Terms and Conditions
1. The LAP membership agreement relates to the estate of the Member and if more than one both of them permanently living at the same address (as described overleaf). Should the Members permanently reside at different addresses to each other then an Annual Servicing Fee shall be due and payable for each Member by separate Direct Debit. If only one membership fee has been paid and the Agreement is on a ‘joint membership basis’ then the first named Member will benefit from the all inclusive document drafting service and the second named Member will be charged for the initial document drafting at the current published rate. Both Members shall qualify for the Estate Administration Service but only once at the Plan Rate. In order to take advantage of the Estate Administration Service at the Plan Rate on both estates then two membership fees are payable.
2. The ‘estate’ shall mean all property belonging to the Member of which the Member has a beneficial interest and does not include property which forms part of an un-administered estate of which the Member is a beneficiary. The Estate shall include a share of any property where the Member is a Joint Tenant and this property shall be charged at one half of the Plan Rate.
3. All will writing services provided by the Company are subject to the Terms of Engagement of The Will Writing Company Limited a copy of which has been supplied to you.
4. The Member can change and update his/her documents as described under 1.1 Benefits (and as provided by the Company in the first instance) as often as he/she wishes but the Company shall not be under any obligation to notify the Member when to do so. The Company is under no obligation to advise the Member of any changes in legislation or regulations that may affect the documents provided by the Company. Documents can be updated and replaced free of charge but this shall not extend to a home visit consultation. A home visit consultation can be provided for a fee.
5. The Annual Service Fee will be collected by direct debit one month after the commencement of this agreement and may be varied by the Company giving the Member 30 days notice in writing. If the Annual Service Fee is overdue by more than 30 days then the benefits of the LAP membership agreement shall lapse and the obligations of the Company shall end. The Member may, at the sole discretion of the Company, reinstate the LAP membership agreement by bringing all overdue payments up to date and authorising a new direct debit. The personal representative dealing with the estate of a deceased Member may, at the sole discretion of the Company, reinstate the LAP membership agreement by bringing all overdue payments up to date and making an administration charge as applicable at the date of death (currently £150).
6. The Company shall refer the Estate Administration Service to one of its external panel service providers at its absolute discretion at the Plan Rate which shall discharge the Company’s obligations under this agreement. The Estate Administration Service is fully defined in the accompanying brochure which forms part of this agreement.
7. The Company will provide the Member’s personal representative with the option of a home visit service to collect all available documentation as required for a probate application. The cost of the home visit shall be a disbursement to the estate of the Member.
8. The published Plan Rate (as set out overleaf under 1.1 Benefits) will be reviewed periodically, upwards or downwards and will be charged at the prevailing rate as at the date of death and is plus vat (subject to a minimum fee of £750* + vat per estate). External disbursements such as; Court Fee, Oath Fee, Valuation Fees, Conveyancing Fee, Home visit fee etc will be charged in addition to the Plan Rate (this list is not exhaustive). If the estate is subject to the completion of a HM Revenue & Customs IHT 200 Form (or any subsequent equivalent) or requires investigation in regard to an unused portion of the Nil Rate Band of a spouse or civil partner who has predeceased then an additional Complex Estate Administration Service Fee of 0.50% + vat of the estate will be charged above the Plan Rate.
9. The Company reserves the option (in exceptional circumstances) to decline to provide the Estate Administration Service at the Plan Rate where the deceased estate is either contested, insolvent or consists of or partly consists of; Agricultural Property, Business Property, or Overseas Assets, or where the estate is of an unduly complex nature, or where there is doubt over proper attestation of the Will, or where the condition of the Will on death is in doubt, or changes in the law (this list is not exhaustive). In such circumstances the Company shall provide a highly competitive no obligation quotation and shall take in to account the benefit due under the Estate Administration Service.
10. The prevailing published Plan Rate and terms and conditions will be notified in the periodic newsletter and posted on the Company’s website (www.willwriting.co.uk). This shall discharge the Company’s duty to notify the Member of the prevailing Plan Rate and terms and conditions as varied from time to time.
11. The Member may cancel this agreement in writing within 7 days of the date of this agreement and obtain a full refund. There will be no refund of Membership Fee after 7 days of the date of this agreement subject to the overriding Terms of Business relating to the will writing services provided by The Will Writing Company Limited.
12. The Member may terminate this agreement at any time by serving notice to the Company in writing. The effect of termination means that the Annual Service Fee shall cease and the liability of the Company to the Member shall end. The Annual Service Fee is non-refundable subject to the terms and conditions of the banking Direct Debit Guarantee Scheme.
