Privacy Policy

This Policy was last updated on 18th January 2020.


1.      Introduction

Here at My Probate Partner, we are committed to keeping your data safe and respecting your privacy. Storing and looking after the information that you input into our service is one of our top priorities.

My Probate Partner is a trading name of DIY Executor Ltd, a company registered in Scotland under the registration number SC612617. The registered office can be found at The Melting Pot, Rose Street, Edinburgh, EH2 2PR. The Data Controller for My Probate Partner is Mike Davis who can also be contacted at the same address as the registered office or via the following email address:


2.      About This Policy

This policy will set out the various ways in which My Probate Partner uses your personal data. Throughout the policy we let you know:

- How we collect your personal data;

- What range of personal data we collect from you;

- What we do with your personal data;

- When and why we share your personal data;

- When and why we retain and delete personal data, and

- How we keep your personal data safe.


3.      How Do We Collect Your Personal Data?

We collect your data in various ways. We do this through forms of interaction between you and our website, such as:

Direct interactions

You may input data directly into the website when using My Probate Partner. This includes any data that you provide when you:

- Sign up and create an account for use of My Probate Partner

- Fill in any forms

- Send us queries and questions through both the use of our chatbots/live chat and email

- Provide My Probate Partner with feedback

- Communicate anything other than the above by post, phone, email or otherwise

General use and interactions

We may automatically collect data through your use of, and interaction on, the My Probate Partner website. This includes collecting data for analytical purposes to help us improve our website and collecting data to allow us to advertise to people that have visited our website before. Please see the ‘Cookie’ section of the terms and conditions agreement for additional information on how this works.


4.      What Personal Data Do We Collect From You?

We have set out the categories of data that we collect about you under the following headings:

Personal data through service usage

- We collect data from your general use of the My Probate Partner website. This includes information that you have provided when setting up a My Probate Partner account such as your name and email address.

- We collect information through your interactions with My Probate Partner such as login times and which articles you have clicked on via the website

- We also collect information and data through your interactions with our chatbot/live chat.

- Technical data is collected through your interactions with the website such as IP addresses. We also make use of third-party analytics, including `Google Analytics’ and ‘Full Story Analytics’ for full information on how these collect and use your personal data please read their Privacy Policies found on their websites. 

Personal data disclosed with your permission

This includes the information you disclose when setting up your My Probate Partner account, including your name and email address. Any other information regarding data you input into our forms is not used by My Probate Partner for any other purpose than to draft your forms and discuss matters with you directly.

Payment data

Payment related personal data and information will only be collected through Stripe Payments Europe, Ltd who process all payments on behalf of My Probate Partner. We do not collect any of this information ourselves. For further information regarding personal data in payments, please refer to Stripe Payments Europe, Ltd.’s own Privacy Policy.

Marketing data

We collect personal data that you provide when signing up to receive marketing advertisements e.g. via email.

Information Input into My Probate Partner

Any third-party information that you input into the My Probate Partner services will purely be used to assist you in drafting forms or storing information for a later date when you are ready to use it. This includes all information input regarding third-party executors.


5.      What do we use your personal data for?

Whilst interacting with My Probate Partner we do use a variety of technologies to process personal data. Highlighted in the below table are purposes for using and collecting your personal data - further information regarding the legal basis for processing can be found on the ICO website. We have highlighted the legal basis for each purpose in the below table:


Description of Purpose

Legal Basis

Categories of Personal Data

To provide you with the best possible user experience. This is through personalisation and improvements to the website

· Performance of a contract

· Legitimate interest

· Sign-up data

· Service usage data

To ensure we can communicate with you any My Probate Partner related updates and information

· Performance of a contract

· Legitimate interest

· Sign-up data

· Service usage data

To enable My Probate Partner to communicate with Stripe Payments Europe Ltd to ensure that your payments are processed correctly and accordingly

·  Performance of a contract

·  Legitimate interest

·  Compliance with legal obligations

· Sign-up data


To enable My Probate Partner to respond accordingly to any communication from you, whether that be via email or chatbot/live chat

·  Consent

·  Legitimate interest

· Marketing data

· Sign up data

To register you as a new customer and ensure we have all the information sufficient for this

· Consent

· Legitimate interest

· Sign-up data

To enable My Probate Partner to process your order or request effectively

· Consent

· Legitimate interest

· Sign-up data

· Service usage data

To enable My Probate Partner to manage a sustainable, effective relationship with you

· Legitimate interest

· Performance of a contract

· Sign-up data

· Service usage data

· Marketing data

To use data analytics

· Legitimate interest

· Performance of a contract

· Service usage data



6.      Sharing Your Personal Data

My Probate Partner do not disclose any personal information to third parties. This includes to our third-party payment provider. They act independently and all information they receive will be from manually inputting personal information when making a payment. This is not provided to them through My Probate Partner but directly from the user. Please see Stripe Payments Europe Ltd.’s Policy for further information.


