Privacy Policy
Last updated: 9 July 2026
This Privacy Policy explains how Trentham Wills & Estate Planning collects, uses, stores and protects personal information.
We are committed to protecting your privacy and handling your personal information lawfully, fairly and transparently.
1. Who we are
Trentham Wills & Estate Planning provides will writing, Lasting Power of Attorney and estate planning services.
For data protection purposes, we are the “controller” of the personal information we collect and use.
Business name: Trentham Wills & Estate Planning
Business owner: Mercedes Marrable
Website: www.trenthamwills.co.uk
Email: trenthamwills@gmail.com
Telephone: 07785562153
Address: Trentham ST4
2. Personal information we collect
We may collect and use the following types of personal information.
Website and enquiry information
- name;
- email address;
- telephone number;
- postal address, if provided;
- message content submitted through contact forms;
- preferred contact method;
- IP address;
- website usage data;
- cookie preferences;
- technical information about your browser, device and website visit.
Client information
If you instruct us, we may collect information needed to provide will writing, LPA or estate planning services, including:
- full name;
- previous names;
- date of birth;
- address and contact details;
- marital or civil partnership status;
- family details;
- details of children, dependants, executors, trustees, attorneys, guardians, beneficiaries and other relevant people;
- property ownership details;
- assets and liabilities;
- business interests;
- pension, insurance and investment information where relevant to your instructions;
- details of existing wills, trusts, LPAs or estate planning documents;
- identity documents or identity verification information;
- payment information;
- notes of meetings, calls and instructions;
- signed documents and draft documents;
- correspondence with you and relevant third parties.
Special category information
Because of the nature of wills, LPAs and estate planning, we may sometimes need to process more sensitive information, such as:
- health information;
- mental capacity information;
- disability or vulnerability information;
- safeguarding concerns;
- family circumstances that may reveal sensitive personal information;
- information about care needs;
- information connected with religious or funeral wishes, if you choose to provide it.
We will only collect sensitive information where it is relevant and necessary for the service, or where you choose to provide it.
3. How we collect personal information
We may collect personal information:
- directly from you;
- through website contact forms;
- by email, telephone, video call, post or in-person meetings;
- from family members or representatives, where appropriate;
- from attorneys, executors, beneficiaries or other people involved in your instructions;
- from professional advisers, such as solicitors, accountants, financial advisers or medical professionals, where you have authorised this or where it is appropriate;
- from public sources, such as Companies House, HM Land Registry or other publicly available records, where relevant;
- from payment providers, website analytics providers and IT systems.
4. How we use your personal information
We use your personal information for the following purposes:
| Purpose | Lawful basis |
|---|---|
| Responding to enquiries | Legitimate interests, or steps before entering into a contract |
| Booking appointments | Contract, or steps before entering into a contract |
| Providing will writing, LPA and estate planning services | Contract |
| Preparing draft and final documents | Contract |
| Keeping records of instructions and advice | Contract, legitimate interests, and legal obligations |
| Verifying identity where appropriate | Legal obligation and legitimate interests |
| Managing payments and invoices | Contract and legal obligation |
| Handling complaints or disputes | Legitimate interests and legal obligation |
| Improving our website and services | Legitimate interests |
| Sending marketing updates where permitted | Consent or legitimate interests, depending on the circumstances |
| Complying with tax, accounting and legal obligations | Legal obligation |
| Protecting our business, website and clients from fraud, misuse or security risks | Legitimate interests and legal obligation |
Where we process special category information, we will usually do so because:
- you have given explicit consent;
- it is necessary for establishing, exercising or defending legal claims;
- it is necessary for reasons connected with safeguarding or substantial public interest, where applicable;
- it is necessary to provide the service you have requested and you have chosen to provide the relevant information.
5. Marketing
We may send you marketing communications only where permitted by law.
You can unsubscribe from marketing emails at any time by clicking the unsubscribe link or contacting us directly.
We will not sell your personal information to third parties for marketing.
We may contact existing clients about similar services where legally permitted, but you can opt out at any time.
