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Terms and Conditions

The Terms and Conditions below are to be read as an addendum to the main website Terms and Conditions (viewed here) and refer specifically to users completing the online will forms.

https://www.myestateplanner.me is operated by The Tax Guys Limited

13 West Hill, Wandsworth, London SW18 1RB

Company No. 08466025

1. The owner of this website, and the provider of the will writing service is The Tax Guys Limited, trading as My Estate Planner who are referred to throughout as the Company, we or us. We are members of The Society of Will Writers.

2. In order that we prepare a will that reflects your wishes, we ask you to provide complete answers to the questions posed within the online forms. Please ensure, and check, that answers given are correct and spelt correctly, with capital letters as appropriate, as this is the information upon which your will is created.

3. If the information you provide is not correct, it is possible that your will may not correctly reflect your wishes; or in extreme cases, it is possible that your will may not take effect. In the circumstance where the information you provide is incorrect, we cannot be held responsible for the effect of such incorrect information.

4. You have the opportunity to check, review and change the information you have provided at any time up to confirmation of your draft Will being satisfactory. After this, you cannot change the information unless you wish to purchase a new will.

5. By using this website, reading these terms and conditions of business and agreeing to them, you confirm that you are not blind and acting of your own free will and not subject to any coercion or any undue influence; you also confirm that you have sufficient testamentary capacity to understand that you are making a will and that when you sign it you do so with the intention of it binding your executors.

6. If you are using this website to create a will for someone else, making payment confirms that you are doing so with the full knowledge of that person and with their permission and that you are correctly representing their wishes.

7. By making payment you are agreeing to all of the Company’s Terms and Conditions and accept liability for your actions.

Limitation/Exclusion of Liability

8. In addition to the above exclusion relating to the provision of incorrect information, we confirm that the will is provided on the basis that it is for your benefit and that of your beneficiaries. We do not assume liability to anyone else in relation to the provision of the will and guidance for its signature.

9. Wills provided by us are prepared in accordance with the laws of England and Wales and are unlikely to fulfil your wishes if the will is governed by the laws of another country.

10. By making payment you agree that the Company has not offered you and cannot be held liable for any of the following:

– Estate Planning advice

– Legal advice

– Financial advice

11. Wills are provided with guidance notes as to the signing of the will. If you do not follow these guidance notes then it may affect the validity of your will. If you do not have a valid will, your money and belongings may be distributed in a different way than that which you had intended. If you do not follow the guidance notes as to signing the will, then we cannot accept responsibility for the effect of incorrect signatures.

12. Your will may not necessarily be effective in saving any tax. It is your responsibility to take independent advice on your Tax situation and how your death may affect that Tax situation.

13. We cannot accept responsibility for the appropriateness of any will produced by this website, or its relevancy to your particular situation. Wills are drafted by reference to the answers you give. In the circumstances, the generation of wills via this website does not constitute legal advice. It is your responsibility to take independent Legal Advice relating to your will.

14. By making payment you confirm that you have, or the person that you are creating a will for, adequate mental capacity to enable the will to become a legal document.

Complaints

15. Whilst we will do all we can to ensure our service is satisfactory, if you are dissatisfied please contact us. There is a written complaints procedure available to you upon request. Any complaints should be directed to My Estate Planner, 13 West Hill, Wandsworth, London SW18 1RB.

Refunds Rights to Cancel and the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 (“the Regulations”).

16. In the unlikely event of a fault occurring with our program which we are unable to resolve within 7 days of your notifying us, we will refund to the payment method from which payment was originally taken, the amount paid by you.

17. However, if you receive documents generated in accordance with your responses to the online interview questions, they are electronic in form and therefore non-returnable. In such cases no refund is possible.

18. By agreeing to our terms and conditions you confirm that you agree to receive the information we must provide you with under the Regulations by email and that email is an appropriate format.

19. We do not know your personal circumstances and therefore cannot confirm that the will is appropriate for you; only that it, on the face of it, constitutes a validly drafted will.