Your Personal Data:


What we need

Genesis Estate Planning will be what is known as the ‘controller’ and the ‘processer’ of the personal data you provide to us. We collect personal data about you which may also include any special types of information or location-based information.

We also gather
Your  name, address, email address, dependents, financial status.

Why we need it
We need to know your basic personal data in order to provide you with an accurate recommendation for your personal circumstances. We will not collect any personal data from you we do not need in order to provide and oversee this service to you.

For processing of data to be lawful under GDPR Genesis Estate Planning use;

  • Consent: the individual has given clear consent for you to process their personal data for a specific purpose.
  • Legal obligation: the processing is necessary for you to comply with the law (not including contractual obligations).

What we do with it
All the personal data we use is controlled by Genesis Estate Planning in the UK, however, for the purposes of IT hosting and maintenance, this information is located on servers within the European Union. No third parties have access to your personal data unless the law allows them to do so.  We have a Data Protection regime in place to oversee the effective and secure processing of your personal data. More information on this framework can be found by emailing

How long we keep it
We are required to keep your basic personal data, such as your name, address, contact details, and financial status indefinitely. The information used for marketing will be kept with us until you notify us that you no longer wish to receive this information.

Genesis Estate Planning (The Company) agrees to arrange for the preparation of a Will and other specified documents if required. Such Will and /or documents shall be prepared in accordance with the instructions given to The Company on the date of this agreement.

The Company shall endeavor to have the Will prepared for the Client within fourteen working days from the date of this agreement, subject to all relevant information and payment being supplied to The Company on or before the date of this agreement. Other documents may take longer depending on procedure.

All Wills and/or documents have to be signed, dated and witnessed correctly to make them effective. Failure to do so will make your Will  and/or documents  invalid.

The Company is available to help you with the attestation (signing, dating & witnessing) of your document(s) by arrangement and appointment for a fee.  If you do not require this service you will be supplied with instructions for signing, dating and witnessing your Will and any associated documents so as to assist you with the correct procedure for doing so.

Whilst The Company endeavors to provide an attestation service, The Company is under no obligation to supervise the attestation of your Will and/or documents nor does it take responsibility for the documents being correctly attested.

The Company takes no responsibility for an unsigned Will and/or documents resulting in your beneficiaries not benefitting from your estate.

The Company takes no responsibility for verifying the identity or age of anyone with whom we contract to provide a Will and/or documents The Company takes no responsibility for verifying any of the information provided by you in your instructions. The Documents prepared rely on the information provided by the Client on the Client Instruction Forms which have been signed by the Client.

Where the proposed terms of a Will and/or other documents are of a nature or complexity that makes its service inappropriate The Company will notify you of this.

The Company reserves the right to decline the provision of a Will and/or other documents. The Company will return your cheque or refund the charge when notifying you.

This order forms a Contract between you the Client(s) and The Company. Notwithstanding  the Client’s statutory rights the Client has the right to cancel this contract in writing within seven days of the date of giving initial instructions whereupon the client will receive a full refund. After the expiration of this period The Company reserves the right to charge you for the advice given and for any preparatory work or completed work already carried out on your behalf and in accordance with your instructions.

Any liability incurred by The Company as a result of this Contract will be limited by the terms of The Company’s Professional Indemnity Insurance.

The Company reserves the right to vary the terms of this agreement in the event of any change in the relevant law.

For the purposes of the Contracts (Rights of Third Parties) Act and notwithstanding any other provisions in this agreement is not intended to, and does not give to a person who is not party to it, any right to enforce any of its provisions.

  1. n)    The Company reserves the right to contact the Guardians, Executors, Attorneys and Trustees named in the Will to
    ensure that they understand the duties they will need to undertake when called upon to act.

Notice of right to cancel. This contract is between you the Client and Genesis Estate Planning. You the Client have the right to cancel this contract at any time within the period of fourteen days starting with the day of receipt of this notice to cancel.If you wish to cancel this contract you MUST DO  SO IN WRITING and deliver personally or send or electronically mail it to the ‘Legal Department, Genesis Estate Planning, 10B, Astley house, Cromwell Park, Chipping Norton OX7 5SR or The notice of cancellation will be deemed served as soon as it is posted or sent.

Who We Are

Genesis Estate Planning are Will Writers and Estate Planners based in Chipping Norton. We act as Will Writers for our customers.

How we will use the information about you

Here at Genesis Estate Planning we take your privacy seriously and will use your personal information in a number of ways which will help us;

  1. For fraud prevention,
  2. For audit,
  3. For statistical analysis,
  4. Credit reference checks

We may share your information with fraud prevention agencies and obtain information about you.

We will not disclose your information to any company outside of our company except to help prevent fraud or if required by law to do so.

For further information on how your information is used, how we maintain the security of your information and your rights to access/alter and change information we hold on you, please contact

Additional Marketing

However, from time to time we would like to contact you with detail of other specific products / offers / services / competitions we provide. This could be by post, email, phone or text.


What Are Your Rights?


If at any point you believe retained information is incorrect you can request to see this information and even have it corrected and possibly deleted. Providing you with this information is free of charge, but charges may apply for excessive requests.

If you wish to raise a complaint on how we have handled your personal data, you can contact our Data Protection Officer who will investigate the matter.

Where relevant, you have the right to withdraw consent at any time and this means that we cannot process your data provided without your consent.

If you are not satisfied with our response or believe we are processing your personal data not in accordance with the law you can complain to the Information Commissioner’s Office (ICO).

Our Data Protection Officer is Lee Freer and you can contact them at