I’m Emma Wrigley, and I run Kent Legacy Planning. This page explains what I do with the information you give me — whether you’ve filled in the form on this website, rung me for a chat, or become a client.
I’ve written it in plain English rather than legal boilerplate. The short version: I collect what I need to do the work, I don’t share it with anyone who isn’t part of doing that work, I never sell it, and you can ask me to show you what I hold or to delete it at any time.
Who I am
Kent Legacy Planning is a sole practice run by me, Emma Wrigley. I am the data controller for the information described on this page, which means I’m the one responsible for looking after it and the one you complain to if something goes wrong.
- Post: Kent Legacy Planning, Matrix Rd., Aylesford, Kent ME20 7YH
- Email: [email protected]
- Phone: 07470 587 158
If you’d rather talk than write, ring me. Most questions about your information are quicker to sort out in a two-minute phone call than in an exchange of emails.
If you’ve only visited the website
The website is deliberately quiet. It sets no cookies of its own, runs no analytics, and there are no advertising or tracking scripts on any page. Nobody is building a profile of you for browsing it, and there’s no cookie banner because there’s nothing to consent to.
Two things do happen automatically, and both are ordinary infrastructure rather than anything I’ve chosen to collect:
- The site is hosted on Cloudflare Pages, which processes technical information such as your IP address to serve the pages and to protect the site from attacks.
- If you open the contact page, an anti-spam check from hCaptcha loads. It looks at technical signals from your browser to tell people apart from bots, and it may set its own storage in your browser to do that. It’s there so my inbox isn’t buried in automated spam.
If you’ve contacted me
Through the form on this site, I receive your name, your email address, your message, and the company name if you chose to fill that optional box in. The form is handled by Web3Forms, which receives the submission and passes it to me by email.
By phone, email or text, I have whatever you’ve told me and your contact details.
I use this to reply to you, to answer your question, and to give you a quote if you’ve asked for one. The legal basis is my legitimate interest in responding to people who get in touch about my services — you asked me a question, so answering it is the obvious thing to do with your details.
I don’t add enquiries to a mailing list. I don’t send marketing emails at all. If you ask me a question and decide not to go ahead, you won’t hear from me again unless you get back in touch.
If you become a client
This is where the sensitive information comes in, and it’s worth being clear about it, because estate planning involves telling someone a great deal about your life.
Depending on the work, I may need:
- Your full name, address, date of birth, and contact details.
- Details of your family and anyone you want to provide for — which often includes information about relationships that are private, complicated, or both.
- Details of your property, savings, investments, pensions and debts.
- Information about your health, if it’s relevant to a lasting power of attorney, to your capacity to give instructions, or to decisions about care.
- Your wishes about funerals, burial or cremation, which can reveal religious or philosophical beliefs.
- For probate work, the same kinds of information about someone who has died, and about the beneficiaries of their estate.
Some of that is what the law calls special category data — health information, and anything that reveals religious or philosophical belief. I collect it only where it’s genuinely needed for the work you’ve asked me to do, and I rely on your explicit consent to handle it, together with the ground the law provides for establishing, exercising or defending legal claims. Making a will or administering an estate is exactly that kind of task.
For the rest, my legal basis is the contract between us — I can’t draft your will without knowing who you want to leave things to — and, where a document has to be filed with a public body, my legal obligation to file it correctly.
Who else sees your information
Nobody sees it for marketing purposes, ever. It’s shared only with the people and organisations needed to do the work:
- The provider that hosts my email, in the ordinary course of sending and receiving messages.
- Web3Forms, which processes contact form submissions, and hCaptcha, which runs the anti-spam check on that form. Both are outside the UK, so a transfer overseas happens when you use the form. They operate under the safeguards the UK requires for international transfers. If you’d rather not use the form, ring or email me instead.
- Cloudflare, which hosts and protects the website.
- cal.com, if you book a call using the booking link. That takes you to their site, and what you enter there is covered by their privacy policy rather than this one.
- The Probate Registry, HMRC, the Office of the Public Guardian, banks, insurers, pension providers and valuers — but only when your work requires it, and only the information that particular organisation needs.
- Your other professional advisers — an accountant, a financial adviser, a solicitor — where you’ve asked me to deal with them, or where a matter needs specialist advice I don’t provide.
I will never sell your information, and I won’t pass your details to anyone hoping to sell you something.
I am not a solicitor and Kent Legacy Planning is not regulated by the Solicitors Regulation Authority. That doesn’t change my duties under data protection law, which apply to me exactly as they would to any other business holding your information.
How long I keep it
Enquiries that don’t become instructions are kept while we’re in touch and for a short period afterwards, in case you come back to it, and then deleted.
Client files are kept for considerably longer, and deliberately so. Questions about a will can surface many years after it was signed — often after the person who made it has died, which is precisely when the file matters most and when nobody else can explain what was intended. So I keep the file for as long as I may need it to answer questions about the advice I gave and the documents I drafted, and for as long as any legal or tax time limit that could apply to the matter remains open.
Where I’m holding an original document for safekeeping, I keep it, and the record of where it is, until you or your executors ask me for it.
If you’d like to know how long I’ll hold something specific, ask me and I’ll tell you plainly.
Keeping it safe
Paper files are kept securely and are not left where visitors to my home or yours could read them. Electronic records are held on password-protected, encrypted equipment. I don’t discuss your affairs with anyone who isn’t part of the work, and that includes family members who ring me on your behalf — if you’d like someone else to be able to talk to me about your matter, tell me and I’ll note it on the file.
When I visit you at home, I take away only what I need, and I tell you what I’m taking.
Your rights
You can ask me to:
- Show you what information I hold about you, and provide a copy.
- Correct anything that’s wrong or incomplete.
- Delete what I hold, though I may need to keep some of it where the law requires me to, or where I need it to defend a claim about work I’ve done.
- Restrict or object to what I’m doing with it.
- Provide it in a portable format, or send it to someone else.
- Withdraw your consent, where consent is what I’m relying on. That doesn’t undo anything done before you withdrew it.
There’s no charge, and I’ll respond within a month. Just ask — by phone, email or post, whichever suits.
Complaints
If you’re unhappy with how I’ve handled your information, please tell me first. I’d far rather fix it directly, and in most cases I can.
You also have the right to complain to the Information Commissioner’s Office, which regulates data protection in the UK, without coming to me first:
- Website: ico.org.uk/concerns
- Helpline: 0303 123 1113
Changes to this policy
If I change how I handle information, I’ll update this page and change the date at the top. If a change is significant and affects existing clients, I’ll tell those clients directly rather than relying on you to notice.