Privacy Policy
Last updated: 19 November 2025
This Privacy Policy explains how Probate Plan (“we”, “us”, “our”) collects, uses, and protects your personal information when you visit our website or purchase a Probate Plan from us.
We are committed to protecting your privacy and handling your information responsibly and in accordance with UK GDPR and the Data Protection Act 2018.
If you have any questions, please contact us at:
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1. Who we are
Probate Plan provides personalised probate preparation plans for simple UK estates. We offer guided information, not legal advice.
Our website: www.probateplan.co.uk
Email: support@probateplan.co.uk
We operate in the United Kingdom.
2. What personal data we collect
We collect the following information when you interact with our website or purchase a Probate Plan:
Information you provide directly
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Your name
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Email address
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Payment details (processed securely through Wix/Stripe; we do not store card numbers)
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Estate information you submit through our intake form (e.g. property, assets, beneficiaries)
Information collected automatically
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IP address
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Browser type
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Device information
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Pages visited
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Cookies and similar technologies (see Section 9)
This technical information helps us improve site performance and security.
3. How we use your information
We use your information to:
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Create and deliver your personalised Probate Plan
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Communicate with you about your order
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Provide support and respond to enquiries
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Improve our website and service
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Maintain legal and financial records
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Detect and prevent fraud or misuse
We do not use your estate information for advertising, profiling, or AI model training.
4. Legal basis for processing
We process your personal data under the following lawful bases:
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Contract – to deliver the Probate Plan you purchase
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Legitimate interests – to operate, secure, and improve our services
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Legal obligation – to maintain accounting or compliance records
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Consent – for optional cookies or communications where applicable
5. How we store and protect your data
We take data protection seriously. Your information is stored securely using encrypted systems provided by Wix and our other service providers.
We use industry-standard safeguards to protect your data from loss, misuse, unauthorised access, or disclosure.
We never sell your data to third parties.
6. How long we keep your data
We retain your data only for as long as necessary:
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Probate Plan intake information: up to 12 months, then securely deleted
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Order information (email, name, payment record): up to 6 years for legal/accounting compliance
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Customer support messages: up to 24 months
You may request deletion sooner (see Section 7).
7. Your data rights
Under UK GDPR, you have the right to:
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Access the personal data we hold about you
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Correct any inaccurate information
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Request deletion (“right to be forgotten”)
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Object to processing
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Request data portability
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Withdraw consent (where applicable)
To exercise your rights, email support@probateplan.co.uk.
We will respond within 30 days.
8. Sharing your data
We only share your data with trusted service providers necessary to run our business, such as:
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Website hosting (Wix)
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Payment processing (Stripe or Wix Payments)
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Cloud storage
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Email communication tools
These providers process data on our behalf and follow strict GDPR-compliant standards.
We do not share your estate information with law firms, marketing companies, or unrelated third parties.
We may disclose information if required by law or to protect our rights.
9. Cookies
Our website uses cookies to:
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Enable core site functionality
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Improve performance and analytics
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Remember your preferences
You can manage or disable cookies through your browser settings.
A separate Cookie Policy is available on our website.
10. Children’s data
Our service is not intended for individuals under 18.
We do not knowingly collect information from children.
11. Changes to this policy
We may update this Privacy Policy occasionally to reflect legal or operational changes.
The updated date will appear at the top of this page.
We encourage you to review this policy periodically.
12. Contact us
For questions, data requests, or concerns:
Email: support@probateplan.co.uk
Hours: Monday–Friday, 9am–5pm (UK time)