Privacy

Ummah Heights Privacy Policy

Last updated: April 9, 2026

This policy explains what we do with your information. We have reviewed our practices to make sure we follow Australian privacy laws and keep your trust.

This Privacy Policy is designed to comply with the Australian Privacy Principles (APPs) as set out in the Privacy Act 1988 (Cth): https://www.oaic.gov.au/privacy/australian-privacy-principles

1. Scope

This page explains how Ummah Heights handles personal information used in professional estate planning infrastructure operations. It covers the information collected through member-firm account setup, document preparation, and infrastructure administration.

2. Information we collect

Basic account details such as names and contact information for legal practitioners and authorized staff.
Member firm, private client, beneficiary, executor, and authorized reviewer details entered into matter workflows.
Asset, liability, and document information provided for wills documents and estate planning managed services instruments.
System activity records needed for audit trails, troubleshooting, and security review.

3. How information is collected

Information is collected directly from authorized legal practitioner input, member-firm workflow forms, and normal infrastructure activity. Administrative logs may also record timestamps, access events, and document actions needed to keep the infrastructure reliable and accountable.

4. Why information is used

To prepare, review, and maintain wills documents and estate planning managed services instruments.
To support secure storage, access control, version history, and seamless workflow integration.
To coordinate review with legal practitioners, accountants, or other authorized professional reviewers.
To improve infrastructure quality, performance, and operational support.

5. Storage and security

Records are intended to be stored in controlled systems with appropriate access restrictions, encrypted transport where available, and audit-friendly change tracking. Access should be limited to legal practitioners, authorized member-firm staff, and reviewers with a clear operational need.

6. Sharing

Information may be shared with authorized infrastructure providers or professional reviewers only when that sharing is required to operate the workflow, maintain the professional estate planning infrastructure, or complete a requested review.

7. International processing

Depending on hosting and tooling choices, data may be processed in more than one country. When that occurs, the professional estate planning infrastructure should use providers with reasonable security and contractual controls.

8. Access, corrections, and complaints

Member firms and private clients may request access to their information, ask for corrections, or raise privacy concerns through the leadership contacts listed on the home page.

9. Leadership contacts

10. Updates

This policy may be updated as the professional estate planning infrastructure, technical frameworks, or operating model changes. The latest version will remain available on this page.