Terms of Business Agreement

CJC Legal Services Consultant Ref:

This agreement is made on …………………………………………………..between Charles John Charles Legal Services Limited (herein known as ‘the company’)

of Cannock Chase Enterprise Centre  Hednesford  Cannock  WS12 0QU

and Mr / Mrs / Miss……………………………………………………………..   and Mr / Mrs / Miss ………………………………………………………………..

of…………………………………………………………………………………………………………………………………..…………..  (herein known as ‘the client(s)

1. THE AGREEMENT

(The Company undertakes to provide the following services subject to the agreed payments being received from the consultants or client and subject also to the terms and conditions below).

3. TERMS AND CONDITIONS

1. The company agrees to prepare a will(s) for the client(s) in accordance with the instructions given to the company on the date of this agreement.

2. The company shall despatch the will(s) to the client(s) within the timescales as laid down in The Society of Will Writers Code of Practice V 1.1 August 2011. Client(s) shall return or acknowledge correspondence within 14 working days of receipt.

3.  All wills have to be signed and witnessed correctly to make them effective legal documents. Failure to do so will result in your will(s) being invalid.

4. If you choose to arrange to sign and have your will witnessed yourself, you will be supplied with comprehensive instructions for the signing and witnessing of your will(s) to assist you in the correct witnessing procedure.  The company is under no obligation to supervise the signing and witnessing of your will(s), nor to take responsibility for the will(s) not being signed or witnessed correctly.

5. The company takes no responsibility for unsigned will(s) resulting in your beneficiaries not benefiting from your estate.

6. The company takes no responsibility for verifying the identity and age of anyone with whom we contract to provide a will(s).

7. The company takes no responsibility verifying any of the information provided by you in your instructions and we prepare documents relying on you having correctly stated all information in the instructions.

8. Where the proposed terms of a will are of a nature or complexity that makes our service inappropriate the company will notify you of this.

9. The company reserves the right to decline the provision of a will.  The company will return your cheque or refund the fee when notifying you.

Trusts can be included in your will at additional cost.  Details of such additional costs will be supplied to you prior to the preparation of the will.

10. The company reserves the right to vary the terms of this agreement in the event of any change in relevant law.

11. All work is carried out according to the Code of Practice as laid down by The Society of Will Writers, Lincoln and is subject to these terms and conditions.  A copy of which can be supplied on request.

12. The mpp and oofp do not include VAT.  We have no control over third party suppliers whose charges might attract VAT.

13. The Company does not accept liability to advise you of any changes in legislation or taxation that may affect you directly and indirectly and may necessitate a review of your documents.  Any Will should be reviewed every three years and on the occasion of any material changes to your circumstances, such as divorce, marriage, birth of children or inheritance of a large sum.

4. NOTICE OF RIGHT TO CANCEL

You have the right to cancel this agreement within seven days of the date of receiving this notice.  You can do this by delivering or sending written notice by post or email to the Administration Manager of CJC Legal Services at the Burton upon Trent address below. The notice of cancellation is deemed to be served as soon as it is posted or sent (or in the case of email from the day it is sent).  A reasonable charge may be made for work carried out within the 7 day cancellation period

5. DECLARATION

I/we have read and agree to be bound by the terms and conditions of this agreement.

The consultant acknowledges receipt of the sum of £………………………       in respect of the following services:

Wills(s)        Attestation        Trusts         LPA’s          Storage          Will Registration         Other 

Plan 1 OOFP         Plan 1 Deposit         Plan 2 OOFP         Plan 2 Deposit         Plan 3 OOFP         Plan 3 Deposit    

 

Signed by the consultant   ……………………………………………………………………  Name …………………………………………………………,,,,,,,..

 

Signed by the client(s)   A ……………………………………………………………………  B …………………………………………………………………………….