Will Writer Pro — Terms and Conditions of Service

Version 2.7 | Last updated: April 2026

Operated by: TD Software Services Limited | Registered in England & Wales No. 09636113

Address: Suite 3, Warren House, 10-20 Main Road, Hockley, Essex SS5 4QS

These Terms and Conditions (“Terms”) govern your access to and use of the Will Writer Pro software-as-a-service platform (“the Service”) provided by TD Software Services Limited (“we”, “us”, “our”). By registering for or using the Service, you (“the Subscriber”) agree to be bound by these Terms. If you do not agree, you must not use the Service.

The Service is intended for use by professional will writers, solicitors, estate planners, and other authorised professional practitioners. It is not intended for use by members of the public.

1. Definitions

In these Terms, the following definitions apply:

“Service” means the Will Writer Pro cloud-based software platform, including all modules for will drafting, LPA drafting, workflow management, case management, document production, and any associated features.
“Subscriber” means the business or individual who has registered an account and accepted these Terms.
“User” means any individual authorised by the Subscriber to access the Service under the Subscriber’s account.
“Client Data” means all personal and financial data entered into the Service relating to the Subscriber’s end clients.
“Parker’s Precedents” means the legally licensed will drafting clauses owned by Bloomsbury Publishing PLC, integrated into the Service under licence.
“Subscription” means the monthly rolling licence purchased by the Subscriber.
“Fees” means the charges payable as set out in our current pricing schedule.

2. The Service

Will Writer Pro is a cloud-based SaaS platform enabling professional will writers and legal practitioners to:

Draft Standard Wills and Lasting Powers of Attorney (LPAs) using Parker’s Precedents
Manage client records, case files and workflows
Generate professionally drafted legal documents
Send communications and manage invoicing
Access optional integrations with Trustdocs Limited for trust document production (subject to a separate agreement with Trustdocs Limited)

The Service is hosted in the cloud and delivered via a web-based interface. We reserve the right to update, modify, or enhance the Service from time to time, and will notify Subscribers of any material changes.

3. Subscription and Access

3.1 Rolling Monthly Subscription

Access to the Service is provided on a rolling monthly basis. Subscriptions commence on the date of registration and renew automatically each calendar month unless terminated in accordance with clause 8.

3.2 User Accounts

You are responsible for ensuring that all Users on your account comply with these Terms. You must not share login credentials between Users. Each User must be an employee or authorised contractor of the Subscriber’s business.

3.3 Acceptable Use

You must only use the Service for lawful professional purposes in connection with will writing and estate planning for clients. You must not misuse the platform, attempt to reverse-engineer it, or use it in a manner that could damage the Service or its reputation.

4. Parker’s Precedents

The will drafting clauses within the Service are Parker’s Precedents, exclusively licensed to us by Bloomsbury Publishing PLC. Your use of documents produced using Parker’s Precedents is limited to the professional preparation of client will and LPA documents. You must not copy, distribute, republish or otherwise exploit the underlying precedent content for any other purpose.

5. Fees and Payment

5.1 Pricing

Fees are charged monthly in advance in accordance with the pricing schedule published at willwriterpro.com/pricing. Prices are exclusive of VAT, which will be added at the prevailing UK rate.

5.2 Payment

Payment is due on the 1st of each calendar month. We will issue a valid VAT invoice. Late payment may result in suspension of access to the Service.

5.3 Price Changes

We may update our pricing with 30 days’ written notice. Continued use of the Service after the effective date of a price change constitutes acceptance of the new pricing.

6. Intellectual Property

All intellectual property rights in the Service, including but not limited to the software, user interface, workflow engine, and associated documentation, remain the property of TD Software Services Limited. Nothing in these Terms transfers any intellectual property rights to you.

You retain all ownership of Client Data that you input into the Service. We have no rights in or to Client Data beyond what is necessary to deliver the Service.

7. Liability

7.1 Our Liability

To the maximum extent permitted by applicable law, our total liability to you (whether in contract, tort, or otherwise) in any 12-month period shall not exceed the total Fees paid by you during that period.

