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. 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.
11. 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):
12. Contact Us
For any questions about this privacy policy or our data practices, contact us:
- Email: support@projectwill.co.uk
- Phone: 0333 049 5033
