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

of Studio 2 Waterside Court Third Avenue Burton upon Trent DE14 2WQ

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 and subject also
to the terms and conditions below).

Membership Benefits and Services
• Storage of will(s), LPA’s, Deeds and associated documents for life • Willdata Registration • Certificate of storage • Executor ID cards

2. Fee Agreement
1. Annual fee (APP) of £30 (in arrears) by standing order commencing on ………… / ………… / …………
or
2. One off non-refundable payment of £300 for life for up to two Wills and associated documents. (OOFP)

3. TERMS AND CONDITIONS
1. In the event that you default on the (APP) fee all documents will be returned to you and the storage agreement will be
cancelled subject to payment of £15 in the first year. If you request return of documents after the first year a £10
administration fee will be charged. In the event of death documents will be returned free of charge. However, the
agreement will be reinstated if all outstanding fees are brought up to date within an agreed timescale, but will be at the
current charges prevailing at the time of the reinstatement of the agreement. If you select the (OOFP) there are no
administration charges.
2. 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 the terms and conditions of the Terms of Business Agreement signed by the client(s).
3. The oofp and annual fee do not include VAT. We have no control over third party suppliers whose charges might attract
VAT.
4. 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 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). Any related fee payment agreement will automatically be cancelled if this agreement is cancelled.
If you cancel this agreement as above, you will receive a full refund of any fees paid. 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 the Storage Plan.

ADVISORS CERTIFICATE: I have explained to the clients(s) the intent and effect of this agreement and they understand the
obligations to pay the fee due to the company and the effect of the concessionary abatement now being offered to them. In
addition they understand that in the cancellation circumstances contemplated by this agreement the benefit of the abatement
will no longer available to them and they will have a financial obligation to make payment to the company to make good its
loss.

Signed by the advisor on behalf of the company ………………………………………………………… Name …………………………………………..

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