7.2 Excluded Losses

We shall not be liable for any indirect, consequential, special, or incidental loss, including but not limited to: loss of profit, loss of business, loss of data, or interruption to business operations.

7.3 Professional Responsibility

The Service is a tool to assist qualified professionals. We do not provide legal advice. You remain solely responsible for the accuracy, suitability, and legal compliance of all documents produced using the Service and for all advice given to your clients.

7.4 Bloomsbury / Trustdocs

Any limitation of liability applicable to us applies equally to Bloomsbury Publishing PLC in respect of Parker’s Precedents, and to Trustdocs Limited in respect of trust documentation services.

8. Termination

Either party may terminate the Subscription:

Immediately on written notice if the other party is insolvent or enters administration
Immediately on written notice in the event of an irremediable material breach
Following 14 working days’ written notice where a remediable breach has not been remedied
At any time by either party giving written notice, effective at the end of the then-current monthly billing period

On termination, you must cease use of the Service. We will retain your Client Data for 30 days post-termination to allow export, after which it will be securely deleted unless applicable law requires otherwise.

9. Changes to These Terms

We may update these Terms from time to time. Material changes will be notified to Subscribers by email or in-platform notification at least 14 days before they take effect. Continued use of the Service after that date constitutes acceptance.

10. Governing Law

These Terms are governed by the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.

11. Contact

Email: info@willwriterpro.com

Phone: 01702 780 101

Post: Suite 3, Warren House, 10-20 Main Road, Hockley, Essex SS5 4QS

Will Writer Pro — Privacy Policy

Version 1.5 | Last updated: January 2026

Data Controller: TD Software Services Limited, Suite 3, Warren House, 10-20 Main Road, Hockley, Essex SS5 4QS

ICO Registration: 00014516258

This Privacy Policy explains how TD Software Services Limited (“we”, “us”) collects, uses, and protects personal data in connection with the Will Writer Pro platform (“the Service”). It applies to Subscribers, Users, and visitors to our website at willwriterpro.com.

We are committed to processing personal data lawfully, fairly, and transparently in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who We Are

TD Software Services Limited is the data controller for personal data collected about Subscribers and Users. Where Subscribers input their clients’ personal data into the Service, TD Software Services Limited acts as a data processor on behalf of the Subscriber (who is the data controller for that client data).

For more information about our data processing arrangements, please see our Data Processing Agreement.

2. Data We Collect About Subscribers and Users

2.1 Account Registration Data

Full name
Business name and address
Email address and telephone number
Billing information (processed securely via our payment provider — we do not store card details)

2.2 Usage and Technical Data

IP address and browser/device information
Login timestamps and activity logs
Pages accessed, features used, and error reports

2.3 Communications

Emails and messages sent to our support team
Webinar registration information

3. Client Data (Data Processed on Your Behalf)

When you use Will Writer Pro to serve your clients, you will input your clients’ personal data into the Service. This data — including names, addresses, dates of birth, financial information, and instructions — constitutes “Client Data”. In respect of Client Data, we act as a data processor on your instructions. We do not use Client Data for any purpose other than delivering the Service to you.

Please refer to our Data Processing Agreement for full details of how we handle Client Data.

4. Legal Basis for Processing

We process personal data on the following legal bases:

Contract: to provide the Service to Subscribers under our Terms and Conditions
Legitimate Interests: to improve the Service, prevent fraud, and maintain platform security
Legal Obligation: to comply with applicable laws including tax and financial record-keeping requirements
Consent: for marketing communications (where you have opted in)

5. How We Use Your Data

To create and manage your account
To deliver and support the Service
To process payments and issue VAT invoices
To communicate with you about your account, updates, and support
To send marketing communications where you have consented
To comply with legal and regulatory obligations
To improve the security and performance of the platform

6. Data Sharing

We may share personal data with:

Trustdocs Limited — where you use the trust documentation integration (subject to your separate agreement with Trustdocs)
Bloomsbury Publishing PLC — on an anonymised basis only in connection with licensing obligations
Cloud hosting and infrastructure providers — who are contractually bound to protect your data and act only on our instructions
Payment processors — to process subscription payments
Professional advisers — such as lawyers and accountants, under duties of confidentiality
Law enforcement or regulatory authorities — where required by law

We do not sell your personal data to third parties.

