TERMS OF BUSINESS
These Terms of Business are governed by the laws of England and Wales.
The following standard terms of business apply to all instructions accepted by the Company online. All work carried out in the provision of Document preparation is subject to these terms except where changes are expressly agreed in writing. These terms of business form the basis of the contract between the Company and the Client.
- The ‘Company’ shall mean Will You Ltd of PO Box 2234, Pulborough West Sussex, RH20 6AL.
- The ‘Client’ shall mean anyone instructing the Company for the provision of Document preparation.
- ‘Document(s)’ shall mean Wills, Lasting Powers of Attorney or other legal documents
- ‘Will Writing Services’ shall mean the provision of Wills, Lasting Powers of Attorney, Advance Directives, notices of severance, probate advice and other services of a legal nature provided by the Company to it’s clients. It shall also mean inheritance tax advice and other tax planning advice in connection with the preparation of Wills.
- The ‘Society’ shall mean The Society of Will Writers and Estate Planning Practitioners.
- We take the privacy and security of your personal information very seriously.
- When you use our website or deal through us we will ask you to provide us with certain information including personal data. This information enables us to provide you with the best service we can. We will not share this information with any third party outside of the Company unless you have given us permission and your data will always be managed with reference to all relevant laws and regulations.
- We may also provide you with information, offers, and promotions of other products and services. If you don’t want to receive information on other products or services you can write us to let us know at the following address: Will You Ltd PO Box 2234, Pulborough West Sussex, RH20 6AL.
- Generally on submission of your instructions relating to the Document preparation, we will acknowledge receipt by email. You will also be informed of likely timescales to produce the document requested.
- The Company undertakes to:
- Comply with your instructions with reasonable skill, care and expedition appropriate to your needs.
- Provide you with the best advice on matters relating to the specific Document being prepared. In some cases this may mean advice to draw up other Documents, or take other action, which may incur further fees. In such cases full details of such charges will be given to you in advance 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.
- Dispatch your Documents by Royal Mail, by email, or by hand within 14 days of having received all necessary information to complete your Documents. Where circumstances occur which are outside of the Company’s control which will result in a delay beyond this period you will be given an explanation and the opportunity to renegotiate the contract or cancel the agreement with a full refund being provided. If you decide to proceed the Documents will be dispatched within 30 days of having received all necessary information to complete your Documents or 60 days in extenuating circumstances.
- Refund any money paid in respect of the preparation of your Documents should you change your mind within 14 days from the date of taking your instructions. After the expiration of this period the Company reserves the right to charge you for the advice given and for any work already carried out on your behalf and in accordance with your signed instructions. An itemised bill will be produced for any charge falling due under this term. However if you have elected for us to start work immediately and then the Company reserves the right to charge you for the advice given and for any work already carried out on your behalf and in accordance with your signed instructions. None of this paragraph will apply if no charge applies to the preparation of the document in question.
- Your Obligations are:
- To disclose all relevant facts and answers to all the questions asked to allow the Company to provide accurate advice and to produce an effective legal Document. The Company shall not accept liability in respect of information which was not disclosed, and therefore not documented by the person taking your instructions, and which comes to light at a later date as being of relevance and which may affect the validity or content of your Documents or advice given.
- To read through the Documents provided, to confirm that they correctly reflect your wishes and that the names and addresses of the persons mentioned in your Documents are correct.
- To notify the Company if you do not receive your Documents within 30 days of the submission of your information to us.
- To pay the fee due, if any, for the provision of a Will or Wills, or other legal Document in full at the time of submission of your information to us.
- Client Care
- The Company is committed to providing you with a high quality service. An essential part of that service is that we will communicate effectively with you so that you are kept informed of progress.
- The Company maintains a full complaints procedure to which any complaint should first of all be addressed. If the matter is unable to be resolved to your satisfaction you may refer it, in writing, to the Complaints Department, The Society of Will Writers, Chancery House Whisby Way, Lincoln LN6 3LQ.
- The Company complies with the Society’s Code of Practice of which a copy is available upon request.
- The Company does not accept any liability or obligation to advise you of any changes in legislation or taxation which may affect you either directly or indirectly and may necessitate a review of your Documents. Any Will should be reviewed every three years and on the occasion of any material change in your circumstances, such as divorce, marriage, the birth of children or the inheritance of a large sum of money etc.
- Be aware that from time to time we voluntarily undergo compliance checks of individual Documents to ensure we maintain the highest standards. Our compliance officer will be under a duty of care under the Data Protection Act to keep your information confidential.
- Additional services
- Should you, the Client, wish us to perform extra tasks outside the normal procedures, the Company reserves the right to charge an hourly fee. Examples are, extensive rewriting of a Will before signing, extra meetings, preparation of “Notes to Executors” etc.
Please read the above terms carefully and ensure you understand them.
The submission of your instructions to us, will constitute acceptance of these terms.