Privacy notice

Who we are

Apply For Probate Online is the data controller for personal data processed through this platform. You can contact us at help@applyforprobateonline.co.uk.

What we collect

• Account details: name, email address and password credentials.
• Estate information: details of the deceased, assets, liabilities, gifts and beneficiaries that you choose to enter.
• Documents you upload, such as scans of a will or valuations.
• Payment records (card details are handled by our payment provider, not stored by us).
• Technical data: IP address, device information and audit logs of key actions.

Why we process it

• To provide the guided self-help service you have asked for (performance of a contract).
• To keep records secure and detect misuse (legitimate interests).
• To meet legal and accounting obligations (legal obligation).
• To send service emails about your estate workspace.

Information about people who have died

Data protection law does not apply to a deceased person in the same way as to a living person, but we treat estate records as confidential regardless. Information about beneficiaries and other living individuals is personal data and is protected accordingly.

Sharing

• Hosting, database and email providers acting on our instructions.
• Payment processors, for the purpose of taking payment.
• Professional advisers or authorities where we are legally required to disclose.
• We do not sell personal data.

Retention

Estate records are retained while your account is active and for a limited period afterwards so that you can return to completed work. You may request deletion at any time, subject to records we must keep for legal or accounting reasons.

Your rights

• Access a copy of your personal data.
• Correct inaccurate data.
• Request deletion or restriction of processing.
• Object to processing based on legitimate interests.
• Request portability of data you provided to us.
• Complain to the Information Commissioner's Office.

Security

Data is encrypted in transit and at rest, access is restricted, and key actions are logged. See our security page for more detail.