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Wills and Estate Planning


Terms of Business to prepare your will  


Stages in the process


  1. Take your instructions and give initial advice
  2. Drafting the will
  3. Preparing a report on the will
  4. Attend upon you at a second meeting to complete the will


Fees


Basic will-£295 plus vat.

An example of a basic will is where everything is left to a few people in equal shares and there are no issues regarding inheritance tax or care fees.


Complex will-£795 plus vat

Such wills cover issues including

  1. Trusts to protect life interests in a property 
  2. Granting a right to occupy a property
  3. Trusts for vulnerable beneficiaries 


Our fee assumes (a) we are not required to make specific enquiry to determine testamentary capacity (b) we are not required to take specific steps to safeguard against undue influence (c) it is unnecessary to meet more than twice to complete the will (d) there is not a home visit (e) additional work is not needed to amend title documents for property forming part of the estate to ensure your wishes are carried out. Should our quote require changing for a reason given above, we will inform you straightaway, explain the circumstances, and agree a revised fee before we carry out the additional work.


Disbursements are costs related to your matter that are payable to third parties, such as Land Registry fees and medical report fees. You will be responsible to pay for disbursements in addition to our fees.


Payment on account of our fees


We will ask for a payment on account of costs before we commence the work.  The remainder of our fee is paid when the will is completed although we reserve the right to seek further payments on account before the matter ends if it becomes protracted.


Anti-Money Laundering


We adhere to Anti-Money Laundering procedures which will require us to take up-to-date proof of identity and proof of address for any payments made from you, or a third party on your behalf, to the Firm.  This purpose of this policy is to protect you and your money.


Cyber Crime and Financial Management


We will agree with you at the outset (in person or by telephone) how banking details will be handled, including whether any changes are planned.   We will hand our bank details to you in person or send them to you by post.  Before accepting new banking details from you or others, we will ask for confirmation face-to-face or by letter sent through the post.  This information will never be requested by us by email.  If bank details are received by this Firm by email, or in a pdf attachment to an email, they will be verified by independent means before being relied upon. This purpose of this policy is to protect you and your money


Who will carry out the work?


Our team has over 30 years of collective experience in delivering high quality work in all matters relating to wills and estate administration. The team has particular expertise in high value estates and tax matters. We have three members of the team who may work on your matter. They are Michael Stennett, Solicitor and Head of probate and estate administration, and Debbie Stimson and Kevin Sagum, both of whom are Executive Legal Assistants, with many years collective experience.


How long will it take to do the work


We aim to complete a straightforward will within 10 working days of instructions.  More complex wills may take longer.


Storage of papers and deeds


We will keep our file of papers (except for any of your papers which you ask to be returned to you) for no more than six years and on the understanding that we have your authority to destroy the file six years after sending you our final bill.  We will not destroy documents you ask us to deposit in safe custody (for example, your will and title deeds).


Termination


You may terminate your instructions to us at any time.  For example, you may decide you cannot give us clear or proper instructions on how to proceed, or may lose confidence in our work.  We are entitled to keep all your papers and documents while money is owing to us.

We will decide to stop acting for you only with good reason and on giving you reasonable notice.  If you or we decide that we will stop acting for you, you will pay our charges on an hourly basis and expenses as set out earlier.


Raising queries or concerns with us


We are confident that we will give you a high-quality service in all respects.  However, if you have any queries or concerns about our work for you, please take them up first with the person responsible for the day to day handling of your case.  If that does not resolve the problem to your satisfaction or you would prefer not to speak to the person responsible for the day to day handling of your case, then please take it up with the firm’s Complaints Manager.   


If you remain dissatisfied at the end of the review by the Complaints Manager you can refer the matter to the Legal Ombudsman, P O Box 6806, Wolverhampton, WV1 9WJ. Tel: 0300 555 033.  Email: enquiries@legalombudsman.org.uk.



If we enter into a contract with you and/or you become a client of our firm by electronic means (such as by e-mail or online) then, in addition to any rights of redress you may have through the Legal Ombudsman, you may be entitled to use an EU online dispute resolution platform to assist with any complaint or dispute you may have about our services/ This online platform can be found at http://ec.europa.eu/odr . We do have an email address you may contact in this regard and that is enquiries@stennett-stennett.co.uk