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Our wills procedure

We feel that client satisfaction is of paramount importance. Our wills procedure ensures that all of our clients experience great service and we appreciate that appointments need to be arranged at times to suit you. We can arrange for face-to-face meetings to accommodate your busy schedule. However, we can also accommodate communication via email or telephone if you prefer, subject to confirmation of identity and proof of address.

Our usual wills procedure:

  1. You complete the will questionnaire and submit the form, either online or via email.
  2. We send you a quote for preparing your will.
  3. You accept the quote, make a payment and send us proof of identity and address.
  4. An appointment is made for a face-to-face meeting with our experienced will writer.
  5. Following the appointment, you are sent a draft will and commentary via email for approval.
  6. Changes or further advice is given via email or telephone.
  7. You approve the final draft of your will.
  8. An appointment is booked for the will to be signed and witnessed, or the will is sent by post to you with signing instructions.
  9. The will is signed and witnessed. If the will was not signed at our offices, we ask that a signed copy is sent to us so that it can be checked to ensure that it was signed and witnessed correctly.
  10. You retain the original, while a scanned copy of the signed will is held on the secure Sable Wealth database. The will can be registered with Certainty, the UK National Will Register, for a once-off fee.
  11. The original will can be kept for storage at the Probate Division of the Principal Registry of the Family Division in London at an additional fee.

A will should be reviewed every three to four years or when there has been a significant change in your circumstances, such as marriage, separation or divorce. Other changes that should trigger a review of your will include changes in your financial circumstances and additional children. Over time, your family structure and friendships can change; your will should always reflect these changes.

Our terms of business

The following standard terms of business apply to all instructions accepted by the company. All work carried out in the provision of will writing services are subject to these terms except where changes are expressly agreed in writing. These terms of business form the basis of the contract between the company and client.

Definitions

The "company" shall mean Sable Wills, a division of Sable Private Wealth Management Limited of Castlewood House, 77/91 New Oxford Street, London WC1A 1DG.

The "client" shall mean anyone instructing the company for the provision of will writing services.

"Will writing services" shall mean the provision of wills, lasting powers of attorney, general power of attorney, expression of wishes, severance of joint tenancy, advance directive and other services of a legal nature provided by the company to its clients. It shall also mean inheritance tax advice and other tax planning advice in connection with the preparation of wills.

"Documents" shall mean wills, powers of attorney or other legal documents produced as part of the will writing services.

Procedures

Prior to the initial appointment, the company will send a will questionnaire together with details of fees charged, payment procedures and terms of business to the client to ensure that the initial face-to-face appointment is as productive as possible. The client will also be asked to provide photo ID and proof of address in order to comply with Money Laundering Regulations.

Upon receipt of the payment of fees and confirmation of identity, an appointment is booked for a face-to-face meeting with our experienced will writer.

At the initial appointment, further instructions will be taken where necessary to ensure that the will questionnaire is fully completed. Appropriate advice will be given to the client as to the options available.

Following the initial appointment, a draft will and will commentary will be sent out to the client for their approval. Further communication between the client and will writer can take place by telephone or email to ensure that the draft will fully agrees with the client’s wishes.

The client is required to sign and return the agreed draft document(s). Once the document(s) have been approved, a further appointment is made to witness its signing. The document(s) will then be produced on engrossed paper and bound, ready for signing. Once bound, any changes to the document(s) may lead to the signing appointment being altered and further fees incurred.

What we agree to do

We agree to comply with the client’s instructions with reasonable skill, care and expedition appropriate to their needs.

We agree to provide you with the best advice on matters relating to will writing services. In some cases, this may mean advice to draw up other documents, or take other action, which may incur further fees. In such cases, full details of such charges will be given to you in advance; you are under no obligation to proceed with any ancillary services offered. However, you may be asked to sign a declaration stating that you are acting against the advice given.

