Responsible data handling for senior legal services

Privacy Policy for SeniorLabLaw

SeniorLabLaw provides targeted legal support for retirees in Switzerland. This privacy policy explains which personal data we collect in real case scenarios, how we process it to deliver concrete legal tasks, and which safeguards we apply. Examples: when assisting a retiree with pension coordination we collect identity and pension plan details to evaluate entitlements; when preparing a simple will we record family relationships and asset summaries to draft documents. We describe who can access data in each scenario, how long common categories of records are kept, and practical steps clients can take to review or correct their files. Our office address is Gummertliweg 7, 4702 Oensingen, Switzerland and our Business ID is CHE-875.037.633. For prompt contact see privacy contact details below.

Effective date 10-04-2026
Data controller SeniorLabLaw, Gummertliweg 7, 4702 Oensingen, Switzerland, Business ID CHE-875.037.633
Contact email [email protected]
Postal address Gummertliweg 7, 4702 Oensingen, Switzerland
01

Definitions used in this policy

This section explains key terms used in the policy through short definitions and contextual examples relevant to legal work with retirees.

Personal data means information that identifies a natural person directly or indirectly. Examples relevant to SeniorLabLaw include name, date of birth, contact details, pension account numbers and brief medical information when it is necessary for legal advice about capacity or care arrangements.
Processing refers to any operation performed on personal data, such as collection, storage, consultation, use, disclosure and deletion. In a typical case processing includes receiving documents from a client, entering case notes into a secure file, sending a document to a counterparty with client consent, and later archiving the case for record-keeping.
User refers to a person interacting with SeniorLabLaw services: clients seeking legal advice, their appointed representatives, or website visitors using informational resources about retirement law.
Service refers to the suite of legal assistance provided by SeniorLabLaw to retirees and their families, including pension coordination, wills and estates, powers of attorney, dispute resolution and administrative representation in dealings with Swiss authorities.
Cookies are small text files placed on a device to collect standard internet log information and visitor behavior information. We use cookies to remember language preferences, to analyze site usage to improve information about legal topics, and to enable secure client login to portal functions.
02

What data we collect and why

We collect data necessary to deliver legal services and to manage client relationships. The exact data set depends on the legal matter; below are typical categories illustrated by short cases and scenarios.

03

Data you provide directly

At SeniorLabLaw we collect and process the personal data you provide in order to examine, prepare and support legal matters for retirees. Typical data includes your name, contact details, date of birth, copies of identity documents, pension statements, contracts, powers of attorney, medical summaries you choose to share, correspondence and case-related paperwork. Practical cases and scenarios: - Pension adjustment dispute: we use your pension statements, employment history and correspondence to identify applicable law, prepare submissions and communicate with pension authorities. - Estate planning scenario: we review beneficiaries, asset lists and property titles to draft wills or transfer documents and liaise with notaries. How we use and share your data: we process information to assess cases, prepare documents, instruct external experts or counsel when necessary, manage billing and meet regulatory or court obligations. We may share data with courts, pension institutions, notaries, appointed experts and contracted service providers under strict confidentiality arrangements. Transfers outside Switzerland are performed only with appropriate safeguards. Retention and legal basis: we retain records in accordance with Swiss legal and tax requirements (for example accounting records and correspondence for typically up to 10 years) and for such period as needed to respond to legal claims or comply with statutory duties. Your rights and how to act: you have the right to access, correct, restrict processing, object, request portability and, where applicable, request erasure of personal data. To exercise these rights or ask questions, contact SeniorLabLaw at Gummertliweg 7, 4702 Oensingen, Switzerland or by phone +41768935461. Our business identifier is CHE-875.037.633. For unresolved complaints you may contact the Swiss Federal Data Protection and Information Commissioner. Last updated: 23-02-2026.

  • Identity details: full name, date of birth, nationality and copies of identity documents when required to verify identity for formal submissions; e.g., submitting a pension request requires proof of identity.
  • Contact information: postal address, email and telephone number to arrange meetings and communicate case milestones.
  • Case documents: wills, power of attorney forms, pension statements, bank account summaries and any documents you upload or hand over in a consultation.
  • Business and pension details: pension plan identifiers, contribution histories and beneficiary designations when needed for pension coordination or estate planning.
  • Health-related information: limited medical information or capacity assessments only when relevant to the legal instruction, for example when assessing testamentary capacity.
  • Communications and instructions: emails, letters and recorded instructions necessary to document scope of engagement and client decisions on case strategies.
04

Data collected automatically

When you use our website or client portal we automatically collect certain technical and usage data to operate the service safely and to analyze common patterns across cases.

