CJC Legal Services is a trading style of Charles John Charles Legal Services Ltd

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).

…………………………………………………………………………………………………………………………………………………….

Single Will inc attestation £
Mirror Will inc attestation £
Property Protective Trust with Mirror will £
Will Trust (IHT-Disables-etc.) with Single/Mirror will £
Lifetime Trust (Bare / Pilot / Bypass Trust) £
Lasting Powers of Attorney (2 powers per person) £
CJC LPA Registration Fee per person (not OPG Fee) £
Gold / Platinum / Diamond Plan £
Other £

TOTAL £

1. THE AGREEMENT
(The Company undertakes to provide the above products subject to the agreed payments being received and subject also to the terms
and conditions. Additional fees and disbursements may become payable and will be advised to the client prior to commencement.

2. FEE AGREEMENT
Received Amount
By
One of full payment (oofp) £ Cash / Cheque

OR
Deposit of Followed by Monthly Payments Plan Term
£ X £ 12 Months

3. TERMS AND CONDITIONS
1. In the event that you default on the mpp then the full price will become immediately payable less any payments made to
date. The overall cost of the mpp is higher than if you choose the Special Offer Price one off full payment (oofp).
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 clients.
3. The mpp and oofp do not include VAT. We have no control over third party suppliers whose charges might attract VAT.
4. In exceptional circumstances the company reserves the right to renounce its appointment, or to refuse to act, as executor and / or
trustee. In the event that the company has already received fees a refund will be made.
5. Any discounts are subject to the service providers’ current pricing and terms of business.

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). 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 Wealth Preservation Plan we have selected above. By
signing below the applicants jointly and individually give their permission for Charles John Charles Legal Services Ltd to discuss and
disclose any personal information to any person who requires it for the purpose of settling upon their estate plan(s).
ADVISORS CERTIFICATE: I have explained to the client(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 be
available to them and they will have a financial obligation to make payment to the company to make good its loss.
Signed by the client(s) A …………………………………………………………………… B …………………………………………………………………………………………………
Signed by the advisor on behalf of the company ………………………………………………………… Name ……………………………………………………………….