Terms of Engagement

Terms of Engagement for Carla Jordan Estate Planning

Effective Date: June 2025

Carla Jordan Estate Planning is a full member of The Society of Will Writers (SWW) and operates in accordance with the SWW Code of Practice. Copies are available from the company or directly from the SWW (Chancery House, Whisby Way, Lincoln, LN6 3LQ) (w: www.willwriters.com/public/making-a-complaint/making-a-complaint-form/, e: info@willwriters.com, t: 01522 687888).

Definitions and Interpretations

"us", "we", "our", "firm" – Carla Jordan Estate Planning
"you", "your" – our Client
"Client" – the person/persons using services provided by us
"Matter" – any transaction for which we provide services
"Services" – our products or packages related to your matter
"Writing" – includes emails
"Website" – www.carlajordanestateplanning.co.uk

Our Company

Carla Jordan Estate Planning is a legal services provider registered in England and Wales.

We hold professional indemnity insurance of £2.5 million. Your relationship is with the company, not individual employees.

Services

We provide the best advice. This may involve suggesting additional services, which you are under no obligation to accept. If you decline advice, a disclaimer may be required. We are not tax or financial specialists. Referrals may be made with your consent.

Fees & Charging

Fees are provided on a price list. Some services may be free for qualifying clients. Third-party costs (disbursements) are billed separately. Urgent document production may incur extra fees. Errors or omissions by us will be corrected at no cost to you.

We provide free advice relating to this matter for its lifetime. We may withdraw if we cannot complete the matter and will notify you immediately. No fees will apply in this case.

Client Instructions

You are responsible for providing accurate information. Joint clients are treated as agreeing unless otherwise stated. We require ID to meet legal obligations. Document changes post-completion may incur a fee unless you use our Secure Document Storage service.

Timescales

Drafts provided within 10 working days of complete information
Completed documents within 15 working days thereafter

If deadlines are missed by us, you may cancel without fees. If information is not received within 28 days, 50% of fees will be invoiced. This is credited to your final bill.

Confidentiality & Data Protection

We collect personal data to fulfil this contract, communicate with you, and maintain records. Data is kept secure and shared only with partners under the same data protection standards. We retain data for 6 years after completion or revocation notice.

You can request your data, object to its use, and raise concerns with our Data Protection Officer. If unresolved, contact the ICO (w: www.ico.org.uk, t: 0303 123 1113).

Complaints

In the first instance, contact your advisor. Formal complaints should be made in writing to Carla Jordan at carla@cjestateplanning.co.uk. We acknowledge within 5 days and respond within 56 days. If unresolved, contact the SWW’s complaints department. This does not restrict your legal rights.

Notice of Right to Cancel

You can cancel in writing within 14 days without fees. Cancellation after 14 days may incur partial or full charges depending on the work completed. We confirm all cancellations in writing. You may request work to begin within the cooling-off period. Service may be withdrawn if you cancel appointments twice or fail to respond for 28 days.

Acceptance

It is important that you read and understand the above terms before signing. Only sign if you agree to be bound by them.