Privacy Policy

Privacy Policy – B2B (Notaries and Professional Clients)

Last updated: July 8, 2026

1. Introduction

This Privacy Policy explains how The Will processes personal data when providing its Digital Legacy Vault platform to notaries, law firms and other professional organisations (“Professional Clients”).

The Will acts primarily as a technology provider that enables Professional Clients to offer secure digital vault services under their own branding.

2. Who We Are

The Will provides secure cloud software for document management, digital estate planning and client communication.

Depending on the specific service provided, The Will may act as:

Data Processor on behalf of the Professional Client; or
Data Controller for limited operational data necessary to provide and secure the platform.

3. Personal Data We Process

We may process:

  • Business contact information

  • User account details

  • Authentication information

  • Login history

  • Device information

  • IP addresses

  • Security logs

  • Support communications

  • Billing administration information

  • System configuration preferences

4. Client Data

Documents and information uploaded by end users remain under the control of the Professional Client.

The Will does not access customer documents unless:

  • authorised by the Professional Client;

  • required to provide technical support;

  • required by law; or

  • necessary to maintain platform security.

5. Purpose of Processing

We process personal data to:

  • provide the platform;

  • authenticate users;

  • secure systems;

  • monitor service availability;

  • prevent fraud;

  • maintain audit trails;

  • improve platform reliability;

  • provide customer support;

  • comply with legal obligations.

6. Security

The platform is designed using industry-standard security practices including:

  • encryption in transit;

  • encryption at rest;

  • multi-factor authentication (where enabled);

  • role-based access controls;

  • audit logging;

  • regular backups;

  • infrastructure monitoring;

  • vulnerability management.

7. Data Processing Agreements

Where required under applicable privacy legislation, The Will enters into a Data Processing Agreement with Professional Clients.

8. International Transfers

Where personal data is transferred internationally, appropriate safeguards are implemented in accordance with applicable data protection laws.

9. Data Retention

Operational data is retained only as long as necessary to:

  • provide services;

  • maintain security;

  • satisfy legal obligations;

  • resolve disputes.

Professional Clients determine retention periods for documents uploaded by their own customers.

10. Confidentiality

All employees and authorised contractors are subject to confidentiality obligations.

11. Sub-processors

The Will may engage carefully selected cloud hosting, monitoring, authentication and infrastructure providers necessary for delivering the service.

Sub-processors are required to maintain appropriate security standards.

12. Your Rights

Where applicable under law, users may have rights to:

  • access personal data;

  • correct inaccurate information;

  • request deletion where legally permissible;

  • restrict processing;

  • object to processing;

  • request data portability.

13. Security Incidents

Should a security incident occur, The Will will investigate promptly and notify affected Professional Clients in accordance with applicable legal requirements.

14. Changes

This Privacy Policy may be updated periodically. Material changes will be communicated through appropriate channels.

15. Contact

Questions regarding this Privacy Policy may be directed to The Will through the contact information published on the official website.

Privacy Policy – End Users (Clients of Participating Notaries)

Last updated: July 8, 2026

1. Introduction

Welcome to your Digital Legacy Vault.

This application is provided by your notary under its own brand and is powered by The Will technology platform.

This Privacy Policy explains how your personal information is processed when you use the Digital Legacy Vault.

2. Who Is Responsible?

Your notary is generally the Data Controller for the personal information you choose to store and manage within your Digital Legacy Vault.

The Will provides the secure technology infrastructure and generally acts as a Data Processor on behalf of your notary.

3. What Information Can You Store?

You decide what information to upload.

Examples include:

  • wills and codicils;

  • property deeds;

  • marriage or partnership agreements;

  • birth certificates;

  • passports and identity documents;

  • insurance policies;

  • pension documents;

  • mortgage information;

  • bank account information;

  • medical directives;

  • funeral wishes;

  • business ownership documents;

  • lists of assets and liabilities;

  • letters and videos for loved ones;

  • password recovery instructions;

  • digital asset information;

  • cryptocurrency ownership information and recovery instructions.

For your own security, you should not upload cryptocurrency private keys or other highly sensitive credentials unless specifically advised by your notary.

4. Why Is Your Information Processed?

Your information is processed to:

  • provide secure storage;

  • organise important life documents;

  • facilitate communication with your notary;

  • authenticate your account;

  • protect your information;

  • maintain audit records;

  • improve platform security.

5. Security

Protecting your information is a core objective.

The platform may include:

  • encrypted storage;

  • encrypted communications;

  • multi-factor authentication;

  • secure backups;

  • role-based permissions;

  • activity logging;

  • continuous security monitoring.

6. Who Can Access Your Information?

Only you and those individuals or organisations you explicitly authorise can access your information.

Your notary may access information only where necessary to provide requested services or where authorised by you or required by law.

7. Trusted Contacts

Where available, you may designate trusted contacts or authorised persons.

You remain responsible for managing these permissions.

8. Document Ownership

You retain ownership of the documents and information you upload.

Uploading information to the platform does not transfer ownership to either your notary or The Will.

9. Data Retention

Your information is retained according to your notary’s retention policies and applicable legal obligations.

You may request deletion where legally permissible, noting that some records may need to be retained to comply with legal or professional obligations.

10. Cookies and Technical Information

The platform may collect limited technical information such as:

  • browser type;

  • operating system;

  • IP address;

  • device identifiers;

  • login timestamps;

  • security logs.

This information is used solely to operate, protect and improve the service.

11. Your Rights

Subject to applicable law, you may have the right to:

  • access your personal information;

  • correct inaccurate information;

  • request deletion where permitted;

  • request restriction of processing;

  • object to certain processing activities;

  • receive a copy of your data.

Requests should generally be directed to your notary.

12. Changes to This Policy

This Privacy Policy may be updated from time to time to reflect legal, technical or operational changes.

The latest version will always be available within the application or on your notary’s website.

13. Contact

If you have questions regarding your personal information, please contact your notary directly.

For questions specifically relating to the operation or security of the platform, your notary may contact The Will on your behalf where appropriate.