7.      Data Retention and Deletion

Here at My Probate Partner we only keep your personal data for as long as is reasonably necessary to enable us to fulfil the purposes we collected it for. We will keep some of your data for as long as you are an account user such as your account information. We will also retain your personal data for 6 months after we email you your forms. This ensures that if you require any further assistance, we will still have your information to prevent you from having to set up a new account again. We will also retain analytical data indefinitely for audit and improvement purposes however, this excludes any personal information.


8.      Data Security

Here at My Probate Partner, we are committed to keeping your personal data safe. Therefore, we make sure to implement appropriate security measures to protect your data and keep it as secure as possible. This includes having measures in place to prevent your data from being accidentally lost, stolen or accessed in any unauthorised or fraudulent way. However, please note that systems are never completely secure. Furthermore, My Probate Partner will notify any customer, and any applicable regulator, of any breach where we are legally required to do so.


9.      International Transfers

My Probate Partner do not currently deal with any international transfer outside of the European Union (EU). However, if this were to change My Probate Partner would draw attention to this through the use of this website.


10. Changes to This Privacy Policy

This Privacy Policy was originally prepared on 6th November 2019. We keep it under regular review however, we may occasionally need to make changes to this Privacy Policy.

If and when we make a material change to the policy, we will draw attention to this at the start of the policy. Please, therefore, make sure to read the new Privacy Policy fully.


11. Your Legal Rights

Under the new legislation and GDPR rules, there are various personal rights that we want to make you aware of. Please see your following legal rights:

- You have the right to request access to the personal data that we process about you – known as a “data subject access request”. This will enable you to receive a copy of all information we hold about you, including potential interaction with our chatbot/live chat;

- You have the right to request we amend and update any information that we hold about you that is inaccurate or incorrect. However, we may need to verify the accuracy of the new data that you provide;

- You have the right to erasure, meaning that you have the right to request that we delete the personal data we hold about you. This is when there is no good reason for us to continue to process it or hold onto it;

- You have the right to request we restrict processing some or all of your data;

- Following this you also have a right to object to processing where we may have processed your information unlawfully or on the grounds of data being processed for direct marketing purposes; and

- You have the right to data probability which is the right to request an electronic version of your data that you are also permitted to transfer to another party’s service

- You have the right to withdraw consent from processing at any time


12. Cookies

Here at My Probate Partner, we use cookies to help us provide you, and future visitors, with the best possible experience. Whilst cookies help us to make your experience better, they do not give us any sort of access to your computer. If you wish, you can block some or all of our cookies using the settings in your browser. However, this may mean that you will be unable to access all parts of our website.

Types of Cookies

My Probate Partner use two main types of cookies:

1. Session cookies: These expire when you close down your browser and

2. Permanent cookies: These are saved to your hard drive. However, these do have an expiration date.

Cookies that we use

The platform on which My Probate Partner is built uses various cookies which are unavoidable when using our website. However, we do not sell or pass on any information we collect. Please see the following third-party cookies below and how they assist in helping us to provide a better customer experience:

- Azure Active Directory B2C – Azure is a service produced by Microsoft that we use to manage usernames and passwords. Their cookie will allow you to remain logged-in so you do not have to enter your username and password every time you visit the website.

- – We use to provide our chatbot/live chat feature. For more information on please read’s Privacy Policy.

- FullStory – FullStory use cookies to measure visits and all the interactions made with our website. FullStory does collect IP addresses however, these are anonymised before My Probate Partner sees the analytics data. For more information, read FullStory’s Privacy Policy.

- Google Analytics. Google Analytics uses cookies to measure visits to the site and track purchases for analytical purposes. For more information, read Google’s Privacy Policy.

- Stripe is our payment provider. They set cookies to help them facilitate payments. For more information please refer to their Privacy Policy found on their website.


13. Contact Us

If you have any questions about our policy, please feel free to email us at

Please also feel free to contact our Data Protection Officer, Mike Davis at The Melting Pot, Rose Street, Edinburgh, EH2 2PR or through the following email address