Customer Service Agreement

(a) Provision of Trusts, Wills, Lasting Powers of Attorney

(i) The Company agrees to provide the inclusive services as detailed on the Customer Service Agreement at the fee stated

(ii) The Client/s agrees to pay for the inclusive services in full upon signature of the Customer Service Agreement

(iii) The Client/s agrees that upon the death of The Client/s (or either of them) any outstanding balance for the inclusive service applicable to The Client/s shall be payable in full from the proceeds of the estate prior to any distribution of the estate

(iv) The Company does not accept any liability or obligation to advise The Client/s of any changes in legislation or taxation, which may affect The Client/s either directly or indirectly and which may necessitate a review of your Will(s)/Asset Trust/Funeral Plan(s)

(v) The Client/s agrees that the Agreement shall remain valid even if an executor or trustee of their estate should decide not to use any or all of the services which form part of the Agreement

(b) By signing the Customer Service Agreement the Client/s Declare and Agree as follows:-

(i) They have had explained to them the concept of “Deprivation of Assets” and they fully accept that no guarantee can be provided that action taken will not be challenged by the Local Authority or any other third parties.

(ii) The information given to the Company is correct to the best of their knowledge and that is the basis upon which they have instructed the Company to draft their Will(s)/Asset Trust/Funeral Plan(s)/LPAs and/or provide ancillary estate planning services and they accept responsibility for any information written on my their behalf

(iii) They acknowledge that the Company does not accept responsibility for any errors or omissions that may arise as a result of incorrect information supplied by them to the Company or as a result of their failure to check the provisions of any Will(s)/Asset Trust/Funeral Plan(s)/LPAs or other documents drafted based on the information supplied

(iv) They understand that any information provided may be passed to the Company's advisors and they authorise the said advisors to contact them with the object of discussing and offering to them such services as it may provide and they agree to their contact details being disclosed to the Company's advisors for this purpose

(v) They agree to The Company and/or any of its associated professional advisors contacting any or all of the appointed Guardians, Trustees, Executors, Administrators and Attorneys for any purpose related to the Estate Planning of their estate to offer such advice and services as they may in their absolute discretion deem appropriate

(vi) They understand that they will be liable to be charged a fee in respect of services provided and that the fee is payable upon the signing of the Customer Service Agreement

(vii) They understand that after the 14 day cooling off period, they have no automatic rights to a refund if they should change their minds. Any application for a refund must be made in writing to The Company for consideration and will be at the discretion of The Company. If The Company authorises a refund, a deduction for all costs incurred by The Company will be made

(c) The Company Hereby Declares and Agrees as follows:

(i) The Company will prepare a Will(s)/Asset Trust/Funeral Plan(s)/LPAs for the Client/s in accordance with the instructions given to it on the date hereof and on such other occasions as communicated to it by the Client/s in a timely manner

(ii) The Company reserves the right to charge additional administration fees if The Client/s amend their instructions substantially or repeatedly from those originally provided after the initial drafting stage

(iii) The Company shall deliver the said Will(s)/Asset Trust/Funeral Plan(s)/LPAs to The Client/s as soon as possible or within one calendar month (after the 14 day 'cooling off' period) from the date of the Customer Service Agreement or from the last communication of information relating thereto and subject to all necessary information having been supplied to the Company by The Client/s

(iv) The Company is under no obligation to supervise the signing of the Will/s/LPAs nor does it accept any responsibility for an unexecuted or improperly executed Will(s)/Asset Trust/Funeral Plan(s) or for any losses suffered by The Client/s or any third parties as a result thereof

(v) The Company accepts no liability for losses or claims arising as a result of the failure of The Client/s to properly execute the deeds/Wills/documents in accordance with the instructions provided and in a timely manner

(vi) The Company does not provide advice on taxation and The Client/s is responsible for taking their own independent financial advice concerning taxation and any potential liability

(vii) The Client/s has the right to cancel this agreement by written notification within 14 days from the date hereof

(viii) The Client/s has no automatic right to a refund after the 14 day 'cooling off' period. The Company will treat all refund requests on their merits after the 14 day 'cooling off' period.

Cancellation Policy

  • During the 14 day cooling off period the Client/s may cancel the Agreement by written notification to the Company's Registered Office at The Station House, Station Approach, Otford, Kent TN14 5QY within 14 days of the date of the Agreement. Upon receipt of a written request within the cooling off period the Company will give a refund of the fees paid.
  • After the 14 day cooling off period then the Client/s do not have an automatic right to cancel the Agreement and receive a full refund.
  • If a request for cancellation is received after the 14 day cooling off period then the Company reserves the right to undertake a further assessment of the Client's needs/requirements to ascertain whether additional support/information could be offered and to identify/resolve areas of concern. If following the assessment the Client still wishes to cancel the Agreement then any refund will only be made at the Company's discretion and a deduction for all costs incurred by the Company will be made.

You can download our Cancellation Document here.