve our website and deliver a better more personalised service.

It is possible to switch off cookies by setting your browser preferences. Turning cookies off may result in a loss of functionality when using our website.

Links to other websites

Our website may contain links to other websites run by other organisations. This privacy policy applies only to our website‚ so we encourage you to read the privacy statements on the other websites you visit. We cannot be responsible for the privacy policies and practices of other sites even if you access them using links from our website.

In addition, if you linked to our website from a third-party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the policy of that third party site.

Review of this Privacy Policy

We keep this Privacy Policy under regular review. This Policy was last updated in May 2018.

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