7. Data Transfers

All Client Data and Subscriber data is stored and processed within the United Kingdom or the European Economic Area. We do not transfer personal data outside of the UK or EEA without ensuring appropriate safeguards are in place.

8. Data Retention

Subscriber and User account data is retained for the duration of the Subscription and for 7 years thereafter for legal and tax purposes
Client Data is backed up daily and backups are retained for at least 7 calendar days; upon termination of your Subscription, Client Data is retained for 30 days to allow export and is then securely deleted
Marketing communications data is retained until you withdraw consent or unsubscribe

9. Security

We implement appropriate technical and organisational security measures to protect personal data, including:

Encryption of data in transit (TLS) and at rest
Secure UK-based data centre infrastructure
Access controls and role-based permissions
Regular backups with offsite storage
Staff training on data protection

10. Your Rights

Under UK GDPR, you have the right to:

Access the personal data we hold about you
Rectify inaccurate personal data
Erase your personal data in certain circumstances
Restrict or object to processing in certain circumstances
Receive your personal data in a portable format
Withdraw consent at any time (where processing is based on consent)

To exercise any of these rights, please contact us at info@willwriterpro.com. We will respond within one calendar month.

If you are unhappy with how we have handled your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at ico.org.uk or by calling 0303 123 1113.

11. Cookies

Our website uses cookies. Please see our Cookie Policy for full details.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be notified to Subscribers. The current version will always be available at willwriterpro.com.

13. Contact Us

Data Controller: TD Software Services Limited

Email: info@willwriterpro.com

Phone: 01702 780 101

Post: Suite 3, Warren House, 10-20 Main Road, Hockley, Essex SS5 4QS

Will Writer Pro — Cookie Policy

Version 1.1 | Last updated: October 2025

This Cookie Policy explains how TD Software Services Limited (“we”, “us”) uses cookies and similar tracking technologies on the Will Writer Pro website at willwriterpro.com and within the Will Writer Pro platform.

By using our website or the Service, you consent to the use of cookies in accordance with this policy. You can manage your cookie preferences at any time using the settings described below.

1. What Are Cookies?

Cookies are small text files placed on your device when you visit a website or use an online service. They allow the site to recognise your device and store information about your preferences or past actions. Cookies are widely used to make websites work efficiently and to provide reporting information.

2. Types of Cookies We Use

2.1 Strictly Necessary Cookies

These cookies are essential for the website and Service to function. They cannot be disabled.

Session management — keeping you logged in to the Will Writer Pro platform
Security tokens — protecting against cross-site request forgery (CSRF)
Load balancing — ensuring consistent performance across our infrastructure

Legal basis: Legitimate interests (essential operation of the Service).

2.2 Performance and Analytics Cookies

These cookies help us understand how visitors use our website, so we can improve it.

Google Analytics — collects anonymised data about page visits, session duration, and traffic sources
Error monitoring — capturing technical errors to help us diagnose and fix problems

Legal basis: Consent. These cookies are only set if you accept them via our cookie banner.

2.3 Functional Cookies

These cookies enable enhanced functionality and personalisation.

Remembering your display preferences and settings within the platform
Storing your region and language preferences

Legal basis: Consent or Legitimate Interests.

2.4 Marketing Cookies

We may use cookies to understand the effectiveness of any marketing campaigns we run.

Tracking whether you arrived via a referral link or advertisement

Legal basis: Consent. These cookies are only set if you accept them via our cookie banner.

