Privacy Notice

Who we are

Pendragon Legacy Limited, registered in England & Wales, company number 17324285. Registered office: S A1 Accountants Ltd, Unit 3, Rainbow Business Centre, Swansea, West Glamorgan, SA7 9FP.

If you have any question about your information, or want to exercise any of the rights below, call 0800 246 1961 or email hello@pendragonlegacy.co.uk.

What we collect

• Your answers to the questionnaire — including your name, date of birth, address, contact details, marital status, and details of your family, your executors or attorneys, your gifts and your estate. Some of this is detailed information about your personal and family life, and we treat it accordingly.
• Your contact details when you ask for a call back, book an appointment, use the quiz, or start the questionnaire and do not finish it.
• Records of your consent — what you were told, in the exact words used, and when.
• Payment records. Card details are handled entirely by Stripe and never reach our systems; we hold the amount, the reference and whether payment succeeded.
• Website usage — the pages visited and where the visit came from, counted in aggregate, plus the advertising identifiers described in our Cookie Policy.
• Anything you type into the AI adviser, and the answers it gives.

Why we use it, and our lawful basis

• To prepare, check and deliver your documents — because it is necessary to perform our contract with you.
• To answer your enquiry and call you back when you ask — because it is necessary to take steps at your request before entering a contract.
• To keep proper records of the advice-free document preparation we carried out, and to handle complaints — our legitimate interest in running a professional service and defending claims, and in places a legal obligation.
• To send you occasional marketing about our own Wills, LPA and probate services — the soft opt-in in the Privacy and Electronic Communications Regulations, where you gave us your details in the course of enquiring about or buying those services. You can stop this at any time and we make it easy.
• To measure our advertising — only with your consent, given through the cookie banner and withdrawable at any time.

Marketing, and how to stop it

When you give us your details we tell you, in these words: "We'll use your details to help you complete your Will or LPA, and may send occasional updates about our Wills, LPAs and probate services. You can opt out at any time — every message has an unsubscribe link, and you can reply STOP to any text."

Every marketing email carries an unsubscribe link, and you can reply STOP to any text message. We record the request against the email address or mobile number itself, so it holds even if you later contact us again from the same address — and it takes effect before anything else is sent.

Messages about a document you have actually ordered are not marketing and will still be sent, because you need them.

The AI adviser

The chat assistant on this site answers general questions about Wills and LPAs from our own published wording. It does not give legal advice about your circumstances and does not create a solicitor–client relationship.

What you type is sent to Google, who run the model on our behalf, and the conversation is stored so we have a record of what was said. Please do not put anything into it that you would not want recorded — if your question is about your own situation, ask us directly instead.

Some subjects are deliberately passed to a person rather than answered by the assistant.

Who else sees it

We do not sell your information, and we do not share it for anyone else's marketing.

We use suppliers who process it strictly on our instructions: Supabase (our database, hosted in London), Vercel (website hosting), Stripe (payments), Resend (email), Twilio (text messages), Cal.com (appointment booking) and Google (the AI adviser, and advertising measurement).

Where we measure advertising, and only if you have consented, we send Google a one-way scrambled form of your email address or telephone number so it can match a sale to an advert. Google cannot read the original from what we send, and we never send the answers you gave in the questionnaire.

We will also disclose information where the law requires it.

Where it is kept

Our database is hosted in London. Some of our suppliers process information outside the UK; where they do, that transfer is covered by the safeguards the law requires, such as the UK addendum to the standard contractual clauses.

How long we keep it

Documents we have prepared for you, and the records that go with them, are kept for as long as we may need to evidence the work — a Will can be relied on decades after it was made.

Detailed retention periods for each category of information are being finalised and will be published here. Enquiry and marketing records are kept for no longer than we need them, and advertising identifiers are removed on a fixed schedule.

Your rights

• Ask for a copy of the information we hold about you.
• Ask us to correct anything that is wrong.
• Ask us to delete it, or to restrict what we do with it, where the law allows.
• Object to processing we carry out for our legitimate interests.
• Object to direct marketing at any time — this one is absolute, and we will always act on it.
• Ask us to transfer information you gave us to someone else, where that applies.
• Withdraw a consent you gave, without affecting anything done before you withdrew it.

Complaints

Please tell us first — call 0800 246 1961 or email hello@pendragonlegacy.co.uk — and we will try to put it right.

You also have the right to complain to the Information Commissioner's Office, the UK regulator for data protection, at ico.org.uk or on 0303 123 1113.

Changes to this notice

If we change how we use your information we will update this page. Where the change is significant we will tell you directly.