1. Who we are
Will Compare is a trading style of Estate Assist Ltd, a company registered in England and Wales (company number 14495587) with its registered office at 10/12 Upper Dicconson Street, Wigan, WN1 2AD. Estate Assist Ltd is the data controller for the personal data described in this notice and is registered with the Information Commissioner's Office (ICO) under registration number ZB470272.
You can contact us about this notice or your data by calling 07822 028688 or writing to the address above.
2. The data we collect
- Your postcode, when you search for firms.
- Your answers to our matching questions, such as the service you need, what matters to you, how you would like to meet and your timescale.
- Your contact details: first name, email address and mobile number.
- Your consent choices, including the wording you agreed to, the date and time, and the page you were on.
- Technical data, such as your IP address, browser, device, pages visited and how you arrived at our site, collected through cookies and similar technologies.
- Call records and notes, if you phone us.
We do not ask for special category data such as health information. Please do not include it in any free text you send us.
3. How we use your data and our lawful bases
| What we do | Lawful basis |
|---|---|
| Show panel firms that cover your postcode | Legitimate interests in providing the search you asked for |
| Share your details with up to 3 panel firms so they can contact you | Consent |
| Contact you about your enquiry and check you were helped | Legitimate interests |
| Send you guides and offers by email or text | Consent, only if you ticked the optional box |
| Keep records of consent and introductions | Legal obligation and legitimate interests |
| Run, secure and improve our website, and measure advertising | Legitimate interests, and consent for non-essential cookies |
4. Who we share your data with
Panel firms. If you agree, we share your details and answers with up to three Will writers, estate planners or trust specialists on the Will Compare panel who cover your area. If a firm cannot help you or you do not book with them, we may pass your details to another panel firm covering your area, but never to more than three firms in total for each enquiry. Each panel firm becomes a separate data controller for your data and will give you its own privacy notice. Panel firms pay us for introductions.
Service providers. We use trusted suppliers to run our business, who may only use your data on our instructions. These include our customer relationship management and website platform (LeadConnector, operated by HighLevel), email and text message providers, hosting and analytics providers, and advertising platforms such as Google and Meta where you have accepted the relevant cookies. Your postcode is sent to a postcode lookup service to find its location.
Others. We may share data where the law requires it, with our professional advisers, or if our business is sold or restructured.
We do not sell your personal data to anyone outside the Will Compare panel.
5. International transfers
Some of our service providers store or access data outside the UK, including in the United States. Where this happens we rely on UK adequacy regulations, the UK Extension to the EU-US Data Privacy Framework, or the UK International Data Transfer Agreement or Addendum, so your data stays protected.
6. How long we keep your data
- Enquiry and matching data: up to 24 months after our last contact with you, then deleted or anonymised.
- Records of your consent and of introductions to panel firms: up to 6 years, so we can deal with any complaint or legal claim.
- Marketing preferences: until you unsubscribe, after which we keep a suppression record so we do not contact you again.
- Call recordings, if any: up to 12 months.
7. Your rights
Under UK data protection law you have the right to:
- ask for a copy of your personal data;
- ask us to correct inaccurate data;
- ask us to delete your data;
- ask us to restrict how we use your data;
- object to our use of your data based on legitimate interests, and to direct marketing at any time;
- ask for data you gave us to be transferred to you or another organisation;
- withdraw your consent at any time. This does not affect anything we did before you withdrew it.
To use any of these rights, call or write to us. We will respond within one month. You can unsubscribe from marketing using the link in any email or by replying STOP to any text.
8. Cookies
We use essential cookies to make our website work, and, with your consent, analytics and advertising cookies to understand how the site is used and to measure our advertising. You can change your cookie choices at any time in your browser settings.
9. Security
We use appropriate technical and organisational measures to protect your data, including access controls, encryption in transit and careful selection of suppliers.
10. Automated decisions
We use your postcode and answers to work out which panel firms cover your area and offer the service you need. This does not produce legal or similarly significant effects for you, and you can ask a person to review your matches at any time.
11. Children
Our services are for adults aged 18 and over. We do not knowingly collect data from children.
12. Complaints
If you are unhappy with how we use your data, please contact us first. You also have the right to complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113.
13. Changes to this notice
We may update this notice from time to time. The date at the top shows when it was last changed.