  • Device and browser information such as device type, browser version and operating system to ensure compatibility with the client portal.
  • IP address and approximate location used for fraud prevention and to detect suspicious access attempts to sensitive client files.
  • Usage data and page visit logs to understand which informational pages or case examples are most helpful to retirees and to improve content.
  • Cookies and similar identifiers to maintain session state and user preferences during portal access.
  • Error and security logs retained to contribute incidents and to restore service after technical failures.
  • Analytics data aggregated to support service development; case-level details are not included unless the client has consented.
05

Data from other sources

We may obtain data from third parties to verify facts or to complete legal tasks. Typical scenarios are listed below.

  • Pension funds and insurers: to obtain contribution records and policy details with client authorization during pension coordination.
  • Public registers and authorities: court records, land registry extracts and company information where needed for estate administration.
  • Service partners: secure hosting providers, payment processors and accredited identity verification services that process information on our behalf.
06

Purposes of processing

We process personal data only for specified, explicit and legitimate purposes linked to the provision of legal services and related administrative needs. Case-based examples follow.

  • Provision of legal advice and case management: collecting documents, drafting filings and communicating case updates to clients and authorized representatives.
  • Verification and compliance: verifying identity and authority to act when filing documents with courts or pension funds.
  • Billing and accounting: preparing fee statements, processing payments and maintaining bookkeeping records related to client matters.
  • Security and fraud prevention: monitoring access logs and unusual activity to protect client files and the client portal.
  • Research and service improvement: using anonymized case summaries to refine templates and training, illustrated by anonymized examples from previous non-identifiable matters.
  • Communication: scheduling appointments, sending confirmations and providing updates about your matter as instructed.
  • Legal obligations: responding to lawful requests from courts or authorities, for example when a court requests documents in probate proceedings.
  • Marketing and newsletters: sending information about SeniorLabLaw services only with explicit consent and with clear opt-out options.
07

Legal basis for processing

We rely on appropriate legal bases for processing personal data depending on the purpose. Below are the typical bases applied in our client work.

  • Performance of a contract: processing necessary to provide the legal services you engaged us to deliver, such as drafting documents and corresponding with third parties.
  • Consent: where required (for instance, marketing communications or certain data-sharing consents), we process data only after you have given informed consent.
  • Legal obligation: processing necessary to comply with statutory requirements, for example for anti-funds laundering checks or mandatory retention of accounting records.
  • Legitimate interests: limited processing for operational needs like security, fraud prevention and improving service delivery, balanced against individual rights and expectations.
08

Cookies and similar technologies

Cookies support essential website functions and help us understand how visitors use informational resources. We explain cookie categories and how to manage them below.

Types used include session cookies for secure portal connections, persistent cookies for remembering language preferences, functional cookies for user settings, and analytics cookies to gather aggregated usage statistics.

Categories: essential (required for portal login), preferences (language and display settings), analytics (usage insights), and marketing (only with consent).

You can manage cookie preferences via the cookie banner on first visit, adjust browser settings to block cookies, or use built-in privacy controls. Blocking some cookies may limit portal functionality.

Detailed cookie policy and management

09

When and with whom we share data

Sharing is restricted to necessary recipients and based on legal requirements or client instructions. Examples below show common recipients in case workflows.

  • Legal partners and counsel: sharing case documents with collaborating lawyers or notaries when authorized by the client to complete a matter.
  • Courts and governmental authorities: transmitting documents in formal proceedings or responding to lawful requests, for example probate filings.
  • Service providers: secure hosting, document management, identity verification and payment processors that act under contract and confidentiality obligations.
  • Pension funds and insurers: sharing required information to request benefits or resolve inconsistencies at the client's instruction.
  • Healthcare or care institutions: when strictly necessary for legal representation concerning capacity or care arrangements and only with consent or legal basis.
  • Aggregated anonymized data: used for training and service improvement without identifying individuals.
10

International data transfers

Some service providers may be located outside Switzerland. Where personal data is transferred internationally we assess legal safeguards and ensure protections are in place appropriate to the nature of the data and the recipient.

Safeguards can include Swiss adequacy findings, standard contractual clauses, encryption of data in transit, and contracts requiring equivalent data protection standards. We document transfer decisions and apply restrictions when necessary.

11

How long we retain data

Retention times depend on the purpose, case type and legal obligations. Below are practical retention guidelines and typical durations for common categories.

Client account records and billing information are retained for the period required for accounting and tax purposes, typically up to ten years where local law requires preservation of business records.

Case correspondence and messages are kept for the duration of the engagement and then for a standard archival period, commonly up to seven years for evidentiary needs in administrative or court matters.

Security and access logs are retained for a shorter period, generally up to 12 months, to allow contribute of incidents while minimizing retained personal data.

When retention periods expire or upon valid request where applicable, we delete or anonymize personal data unless legal obligations require continued retention. Deletion is subject to secure procedures and may be delayed if necessary to respond to ongoing legal processes.

