This page explains, in plain English, how your information is handled when you use Relata.
Relata is a secure online portal used by estate planning professionals to communicate with their clients. You only have access because your estate planning professional invited you.
Relata stores information that is needed for your estate planning, such as documents, messages, and responses to requests made by your estate planning professional.
This information is provided either by you or by your estate planning professional.
Only you and the estate planning professional who invited you can access your information within Relata.
Relata does not sell your data or allow unrelated third parties to view it.
Relata uses secure systems designed to protect confidential and sensitive information. Access is restricted, and activity is logged to help prevent unauthorised use.
Relata is intended for use by clients and estate planning professionals in England & Wales.
If you have any questions about your personal information, please contact your estate planning professional directly. They are responsible for managing your relationship and your records.