Privacy Policy

1. Who we are

Apply for Probate (applyforprobate.co.uk) is a lead generation service that connects individuals seeking probate assistance with qualified, SRA-regulated solicitors. We are registered in England and Wales.

2. Data we collect

When you submit an assessment through our website, we collect the following information:

• Full name, email address, and phone number
• Information about the estate (e.g. whether a will exists, approximate estate value, property ownership)
• Your role in the estate and geographic region
• Any additional notes you provide voluntarily
• Technical data: IP address, browser type, and pages visited (via cookies)

3. How we use your data

We use your data to:

• Match you with an appropriate probate solicitor from our panel
• Facilitate initial contact between you and the matched solicitor
• Improve our service and website
• Comply with legal obligations

4. Legal basis for processing

We process your personal data on the basis of your consent, which you provide when you submit your assessment and accept this policy. You may withdraw your consent at any time by contacting us.

5. Who we share your data with

Your details will be shared with one or more solicitor firms from our regulated panel for the sole purpose of providing probate services. We do not sell your data to third-party marketers. We may use third-party service providers (e.g. cloud hosting, CRM software) who process data on our behalf under strict data processing agreements.

6. Data retention

We retain your personal data for up to 24 months from the date of submission, or until you request deletion, whichever comes first.

7. Your rights

Under UK GDPR you have the right to: access your data, correct inaccuracies, request deletion, object to processing, and data portability. To exercise these rights, email us at privacy@applyforprobate.co.uk.

8. Cookies

We use essential cookies for site functionality and analytics cookies to understand how visitors use our site. You can manage cookie preferences via your browser settings.

9. Contact

For any privacy-related queries, contact us at privacy@applyforprobate.co.uk.