Legal
Privacy Policy The Inheritance Guide
The Inheritance Guide considers it important that personal data is handled carefully and confidentially.
In this privacy policy, we explain which personal data we process, why we process it, how long we keep it and which rights you have.
1. Who is responsible?
The Inheritance Guide is responsible for processing personal data as described in this privacy policy.
The Inheritance Guide Polakweg 7 2288 GG Rijswijk Chamber of Commerce number: 91240700 Email: info@de-erfeniswijzer.nl Website: www.de-erfeniswijzer.nl
2. Which personal data do we process?
Depending on your contact with us, we may process the following personal data:
Your name Your telephone number Your email address The content of your message or request Information needed to schedule an appointment Information about your personal or family situation Information about an estate, assets, debts, insurance policies or other financial matters Information about heirs, next of kin and other people involved Correspondence and conversation notes Invoice and payment details Technical information about use of our website, such as IP address, browser type and pages visited
3. Why do we process personal data?
We process personal data to answer questions and contact requests, plan and prepare meetings, perform our services and agreements, manage files, handle administration and invoicing, contact clients and experts, improve and secure the website, send newsletters, meet legal obligations and handle complaints or legal disputes.
4. On which legal grounds do we process your data?
Processing is necessary for the performance or preparation of an agreement, a legal obligation, a legitimate interest or your consent. You can withdraw previously given consent at any time.
5. Data about other people
In estate matters, personal data of heirs, family members, next of kin or other people involved may also be processed. We only do this when it is necessary for our services and a valid legal basis exists.
6. With whom do we share personal data?
We never sell personal data to third parties. We may share data with hosting providers, website administrators, suppliers of email, storage and administration systems, appointment and contact form providers, newsletter services, accountants, experts involved in a file and government bodies when legally required.
7. Transfer outside the European Economic Area
Some service providers may process personal data outside the European Economic Area. When this happens, we ensure that appropriate legal safeguards are in place.
8. How long do we keep personal data?
We do not keep personal data longer than necessary. Contact requests that do not lead to an assignment are kept for a maximum of six months. Client files are generally kept for up to five years after completion. Financial administration is kept for seven years. Newsletter data is kept while you are subscribed and technical data generally for up to six months.
9. Security of personal data
We take appropriate technical and organisational measures to protect personal data against loss, unauthorised access, misuse, alteration or disclosure.
10. Newsletter
When our newsletter is available, you can subscribe voluntarily. You can unsubscribe at any time via the unsubscribe option in the newsletter or by contacting us.
11. Cookies
Our website may use functional, analytical and marketing cookies. For cookies that legally require consent, we ask for your consent in advance through a cookie notice.
12. Your privacy rights
You have the right to access, correct or delete your personal data, restrict processing, object to processing, transfer your data and withdraw consent. You can submit a request via info@de-erfeniswijzer.nl.
13. Filing a complaint
Do you have a complaint about the way we handle your personal data? Please contact us first. You also have the right to file a complaint with the Dutch Data Protection Authority.
14. Automated decision-making
The Inheritance Guide does not make decisions based solely on automated processing that have significant consequences for you.
15. Minors
Our website and services are not specifically aimed at minors. When personal data of a minor is necessary for a file, we handle it with extra care.
16. Changes
We may amend this privacy policy when our services, website or legal obligations change. The most recent version is always published at www.de-erfeniswijzer.nl.
17. Contact
Do you have questions about this privacy policy or about the processing of your personal data? Please contact The Inheritance Guide, Polakweg 7, 2288 GG Rijswijk, info@de-erfeniswijzer.nl.
