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
(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/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/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 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.
(viii) They acknowledge that the fee to register the Lasting Powers of Attorney with The Office of The Public Guardian is not included in our price and is a separate fee to be paid to The Office of the Public Guardian separately.
(c) The Company Hereby Declares and Agrees as follows:
(i) The Company will prepare a Will(s)/Asset Trust/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/LPAs to The Client/s as soon as possible or within one calendar month 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/ 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 no automatic right to a refund . The Company will treat all refund requests at The Company’s discretion.