BRAECROFT LEGAL
Our Policies
When you've read our Policies, return to the Contact page to:
LASTING POWERS OF ATTORNEY
Our prices for Lasting Powers of Attorney documents are for our document preparation and checking service, but this does not include the application submission fee charged by the Office of Public Guardian (OPG), which is paid to them directly. As of writing, the application submission fee is £82 per LPA document, so a couple submitting four LPAs, two each, for Health & Welfare and Property & Financial Affairs, will be charged £328 by the OPG.
***
REFUNDS
You have 14 days to cancel any documents and/or services purchased from us, to receive a full refund. After 14 days, all purchases become non-refundable.
***
SHIPPING & DOCUMENT RETURNS
If we request information or signed documents from you, then you have 14 days to sign and return the documents, or return the requested information. Beyond 14 days, our documents are not covered by our insurance policies and agreements with our partners, and may need to be resubmitted and re-charged. It is important to respond in a timely manner, to avoid additional costs.
The address for all returned documents is our Wells office:
Braecroft Legal
Melbourne House
36 Chamberlain Street
Wells
BA5 2PJ
***
PROBATE & EXECUTORSHIP FEES
These are assessed on a case-by-case basis, according to the extent and complexity of your estate, and the probate work required, but our probate partner IWC Probate Services quotes these fees as a fixed cost, up front, before any probate work commences, so that there is clarity, transparency, are no nasty surprises.
***
PRIVACY POLICY
This Privacy Policy sets out details of the information we collect about you, how we may use it, how we ensure it’s kept secure, who we share it with, and what rights you may have in respect of that information.
We mainly use your personal information to provide our services to you, and to meet our legal obligations.
We only want to hold as much personal information as we need to do the above.
When we share your data, we only do so with organisations who have a right to see it and who will use it fairly.
We take security seriously.
You can contact us at any time about anything relating to this policy or the information we hold about you.
We’re committed to respecting the information you trust us with and making sure that we keep it safe.
Why we ask for your personal information
We need your information to do what we’ve promised.
Our main use of your information is where it’s necessary to supply you with our products and services.
We may need to communicate with you about the products and services we’re providing to you.
We may use your personal details to send you things we think you need to know about, and things we're obliged to send you legally. We broadly term these "service" emails.
Marketing, advertising, and measuring our products and services.
To obtain feedback on our performance, to assess customer service and satisfaction and to improve overall operations. This might include sending emails inviting you to provide feedback, and may include integrations with Google Reviews and/or Trustpilot, to verify the reviews you leave on those services, by linking them to your check out.
When you make a complaint, to handle that complaint and ensure that we are in the best position to address the issues you raise.
Other ways we might use your personal information
We may also need to process your personal data from time to time when necessary for:
Dealing with any legal claims.
If we're using your personal information in the above ways, we really understand that your data has a value and therefore we try to use it for everyone’s benefit. We also try really hard to ensure there will be little or no negative impact on you. This is part of our commitment to ensure that we consider all privacy concerns at the earliest possible opportunity.
Our legal basis for using your information
We will only use your personal information where:
We have your consent.
For example we might rely on your consent in order to send you direct marketing communications. Where we do, you can withdraw your consent at any time, most typically by "unsubscribing" from our emails, or alternatively by contacting us at the details given below.
It's necessary for the purposes of our legitimate interests.
We will only use such data when our interests are not outweighed by your own interests or fundamental rights and freedoms.
It's necessary for the performance of a contract.
Either when we're in a contract with you or to take steps as requested by you prior to entering into a contract.
It's necessary for compliance with a legal obligation we have.
To protect your vital interests.
Please note that where we require you to provide certain information in order to perform our contractual obligations and you decline to do so, this may delay our performance of the contract or prevent us from honouring our contractual obligations.
If you wish to know which lawful basis is being relied upon for any of our specific activities, please contact us at: info@braecroft-legal.co.uk.
