Privacy Policy

Shroff & Sons Estate Planners Pvt. Ltd. ("we," "our," or "us") values your privacy and is committed to protecting your personal data when you use our online platform and services related to estate planning and succession advisory. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in compliance with applicable data protection laws, including the General Data Protection Regulation (GDPR).

Information We Collect

We collect information that you provide directly when you engage our services such as Will Drafting, Trust Formation, Probate Assistance, and other estate planning activities. This may include:

• Personal Identification Data: name, address, date of birth, contact details, and family information.
• Financial Information: assets, liabilities, account details, and other information necessary for wealth transfer and estate tax advisory.
• Legal Documents: copies of wills, trusts, succession plans, probate documents, and related records.

How We Use Your Information

Your information is used solely to deliver professional estate planning and advisory services, including but not limited to:

• Preparing, reviewing, and managing legal estate planning documents.
• Providing tailored advice on succession planning, asset protection, and wealth transfer strategies.
• Communicating with you regarding service updates, appointments, and legal requirements.
• Complying with legal and regulatory obligations.

Legal Basis for Processing

We process your personal data based on the legal grounds applicable under GDPR and other data protection laws, including:

• Your consent where applicable.
• Performance of a contract or preparation to enter into a contract with you.
• Compliance with legal obligations.
• Our legitimate interests in providing and improving our services.

Data Sharing and Disclosure

We do not sell or rent your personal data. We may disclose your information to trusted third-party service providers who assist us in delivering our services, such as legal consultants, financial advisors, or technology providers, under strict confidentiality agreements. We may also share data when required by law or to protect our rights and interests.

Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. Access to your information is strictly limited to authorized personnel involved in providing our services.

Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, to comply with legal obligations, or to resolve disputes. Upon expiry of these periods, your data will be securely deleted or anonymized.

Your Rights

Subject to applicable law, you have the following rights regarding your personal data:

• The right to access the personal data we hold about you.
• The right to rectify inaccurate or incomplete data.
• The right to request erasure of your personal data, subject to legal limitations.
• The right to restrict or object to processing of your data.
• The right to data portability where applicable.
• The right to withdraw consent at any time where processing is based on consent.

To exercise any of these rights or for any privacy-related inquiries, please contact us at the postal address below.

International Data Transfers

If your data is transferred outside India, we ensure it is adequately protected in accordance with applicable data protection laws and appropriate safeguards.

Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal data from minors.

Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We encourage you to review this policy regularly for any updates.

Contact Information

If you have any questions or concerns regarding this Privacy Policy or the handling of your personal data, please contact us at: