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Covid-19 update

All our services remain fully operational, with phone, Skype, Teams and other conference calls being conducted in place of face to face meetings. You will still receive the same high level of service with all our service agreement levels being met. If you have a family member who requires our services, we are offering all our clients a “Family Referral” scheme, so please let us know via the Contact tabs on our website and we will be happy to help. To all our partners and clients, we extend our full support and well wishes at this difficult and challenging time.

Document Storage

It is quite sufficient to keep your Will in a safe place at home. However, if you were to die in a house fire and the Will was destroyed at the same time, you may have died without a valid Will. If your Will is damaged in any way which could cast doubt on its intent, the courts may deem it invalid. A large number of Wills go missing or are fraudulently altered each year, so to avoid this it is advisable to keep your Will in a secure fireproof deposit.

Document Storage by James McKenzie ensures your Will is stored securely onsite in flood and fireproof safes. We will contact your Executors and, if requested, Beneficiaries, on an annual basis so that in the event of your death they know where your original Will is held.

As part of the service, James McKenzie will register your Wills on Certainty the National Will Register, at no additional expense (the usual cost is £30). If a loved one or close friend attempts to locate your Will online and visits the UK’s largest database, they will be redirected through to James McKenzie to assist with releasing the Will.

By electing the document storage service by annual direct debit, you will have the peace of mind that your Wills are safe and secure and that your Will cannot be destroyed, lost, or forged by a disgruntled relative.

STANDALONE STORAGE

Your Will is kept in our secure fireproof storage facility. Your Executors are notified of the location of the Will so it can easily be retrieved in the event of your death.

Single - £17.50 per annum
Couple - £27.50 per annum

ANNUAL STORAGE & UPDATING SERVICE

The Annual Storage & Updating Service offers not only the secure storage of your Will, but the opportunity to review and revise your Wills over the phone anytime with our qualified team.

If you feel that you may need to discuss and update your Will frequently, then the storage and updating service provides you with the ability to talk through any potential amendments when they may occur, the implications of such amendments and new final versions of your Will(s) issued as required without any additional fees incurred. If the amendments do not fall within your current level of service (Standard or Advanced) then additional fees may apply.

Single - £55 per annum
Couple - £80 per annum

Your Details

JAMES MCKENZIE DOCUMENT STORAGE FACILITY – TERMS & CONDITIONS

DEFINITIONS:

a) The Term, ‘the Company’, shall mean James McKenzie (Wills) Ltd.

b) The Term, ‘the Client’ shall mean you; the term ‘you’ and ‘your’ shall mean ‘the Client’.

c) The Term, ‘your Will’ shall mean your Will or Wills stored with the Company.

d) The Term, ‘the Executors’ shall mean your executors, trustees, guardians and other friends and family of the Client.

1. STORAGE ONLY FACILITY:

a) On receipt of your Will, the Company will confirm they have been signed properly and in accordance with the law.

b) Your Will is placed in the Company’s fireproof storage facility and a unique ID Number is ascribed to your file.

c) The Company will provide you with an emailed copy of the signed Will on request.

d) The Company will contact all the Executors mentioned in your Will. If there are additional Executors you would like the Company to contact, please instruct the Company accordingly.

e) The Company will contact you and the Executors on a regular basis by way of email to keep all parties informed on changes in legislation and relevant Company information.

f) If you want to change your Will in light of legislative changes or for any other reason, please contact the Company directly.

g) If you or the Executors move house or change email addresses, you should notify the company as soon as possible.

h) The Company shall ask you to reconfirm your address, email and contact number every 12 months at the annual renewal of the storage facility, however it is your responsibility to ensure these remain up to date at all times.

i) If you need to make any changes to your Wills, you will pay the appropriate fees before the Company will undertake any additional work.

j) The Company reserves the right to return any documents held in the Company’s storage facility to you via recorded post, to the last known address informed to us by you if payment remains outstanding after 45 days from the date of annual renewal.

k) Your Will shall be registered with Certainty the National Will Register unless you wish to opt out from this service.

l) Certainty the National Will Register records the existence and tags the location of your Will so those that need to, can find it easily. The existence of your Will is confidential, and it is only when you have passed away and the person searching has legitimate interest, that its existence will be declared. Only your name and address will be provided to the Register.

m) The Company reserves the right to change the Terms & Conditions at any point. The Company guarantees to maintain the same service for 12 months after application.

2. STORAGE & UPDATING FACILITY ADDITIONAL TERMS:

a) Amendments to your Will are covered by the annual premium.

b) If you elect to change from the Standard to the Advanced Service, you will be charged the difference between the services at the prevailing rate.

c) The usual Will amendment fee where storage and updating has not been selected is £30+VAT to revise 1 section of a single Will.

d) The Company reserves the right to change the Terms & Conditions at any point. The Company guarantees to maintain the same service for 12 months after application.

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