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 following 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 create a secure digital vault (BePrepared) account for you and upload a digital copy of your Will. A link to the digital vault will be sent to you via email, it is your responsibility to complete the account set-up and nominate the relevant persons to be contacted in the event of your death.
e) The company will contact you with the option to nominate up to 4 people whom you would like to inform that we store your physical 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.
f) The Company will contact you and the contacts you have provided on an annual basis by way of email to keep all parties informed on changes in legislation and relevant Company information.
g) If you want to change your Will considering legislative changes or for any other reason, please contact the Company directly.
h) If you or the Executors move house or change email addresses, you should notify the company as soon as possible.
i) 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.
j) If you need to make any changes to your Will(s), you will pay the appropriate fees before the Company undertakes any additional work.
k) 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.
l) Your Will shall be registered with Certainty, the National Will Register, unless you wish to opt out of this service.
m) 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 a legitimate interest, that its existence will be declared. Only your name and address will be provided to the Register.
n) 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.
o) Should a price increase be applied, we will notify you and update the first annual premium payment due after the increase. If you do not wish to continue using our storage service, please notify us at [email protected]
2. STORAGE & UPDATING FACILITY ADDITIONAL TERMS:
All the above terms and conditions for Storage apply, with the additional terms below:
a) Amendments to your Will are covered by the annual premium.
b) If you elect to change from the Standard to Advanced Will Service, you will be charged the difference between the services.
c) The usual Will amendment fee where storage and updating have not been selected is £30+VAT to revise 1 area 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.
