Account details (name, email, password — stored hashed); the answers you give to build your will, including the names, addresses and relationships of people you include; phone number and preferred contact time if you request a solicitor call; and payment records. Card details are handled entirely by Stripe — we never see or store card numbers.
To prepare your documents, deliver them to you, operate your account, process payments, and — only where you request it — pass your contact details to Shad Partners Solicitors & Conveyancers for a solicitor to call you.
Your answers are stored securely for the purpose of preparing your will. Delivered documents are sent to the email address on your account.
So that you never lose your work, your answers are saved to our servers automatically as you type — a few seconds after you stop, and each time you move to the next step. This happens from the moment you begin, including before you have paid. It means you can close your browser, change device, or come back days later and continue exactly where you left off.
The password you choose to encrypt your finished will document is never sent to us and never stored. It exists only in your own browser at the moment your document is created, which means neither we nor anyone who obtained our records could open your encrypted document.
If you begin a will and do not finish it, we may send you up to three reminder emails containing a secure single-use link that returns you to your saved answers. Every reminder identifies us as the sender and includes a one-click unsubscribe link. If you unsubscribe we will stop sending reminders permanently, and we honour that choice immediately. We do not sell or rent your email address to anyone.
You may ask us to delete your saved answers at any time by contacting [email] from the address on your account. We will delete them unless we are required to keep records by law. If you have purchased a will, deletion also removes our ability to provide further updates to that document.
Service providers (hosting, Stripe for payments, our email provider) under confidentiality obligations; Shad Partners Solicitors & Conveyancers where you request a referral; otherwise only as required by law. [Confirm data residency of providers — APP 8.]
[Hosting and security description.] You may access and correct your information via your account or by contacting [email]. Complaints: contact us first; unresolved complaints may be made to the OAIC.
[e.g. account data retained while active and for 7 years after, consistent with limitation periods.]
Unfinished wills belonging to people who have not purchased are currently retained indefinitely so that you can return to them at any time, unless you ask us to delete them. [Decide whether to auto-delete unpurchased drafts after a set period — the capability exists and is currently disabled.]