Making your Will involves at least one meeting. At the first meeting your detailed instructions are taken either in person or over the telephone, any questions that you have answered and appropriate advice given to you . Following this meeting a draft Will is prepared for you to read through before signing. Any queries will be answered and full explanations given. If the Company has made a mistake this will be rectified at the expense of the Company before you sign the Will document. You will then need to arrange to sign the Will document in front of two independent witnesses. You will be given in writing full information about the witnessing procedure when the Will documents are sent to you for signing. Please contact us if you do not receive this document at this time.
The Company is obliged to give you the best advice in all matters relating to your Will and in some cases this may include advice to draw up other documents or take other action which may incur further costs. In such cases full details of such fees will be given to you at the time and you are under no obligation to proceed with any ancillary services offered. However, in some circumstances you may be asked to sign a declaration stating that you are acting against the advice given.
The Company and their will writers are covered by Professional Indemnity Insurance up to a maximum amount of £2,500,000 arranged through Hiscox UK. Should the Company fail to give you any information or advice that is appropriate and/or if the Company gives you any information or advice that is incorrect and as a result you or your Estate suffers a loss the amount of the loss may be recoverable through the insurers.
A Copy of The Insurance Certificate is Available on Request.
The Company does not accept any liability or obligation to advise you of any changes in legislation which may or may not require you to amend your Will. The Company may write to you periodically to remind you that your Will may need amending, but there may be a charge for this depending on the reason for the change. Any charge payable would always be agreed in advance.
Disclosure or Information and Confidentiality
In order to produce effective legal documents the Company needs to be assured that you are providing full disclosure of all relevant facts and answers to all questions asked. The Company shall not accept any liability for any information not disclosed and therefore not documented which later comes to light as being of relevance and which might affect the validity or content of the Will. The Company is registered under the Data Protection Act 1984 and therefore all information disclosed to us will remain totally confidential and no details will be passed to any other parties without your prior written consent.
The Company shall endeavour to produce draft documentation for your consideration within 14 days of the first appointment sent either by email or First Class post or as otherwise agreed. If exceptional circumstances occur, such as illness, then a full written explanation will be given and the documentation produced as soon as it is possible to do so. In any event, the Company shall produce documentation and have them available for signature within a maximum of 30 Days of having the full and relevant information to do so.
Fees and Payments
Our fees are as quoted to you irrespective of the complexity of the document. Payment in full is required at the first appointment where the Will instruction is taken. Payment can be made either by Debit or Credit Card or cash or via Paypal. We no longer accept cheques as a method of payment. You have the right to cancel this contract within 7 days from the first appointment, however, if you require your documents urgently and you require that the Company commence work prior to the expiration of the cancellation period you can agree to waive your rights under the Regulations by signing a waiver agreement. This will mean that you lose your right to the Cancellation Period.
If a representative of the Company arrives at your home for a pre-arranged visit and you are not at home OR if you cancel an appointment without 24 hours notice, a cancellation fee of £50 shall be payable.
If, after 60 days of the initial appointment you have not supplied all information required to produce your draft Will, or if after 30 days of producing a draft Will you have not approved the draft Will and you have not replied to the Company’s request for this information, the Company will close the file. No refund will be due in these circumstances.
The Company is committed to providing you with a level of service of the highest level. In the unlikely event of you having a complaint, the Company operates a complaints procedure in accordance with the Society of Will Writers Code of Practise. A copy of the code is available from the Company or from The Society of Will Writers who can be contacted at Newland House, The Point,Weaver Road, Lincoln. LN6 3QN . Telephone: 01522 687888
In the first instance your complaint should be made in writing to the manager of the Company. If the matter cannot be resolved to your satisfaction, you may refer it in writing to The Society of Will Writers at the above address.