3. Third-Party Cookies

Some cookies on our website are set by third-party services. These include:

Google Analytics (analytics.google.com) — website traffic analysis
Google Site Kit — platform integration tools
Payment provider — during checkout and subscription management

These third parties have their own privacy policies governing their use of cookies. We recommend reviewing those policies directly.

4. How Long Do Cookies Last?

Session cookies expire when you close your browser
Persistent cookies remain on your device for a fixed period — typically between 30 days and 2 years, depending on the cookie’s purpose

You can see the expiry of individual cookies in your browser’s cookie settings.

5. Managing Your Cookie Preferences

5.1 Cookie Banner

When you first visit our website, you will see a cookie consent banner. You can accept all cookies, reject non-essential cookies, or customise your preferences. You can change your preferences at any time using the cookie settings link in the footer of our website.

5.2 Browser Settings

Most browsers allow you to:

Block all cookies
Delete existing cookies
Set notifications when cookies are placed

Please note that disabling strictly necessary cookies will prevent the Service from functioning correctly. Instructions for managing cookies in popular browsers:

Google Chrome: Settings > Privacy and security > Cookies and other site data
Mozilla Firefox: Options > Privacy & Security > Cookies and Site Data
Microsoft Edge: Settings > Cookies and site permissions
Safari: Preferences > Privacy

5.3 Google Analytics Opt-Out

You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on, available at tools.google.com/dlpage/gaoptout.

6. Changes to This Policy

We may update this Cookie Policy from time to time to reflect changes in the cookies we use or for other operational, legal, or regulatory reasons. The current version will always be published at willwriterpro.com.

7. Contact Us

If you have questions about our use of cookies, please contact:

Email: info@willwriterpro.com

Phone: 01702 780 101

Post: Suite 3, Warren House, 10-20 Main Road, Hockley, Essex SS5 4QS

Will Writer Pro — Data Processing Agreement

Version 2.0 | Last updated: October 2025

Between: TD Software Services Limited (Data Processor) and the Subscriber (Data Controller)

This Data Processing Agreement (“DPA”) forms part of the agreement between TD Software Services Limited (“Processor”, “we”) and the Subscriber (“Controller”, “you”) for the provision of the Will Writer Pro Service. It governs the processing of personal data that the Subscriber inputs into the Service relating to their end clients.

This DPA is entered into in accordance with Article 28 of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Definitions

“Applicable Data Protection Law” means the UK GDPR, the Data Protection Act 2018, and any related guidance issued by the Information Commissioner’s Office.
“Client Personal Data” means any personal data relating to the Subscriber’s end clients that is entered into, or processed by, the Service.
“Data Breach” means a breach of security leading to the accidental or unlawful destruction, loss, alteration, unauthorised disclosure of, or access to, Client Personal Data.
“Processing” has the meaning given in UK GDPR, and includes collection, recording, storage, retrieval, disclosure, and deletion.
“Sub-processor” means any third party engaged by the Processor to process Client Personal Data.

2. Roles of the Parties

As between the parties:

The Subscriber is the Data Controller: you determine the purposes and means of processing Client Personal Data.
TD Software Services Limited is the Data Processor: we process Client Personal Data only on your instructions and as necessary to deliver the Service.

3. Scope and Nature of Processing

Subject matter: Operation of the Will Writer Pro software platform for will drafting, LPA drafting, and associated workflow management.

Duration: For the term of the Subscriber’s active Subscription, and for up to 30 days post-termination to allow data export.

Nature of processing: Storage, retrieval, display, document generation, backup, and deletion.

Types of personal data: Names, addresses, dates of birth, contact details, financial information, family relationships, and health information (where relevant to LPA instructions) of the Subscriber’s end clients.

Categories of data subjects: End clients of the Subscriber (members of the public).

