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.
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.
The company agrees to:
Comply with the client’s instructions with reasonable skill, care and expedition appropriate to their needs.
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.
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.
Maintain the strictest confidentiality and not pass on your details to any other organisation outside the SABLE GROUP without your express written permission (unless legally required to do so). The company shall comply with all legislation in force relating to data protection.
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.
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.
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.
The client is 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.
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.
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.
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.
Notify the company if you do not receive your draft document(s) within 10 working days of the first appointment, unless otherwise agreed.
Pay the fee due for the provision of will writing services in full and in accordance with the terms of our invoice.
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.