Online wills

• Basic identifiers including name, surname, date of birth, age, gender
• Contact details such as address, email address, telephone numbers
• Payment information ie credit / debit card details
• Relationship status
• Financial assets including: properties owned, how they are owned and who with (including their full legal name and address if different to any previously mentioned), value of property and mortgage(s) remaining.
• Bank and building society accounts, name(s) on account, value of account, how the account is held.
• Information on and value of personal possessions.
• Information on and value of vehicles owned.
• Information on and value of shares and investments owned.
• Name, value and description of any partnerships or businesses owned (including agreements in place, their role in the business and anything else deemed relevant).
• Information on and value of life insurance policies (including if these are written into trust and the beneficiaries).
• Information on and value of pension policies (including if these are written into trust and the beneficiaries).
• Information on and value of death in service benefit (including if these are written into trust and the beneficiaries).
• Details and value of any assets held overseas.
• Beneficiaries’ and executor’s details including names, dates of birth, addresses, email addresses and telephone numbers.
• Family details including dates of birth, addresses, email addresses and telephone numbers.
• Technical information including IP address, login details, browser type and version, time zone setting, browser plug-in type and versions, operating system and platform
• Information about your website visit including URL, clickstream to, through and from our website (including date and time), products you viewed or searched for, page response times, download errors, length of visits to certain pages, page interaction information, methods used to browse away from the page
• Personal data collected in the course of browsing our website and social media pages by our cookies and similar technologies (see Cookies Policy)
• Recordings of phone calls

To enter into a contract with you to provide the service requested (as set out in our terms and conditions).

To respond to enquiries about our services.

To enable us to contact you in relation to our services.

To take payment from you for provision of our services.

Telephone wills

• Basic identifiers including name, surname, date of birth, age, gender
• Contact details such as address, email address, telephone numbers
• Nationality
• Country of origin and domicile
• Marital status of parents at birth and parents permanent place of living at your birth
• Payment information i.e. debit / credit card details
• Relationship status
• Employment information including occupation, job role and description, employer.
• Partner’s name, date of birth, address, email address and phone number
• Guardian’s names, addresses, dates of birth, email addresses and phone numbers
• Financial assets including:
• Properties owned, how they are owned and who with (including their full legal name and address if different to any previously mentioned), value of property and mortgage(s) remaining.
• Bank and building society accounts, name(s) on account, value of account, how the account is held.
• Information on and value of personal possessions.
• Information and value of vehicles owned.
• Information on and value of shares and investments owned.
• Name, value and description of any partnerships or businesses owned (including agreements in place, their role in the business and anything else deemed relevant).
• Information on and value of life insurance policies (including if these are written into trust and the beneficiaries).
• Information on and value of pension policies (including if these are written into trust and the beneficiaries).
• Information on and value of death in service benefit (including if these are written into trust and the beneficiaries).
• Details and value of any assets held overseas.
• Beneficiaries’ names, relationship to you, dates of birth, email address, home address. These details can also include whether the beneficiary is in receipt of benefits, vulnerable, or living with a disability.
• Executors’ names, relationship to you, dates of birth, email addresses and home addresses.
• Family details including dates of birth, addresses, email addresses and telephone numbers.
• Trustees’ details including names, relationship to you, dates of birth, email addresses and home addresses.
• Health information in instances where you may lack capacity
• Recordings of phone calls

To enter into a contract with you to provide the service requested (as set out in our terms and conditions).

To respond to enquiries about our services.

To enable us to contact you in relation to our services.

To take payment from you for provision of our services.

Funeral services, including the use of our crematoria

• Basic identifiers including name, surname, age, marital status, gender
• Contact details such as address, email address, telephone numbers
• Point of contact for arranging the funeral, including name and contact details (if different from above)
• Family details including names, relationship to the deceased and to you, addresses, email addresses and telephone numbers
• GP details (or the deceased’s normal medical practitioner) including name, address and telephone number
• Medical professional details of the last two doctors to attend the deceased
• Medical Doctors: Full name, address, telephone number, registered qualifications, GMC Reference number
• Medical referee: Name, signature, and date
• Executors’ names, relationship to you, dates of birth, email addresses and home addresses
• Nominated Administrator: Name and email address
• Executor: Name
• Grave owner: Name, address, and telephone number
• Designated person for collecting ashes following direct cremation, including name and contact details
• Religious beliefs if relevant to the funeral service
• Payment information i.e. debit / credit card details
• For DWP claimants: National Insurance number, claimant’s name, claimant’s address, deceased’s name
• Next of kin (where this is not our client): Name, address, postcode, telephone number, relationship
• Client/Next of kin: Name, email and postal address, telephone number
• If you make an enquiry / request a quote online, we collect technical information including IP address, login details, browser type and version, time zone setting, browser plug-in type and versions, operating system and platform, information about your website visit including URL, clickstream to, through and from our Website (including date and time), products you viewed or searched for, page response times, download errors, length of visits to certain pages, page interaction information, methods used to browse away from the page
• Personal data collected in the course of browsing our website and social media pages by our cookies and similar technologies (see Cookies Policy)
• Recordings of phone calls

To enter into a contract with you to arrange a funeral.

To respond to enquiries about our services for arranging funerals.

To enable us to refer you to our direct cremation and funeral partners.

To ensure we can calculate an accurate quote for arranging a funeral.

To ensure you have the right to arrange a funeral on behalf of the deceased.

To enable us to contact you in relation to the funeral arrangements.

To take payment from you for the provision of the funeral arrangement service.

The Provision and administration of funeral notices

To obtain Authorisation of cremation.