4. Processor Obligations

We shall:

Process Client Personal Data only on your documented instructions, unless required to do so by UK law.
Ensure that all personnel with access to Client Personal Data are subject to appropriate confidentiality obligations.
Implement and maintain appropriate technical and organisational security measures, including encryption of data in transit and at rest, access controls, and regular security reviews.
Not engage a Sub-processor without your prior written authorisation (or general written authorisation as set out in clause 7 below).
Assist you, taking into account the nature of the processing, in responding to requests from data subjects exercising their rights under UK GDPR.
Assist you in ensuring compliance with the obligations under Articles 32 to 36 of the UK GDPR (security, breach notification, DPIAs, and prior consultation).
Upon your written request, delete or return all Client Personal Data on termination of the Service, and delete existing copies unless retention is required by applicable law.
Make available to you all information necessary to demonstrate compliance with this DPA, and allow for audits or inspections by you or a mandated auditor (on reasonable notice and at your cost).

5. Controller Obligations

You shall:

Ensure that Client Personal Data provided to us is accurate and lawfully obtained.
Ensure you have a valid legal basis for processing Client Personal Data.
Ensure your clients are provided with appropriate fair processing information (privacy notices) regarding the use of Will Writer Pro.
Notify us promptly of any changes to your instructions that affect our processing activities.
Comply with Applicable Data Protection Law in your role as Data Controller.

6. Security Measures

We implement the following technical and organisational measures:

Encryption of Client Personal Data in transit using TLS 1.2 or higher
Encryption of Client Personal Data at rest
Daily backups retained for at least 7 calendar days, stored in the UK
Role-based access controls limiting access to Client Personal Data
Audit logs of access and modifications
Staff training on data protection and information security
Vulnerability management and regular security reviews

7. Sub-processors

We currently engage the following categories of Sub-processor in connection with the Service:

Cloud infrastructure and hosting providers (UK/EEA based)
Email delivery services (for platform notifications only)
Backup and disaster recovery services

All Sub-processors are bound by written agreements that impose obligations no less protective than those in this DPA. We will notify you of any intended changes to Sub-processors, giving you the opportunity to object before the change takes effect.

Where you elect to use the Trustdocs Limited trust documentation service, Trustdocs Limited acts as a separate data controller and/or processor in respect of those services, under your separate agreement with Trustdocs.

8. International Data Transfers

We shall not transfer Client Personal Data outside the United Kingdom or the European Economic Area without your prior written consent, and only then where appropriate safeguards (such as UK Standard Contractual Clauses) are in place.

9. Data Breach Notification

In the event of a Data Breach affecting Client Personal Data, we shall notify you without undue delay and, in any event, within 48 hours of becoming aware of the breach. Our notification will include, to the extent available:

A description of the nature of the breach
The categories and approximate number of data subjects affected
The likely consequences of the breach
Measures taken or proposed to address the breach

You remain responsible for notifying the ICO and affected data subjects where required under UK GDPR.

10. Data Subject Rights

We shall, upon your written request, provide you with reasonable assistance to enable you to respond to requests from data subjects exercising their rights under UK GDPR (including rights of access, rectification, erasure, and portability). Any such assistance may be subject to our reasonable time and resource costs.

11. Data Retention and Deletion

Upon termination of your Subscription:

Your Client Personal Data will be available for export for 30 days post-termination
After 30 days, all Client Personal Data will be securely and permanently deleted from our live systems
Backup copies will be purged within 60 days of the deletion instruction

We will provide written confirmation of deletion upon request.

12. Governing Law

This DPA is governed by the laws of England and Wales. Any disputes arising out of this DPA shall be subject to the exclusive jurisdiction of the courts of England and Wales.

13. Contact

Data Processor: TD Software Services Limited

Email: info@willwriterpro.com

Address: Suite 3, Warren House, 10-20 Main Road, Hockley, Essex SS5 4QS

Will Writer Pro — Acceptable Use Policy

Version 2.1 | Last updated: April 2026

This Acceptable Use Policy (“AUP”) sets out the rules that apply to all use of the Will Writer Pro platform (“the Service”) operated by TD Software Services Limited. By using the Service, you agree to comply with this AUP. Breaches may result in suspension or termination of your account.

