Terms of Business

All Wills & Trusts Ltd is bound by the code of conduct as laid down by The Society of Will Writers and Estate Planning Practitioners and as such adheres to their standard terms and conditions.

This agreement is made on …………………………………………………..between All Wills and Trusts Ltd (herein known as ‘the company’)

 

of Studio 2  Waterside Court  Third Avenue  Burton upon Trent  DE14 2WQ

 

and Mr / Mrs / Miss……………………………………………………………..   and Mr / Mrs / Miss ………………………………………………………………..

 

of…………………………………………………………………………………………………………………………………..…………..  (herein known as ‘the client(s)

1.THE AGREEMENT

(The Company undertakes to provide the following services subject to the agreed payments being received from the consultant or client and subject also to the terms and conditions below).

 

  1. TERMS AND CONDITIONS
  2. The company agrees to prepare document(s) for the client(s) in accordance with the instructions given to the company on the date of this agreement.
  3. The company shall despatch the document(s) to the client(s) within 21 working days of complete instructions being received at the administration centre. Client(s) shall return or acknowledge correspondence within 21 working days of receipt.
  4. All documents have to be signed and witnessed correctly to make them effective legal documents. Failure to do so will result in your document(s) being invalid.
  5. If you choose to arrange to sign and have your document(s)l witnessed yourself, you will be supplied with comprehensive instructions for the signing and witnessing of your document(s) to assist you in the correct witnessing procedure. The company is under no obligation to supervise the signing and witnessing of your document(s), nor to take responsibility for the document(s) not being signed or witnessed correctly.
  6. The company takes no responsibility for unsigned document(s) resulting in your beneficiaries not benefiting from your estate.
  7. The company takes no responsibility for verifying the identity and age of anyone with whom we contract to provide a will(s)/ documents.
  8. The company takes no responsibility verifying any of the information provided by you in your instructions and we prepare documents relying on you having correctly stated all information in the instructions.
  9. Where the proposed terms of a will or document are of a nature or complexity that makes our service inappropriate the company will notify you of this.
  10. The company reserves the right to decline the provision of a will or other document. The company will return your cheque or refund the fee when notifying you. Trusts can be included in your will at additional cost. Details of such additional costs will be supplied to you prior to the preparation of the document(s). LPA, OPG registration fees are NOT included in our fees and are charged at the current rate.
  11. The company reserves the right to vary the terms of this agreement in the event of any change in relevant law.
  12. All work is carried out according to the Code of Practice as laid down by The Society of Will Writers, Lincoln and is subject to these terms and conditions. A copy of which can be supplied on request.
  13. Our published fees do include VAT. We have no control over third party suppliers whose charges might attract VAT.
  14. The Company does not accept liability to advise you of any changes in legislation or taxation that may affect you directly and indirectly and may necessitate a review of your documents. Any Will should be reviewed every three years and on the occasion of any material changes to your circumstances, such as divorce, marriage, birth of children or inheritance of a large sum.
  15. NOTICE OF RIGHT TO CANCELYou have the right to cancel this agreement within fourteen days of the date of receiving this notice.  You can do this by delivering or sending written notice by post or email to the Administration Manager of All Wills and Trusts Ltd at the Burton upon Trent address below. The notice of cancellation is deemed to be served as soon as it is posted or sent (or in the case of email from the day it is sent).  A reasonable charge may be made for work carried out within the 14 day cancellation period.If you cancel this agreement as above, you will receive a full refund of any fees paid.
    1. DECLARATION

    I/we have read and agree to be bound by the terms and conditions of this agreement.

     

    The Agreed fee for the services quoted is £…………….  If any Additional fees become payable these will be advised to the client before work is undertaken.

    Full payment is due on completion of the final documents or as agreed in respect of the following services:

    Wills(s)       PPT       Attestation        Trusts         LPA’s          Storage      Land Registry     Probate       Family Protection Trust

    Other

     

    OPG Registration Fees are not included in our fees. A separate cheque for the current registration fee is required £………….

     

    Signed by the consultant   ………………………………………………………….

    Signed by the client(s)  …………………………………………………

     

    …………………………………………………………………………..

  16. Valid January 2015