Client care agreement

In providing Wills for you there are a number of service standards and matters which we wish to bring to your attention. These will help to clarify duties we owe to you. They are particular to this service and should be read in conjunction with our standard terms although where they conflict these specific terms shall rule.

More Complicated Wills

We will contact you should your Will instructions seem to suggest a more complicated Will would be necessary. You may, for example, need advice on a trust or on gifts to charity. Where this requires specialist advice then we make a separate charge, but only after informing you and only after you have approved.

What is provided?

We intend to provide a professional Will which accurately reflects the completed instructions that you have provided and for the fee you have paid. This Will is intended to provide you with the security that your estate will be administered in accordance with your wishes. In the event that we consider that this is not the most appropriate Will for you (for example your estate may justify a more tax -efficient proposal) then we will discuss this with you after Confetti Will has been completed.

Cancellation

We have to reserve the right to cancel our retainer (contract) with you where it becomes clear that we cannot provide our service. This may be because we cannot confirm your identity; we cannot get clear instructions from you; you refuse to sign or return the Will; or some other reason that is beyond our control. Where we have accepted your initial instructions form we will make a charge even if the Will has not been produced.

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