Terms of Business / Retainer

The following standard terms of business apply to all instructions accepted by the Company.

Definitions:

The Company shall mean AIB Estate Planning Ltd
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, Living Wills, notices of severance, probate advice and other services of a legal nature provided by a Member to his clients.
Documents shall mean Wills, Powers of Attorney or other legal documents produced as part of the Will Writing Services

1. Procedures

(a) On the initial appointment your detailed instructions will be taken and appropriate advice given on matters relating to Will Writing Services. Any queries or questions will be answered and a full explanation given on the contents and terminology used in the drafting of your Documents.

2. The Company undertakes to:

(a) Comply with your instructions with reasonable skill, care and expedition appropriate to your needs.
(b) Provide you with the best advice on matters relating to the Will Writing Services.
(c) Comply with the client’s instructions using all due skill, care and expedition appropriate to the needs of the client.
(d) Maintain the strictest confidentiality and not to pass on your details to any other organisation without your express written permission unless legally required to do so and shall comply with all legislation in force relating to data protection.
(e) Refund any money paid in respect of the preparation of your Will(s) should you change your mind within 14 days from the date of taking your instructions. After the expiration of this period the Company reserves the right to charge you for the advice given and for any work already carried out on your behalf and in accordance with your signed instructions.
(f) Where the Company offers a Will storage service, 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 and on the occasion of any material change in your circumstances.
(g) Where the company cannot legally or practically follow the instructions given by the client, the company must explain any differences between the client’s instructions or expectations and the documents to be provided.

3. Your Obligations are:

(a) To disclose all relevant facts and answers to all the questions asked to allow the Company to provide accurate advice and to produce an effective legal Document.
(b) To pay the fee due for the provision of Will Writing Services in full and in accordance with the terms of our invoice.

4. Client Care

(a) The Company is committed to providing you with a high-quality service. An essential part of that service is that we will communicate effectively with you so that you are kept informed of progress.
(b) The Company maintains a full complaints procedure to which any complaint should first of all be addressed. If you have a complaint, please contact AIB Estate Planning with full details of your complaint.

Roles and Responsibilities

Consultant - This is what I will do:

I am a consultant of AIB Estate Planning Ltd I will make recommendations and give advice with regards to your Will, Trust and Probate requirements.

Consultant - This is what I will NOT do:

I will not charge you an additional fee, and I will not receive remuneration from you. I am remunerated by AIB Estate Planning Ltd directly.

CLIENT - This is how to complain:

Should you need to complain with regard to any aspect of the service you receive, please contact:

Complaints Department AIB Estate Planning Ltd 6 Neptune Court, Hallam Way, Blackpool, England, FY4 5LZ Phone: 0800 048 7320 Email: info@aibestateplanning.co.uk