We agree to dispatch your draft documents by 1st Class post within 10 working days of taking your initial instructions. Where circumstances outside the company’s control result in a delay beyond this period, you will be given a full written explanation and the opportunity to renegotiate the contract or cancel the agreement, with a full refund being provided. If you decide to proceed, the documents will be produced as soon as possible and, in any event, the company shall produce and dispatch the draft documents to you within 30 days of having taken the initial instruction. If the draft document requires amending, an amended draft document will be sent out to you within five working days.

We agree to maintain the strictest confidentiality and not pass on your details to any other organisation outside Sable International without your express written permission (unless legally required to do so). The company shall comply with all legislation in force relating to data protection.

We agree that the company will not take responsibility for ensuring the validity of the signing of your documents where they have not been signed and witnessed by an agent of the company. The signing of your document(s) must be carried out according to the law of England and Wales in order for your document(s) to be valid. If you wish to make your own arrangements for the document to be signed and witnessed, then the company will supply you with full written instructions of how it should be completed.

We agree that the company does not accept any liability or obligation to advise you of any changes in legislation or taxation which may affect you either directly or indirectly and may necessitate a review of your documents. Any will should be reviewed every three years as well as on the occasion of any material change in your circumstances, such as divorce, marriage, the birth of children or the inheritance of a large sum of money.

We agree that all correspondence between the company and the client will be by 1st Class post or email at the relevant addresses provided by you. We will not be liable for any loss arising from non-delivery of post or email, or any loss of documents beyond our control.

What you are required to do

You are required to provide the company with photo ID and proof of address dated within the last three months in order to allow the company to comply with Money Laundering Regulations.

You are required to disclose all relevant facts and answers to all the questions asked in order to allow the company to provide accurate advice and produce an effective legal document. The company shall not accept liability in respect of information which was not disclosed, and therefore not documented, by the person taking your instructions, for example, information which comes to light at a later date as being of relevance, therefore affecting the validity or content of your documents or advice given.

You are required to read through the draft documents provided to confirm that they correctly reflect your wishes as to the distribution of your estate and to make sure that the names and addresses of the persons mentioned in your documents are correct.

You are required to sign and return draft document(s) together with any amendments to the company as soon as possible. If you fail to return the documents to the company, the company shall accept no liability for the draft document(s). The company shall not be responsible for any delay due to any failure on your behalf to comply with the above.

You are required to notify the company if you do not receive your draft document(s) within 10 working days of the first appointment, unless otherwise agreed.

You are required to pay the fee due for the provision of will writing services in full and in accordance with the terms of our invoice.

You are required to ensure the safe delivery of any paperwork to us, by whatever suitable means you choose, at your own expense and for arranging suitable insurance if necessary. The company will not accept any responsibility for lost paperwork in transit to us. The company will acknowledge safe receipt of title deeds or other legal paperwork, but not their completeness or content, which remains your responsibility.

Client care and complaints

The company is committed to providing you with a high-quality service. An essential part of that service is that we communicate effectively with you so that you are kept informed of progress.

The company maintains a full complaints procedure to which any complaint should first be addressed to Ashley Deakin at Sable International, Castlewood House, 77/91 New Oxford Street, London WC1A 1DG.

Fill in our wills questionnaire to get an obligation-free quote
on the creation of your will.

South Africa

Cape Town

Regent Square
Doncaster Road
Kenilworth 7708 +27 (0) 21 657 2120

Durban

25 Richefond Circle
Ridgeside
Umhlanga 4320 +27 (0) 31 536 8844

United Kingdom

Croydon

One Croydon
12-16 Addiscombe Road
Croydon CR0 0XT +44 (0) 20 7759 7514

Australia

Melbourne

9 Yarra Street
South Yarra
VIC 3141 +613 (0) 8651 4500

Sable International is a trading name of 1st Contact Money Limited (company number 07070528), registered in England and Wales. We are authorised and regulated by the Financial Conduct Authority in the UK (FCA no. 517570), the Financial Services Conduct Authority in South Africa (1st Contact Money [PTY] Ltd - FSP no. 41900) and hold an Australian Financial Services Licence issued by ASIC to deal in foreign exchange (1st Contact Group - AFS Licence number 335 126).

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