12

How we protect your data

SeniorLabLaw implements technical and organizational measures proportionate to the sensitivity of client data. Measures are chosen to reduce risks illustrated by practical scenarios such as unauthorized access attempts or accidental disclosure during document handling.

  • Technical safeguards: encrypted storage and TLS for data in transit, regular backups and isolated environments for sensitive documents.
  • Access controls and logging: role-based access to case files, multi-factor authentication for the client portal and audit logs to trace access in case reviews are needed.
  • Organizational measures: staff training on client confidentiality, secure document-handling procedures, incident response plans and routine security reviews.
13

Your rights

Clients and data subjects have rights to access and manage their personal data. Below we list typical rights and practical steps to exercise them, with case examples where helpful.

  • Right of access: you may request a copy of the personal data we hold about you to review case files or confirm recorded instructions.
  • Right to rectification: if records contain inaccuracies, such as an incorrect beneficiary name, you may request correction and we will update documents where appropriate.
  • Right to erasure: in scenarios where retention is no longer necessary and no legal obligation prevents deletion, you can request removal of certain personal data.
  • Right to restrict processing: you may request that processing be limited while disputes about accuracy are resolved, for example when contesting recorded instructions.
  • Right to object: you may object to processing based on our legitimate interests, for instance for direct marketing purposes, and we will stop such processing unless overriding reasons apply.
  • Right to data portability: where processing is based on consent or contract and uses structured electronic data, you may request transfer of your data to another controller.
  • Right to withdraw consent: if you previously gave consent for a specific processing activity, you can withdraw it at any time without affecting prior lawful processing.
  • Right to lodge a complaint: you may contact SeniorLabLaw using the details below or raise a concern with the competent supervisory authority if you consider your rights are not respected.
14

Compliance and supervisory authority

SeniorLabLaw collects and processes personal data of retirees and their representatives to provide tailored legal advice on wills, powers of attorney, pensions, and care arrangements. We process data lawfully, fairly and in a transparent manner. This section explains which types of personal data we handle, why we handle it, and the rights of data subjects under applicable Swiss data protection rules and relevant EU provisions where applicable.

This policy applies to all personal data collected through SeniorLabLaw.info, in-person consultations at Gummertliweg 7, 4702 Oensingen, Switzerland, phone enquiries and written correspondence. It covers clients, prospective clients, legal representatives, and third parties whose data we process while delivering legal services for retirees in Switzerland.

  • Types of data: identification, contact, family and inheritance details, business summaries relevant to estate planning, copies of identity documents and health proxies where necessary for case work.
  • Legal basis: performance of a contract, legal obligations, and legitimate interests such as fraud prevention and maintaining accurate case records for ongoing legal advice.
  • Recipients: internal legal team, external experts (notaries, accountants, medical specialists) only when necessary, and specifically named service providers under contract to SeniorLabLaw.
  • Retention: personal data retained only as long as necessary for the purpose collected or to meet statutory retention requirements in Switzerland; case closure and archival procedures follow internal retention schedule.

If you believe your personal data rights have been violated by our processing, you may file a complaint with SeniorLabLaw using the contact details below. You also have the right to lodge a complaint with the Swiss Federal Data Protection and Information Commissioner (FDPIC) or other competent supervisory authority.

15

Data subject rights and how to request them

Individuals have the right to access, correct, restrict processing, request portability of their personal data and to object to processing in certain circumstances. Requests should specify the right being exercised and provide sufficient information to identify the requester and the records concerned. We examine each request and respond in line with applicable law.

[email protected]

We will acknowledge receipt of a valid rights request within 10 business days and aim to provide a substantive response within one month, extended where necessary for complex cases or where identification must be verified. In exceptional circumstances a longer period permitted by law may apply.

16

Marketing communications

SeniorLabLaw may from time to time send newsletters or event invitations relevant to retirees, such as seminars on estate planning or pension options. Marketing communications are only sent with explicit consent where required, and recipients may opt out at any time.

To stop receiving marketing messages, follow the unsubscribe link in any newsletter or contact us directly. We will process unsubscribe requests promptly and cease marketing communications without undue delay.

17

Data relating to dependents and vulnerable adults

Our services are focused on adults. When processing data about dependents or vulnerable adults, including medical information for care planning, we rely on legal representatives or explicit legal bases. We do not knowingly collect data about minors for marketing purposes.

18

Links to third party services

SeniorLabLaw.info may contain links to external sites maintained by partners or authorities (for example cantonal pension offices or notary resources). We are not responsible for the privacy practices of those third parties; please review their privacy policies before sharing personal information.

19

Changes to this privacy statement

We periodically review and, if necessary, update this privacy statement. Material changes affecting how personal data is used will be communicated through our website or by direct notification to affected individuals where required. Last updated: 03-04-2026.