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When you enquire with or engage Willwise, we collect personal information so we can understand your enquiry, confirm whether we can help, provide estate-planning legal services, and meet our professional and legal obligations. We handle it in line with our Privacy Policy and our duty of confidentiality.

We confirm the identity of our clients as a normal part of acting for them, and this applies to most matters. Separately, Australia’s anti–money-laundering laws require additional, more detailed identity and background checks (“customer due diligence”) for certain types of work only — mainly setting up or restructuring a trust or company, certain property transfers, or where we are asked to handle money or assets. Most everyday estate-planning work — such as a Will, an Enduring Power of Attorney or an Advance Health Directive — does not require those additional checks, though we will still verify your identity in our usual way. Where they do apply, we will tell you and give you a fuller privacy collection notice.

We collect only what we reasonably need, store it securely, and do not sell or trade it or use it for marketing. Where AML/CTF checks apply, we may be required to share information with our third-party identity-verification provider and with AUSTRAC, and we keep the required records for 7 years. Some of the systems we use are provided by global businesses, so some personal information may be stored, processed or accessed outside Australia, including, depending on the provider, New Zealand, the Philippines, Singapore, the United States and other countries. Where we disclose information overseas, we take reasonable steps to ensure it is handled consistently with Australian privacy standards.

For more detail — including how to access or correct your information, or make a privacy complaint — see our Privacy Policy or contact our Privacy Officer at info@willwise.com.au or 07 3088 7714.