Terms of Business

Definitions:

The Term, ‘the Company’, shall mean Steele Rose & Co Limited

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.

1.Procedures

(a)On the initial appointment, taking your detailed instructions and giving appropriate advice on matters relating to the preparation of your Will(s). Upon return 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)

2.The Company undertakes to:

a)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.

b)Produce the Will(s) for you within 30 days of having taken the initial instruction.

c)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.

d)Refund any money paid in respect of the preparation of your Will(s) should you change your mind within 7 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.

e)Offer a free Return, Explanation and Attestation Service (not applicable to subsequent Will changes) that supervises the signing and witnessing of your Will(s) at your home (therefore draft copies are unnecessary). 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 not 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.

f)Offer 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 at least 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.

3.Client Care

a)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.

b)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.

c)The Company accept no liability in the event that tax law or practices change.

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4.Client’s Responsibilities

a)In order for the Company to provide accurate advice and to produce an effective legal document clients are requested 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.

b)Clients should read the Will(s), and other documents provided, to confirm that the Will(s) correctly reflects their wishes as to the distribution of their estate and that the names and addresses of the persons mentioned in their Will(s) are correct.

c)The Company shall not be responsible for any delay due to your failure to comply with the above.

d)Clients should pay the Will Writing fee and other services in full on the date of the first appointment unless otherwise agreed with the Company.

e)If Clients are having the Attestation Service, they should arrange for the Witnesses to be present at the time of the execution of their Will.

Steele Rose & Co Limited are Members of and regulated by the Society of Will Writers, Corporate

Members of the Institute of Paralegals and appointed Will Writers for the Forces Pension Society.

Legal Services Office: 7 Deans Farm, Stratford sub Castle, Salisbury SP1 3YP.

Registered Office: The Parsonage, Stratford sub Castle, Salisbury SP1 3LH.

Regional Offices throughout England and Wales

Registered in England No. 3392519 (in 1997) - VAT No. 750 5846 22

Tel: 01722 410009 - Fax: 01722 411666

email: legalservices@willwriter.org.uk