Terms of Service

1. Introduction

Welcome to Your Estate Planner. These Terms of Service govern your use of our website at yourestateplanner.co.uk and the estate planning services we provide. By accessing our website or using our services, you agree to be bound by these terms.

Your Estate Planner is operated by Frances, providing professional estate planning services across North Yorkshire and the North East of England.

2. Use of This Website

You may use this website for lawful purposes only. You agree not to:

• Use the website in any way that breaches applicable local, national, or international law or regulation
• Use the website in any way that is unlawful or fraudulent
• Transmit or procure the sending of any unsolicited advertising or promotional material
• Attempt to gain unauthorised access to our website, servers, or databases
• Reproduce, duplicate, copy, or resell any part of our website without permission

We reserve the right to restrict access to parts of our website, or the entire website, at our discretion.

3. Intellectual Property

All content on this website, including but not limited to text, graphics, logos, images, and software, is the property of Your Estate Planner or our content suppliers and is protected by copyright and other intellectual property laws.

You may not reproduce, distribute, modify, or republish any content from this website without our prior written consent. You may print or download content for your personal, non-commercial use only.

4. Limitation of Liability

The information provided on this website is for general guidance purposes only. While we endeavour to keep the information accurate and up to date, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, or suitability of the information.

Your Estate Planner shall not be liable for any loss or damage arising from your use of this website or reliance on any information provided. This includes, but is not limited to:

• Any direct, indirect, or consequential loss
• Loss of income or revenue
• Loss of business or contracts
• Loss of anticipated savings
• Loss of data

Nothing in these terms excludes or limits our liability for death or personal injury arising from our negligence, fraud or fraudulent misrepresentation, or any other liability that cannot be excluded or limited by English law.

5. Service Terms Overview

Your Estate Planner provides the following services:

Consultations

We offer free initial consultations to discuss your estate planning needs. Consultations are available via home visits across North Yorkshire and the North East, or via video call. During consultations, we will explain your options and provide guidance on the most suitable services for your circumstances.

Document Preparation

Our document preparation services include wills, lasting powers of attorney, trusts, severance of tenancy, and letters of wishes. All documents are prepared according to your specific instructions following a detailed consultation. Fees for document preparation will be confirmed before any work begins.

Documents will be prepared with due care and attention, and you will have the opportunity to review all documents before they are finalised. We will explain the contents and implications of each document to ensure you fully understand what you are signing.

6. No Legal Advice Disclaimer

Important: Your Estate Planner provides estate planning services. we are not a firm of solicitors, and the services we provide do not constitute legal advice from a solicitor.

While we are professionally trained to prepare estate planning documents such as wills, lasting powers of attorney, and trusts, we are not regulated by the Solicitors Regulation Authority (SRA). Our services are focused on document preparation and guidance based on our specialist estate planning training.

If your circumstances are particularly complex, or if you require legal advice on matters such as contested estates, tax planning beyond basic inheritance tax considerations, or litigation, we may recommend that you seek advice from a qualified solicitor.

The information and guidance we provide should not be treated as a substitute for professional legal advice where such advice is appropriate to your circumstances.

7. Complaints Procedure

We are committed to providing a high standard of service to all our clients. If you are dissatisfied with any aspect of our service, please follow our complaints procedure:

1. Contact us directly: In the first instance, please contact Frances directly by email at hello@yourestateplanner.co.uk or by telephone. We aim to resolve most concerns informally and promptly.
2. Formal complaint: If you wish to make a formal complaint, please write to us at our business address, providing details of your complaint and the outcome you are seeking.
3. Investigation: We will acknowledge your complaint within 5 working days and aim to provide a full response within 20 working days of receiving your formal complaint.
4. Further action: If you remain dissatisfied with our response, you may be entitled to refer your complaint to an alternative dispute resolution provider.

We take all complaints seriously and will use feedback to improve our services.

8. Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of England and Wales. Any disputes arising from or in connection with these terms or your use of our website and services shall be subject to the exclusive jurisdiction of the courts of England and Wales.

9. Contact Details

If you have any questions about these Terms of Service, please contact us:

• Email: hello@yourestateplanner.co.uk
• Telephone: 03300431913
• Website: yourestateplanner.co.uk

We serve clients across North Yorkshire, County Durham, and the wider North East, with home visits and video consultations available.

10. Changes to These Terms

We may update these Terms of Service from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review these terms periodically to stay informed of any updates.

Last updated: January 2025