Privacy Policy
Effective Date: 10 January 2025
Introduction
At Evergreen Will & Estate Solutions we are committed to protecting the privacy and security of our clients’ personal information. This Privacy Policy outlines how we collect, use, and protect your personal data when you use our will drafting services.
Information We Collect
We collect personal information necessary to provide will drafting services, including but not limited to:
- Full name
- ID number or date of birth
- Contact details (address, phone number, email)
- Marital status
- Details of beneficiaries and executors
- Financial and asset information relevant to the will
Purpose of Data Collection
The personal information collected is used solely for the purpose of drafting your will and ensuring its accuracy. We do not use your information for marketing or any other purposes without your explicit consent.
Data Sharing and Disclosure
We do not sell, share, or distribute your personal information to third parties, except in the following circumstances:
- When required by law or legal proceedings.
- With your explicit consent.
- When necessary to provide our service (e.g., sharing with legal professionals or notaries if required by law, under strict confidentiality obligations).
Data Security
We take appropriate technical and organizational measures to protect your personal information from unauthorized access, loss, misuse, or disclosure. Your data is stored securely and accessible only to authorized personnel.
Data Retention
We retain your personal information only for as long as necessary to fulfil our service obligations or as required by the applicable laws. Once no longer needed, we securely delete or anonymize your data.
Your Rights
You have the right to:
- Access, correct, or update your personal information.
- Request the deletion of your personal data, subject to legal and regulatory requirements.
- Withdraw consent where processing is based on consent.
To exercise these rights, please contact Evergreen Will & Estate Solutions at 084 731 3015 or via email at info@evergreenwills.co.za.
Changes to this Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be communicated by updating the effective date above. We encourage you to review this policy periodically.
Contact Information
If you have any questions about this Privacy Policy or how your information is handled, please contact us at:
Evergreen Will & Estate Solutions (Pty) Ltd
353 Moreleta Street, Silverton, Pretoria, 0184
084 731 3015
info@evergreenwills.co.za
By using our will drafting services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.
