Privacy Policy

Last Updated: November 2025

Legacy Trust is committed to protecting your privacy and personal information. This policy explains how we collect, use, and safeguard your data when you use our legal services or visit our website.

1. Information We Collect

Contact Information

  • Name, email address, phone number
  • Postal address for correspondence
  • Preferred method of communication

Estate Planning Information

  • Family structure and beneficiary details
  • Asset information and valuations
  • Estate planning objectives and concerns
  • Business ownership details if applicable

Website Usage Data

  • IP address and browser type
  • Pages visited and time spent on site
  • Referring website information
  • Device and operating system details

Communication Records

  • Messages sent through contact forms
  • Email correspondence with our office
  • Notes from telephone consultations
  • Documents you provide to us

2. How We Use Your Information

Service Delivery

We use your information to provide legal services including will drafting, estate planning, probate administration, and trust formation. This includes analyzing your situation, preparing legal documents, and communicating with you about your matters.

Client Communication

We contact you regarding your legal matters, appointment scheduling, document review, and follow-up on estate planning updates. We may also send relevant information about changes in inheritance law that could affect your plans.

Legal Compliance

We maintain records as required by legal professional regulations, including client identification procedures, conflict checks, and file documentation standards. Some information is retained to comply with tax reporting and anti-money laundering requirements.

Website Improvement

Usage data helps us understand how visitors interact with our website, allowing us to improve content, navigation, and user experience. This data is analyzed in aggregate and does not identify individual users.

3. Legal Basis for Processing

Contract: Processing necessary to provide legal services you have engaged us to perform.

Consent: Where you have provided explicit consent for specific uses of your information, such as receiving newsletters or marketing communications.

Legitimate Interest: Processing necessary for our business operations, such as maintaining client records and managing our practice.

Legal Obligation: Processing required to comply with legal and regulatory requirements applicable to law firms.

4. Data Protection Measures

Physical Security

Original documents are stored in secure vaults with restricted access, environmental controls, and 24-hour monitoring. Access to file storage areas is logged and limited to authorized personnel.

Digital Security

Electronic files are encrypted and stored on secure servers with regular backups. Our systems use firewalls, anti-virus software, and intrusion detection. Email communications are transmitted using secure protocols.

Access Controls

Client information is accessible only to lawyers and staff directly involved in providing services. All employees receive training on confidentiality obligations and data protection requirements.

Breach Notification

In the event of a data breach affecting your information, we will notify you and relevant authorities within 72 hours as required by data protection regulations.

5. Data Retention

Client Files: Matter files are retained for seven years after completion of services, as required by legal professional regulations.

Original Documents: Original wills and trust deeds are stored indefinitely in our secure vault unless clients request their return.

Financial Records: Billing and payment records are retained for seven years to comply with tax requirements.

Marketing Data: Contact information for marketing purposes is retained until you withdraw consent or request deletion.

Website Analytics: Anonymous usage data is retained for two years for website improvement purposes.

6. Sharing Your Information

We do not sell or rent your personal information. We may share information only in the following circumstances:

With Your Consent

When you authorize us to share information with third parties, such as accountants, financial advisors, or foreign lawyers involved in your estate planning.

Service Providers

We engage service providers for document storage, IT services, and professional indemnity insurance. These providers are contractually bound to protect your information and use it only for specified purposes.

Legal Requirements

We may disclose information when required by law, such as court orders, regulatory investigations, or anti-money laundering reporting obligations.

Professional Advisors

We may consult with other legal professionals for technical advice while maintaining client confidentiality. Such consultations occur only when necessary for proper service delivery.

7. Your Rights

Access: You may request copies of the personal information we hold about you. We will provide this within one month of your request.

Rectification: If information we hold is inaccurate or incomplete, you may request corrections. We will update records promptly upon verification.

Erasure: You may request deletion of your information, subject to our legal and professional obligations to retain certain records.

Object to Processing: You may object to processing of your information for direct marketing purposes. We will stop such processing upon request.

Data Portability: You may request transfer of your information to another service provider in a commonly used electronic format.

Withdraw Consent: Where processing is based on consent, you may withdraw consent at any time without affecting prior processing.

Lodge Complaints: You have the right to lodge complaints with the Personal Data Protection Commission if you believe your data protection rights have been violated.

8. International Transfers

Your information is primarily stored and processed in Singapore. When estate matters involve assets in foreign jurisdictions, we may need to share information with lawyers in those countries. Such transfers occur only with your authorization and with appropriate safeguards.

We ensure international transfers comply with applicable data protection requirements through standard contractual clauses or adequacy decisions recognizing equivalent protection in the destination country.

9. Cookies and Website Technology

Our website uses cookies to enhance user experience and analyze site usage. You can manage cookie preferences through your browser settings or our cookie policy page. For detailed information about cookies we use, please see our Cookie Policy.

10. Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Material changes will be communicated to active clients. The "Last Updated" date at the top of this page indicates when changes were last made.

Continued use of our services after policy changes constitutes acceptance of the updated policy. We encourage you to review this policy periodically.

Contact Us About Privacy

If you have questions about this privacy policy or wish to exercise your data protection rights, please contact us:

Email: [email protected]

Phone: +65 6473 8926

Address: 1 Phillip Street, Singapore 048692

We will respond to privacy inquiries within 30 days.