Unless you are regularly cleansing your Will Bank, you could be in a situation where you’re potentially in breach of GDPR.
Our 3-phase Will Bank Management Service provides a solution to maintaining the integrity and compliance of your Will Bank Data.
Keeping client data up to date is an important part of your data protection compliance processes. Providers of professional services are generally considered to be ‘data controllers’, gathering and storing a client’s personal information in order to provide them with a service. Article 5 of the UK GDPR sets out seven key principles that data controllers need to adhere to. One of those principles is accuracy which requires you to ensure that personal data is ‘accurate and, where necessary, kept up to date; every reasonable step must be taken to ensure that personal data that are inaccurate, having regard to the purposes for which they are processed, are erased or rectified without delay’.
If your firm provides Will Writing and storage services, it is very likely that you hold large databases of client data, enabling you to periodically contact them to review their Wills and update them based on changes to circumstances.
The screening phase provides an initial health check of your testator database, allowing you to see the percentage of out-of-data records and review next steps
Identification of deceased subjects and rectification of incorrect addresses. The cleansing phase will also highlight unmatched records which may require further review
Ongoing monitoring including notification of ‘life events’ which may impact your files
Ensure your Will Bank data is clean and compliant with our screening, cleansing and notification services.