6. Who we share personal information with
We may share personal information where necessary with:
- the Office of the Public Guardian;
- HM Courts & Tribunals Service, where relevant;
- HM Revenue & Customs, where legally required;
- solicitors, tax advisers, accountants, financial advisers or other professionals, where authorised or appropriate;
- medical professionals, where capacity evidence is needed and you have authorised this;
- executors, attorneys, trustees, beneficiaries or family members, where appropriate and authorised;
- document storage providers;
- IT, email, website hosting, cloud storage and software providers;
- payment processors and banks;
- insurers and professional advisers;
- regulators, professional bodies, law enforcement agencies or public authorities, where required;
- debt recovery or legal advisers, if necessary.
We only share personal information where there is a lawful reason to do so.
7. International transfers
Some of our IT, email, cloud storage, website, analytics or software providers may process personal information outside the UK.
Where this happens, we will take reasonable steps to ensure appropriate safeguards are in place, such as UK adequacy regulations, standard contractual clauses, international data transfer agreements, or equivalent lawful transfer mechanisms.
8. How long we keep personal information
We only keep personal information for as long as necessary.
Retention periods may vary depending on the type of information and the reason it is held.
| Type of information | Typical retention period |
| General website enquiries that do not become clients | Up to 24 months |
| Marketing preferences | Until you unsubscribe or withdraw consent |
| Client identification and payment records | Usually 6 years for tax and accounting purposes |
| Client files, instructions, drafts and correspondence | Usually at least 6 years after the matter ends, and longer where necessary for professional, insurance, legal or estate planning reasons |
| Signed wills, LPAs or original documents held in storage | For the storage period agreed with you, or until released, revoked, replaced, destroyed with authority, or otherwise dealt with according to the storage terms |
| Complaint and dispute records | Usually 6 years after closure, or longer where necessary |
| Cookie consent records | Usually up to 12 months, unless refreshed sooner |
Because wills and estate planning documents may remain relevant for many years, we may keep limited records for longer where reasonably necessary to respond to future queries, verify instructions, deal with claims, assist executors or protect our legitimate interests.
When information is no longer needed, we will delete, anonymise or securely destroy it.
9. How we protect your information
We take reasonable technical and organisational steps to protect personal information, including:
- password protection;
- access controls;
- secure email and storage systems where appropriate;
- limiting access to those who need it;
- keeping paper documents secure;
- using reputable IT and cloud service providers;
- maintaining appropriate backups;
- reviewing how information is stored and handled.
No method of transmission or storage is completely secure, but we take privacy and confidentiality seriously.
10. Your data protection rights
Depending on the circumstances, you may have the right to:
- be informed about how your personal information is used;
- access your personal information;
- correct inaccurate or incomplete information;
- request deletion of your information;
- restrict how your information is used;
- object to certain uses of your information;
- request transfer of your information;
- withdraw consent where we rely on consent;
- complain to the Information Commissioner’s Office.
Some rights are limited and may not apply in every case. For example, we may need to keep certain information to comply with legal obligations, deal with disputes, maintain professional records or protect legal rights.
11. Right to object
You have the right to object to processing based on legitimate interests.
You also have an absolute right to object to direct marketing.
If you object, we will stop using your personal information for direct marketing.
12. Withdrawing consent
Where we rely on consent, you can withdraw that consent at any time.
Withdrawing consent will not affect the lawfulness of anything we did before consent was withdrawn.
If you withdraw consent for information needed to provide a service, we may not be able to continue providing that service.
13. Cookies and analytics
Our website uses cookies and similar technologies. Some are necessary for the website to work. Others, such as analytics or marketing cookies, will only be used where legally permitted and, where required, with your consent.
For more information, please see our Cookie Policy.
14. Third-party websites
Our website may link to third-party websites.
We are not responsible for the privacy practices, security or content of third-party websites. You should read their privacy policies before providing personal information.
15. Children’s information
Our services are intended for adults.
We do not knowingly collect personal information from children through this website for marketing purposes.
Where information about children is relevant to a will, guardianship clause, trust, beneficiary arrangement or family provision, we will only use that information where necessary for the service being provided.
16. Complaints
If you are concerned about how we use your personal information, please contact us first so we can try to resolve the issue.
Email: trenthamwills@gmail.com
Telephone: 07785562153
17. Changes to this Privacy Policy
We may update this Privacy Policy from time to time.
The latest version will be published on this website with the updated date shown at the top.
18. Contact us
For questions about this Privacy Policy or your personal information, please contact:
Trentham Wills & Estate Planning
Email: trenthamwills@gmail.com
Telephone: 07785562153