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 you with the option to nominate up to 4 people whom you would like to inform that we store your Will for you. It is your responsibility to ensure the details of the nominated persons we hold are kept up to date by contacting the Company.
e) The Company will contact you and the contacts you have nominated on an annual 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.