1. Who This Policy Applies To

This AUP applies to:

All Subscribers who have registered for the Service
All Users authorised by a Subscriber to access the Service
Any individual accessing the Will Writer Pro website

2. Professional Use Only

Will Writer Pro is designed exclusively for use by qualified and/or experienced professional will writers, solicitors, legal executives, financial planners, and other professional practitioners involved in estate planning. Use of the Service to prepare documents for your own personal benefit (i.e. outside a professional client relationship) is not permitted unless you are a licensed professional doing so in that capacity.

3. Permitted Uses

You may use the Service to:

Draft Wills and Lasting Powers of Attorney for your clients in a professional capacity
Manage client records and case workflows
Generate and store professionally drafted legal documents
Communicate with clients and manage invoicing via the platform’s built-in tools
Access available integrations (such as Xero, MyDigiSafe etc) in accordance with any applicable separate agreement

4. Prohibited Uses

You must NOT use the Service to:

4.1 Legal and Regulatory Breaches

Prepare documents for purposes that would constitute the unauthorised practice of law where you are not qualified or authorised to do so
Facilitate any activity that breaches any applicable law, regulation, or professional conduct rule
Process personal data in breach of the UK GDPR, Data Protection Act 2018, or this platform’s Data Processing Agreement

4.2 Misuse of the Platform

Attempt to reverse engineer, decompile, disassemble, or otherwise derive the source code of the Service
Introduce malware, viruses, or any harmful or disruptive code into the Service or its infrastructure
Attempt to gain unauthorised access to other Subscribers’ data, our backend systems, or any connected systems
Circumvent or attempt to bypass any security or access controls
Use automated tools (bots, scrapers, crawlers) to access the Service in a manner not intended by us

4.3 Content Restrictions

Input false, fraudulent, or misleading information into the Service
Use the Service to produce documents you know to be improper or contrary to a client’s true instructions
Use or reproduce Parker’s Precedents content outside the permitted scope of preparing client documents

4.4 Sharing and Resale

Share your login credentials with unauthorised third parties
Sublicense, resell, or provide access to the Service to third parties without our prior written consent
Use a single User account to allow multiple individuals to access the Service simultaneously

5. Client Data and Confidentiality

You are responsible for:

Ensuring Client Data entered into the Service is accurate and relates to genuine client instructions
Maintaining appropriate confidentiality obligations in relation to your clients’ personal data
Ensuring your clients receive appropriate privacy notices regarding the use of Will Writer Pro to process their data
Not uploading Client Data that you do not have the right or authority to process

6. Platform Integrity

You must not:

Take any action that could damage, disrupt, or impair the performance or availability of the Service for other users
Overload the Service’s infrastructure through unreasonable or excessive usage
Interfere with any other Subscriber’s access to the Service

7. Parker’s Precedents

The will drafting clauses within the Service are protected by copyright and are licensed to us by Bloomsbury Publishing PLC. You are licensed to use these clauses solely for the purpose of preparing client documents within the Service. You must not:

Copy, extract, or reproduce the precedent text outside of the platform-generated documents
Share, sell, or otherwise distribute the underlying clause content
Use the clauses in any other software system or document preparation tool

8. Monitoring and Enforcement

We reserve the right to monitor use of the Service to ensure compliance with this AUP. If we reasonably believe you have breached this AUP, we may:

Issue a written warning
Temporarily suspend your account pending investigation
Permanently terminate your Subscription in accordance with our Terms and Conditions
Report relevant activity to appropriate regulatory or law enforcement authorities

Termination for breach of this AUP does not entitle you to a refund of any prepaid Fees.

9. Reporting Misuse

If you become aware of any misuse of the Service, or suspect a security breach, please report it to us immediately at info@willwriterpro.com.

10. Changes to This Policy

We may update this AUP from time to time. Material changes will be notified to Subscribers. Continued use of the Service following notification constitutes acceptance of the updated AUP.

11. Contact

Email: info@willwriterpro.com

Phone: 01702 780 101

Post: Suite 3, Warren House, 10-20 Main Road, Hockley, Essex SS5 4QS