Privacy Policy
Privacy Notice
Sharon Hawkes WillCare Ltd
Last updated: June 2026
1. Introduction
This Privacy Notice explains how Sharon Hawkes WillCare Ltd (“we”, “us”, “our”) collects, uses and protects your personal data when you use our website or engage with our estate‑planning services, including Wills, Lasting Powers of Attorney, Trusts and Probate support.
We are committed to handling your information lawfully, fairly and transparently.
2. Data Controller
Sharon Hawkes WillCare Ltd 14 Gray Street, Longhedge, Salisbury, SP4 6SX Email: hawkeswillcare@outlook.com
3. Personal Data We Collect
Identity Data
Name, date of birth, marital status, nationality, identification documents, signatures.
Contact Data
Address, email address, telephone numbers, alternative contacts.
Instruction Data
Information required to prepare Wills, LPAs, Trusts and Probate work, including: – Asset and liability details – Property ownership – Beneficiary, executor, trustee and attorney details – Family circumstances – Capacity‑related information where necessary
Special Category Data
(Processed only where necessary and with safeguards) – Health information relevant to capacity or vulnerability – Safeguarding information
Financial Data
Bank details (where required), investment and pension information, insurance details.
Professional Data
Details of other professionals involved, copies of existing Wills, LPAs, Trusts or legal documents.
Communication Data
Emails, letters, meeting notes, call records, communication preferences.
Technical Data
IP address, browser type, cookies, usage data (if analytics are enabled).
4. How We Collect Your Data
We collect data through:
Direct interactions (meetings, calls, emails, online forms)
Documents you provide
Third parties with your consent (solicitors, IFAs, accountants)
Public sources (Land Registry, Companies House)
Website analytics tools
5. How We Use Your Data
We use your personal data to:
Provide estate‑planning and probate services
Prepare legal documents
Verify identity and comply with legal obligations
Communicate with you about your instructions
Maintain accurate records
Process payments
Manage and improve our business operations
Comply with regulatory requirements
6. Lawful Bases for Processing
We rely on:
Contract – to deliver our services
Legal obligation – e.g., anti‑money laundering checks
Legitimate interests – managing and developing our business
Consent – for marketing or specific processing
Vital interests – safeguarding or preventing harm
Special category data is processed under: – Article 9(2)(a) explicit consent – Article 9(2)(f) legal claims – Article 9(2)(g) substantial public interest (safeguarding)
7. Sharing Your Data
We may share your data with:
Professional advisers
HM Courts & Tribunals Service
Office of the Public Guardian
HMRC
Land Registry
IT service providers
Regulators or law enforcement where required
We never sell your data.
8. International Transfers
Where data is transferred outside the UK, we ensure appropriate safeguards such as:
UK adequacy regulations
Standard Contractual Clauses
Additional security measures
9. Data Retention
We retain data only as long as necessary:
Client files: typically 7 years after closure
Wills & LPA documents: retained securely for longer where appropriate
Financial records: 6 years for HMRC compliance
Marketing data: until consent is withdrawn
Data is securely deleted or destroyed when no longer required.
10. Your Rights
You have the right to:
Access your data
Request correction
Request erasure
Restrict processing
Object to processing
Request data portability
Withdraw consent
Complain to the ICO
Information Commissioner’s Office www.ico.org.uk 0303 123 1113
11. Data Security
We use appropriate technical and organisational measures, including:
Encrypted devices
Secure cloud storage
Password‑protected systems
Restricted access
Regular data‑protection reviews
12. Cookies and Website Tracking
We use cookies to improve website functionality and analyse visitor behaviour. You can control cookies through your browser settings. Please see our Cookie Policy for more information.
13. Marketing Communications
We may contact you with updates or information about our services only with your consent. You can withdraw consent at any time by emailing hawkeswillcare@outlook.com.
14. Contact Us
For any questions about this Privacy Notice or how your data is handled:
Data Protection Officer Sharon Hawkes WillCare Ltd hawkeswillcare@outlook.com 14 Gray Street, Longhedge, Salisbury, SP4 6SX