Privacy Notice for Crown Legacy

Last Updated: October 2026

At Crown Legacy, we take your privacy and the security of your personal data incredibly seriously. This Privacy Notice explains how we collect, use, store, and protect your information when you use our online will-writing services and portal.

 

1. Who We Are

David Gouldstone trading as Crown Legacy is the "Data Controller" of your personal information. This means we determine how and why your data is processed.

• ICO Registration: We are fully registered with the Information Commissioner’s Office (ICO).
• Registration Number: [Insert your ZB number here once emailed to you]

 

2. The Information We Collect

To draft a legally binding and accurate will, we must collect sensitive personal information through our secure online portal. This includes:

• Your Identity Details: Full name, date of birth, gender, marital status, and contact details (address, email, phone number).
• Family & Relationship Details: Names and details of your spouse, partner, children, executors, trustees, and beneficiaries.
• Financial & Asset Insights: General details regarding your estate, property, bank accounts, investments, and how you wish to distribute them.
• Special Category Data: Information regarding your health or specific family circumstances, but onlywhere it is strictly relevant to your testamentary capacity or the structuring of your will.

 

3. How We Use Your Data

We process your personal information under the following legal bases allowed under the UK GDPR:

• Performance of a Contract: To provide the online will-writing service you have purchased, manage your portal account, and draft your legal documents.
• Legal Obligation: To verify your identity and comply with UK legal and regulatory requirements regarding estate planning.
• Legitimate Interests: To maintain our business records, process payments, and improve our services.

 

4. Who We Share Your Data With

We do not sell, rent, or trade your data to third parties for marketing purposes. To deliver our service, we securely share your data with:

• Our Portal Provider: Will Writer Pro, who acts as our secure digital "Data Processor" to host the input portal and safely store your drafts. They are bound by strict UK GDPR data security contracts.
• Professional Subcontractors: Qualified legal specialists or checking services, if you explicitly opt-in for an expert manual review of your drafted will.

 

5. Data Security & Storage

Your data is encrypted both in transit and at rest within our portal. We retain your completed will data for 6 years following the conclusion of our service (or longer if you opt into a secure storage plan with us) to meet legal compliance and insurance requirements.

 

6. Your Rights

Under UK data protection law, you have the right to:

• Access the personal data we hold about you.
• Correct any inaccuracies in your information.
• Request erasure (the "right to be forgotten"), subject to our legal record-keeping obligations.
• Restrict or object to certain types of processing.

 

7. Contact Us & Complaints

If you have any questions about this policy or wish to exercise your data rights, please contact David Gouldstone directly at info@crown-legacy.co.uk

If you are unsatisfied with how we handle your data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at ico.org.uk.