Information for clinical executors

Last updated: 5 October 2026

A practitioner has named you as their clinical executor on PolicyDiary, a service run by PHD Interactive Ltd, Monomark House, 27 Old Gloucester Street, London, WC1N 3AX (ICO registration Z1046419). This notice explains what we hold about you and why.

What we hold about you

• Your email address, which the practitioner gave us.
• When we sent you the executor pack and any reminders.
• Whether, and when, you confirmed you will act, said you can’t act, or asked for your key.
• If you use a key on the executor page: when, and the IP address it was used from.

Why

To send you the executor pack and reminders, to tell the practitioner your answers, and to protect their clients: when a key is used we tell the practitioner and apply any waiting period they chose. We do this on the practitioner’s behalf; they are responsible for their clinical will and for choosing you.

What we can’t see

The clinical will and client list are encrypted, and we cannot read them. When you open them with your key, they are unlocked in your own browser, not by us.

How long we keep it

For as long as the practitioner’s clinical will is kept with us: up to 6 years after their subscription ends, then deleted.

Who else handles it

Our email provider, Resend (USA), delivers our emails to you. Our servers are in London (DigitalOcean). Transfers to the USA are covered by the safeguards described in our Privacy Policy.

Your rights

You can ask the practitioner, or us at hello@policydiary.co.uk, to see, correct or delete your details. If you no longer want to act as their executor, use the “I can’t act” link in your email and we will stop contacting you. You can also complain to the Information Commission (ICO): ico.org.uk/make-a-complaint.