Privacy Policy

Privacy Policy

At Caring Estates, we take your privacy seriously and will comply with our obligations under the Privacy Act 2020. To enable us to provide the services and/or products that you have requested from us, we will need to collect some personal information about you. ‘Personal information’ means information about an identifiable individual (a natural person). If you can’t be identified (for example when personal information has been aggregated and anonymised) then this Privacy Policy does not apply.

This Privacy Policy explains what personal information we collect about you, how we collect it and use it, who it will be shared with, and how you can request access and correction to your personal information.

In this Privacy Policy, ‘we’, ‘us’ or ‘our’ means Caring Estates Limited and ‘Document’ means the form of document, deed or will purchased by you from us.

This Privacy Policy may be updated from time to time. The applicable version is the version posted on our website. Our Privacy Policy was last updated on 21 July 2022.

We will collect personal information from you if necessary

We will only collect personal information from you where it is necessary to deliver the services and/or products you have requested from us.

The types of personal information we collect may include:

  • Your full name.
  • Your contact details, including your email address, phone number and postal address.
  • Your location.
  • Your date of birth and age.
  • Your gender.
  • Your vehicle registration number.
  • Your identification information, such as your driver licence, passport and/or a bank statement to prove your address.
  • Any personal information you provide for the purposes of completing the Agreement or Document. This may include sensitive or confidential information provided for the purpose of completing your Agreement or Document or resolving a dispute, for example details about your personal life, relationships, family, health, financial affairs, assets and liabilities.
  • Photos and videos of you taken during the online Agreement certification process.
  • Your computer/network Internet Protocol (‘IP’) address.
  • Any personal opinions you tell us about or feedback you provide on our products and services.
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How we collect your personal information

We collect personal information about you from:

  • You, when you provide that personal information to us, including via our website and any related service, and through any contact with us (such as telephone or email);
  • The other party to the Agreement, where you have authorised them to provide your personal information to us;
  • The lawyers who provide the independent advice necessary to enable the Agreement to be certified or Document to be completed; and
  • Other third parties, where you have authorised this or the information is publicly available.

How we use your personal information

We may use your personal information in the following ways:

  • To provide the services and/or products you have requested and to contact you in relation to these.
  • To verify your identity and to comply with any obligations under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.
  • To enable you to pay the fees for our services and/or products.
  • To improve our services and products based on your feedback.
  • To market our services and products to you, including by email and via Facebook, Google and other third-party advertisers. We will remove you from any mailing list if you request it. You can review your Google advertisement settings at http://www.google.com/settings/ads , and your Facebook advertisement settings at https://www.facebook.com/ads/preferences/.
  • To improve our website.
  • To protect and/or enforce our legal rights and interests, including defending any claim.
  • For any other purpose authorised by you or under the Privacy Act 2020 or any subsequent legislation replacing it.

Your payment details

We do not collect payment information such as credit or debit card details.

When you purchase a Document, your payment may be processed by Stripe, which is a third-party service provider that provides the software to enable you to complete the Document. Stripe may collect your payment information including credit or debit card details for the purpose of processing your payment. 

Sharing your personal information

There will be times when we need to share your personal information with third parties. We will only disclose your personal information to:

  • The other party to the Document (for example your partner or ex-partner).
  • The lawyers who provide the independent advice necessary to enable the Document to be certified or completed. These may include lawyers other than those who end up providing legal services to you.
  • Any other lawyer(s) who are engaged by you or the other party in relation to the Document.
  • Xero, which provides accounting software to enable us to invoice you.
  • Third-party service providers and other people working with us who assist and enable us to use the personal information to, for example, support delivery of or provide functionality on the website or services, or to market or promote our goods and services to you.
  • Any attorney or property manager, where either party to the Document has lost capacity to deal with their own affairs or is subject to an order or management pursuant to the Protection of Personal and Property Rights Act 1988 or any other legislation that could restrict their ability to deal with their property.
  • Any trustee(s) of a family trust, where ratification of the Document by the trustee(s) is required.
  • Any trustee or executor, where either party to the Document or the testator has died.
  • Any financial institution and/or financial advisor, where authorised by you or the other party to the Document.
  • Any school or childcare provider, where authorised by you or the other party to the Document.
  • Regulators, law enforcement bodies, government agencies, courts, tribunals or dispute resolution providers, or other third parties where we think it is necessary to comply with applicable laws or regulations, or to exercise, establish or defend our legal rights. Where possible and appropriate, we will notify you of this type of disclosure.
  • An actual or potential buyer (and its agents and advisors) in connection with an actual or proposed purchase, merger or acquisition of any part of our business.
  • Other people, where authorised by you.

Your personal information may be stored on the servers of our third-party service providers, which may be located outside New Zealand. This may involve the transfer of your personal information to countries which offer less protection for personal information than New Zealand.

Internet use and cookies

While we take reasonable steps to maintain secure internet connections, your provision of personal information over the internet is at your own risk. If you follow a link on our website to another site, we suggest you review that site’s privacy policy before you provide any personal information.

We use cookies to monitor your use of our website. Cookies are alphanumeric identifiers that we transfer to your computer’s hard drive so that we can recognise your browser. You can disable cookies by changing the settings on your browser, although this may mean that you cannot use all the features of the website.

How we protect your personal information

We will take reasonable steps to keep your personal information safe from loss, unauthorised disclosure, or other misuse.

We keep your personal information safe by storing it in a cloud-based system that is only accessible to certain Agreeable personnel.

How long we will keep your personal information

We will keep your personal information for reasonable period after your Document has been completed and will keep a copy of the Document for such period required by law, or longer depending on their document retention policies.

How you can access and request correction to your personal information

You have the right to ask for a copy of any personal information we hold about you. If you think any of the personal information we hold is inaccurate, you can ask us to correct it. We may charge you our reasonable costs of providing to you copies of your personal information or correcting that information.

You can also object to the use of your personal information for certain purposes, including marketing.
If you would like to request access to, or correction of, your personal information, or have any other questions about how we handle your personal information, please email us at ihayley@caringestates.co.nz