Privacy Policy

Estate Probate Valuations (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal data responsibly and transparently.

This Privacy Policy explains how we collect, use, and protect personal information when you use our website or contact us in relation to probate property valuations.


1. Who we are

Estate Probate Valuations provides a UK-wide service that helps individuals connect with trusted local professionals who specialise in probate property valuations.

We are not an estate agency and we do not operate as a comparison website.

For the purposes of UK data protection law, Estate Probate Valuations is the data controller of the personal information described in this policy.


2. What personal data we collect

We may collect and process the following types of personal information:

  • Your name

  • Your telephone number

  • Property postcode or location

  • Information you provide about your enquiry

  • The page you contacted us from

  • Call recordings and voicemail messages (where applicable)

We only collect information that is necessary to respond to your enquiry and provide our service.


3. How we collect your data

We collect personal data when you:

  • Complete a contact or valuation request form on our website

  • Call the phone number displayed on our website

  • Leave a voicemail message

  • Communicate with us by email or phone

We do not collect personal data through automated profiling or marketing surveys.


4. How we use your data

We use your personal data to:

  • Respond to your enquiry

  • Connect you with a suitable local probate valuation professional

  • Explain the probate valuation process

  • Maintain records of enquiries for service and compliance purposes

We do not use your data for unsolicited marketing.


5. Sharing your data

We may share your personal data only where necessary and appropriate, including:

  • With a trusted local probate valuation professional, for the purpose of responding to your enquiry

  • With service providers who support our website, forms, or phone systems (such as CRM or telephony providers)

We do not:

  • Sell your data

  • Share your data with multiple firms

  • Operate as a comparison service

  • Pass your details to third parties for marketing purposes


6. Call recording

Telephone calls may be recorded for training, quality, and record-keeping purposes.

Where calls are recorded, this will be done in a proportionate and responsible manner.
Voicemail messages may also be transcribed to assist with responding to enquiries.


7. Lawful basis for processing

We process personal data under the following lawful bases:

  • Consent – where you voluntarily submit an enquiry

  • Legitimate interests – to respond to enquiries and operate our service

  • Legal obligations – where required for compliance purposes

You may withdraw consent at any time by contacting us.


8. How long we keep your data

We retain personal data only for as long as necessary to:

  • Respond to enquiries

  • Provide our service

  • Meet legal, regulatory, or record-keeping requirements

Data that is no longer required is securely deleted or anonymised.


9. Your data protection rights

Under UK data protection law, you have the right to:

  • Request access to your personal data

  • Request correction of inaccurate data

  • Request deletion of your data

  • Object to or restrict processing

  • Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us using the details below.


10. Cookies and website analytics

Our website may use essential cookies to ensure it functions correctly.

We may also use basic analytics tools to understand how visitors use our website. These do not identify you personally.

Further details are available in our Cookie Policy.


11. Data security

We take appropriate technical and organisational measures to protect personal data against unauthorised access, loss, or misuse.

Access to personal data is restricted to those who need it to perform their role.


12. Third-party websites

Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those websites.


13. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in law or our service.

The latest version will always be published on this page.


14. Contact us

If you have any questions about this Privacy Policy or how your data is handled, you can contact us via the contact details provided on our website.