1. Who We Are
Project Will Ltd ("we", "us", "our") is a company registered in England and Wales. We provide software, services, and support to estate planning professionals across the UK.
Contact Details:
- Email: support@projectwill.co.uk
- Phone: 0333 049 5033
- Address: Sheffield, South Yorkshire, UK
2. Information We Collect
We collect information you provide directly to us, including:
- Contact information: Name, email address, phone number, business name
- Account information: Username, password, and account preferences
- Communication data: Messages you send us via forms, email, or phone
- Payment information: Billing details processed securely through our payment providers
- Usage data: How you interact with our website and software
3. How We Use Your Information
We use your information to:
- Provide and improve our services
- Process transactions and send related information
- Respond to your enquiries and provide customer support
- Send you updates about our services (with your consent)
- Comply with legal obligations
- Protect against fraudulent or illegal activity
4. Legal Basis for Processing
Under UK GDPR, we process your data based on:
- Contract: Processing necessary to fulfil our services to you
- Legitimate interests: Running and improving our business
- Consent: Where you've given explicit permission (e.g., marketing)
- Legal obligation: Where required by law
5. Data Sharing
We do not sell your personal data. We may share information with:
- Service providers: Companies that help us deliver our services (hosting, payment processing, email delivery)
- Professional advisors: Lawyers, accountants, and insurers where necessary
- Legal authorities: When required by law or to protect our rights
All third parties are required to respect the security of your data and treat it in accordance with the law.
6. Data Security
We implement appropriate technical and organisational measures to protect your personal data, including:
- Encryption of data in transit and at rest
- Secure access controls and authentication
- Regular security assessments
- Staff training on data protection
7. Data Retention
We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including:
- Active account data: For the duration of your relationship with us
- Transaction records: 7 years (for legal and accounting requirements)
- Marketing preferences: Until you withdraw consent
8. Your Rights
Under UK data protection law, you have the right to:
- Access: Request a copy of your personal data
- Rectification: Correct inaccurate or incomplete data
- Erasure: Request deletion of your data (in certain circumstances)
- Restriction: Limit how we use your data
- Portability: Receive your data in a structured format
- Object: Object to certain processing activities
- Withdraw consent: Where processing is based on consent
To exercise any of these rights, contact us at support@projectwill.co.uk.
9. Cookies
Our website uses cookies to improve your experience. These include:
- Essential cookies: Required for the website to function
- Analytics cookies: Help us understand how visitors use our site
- Preference cookies: Remember your settings and choices
You can control cookies through your browser settings.
10. Custodian — will checking and deposit
This section is written for clients whose will has been, or is about to be, deposited through Custodian — not only for the estate planning firms we work with. If your will writer has mentioned Custodian, this explains what we hold and why.
Who is responsible for your information
Your estate planning firm decides that your will should be checked and deposited, and instructs us to do it. For that instruction they are the data controller and Project Will Ltd acts as their data processor.
Where we are required to keep records in our own right — proof that a deposit was made, the HMCTS reference, and the audit trail behind a check — we are a controller for that limited purpose. Which of us is responsible for what is set out in full in the data processing schedule of our partner terms, and your firm can show you it.
What we hold
- A scanned copy of the signed will
- Your name, address and contact details
- Your written authority for us to lodge the will, receive the certificate and handle a later withdrawal
- The HMCTS deposit reference and certificate
- Our record of the signing and witnessing check, including anything we flagged
- The name of the firm that prepared the will
A will names other people — executors, beneficiaries, guardians, sometimes witnesses. Those people have usually never heard of us. We hold their details only because they appear in a document we were asked to check and lodge. We do not contact them, market to them, or use their details for anything beyond that instruction, and we would only ever contact an executor if they approached us first about a deposited will.
Why we hold it
To carry out the instruction from your estate planning firm, and to meet our own record-keeping obligations. Our lawful bases are the performance of a contract with your firm, and our legitimate interest in keeping a defensible record that a will was checked and deposited on a given date.
Who we share it with
The will itself goes to HM Courts and Tribunals Service, which is the point of the service. Beyond that we share your information with nobody except the firm that instructed us, unless we are legally required to.
We do not sell data, and we do not market our own estate planning services to the clients of firms we work with. That undertaking is published in full on the partner page.
How long we keep it
- While the will is deposited: we keep the scan, the case record and the certificate reference, because an executor may need them decades later. That is the whole purpose of the arrangement.
- After the will is withdrawn or replaced: we keep the case record for seven years so we can evidence what we did and when. The scan of the superseded will is deleted at the point of withdrawal unless you ask us to keep it.
- Enquiries that never became a deposit: deleted after twelve months.
Your rights
The rights set out in section 8 above apply here too. Because your estate planning firm is the controller for the instruction, the quickest route is usually to ask them — but you can come to us directly at support@projectwill.co.uk and we will deal with it or pass it to them and tell you we have.
Two limits worth stating plainly. Asking us to delete a scan does not withdraw the will from HMCTS — that is a separate, free application you make on form PA7A. And we cannot delete the record that a deposit was made while the will is still deposited, because that record is what allows your executor to find it.
11. Changes to This Policy
We may update this privacy policy from time to time. We will notify you of any significant changes by posting the new policy on this page and updating the "last updated" date.
12. Complaints
If you have concerns about how we handle your data, please contact us first. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO):
- Website: ico.org.uk
- Phone: 0303 123 1113
13. Contact Us
For any questions about this privacy policy or our data practices, contact us:
- Email: support@projectwill.co.uk
- Phone: 0333 049 5033