For our legal and regulatory record-keeping and compliance purposes.

Funeral Plans

• Basic identifiers including title, name, surname, date of birth, age, gender
• Contact details such as address, email address, telephone numbers
• Payment information ie credit / debit card details
• Details relating to a customer’s vulnerabilities (with their consent)
• Personal details of a Nominated Representative (if they want one), or if you are buying the service for another person. including name, surname, phone number, email address and address
• Recordings of phone calls.
• If you make an enquiry / request a quote online, we collect technical information including IP address, login details, browser type and version, time zone setting, browser plug-in type and versions, operating system and platform, information about your website visit including URL, clickstream to, through and from our Website (including date and time), products you viewed or searched for, page response times, download errors, length of visits to certain pages, page interaction information, methods used to browse away from the page
• Personal data collected in the course of browsing our website and social media pages by our cookies and similar technologies (see Cookies Policy)

To enter into a funeral plan contract with you for the purposes of arranging a funeral.

To respond to enquiries about our funeral plan services.

To make reasonable adjustments for someone who needs them.

So we can send the Nominated Representative details of the funeral plan.

To ensure we can contact you in relation to the funeral plan.

To take payments from you in relation to the funeral plan.

For our legal and regulatory record-keeping and compliance purposes.

Probate and Estate Administration

• Basic identifiers including name, surname, date of birth, age, gender
• Contact details such as address, email address, telephone numbers
• ID documents i.e. copy passport or driving licence, which include DOB (note if utility bills provided as ID and there are other people alongside the contact who pay the bill, we may inadvertently receive their personal data also (name, address))
• Contact information for nominated points of contact, co-executors, co-owners of the deceased person's jointly owned assets, guardians, trustees and beneficiaries including name, date of birth, address, email address, telephone numbers and relationship to the person who has died
• Other family information relevant to the estate including benefit entitlement, whether the beneficiary is in receipt of benefits, vulnerable, or living with a disability
• In the case of minor beneficiaries, contact details of their legal guardian’s / those with parental responsibility
• Contact details of a personal creditor who loaned money to the deceased or the details of someone who received gifts (Potentially Exempt Transfer and Gift of Reservation of Benefit) from the deceased before they died (name/ address/ email/ telephone/ DOB)
• Contact details of who is holding the keys to the property / occupying the property / storing the original will
• Name/ address of co-owners of property in the event of property title deed searches
• Name/address of joint account holders or trust beneficiaries of the deceased in the course of searches
• Details of any persons disputing the will or intending to make a claim against the deceased person’s estate, including name, address, relationship to the deceased
• Recordings of phone calls

To provide guidance on the administration of an estate.

To enable us to refer you to our subsidiary, Farewill Legal Services Limited or to one of our external legal partners for our probate services.

To respond to any enquiries about our probate services.

For our legal and regulatory record-keeping and compliance purposes.

Complaints

• Name, enquiry number, contact details, any information relevant to your query or complaint

To respond to your query or complaint.

To resolve your complaint.

Special Category Data (where we have explicit consent)

• racial or ethnic origin
• political opinions
• religious or philosophical beliefs
• trade union membership
• genetic data
• biometric data (where used for identification purposes)
• data concerning health
• data concerning a person’s sex life
• data concerning a person’s sexual orientation.

To respond to enquiries about our funeral plan services.

To make reasonable adjustments for someone who needs them.

For our legal and regulatory record-keeping and compliance purposes.

• Basic identifiers including name, surname, date of birth, age, gender
• Contact details such as address, email address, telephone numbers
• Nationality
• Country of origin or domicile
• Marital status of parents at birth and parents permanent place of living at your birth
• Payment information i.e. debit / credit card details
• Relationship status
• Employment information including occupation, job role and description, employer
• Partner’s name, date of birth, address, email address and phone number
• Guardian’s names, addresses, dates of birth, email addresses and phone numbers
• Financial assets including:
  • Properties owned, how they are owned and who with (including their full legal name and address if different to any previously mentioned), value of property and mortgage(s) remaining.
  • Bank and building society accounts, name(s) on account, value of account, how the account is held.
  • Information on and value of personal possessions.
  • Information and value of vehicles owned.
  • Information on and value of shares and investments owned.
  • Name, value and description of any partnerships or businesses owned (including agreements in place, their role in the business and anything else deemed relevant).
  • Information on and value of life insurance policies (including if these are written into trust and the beneficiaries).
  • Information on and value of pension policies (including if these are written into trust and the beneficiaries).
  • Information on and value of death in service benefit (including if these are written into trust and the beneficiaries).
  • Details and value of any assets held overseas.
• Health information in instances where you may lack capacity
• Transcripts of phone calls
• Contact information for nominated points of contact, co-executors, co-owners of the deceased person's jointly owned assets, guardians, trustees and beneficiaries including name, date of birth, address, email address, telephone numbers and relationship to the person who has died
• Note: We take steps to ensure that special category data is identified and removed, including providing appropriate training to support this process.

To enhance our services, improve user experiences and streamline our operations

To enhance content recommendations, fraud detection and data analysis

• Name
• Username
• Profile information
• Comments
• Messages
• And any other information to choose to share publicly

To promote our products and services on our website, social media and other marketing materials

The prevention, detection, investigation or prosecution of crimes

• Names and contact information
• Client accounts and records
• Video recordings of public areas
• Audio recordings of public areas
• Video recordings of private or staff only areas
• Audio recordings of private or staff only areas
• Call recordings
• Financial information eg for fraud prevention or detection
• Location data

For our legal and regulatory record-keeping and compliance purposes.