LIVING LEGACY

Terms and Conditions & Privacy Policy
Last updated: February 2026

PART A – TERMS AND CONDITIONS

1. Introduction

These Terms and Conditions govern the use of services provided by Living Legacy, operated by Jennifer Mc Connell trading as Living Legacy (“Living Legacy”, “we”, “us”, “our”).

By engaging our services or using our website (livinglegacy.ie), you agree to be bound by these Terms.

2. Scope of Services

Living Legacy provides educational, facilitative and strategic advisory services.

Our services include:

Personal legacy planning facilitation
Reflective end-of-life planning discussions
Family values-based planning conversations
Organisational succession planning
Leadership continuity strategy
Personnel and talent development planning
Governance and organisational continuity advisory

Our organisational succession planning services relate to strategic and developmental matters, including leadership pipeline development, role transition planning, organisational structure, governance frameworks and continuity strategy.

All services are facilitative and advisory in nature.

3. No Legal, Financial or Regulated Advice

Living Legacy is not:

A firm of solicitors or barristers
Estate planning practitioners
Probate practitioners
Tax advisors
Financial advisors
Investment advisors
Insurance advisors
Regulated financial service providers

We do not provide:

Legal advice
Estate structuring advice
Tax advice
Investment or financial planning advice
Insurance advice
Probate services
Drafting or preparation of legally binding documents (including wills, trusts, shareholder agreements or similar instruments)
Reserved legal services within the meaning of the Legal Services Regulation Act 2015
Regulated financial services within the meaning of the Central Bank Acts, MiFID II, or related EU legislation

Nothing contained in our website, workshops, materials, consultations or communications constitutes legal, financial, tax, estate planning or regulated advice.

Clients must seek independent professional advice from appropriately qualified and regulated professionals before implementing legal, financial or tax arrangements.

4. Distinction Between Organisational and Legal Succession

Where Living Legacy provides succession planning services, these relate solely to:

Organisational strategy
Leadership continuity
Governance frameworks
Personnel and talent development planning
Strategic transition processes

We do not provide advice on:

Legal structuring of estates or businesses
Share transfers or inheritance structuring
Trust formation
Tax structuring
Financial modelling for wealth transfer

5. Capacity

Living Legacy does not assess legal or mental capacity. Where issues of capacity arise, clients must obtain appropriate legal or medical assessment.

6. Client Responsibility

All decisions made following consultations, workshops or advisory engagements remain the sole responsibility of the client.

Living Legacy does not act in a fiduciary capacity.

7. Third-Party Referrals

Where we refer or signpost clients to third-party professionals (including legal, financial or tax advisors):

Those professionals act independently
They are solely responsible for their advice and services
Living Legacy accepts no liability for third-party acts or omissions

8. Limitation of Liability

To the fullest extent permitted by law, Living Legacy shall not be liable for:

Any indirect or consequential loss
Loss of profit, revenue, business opportunity or goodwill
Decisions taken by clients following facilitative discussions

Nothing in these Terms excludes liability where such exclusion is prohibited by law.

PART B – PRIVACY POLICY

1. Data Controller

Living Legacy is operated by:

Jennifer Mc Connell
Trading as Living Legacy
Republic of Ireland
Email: [email protected]

Living Legacy is the Data Controller for the purposes of the EU General Data Protection Regulation (GDPR).

2. What Personal Data We Collect

We may collect:

Client Data

Name, address, email, telephone number, engagement details, billing information, and notes relevant to service delivery.

Organisational Data

Contact details of representatives, leadership assessment information, role descriptions and organisational planning information.

Communication Data

Correspondence via email, website forms, telephone or social media.

Technical Data

IP address, browser type, usage data and website interaction information.

Marketing Data

Preferences in receiving communications from us.

3. Special Category Data

In the course of providing legacy facilitation and organisational succession planning services, clients may voluntarily provide information that constitutes special category data under Article 9 GDPR, including:

Health-related information
Family circumstances
Personal beliefs
Employee wellbeing information

Where such data is processed, we do so:

Only where voluntarily provided
Only where necessary to deliver services
On the basis of explicit consent where required
Or where necessary for the establishment, exercise or defence of legal claims

We apply strict confidentiality and appropriate safeguards to protect such data.

4. Lawful Basis for Processing

We process personal data on the following bases:

Performance of a contract
Taking steps prior to entering into a contract
Compliance with legal obligations
Legitimate interests (business administration and service improvement)
Consent (where required, including marketing and special category data)

5. Marketing Communications

We will only send marketing communications where:

You have provided consent; or
You are an existing client and soft opt-in rules apply under the ePrivacy Regulations.

You may unsubscribe at any time by emailing [email protected] or using unsubscribe links.

6. Data Sharing

We may share personal data with:

IT and service providers
Professional advisers (legal, accounting, insurance)
Regulatory authorities where legally required

We do not sell personal data.

7. International Transfers

Where personal data is transferred outside the EEA, we ensure appropriate safeguards are in place, including:

European Commission adequacy decisions
Standard Contractual Clauses
EU-approved data transfer mechanisms

8. Data Security

We implement appropriate technical and organisational measures to protect personal data from unauthorised access, disclosure or loss.

Access is restricted to those who require it for service delivery.

9. Data Retention

We retain personal data only for as long as necessary for service delivery and legal compliance.

Client financial records are retained for seven years in accordance with Irish tax law.

10. Your Rights

Under GDPR you have the right to:

Access your personal data
Request rectification
Request erasure
Restrict processing
Object to processing
Data portability
Withdraw consent
Lodge a complaint with the Irish Data Protection Commission

11. Cookies

Our website uses cookies and similar technologies.

Non-essential cookies (including analytics and advertising cookies) are placed only with your consent.

You may withdraw cookie consent at any time through our website cookie settings.

12. Complaints

If you have concerns regarding data processing, please contact us at [email protected].

You have the right to lodge a complaint with the Irish Data Protection Commission.