The types of information we hold about you
Almost all of the information we have is the information you've given to us. That might be when you request a product, service, offers, or updates from us via our website, emails, telephone conversations, and written and verbal communication.
Obviously the types of information you give us will vary depending on the service you’ve requested but typically could include:
name, address, and contact details
details of products and services you've bought from us
details of your interactions with us
payment details
call recordings
information about how you interact with our communications
visual images
As well as obtaining information from you, we may also collect it from:
Someone else acting on your behalf who gives us the information directly, or one of our partners, such as The Society of Will Writers, The College of Will Writing, WillPack, LawConnect, TrustDocs, and IWC Probate Services.
Sharing your personal information
When we share your information, we only do so in accordance with our legal, data protection, and privacy obligations.
Your information may be disclosed to the following:
Service providers. We use a number of other organisations who carry out work on our behalf to help us provide our products and services. We ensure any third parties we may share your data with have at least the same privacy and security standards as ourselves and will only use your information for the specific reasons we ask them to.
Our regulators. For example, we may need to share your information with The Society of Will Writers, the Solicitors Regulation Authority, or the Legal Ombudsman, if we are providing legal services to you.
Our professional advisors. For example we may need to share information with our lawyers, accountants, or auditors when they need it to give us their professional advice.
Potential corporate buyers. If we ever consider selling our business or substantially any of its assets to a third party, we may need to disclose documentation and other information that may include your personal information.
How long we keep personal information
We only keep your information for as long as it's needed for each of the activities we’ve identified in this Privacy Policy, as well as for as long as required in connection with our legal or regulatory obligations.
As you might expect, that will vary, but we're happy to share more specific retention schedules if you wish to contact us at: info@braecroft-legal.co.uk.
Transferring your information outside the European Economic Area (EEA)
We may need to transfer your personal information outside of the EEA in order to provide you with the services and products you require or as necessary for our business. This will most likely occur when our third-party providers are based outside the EEA. Some of these countries may not have laws that protect privacy rights as extensively as in the EEA.
If we do transfer your personal information to other jurisdictions, we will take proper steps to ensure that your information is as equally protected as in the UK.
Your rights about how your personal information is handled
Data protection laws provide you with a number of rights as set out below.
Right to access your personal data
You may request confirmation that we hold personal data about you, as well as access to a copy of any such data.
Right to rectification
You may ask us to rectify any inaccurate information we hold about you.
Right to erasure
You may ask us to delete your personal information.
Right to restriction
You may ask us to restrict the processing of your personal information in certain circumstances.
Right to portability
You may request receipt, or transfer to another organisation in a structured, commonly used, and machine-readable form, the personal data that you have provided to us.
Right to object
You may object to our processing of your personal information in certain circumstances. You can exercise this Right by contacting the Data Protection Officer at: info@braecroft-legal.co.uk.
Right to withdraw consent
Where our processing of your personal information is based on your consent, you may withdraw this consent at any time, although this won’t affect the lawfulness of any prior processing where we relied on your consent.
Right to make a complaint
You may make a complaint about our processing of your personal data by contacting us via the contact details provided in this Privacy Policy. While we hope that we would be able to address any issues you have in respect of this processing, you may also make a complaint to the UK’s data protection regulator, via the Information Commissioner’s Office.
How you can contact us
The easiest way to find out what personal information we hold about you is to email your request to: info@braecroft-legal.co.uk - or write to us at:
Braecroft Legal
Melbourne House
36 Chamberlain Street
Wells
BA5 2PJ
If you have any questions, concerns or objections about how we use your personal information please contact the Data Protection Officer using the details above.
If you have any concerns or complaints about how we handle your information you can complain to the Information Commissioner's Office, although we'd really like the chance to try and help with any issues first.
Changes to this Privacy Policy
We'll update this page if we decide to change our Privacy Policy so that you are always aware of the information we collect, how we use it and under what circumstances we disclose it. If we make significant changes to this Privacy Policy we’ll contact you directly to let you know.
We encourage you to check back regularly.