Terms of Business
Interpretation
1.1 “We” and “Us” mean Dynasty Wills or any of our staff or agents instructed by us to act on our behalf in the completion of our services.
1.2 “You” and “Client” mean the person who contracts with us for the provision of our services.
Our services
2.1 We provide a service for the drafting of Wills, Lasting Powers of Attorney and associated documents.
2.2 Instructions must be taken before any documents can be drafted. It is our usual process to take instructions at an appointment but we do also accept written instructions via post or email. We cannot accept verbal instructions.
2.3 We will send all documents to the address provided by you. If your correspondence address is different to your residential address, it is your responsibility to make us aware of this.
2.4 Your documents will be drafted and posted to you within 15 working days of signing your instruction form and/or payment of fees, whichever occurs second.
2.5 We cannot produce your documents without signed instructions. We will attempt to contact you at least 3 times before your file is archived. If we have not received communication from you for more than 3 months, no further action will be taken. A refund will not be possible at this stage if you have failed to reply to communication.
2.6 We reserve the right, at our complete discretion, to decline to provide any document. You will be notified of this decision and a full refund will be given if required.
Jurisdiction
3.1 Our services are governed by the laws of England and Wales.
3.2 These Terms and Conditions are governed by the laws of England and Wales.
3.3 If you hold assets outside of the above jurisdictions then we recommend you seek expert advice for the jurisdiction where your assets are held.
Scope of service
4.1 Dynasty Wills will only provide advice based on the information provided in your instructions. We cannot be held responsible for failing to comment on information that was not made aware to us.
Limitation of liability
5.1 Our services cover only the drafting of documents and do not cover the execution of any documents. We will not accept any liability for any document that has been incorrectly signed or executed.
5.2 We will not accept any liability for advice given by another professional. This includes previously drafted documents.
Our fees
6.1 Our full price list is available on request.
6.2 All prices are inclusive of VAT.
6.3 Fees must be paid within 30 days of receipt of the request and must be paid before the final documents are sent to you.
6.4 Following the appointment, you have 7 days to cancel the request for services without incurring a fee, after this time the fee will be due regardless of whether or not documents are produced.
6.5 We outsource our work for tax/financial advice and probate/estate administration. We are paid an introducers fee if the work is undertaken.
Complaints
8.1 We are committed to providing you with an excellent service but in the event that you are dissatisfied regarding any aspect of our service please contact us.
8.2 We can provide our full Complaints Procedure upon request.
General Data Protection Regulation (GDPR)
9.1 We can provide a Privacy Policy Notice upon request.
Professional Liability Insurance
10.1 We have the benefit of professional indemnity insurance in respect services provided in England and Wales.
Customer Satisfaction
12.1 Dynasty Wills is a member of the Society of Will Writers and adheres to their code of practice.