Terms & Conditions

Terms and Conditions

Churchill Will Writers & Estate Planners is a trading style of Pattison James Associates Ltd.  The following standard terms of business apply to all services provided by Churchill Will Writers & Estate Planners. All orders placed via Churchill Will Writers & Estate Planners are fulfilled by Pattison James Associates Ltd, who will be your contracting party and responsible for the provision of services.

All work carried out in the provision of will writing and associated estate planning services is subject to these terms except where changes are expressly agreed in writing. These terms form the basis of the contract between Pattison James Associates Ltd (“the Company”) and the Customer.

1. Definitions and Interpretation

1.1 In these Terms and Conditions the following terms shall have the following meanings:

  • “Calendar Day” – any day of the year;

  • “Cancellation Form” – the form attached to these Terms and Conditions as Schedule 1;

  • “Cancellation Notice” – the notice attached to these Terms and Conditions as Schedule 1 or such other written document containing the same information, produced by the Customer;

  • “Company” – Pattison James Associates Ltd, the legal entity responsible for fulfilling services purchased under the Churchill Will Writers & Estate Planners trading style;

  • “Contract” – the contract for the purchase and sale of the Services under these Terms and Conditions;

  • “Customer” – the individual purchasing the Services from the Company;

  • “Order” – the Customer’s completed order for the purchase and provision of Services;

  • “Payment Information” – all information required to take the required payments from the Customer, including credit/debit card details and residential address details;

  • “Sales Literature” – any brochures, catalogues, leaflets, price lists and other documents providing details of Services available and pricing information;

  • “Services” – the services to be provided by the Company in accordance with these Terms and Conditions, any specific service terms, and as specified in the Order.

1.2 Interpretation rules remain as in the original terms (references to writing, statutes, clauses, headings, singular/plural, gender, etc.).

2. Procedures

2.1 On the initial appointment your detailed instructions will be taken and appropriate advice given on matters relating to will writing and estate planning. Any queries will be answered and a full explanation provided on the contents and terminology of your documents.

3. The Company Undertakes To:

3.1 Comply with your instructions with reasonable skill, care and expedition.

3.2 Provide the best advice on matters relating to will writing and estate planning. Where other documents or services are recommended, you will be given full details of any additional costs and are under no obligation to proceed. If you choose to proceed against advice, you may be asked to sign a declaration confirming this.

3.3 Provide draft and final documents within the timescales set out below (subject to circumstances outside the Company’s control):

  • Draft/Summary documents via email within 15–21 working days of receiving full instructions.

  • Executable documents within 1–3 working days after draft approval.

  • Executable documents within 1–3 working days if no draft response is received after 28 days.

  • Executable documents where no draft is required: within 15–21 working days.

  • Executable documents prepared by third parties (e.g. lifetime trusts): within three months.

3.4 Where delays occur beyond these timescales, the Customer will be informed, given reasons, and offered the opportunity to renegotiate or cancel the contract with a full refund.

3.5 Maintain confidentiality and comply with all data protection legislation. Personal data will be processed in accordance with our Privacy Notice (available at https://churchillwillsandestates.co.uk/privacy-policy).

3.6 Offer an optional attestation service to supervise the signing and witnessing of your documents. Where this is not taken up, the Company accepts no responsibility for execution errors, though full instructions will be provided. Documents may be checked free of charge once returned.

3.7 Refund any money paid if you change your mind within 14 days of instruction (cooling-off period). After this period, charges may apply for advice given and work already carried out.

3.8 Where a storage service is provided, the Company does not accept responsibility to notify you of changes in law or tax. Wills should be reviewed at least every three years or upon major life events (marriage, divorce, children, inheritance, etc.).

3.9 Where instructions cannot legally or practically be followed, the Company will explain any differences between your instructions and the documents produced.

4. Notice of the Right to Cancel

4.1 Customers have the right to cancel within 14 days in accordance with the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013.

4.2 The Company is Pattison James Associates Ltd.

4.3 The cancellation reference number will be shown on your invoice/receipt.

4.4 If you wish to cancel, you may use the attached cancellation form or provide written notice.

4.5 Cancellation Notices should be sent to:

  • By Post: Pattison James Associates Ltd, 7 Portesbery Road, Camberley, GU15 3TA

  • By Email: [email protected]

4.6 Cancellation is deemed effective on posting (if by mail) or on sending (if by email).

4.7 Work may commence within the cancellation period only with your express written agreement. If you cancel after such work has begun, you may be charged for services already provided.

5. Refunds

Refund provisions remain as in the original terms:

  • Full refund if cancelled within 14 days and no work has begun.

  • If work has started with your consent, deductions will be made for work already completed.

  • If urgent work is requested within the cancellation period, you may waive your cancellation rights.

6. Liability

The Company will remedy any failure to perform services with reasonable skill and care at no extra cost. Liability does not extend to delays caused by factors beyond our reasonable control or where you fail to meet your obligations.

7. Customer Obligations

Customers must:

  • Provide full and accurate information.

  • For couples, accept that information may be shared between both parties unless you request separate files (with potential extra costs).

  • Review draft and final documents carefully and notify of errors within 28 days.

  • Ensure proper execution of documents (with or without the attestation service).

  • Pay all fees in line with invoices.

  • Return signed documents promptly where storage or update services are purchased.

8. Client Care

The Company aims to provide high-quality service and maintain effective communication. It is the Customer’s responsibility to ensure we hold accurate contact details.

Complaints should first be raised with the Company. If unresolved, complaints may be referred in writing to:

The Society of Will Writers
Chancery House
Whisby Way
Lincoln
LN6 3LQ

The Company complies with the Society’s Code of Practice (available on request).

Important Note:
By instructing Churchill Will Writers & Estate Planners, you acknowledge that your contract is with Pattison James Associates Ltd, who will be responsible for providing all services. Churchill Will Writers & Estate Planners is a trading style only and does not provide legal services directly.