Service Terms and Conditions

Help Us Provide You With the Best Possible Service

We thank you for instructing TWB to provide legal and related services.  The following information explains the scope of our services and the basis on which they are offered.  Please call us if you wish to discuss any points. By using our services you are deemed to have accepted these terms.

1. OUR SERVICES:

1. Arranging for a consultant to visit you to take your instructions for the preparation of Will(s) and related documents;

2. Preparation of Will(s) in accordance with the information that you provide and English law at the time we take your instructions. Whilst your consultant will explain some of the choices you have available, the content of your Will is entirely your decision and you should not proceed if you feel unduly pressured by ANY third party. We cannot advise on choices of beneficiaries or gifts. If you provide incorrect or incomplete information, we are not responsible for any problems this may create;

3. Provision of draft documents within a reasonable timeframe, usually 14 days;

4. We offer a separate (chargeable) service that covers supervision of the signing and witnessing of your Will(s). Please advise your consultant if you would like to take this service;

5. We also offer a secure Will Storage & Review service. We strongly recommend these to all our clients;

6. We may use third parties from time to time to improve the quality of our service

2. YOUR RESPONSIBILITIES:

1. If you require assistance from third parties (for example to read, write, interpret your instructions to us or the information we provide either verbally or in writing to you or for any other reason) it is your responsibility to arrange it and you alone are responsible for any errors or omissions that may arise;

2. Unless you request and we supply our supervision service, you have responsibility for ensuring your Will is properly executed.  If you do not do so, it may not be valid or beneficiaries may not be entitled to their inheritance;

3. Sometimes it is necessary to change the way in which you own property in order for the provisions of your Will to take effect (for example to create a tenancy in common).  Unless we have agreed in writing to undertake this work on your behalf, it is your responsibility to make such changes and we accept no responsibility arising from the result of such a change not being made;

4. You are advised to consider the following:

   1. if you do not make the proper provision for dependants in your Will they may be able to claim against your estate;

   2. gifts may fail if you do not own the property at the time of your death, or if someone else has a claim on it, or if you do not describe it properly;

   3. not all parents are entitled to appoint guardians and a child’s parent may take priority over any appointments you make;

   4. if you are unsure of any of these points please discuss them with your consultant.;

   5. we are not responsible for any consequences arising from any of the matters raised above.

3. FEES:

1. We require payment by cash or card on account as follows:

   1. Standard Will(s) (without tax planning) – full payment at the meeting;

   2. Complex Will(s), where fees will exceed £500 – 50% of payment at the meeting;

   3. The balance of the fee to be paid when your draft Will(s) have been completed and before they are sent for your review; and

   4. There is no fee for an initial appointment, but those requested by you or that are necessary will incur a fee of £150

2. VAT is payable at the standard VAT rate

3. COMPLAINTS:

Feedback from our customers indicates very high levels of satisfaction. However, if this has not been your experience, we really do want to hear from you. In the first instance please telephone Andrew Edwards (020 8920 3360). We comply with the Society of Trust and Estate Practitioners (STEP) Code of Practice. If after speaking to Andrew you do not feel that the matter has been resolved, please refer the matter to STEP, the professional body.