Estate Assist is a service by Cloete Inc.
This Privacy Policy explains how we collect, use, store and protect personal information submitted through this website and during the course of our deceased estate administration services.
- Who we are
Estate Assist is a service offered by Cloete Inc. We assist families, executors and authorised representatives with deceased estate administration and related support services.
Website: estateassist.co.za
- Personal information we collect
We may collect personal information when you complete an enquiry form, contact us by email, telephone, WhatsApp, or otherwise provide information to us.
This may include:
- Your name and surname
- Contact number
- Email address
- Your relationship to the deceased
- Name of the deceased
- Date of death
- Information regarding the deceased estate
- Information about whether there is a will
- Information about whether the estate has been reported
- The relevant Master’s Office, if known
- Any other information you choose to provide to us
- Why we collect personal information
We collect and process personal information for the following purposes:
- To respond to enquiries
- To assess whether we can assist with a deceased estate
- To provide deceased estate administration support
- To communicate with heirs, executors, authorised representatives and relevant parties
- To prepare, manage and process estate-related documents
- To comply with applicable legal, regulatory, accounting and administrative requirements
- To maintain proper records
- Legal basis for processing
We process personal information only where we have a lawful basis to do so, including where:
- You have provided the information to us voluntarily
- The processing is necessary to respond to your enquiry
- The processing is necessary to provide services
- The processing is required or permitted by law
- The processing is necessary for legitimate administrative, compliance or business purposes
- Sharing of personal information
We do not sell personal information.
We may share personal information where reasonably necessary with:
- The Master’s Office
- SARS
- Banks and financial institutions
- Attorneys, accountants, conveyancers or other professional advisers
- Executors, heirs, beneficiaries or authorised representatives, where appropriate
- Service providers who assist with our website, email, administration or record-keeping
- Any person or authority where disclosure is required or permitted by law
Where we share information, we take reasonable steps to ensure that the information is handled responsibly and only for the purpose for which it is required.
- Transparency and estate information
Estate Assist believes in transparent and accountable estate administration.
Heirs and authorised parties are kept informed regarding estate finances and progress in a transparent manner, subject to POPIA, confidentiality, the authority of the executor or representative, and applicable legal requirements.
- Security of personal information
We take reasonable steps to protect personal information against loss, unauthorised access, misuse, alteration or disclosure.
However, no electronic communication or internet-based system can be guaranteed to be completely secure.
- Retention of personal information
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, or as required for legal, accounting, regulatory or record-keeping purposes.
- Your rights
Subject to applicable law, you may request:
- Confirmation of whether we hold your personal information
- Access to your personal information
- Correction of inaccurate or outdated personal information
- Deletion of personal information where legally permissible
- Objection to certain processing of your personal information
Requests may be sent to us using the contact details below.
- Cookies and website usage
This website may use basic cookies or analytics tools to understand website usage and improve the website.
You can adjust your browser settings to refuse or delete cookies.
- Links to other websites
This website may contain links to third-party websites. We are not responsible for the privacy practices, security or content of external websites.
- Updates to this Privacy Policy
We may update this Privacy Policy from time to time. The latest version will be published on this website.
- Contact details
For privacy-related enquiries, please contact:
Estate Assist – A service by Cloete Inc
Email: admin@cloeteinc.co.za
Website: estateassist.co.za