13. The Company reserves the right to decline an application for Membership.
1. The LAP membership agreement relates to the estate of the Member and if more than one both of them permanently living at the same address (as described overleaf). Should the Members permanently reside at different addresses to each other then an Annual Servicing Fee shall be due and payable for each Member by separate Direct Debit. If only one membership fee has been paid and the Agreement is on a ‘joint membership basis’ then the first named Member will benefit from the all inclusive document drafting service and the second named Member will be charged for the initial document drafting at the current published rate. Both Members shall qualify for the Estate Administration Service but only once at the Plan Rate. In order to take advantage of the Estate Administration Service at the Plan Rate on both estates then two membership fees are payable.
2. The ‘estate’ shall mean all property belonging to the Member of which the Member has a beneficial interest and does not include property which forms part of an un-administered estate of which the Member is a beneficiary. The Estate shall include a share of any property where the Member is a Joint Tenant and this property shall be charged at one half of the Plan Rate.
3. All will writing services provided by the Company are subject to the Terms of Business of The Will Writing Company Limited a copy of which has been supplied to you.
4. The Member can change and update his/her documents as described under 1.1 Benefits (and as provided by the Company in the first instance) as often as he/she wishes but the Company shall not be under any obligation to notify the Member when to do so. The Company is under no obligation to advise the Member of any changes in legislation or regulations that may affect the documents provided by the Company. Documents can be updated and replaced free of charge but this shall not extend to a home visit consultation. A home visit consultation can be provided for a fee.
5. The Annual Service Fee will be collected by direct debit one month after the commencement of this agreement and may be varied by the Company giving the Member 30 days notice in writing. If the Annual Service Fee is overdue by more than 30 days then the benefits of the LAP membership agreement shall lapse and the obligations of the Company shall end. The Member may, at the sole discretion of the Company, reinstate the LAP membership agreement by bringing all overdue payments up to date and authorising a new direct debit. The personal representative dealing with the estate of a deceased Member may, at the sole discretion of the Company, reinstate the LAP membership agreement by bringing all overdue payments up to date and making an administration charge as applicable at the date of death (currently £150).
6. The Company shall refer the Estate Administration Service to one of its external panel service providers at its absolute discretion at the Plan Rate which shall discharge the Company’s obligations under this agreement. The Estate Administration Service is fully defined in the accompanying brochure which forms part of this agreement.
7. The Company will provide the Member’s personal representative with the option of a home-visit service to collect all available documentation as required for a probate application. The cost of the home-visit shall be a disbursement to the estate of the Member.
8. The published Plan Rate (as set out overleaf under 1.1 Benefits) will be reviewed periodically, upwards or downwards and will be charged at the prevailing rate as at the date of death and is plus vat (subject to a minimum fee of £750* + vat per estate). External disbursements such as; Court Fee, Oath Fee, Valuation Fees, Conveyancing Fee, Home-visit fee etc will be charged in addition to the Plan Rate (this list is not exhaustive). If the estate is subject to the completion of a HM Revenue & Customs IHT 200 Form (or any subsequent equivalent) or requires investigation in regard to an unused portion of the Nil Rate Band of a spouse or civil partner who has predeceased then an additional Complex Estate Fee of 0.50% + vat of the estate will be charged above the Plan Rate.
9. The Company reserves the option (in exceptional circumstances) to decline to provide the Estate Administration Service at the Plan Rate where the deceased estate is either contested, or consists of or partly consists of; Agricultural Property, Business Property, or Overseas Assets, or where the estate is of an unduly complex nature, or where there is doubt over proper attestation of the Will, or where the condition of the Will on death is in doubt, or changes in the law (this list is not exhaustive). In such circumstances the Company shall provide a highly competitive no obligation quotation and shall take in to account the benefit due under the Estate Administration Service.
10. The prevailing published Plan Rate and terms and conditions will be notified in the periodic newsletter and posted on the Company’s website (www.willwriting.co.uk). This shall discharge the Company’s duty to notify the Member of the prevailing Plan Rate and terms and conditions as varied from time to time.
11. The Member may cancel this agreement in writing within 7 days of the date of this agreement and obtain a full refund. There will be no refund of Membership Fee after 7 days of the date of this agreement subject to the overriding Terms of Business relating to the will writing services provided by The Will Writing Company Limited.
12. The Member may terminate this agreement at any time by serving notice to the Company in writing. The effect of termination means that the Annual Service Fee shall cease and the liability of the Company to the Member shall end. The Annual Service Fee is non-refundable subject to the terms and conditions of the banking Direct Debit Guarantee Scheme.
13. The Company reserves the right to decline an application for Membership