We and the executors of an estate are required to hold personal data about you. The information contained in this Privacy Notice is to explain how and why your personal data will be used, and how long it will usually be retained for. It provides you with certain information that must be provided by us under the General Data Protection Regulation ((EU) 2016/679) (GDPR).
We are required to comply with data protection law and principles, which means that your data will be:
The executors are under a legal obligation to administer a deceased’s estate. This involves collecting their assets, paying debts and other liabilities, including tax, and distributing what is left to those who are entitled to receive them. Where the executors have instructed us to assist in their duties, we are under a similar obligation to collect this information.
We and the executors will only use the information we collect to satisfy that legal obligation.
While administering an estate we will collect, hold and use the following categories of information about you:
We may collect, store and use sensitive personal information to help us comply with the wishes of the deceased in accordance with their will and to enable us to identify and protect your rights as a beneficiary. The same information is required even where no will is available.
We may use personal information about estate beneficiaries to:
We will only share your data with third parties where it is necessary to do so to properly administer the estate. We may share your personal information with:
We do this to:
We do not permit them to use your personal data for their own purposes.
We have to keep all the information relating to the administration for as long as there may be legal challenges to the way in which the estate was administered. After the expiry of that period we will securely destroy the data in accordance with statutory requirements.
We have electronic password protection.
We limit access to your personal information to those agents, and third-party service providers who need it to assist in the administration of the estate. They will only process your personal information on our instructions and they are subject to a duty of confidentiality.
We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.
You have the following rights:
This is commonly known as a “data subject access request”. It allows you to obtain a copy of personal data we are holding about you.
You can require inaccurate personal data to be corrected and any incomplete personal data to be completed.
You can require us to delete or remove personal data:
You can require us to stop processing for a period:
You have the right to object to the storage and use of your personal data in two circumstances:
You can complain to the Information Commissioner’s Officer, the UK supervisory authority for data protection issues (www.ico.org.uk).
From time to time, we may amend this privacy statement to reflect changes in the law, guidance from the ICO, our experience of handling your information, or for other legitimate reasons. We will do this by posting the amended privacy statement on this website. We therefore suggest you check this statement from time to time to ensure you are aware of the latest version.
This policy was last reviewed on 08/09/2022
If you have any questions, please refer to the data protection team at Winn Solicitors, who will be pleased to help you. You can contact the team:
Data Protection Team
Winn Solicitors Ltd
Newcastle upon Tyne
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