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Definitions:
The Term, ‘the Company’, shall mean WillScript.
The Term, ‘the Client’ shall mean you; the term ‘you’ and ‘your’
shall mean ‘the Client’
For the purposes herein, Will or Wills shall include any other
document as is prepared in accordance with your instructions. |
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1. Procedures |
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On the initial appointment, taking your
detailed instructions and giving appropriate advice on matters
relating to the preparation of your Will(s). Any queries or
questions will be answered and a full explanation given on the
contents and terminology used in the drafting of your Will(s).
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2. The Company undertakes to: |
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To
provide you with the best advice on matters relating to the
preparation of your Will(s). 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.
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To
dispatch your draft Will(s), by first class post, within 14 days
of taking your initial instructions. However, where
circumstances occur which are outside of the Company’s control
which will result in a delay beyond this period, you will be
given a full written explanation and the documents produced as
soon as is possible. In any event the Company shall produce and
dispatch the draft Will(s) to you within 30 days of having taken
the initial instruction.
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To
maintain the strictest confidentiality and not to pass on your
name or details to any other organisation without your express
written permission. The Company is registered under the Data
Protection Act 1984, and therefore all information disclosed to
us will remain totally confidential.
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The
Company undertakes to refund any money paid in respect of the
preparation of your Will(s) should you change your mind within
10 days from the date of taking your instructions. However 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.
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The
Company offers a chargeable Attestation Service that supervises
the signing and witnessing of your Will(s) at your home. The
Company will not take responsibility for ensuring the validity
of your Will(s) where the Attestation Service has not been taken
up and the execution supervised by an agent of the Company. The
signing of your Will(s) (the Execution) must be carried out
according to the law of England and Wales in order for your
Will(s) to be valid. All Will(s) will be supplied to you with
full written instructions of how these should be completed.
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Where
the Company offers a Will Storage service, 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 Will(s). 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.
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3. Your Obligations are: |
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In order for the Company to provide accurate
advice and to produce an effective legal document you are
required to disclose all relevant facts and answers to all
questions asked. 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 effect the validity or content of your Will(s), or advice
given.
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To read through the draft Will(s), and other
draft documents provided, to confirm that the draft Will(s)
correctly reflects your wishes as to the distribution of your
estate and that the names and addresses of the persons mentioned
in your Will(s) are correct, adding any missing data not
supplied at the time of taking your instructions.
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It is your responsibility to return the
documents together with any amendments to the Company within
thirty days of receipt. If you fail to return the documents to
the Company, the Company shall accept no liability for the draft
Will(s).
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The Company shall not be responsible for any
delay due to your failure to comply with the above.
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To notify the Company if you do not receive
your draft Will(s) within two weeks of the first appointment,
unless otherwise agreed.
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To pay the Will Writing fee in full on the
date of the first appointment. The fees for other services may,
by agreement, be paid on completion.
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If you are having the Attestation Service,
you should arrange for the Witnesses to be present at the time
of the execution of your Will.
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4. Client Care: |
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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 and that you
are kept informed of progress.
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The Company operates a full Customer Care
Service of which all our staff are fully aware and the Company
maintains a full complaints procedure to which any complaint
should first of all be addressed.
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WillScript
- making sure your Will is done!
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