Welcome to our website. If you continue to browse and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern Estate Planning Pro’s relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website.

The term ‘Estate Planning Pro’ or ‘us’ or ‘we’ refers to the owner of the website. The term ‘you’ refers to the user or viewer of our website.

The use of this website is subject to the following terms of use:

  • The content of the pages of this website is for your general information and use only. It is subject to change without notice.
  • This website uses cookies to monitor browsing preferences. If you do allow cookies to be used, the following personal information may be stored by us for use by third parties.
  • Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.
  • Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services or information available through this website meet your specific requirements.
  • This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.
  • All trademarks reproduced in this website, which are not the property of, or licensed to the operator, are acknowledged on the website.
  • Unauthorised use of this website may give rise to a claim for damages and/or be a criminal offence.
  • From time to time, this website may also include links to other websites. These links are provided for your convenience to provide further information. They do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).
  • Your use of this website and any dispute arising out of such use of the website is subject to the laws of England, Northern Ireland, Scotland and Wales.

Should you instruct us to act on your behalf you will have a right to cancel the agreement with us within 14 days of the date of the Client Care Letter issued to you by writing to us at the postal address or the email listed below. On receipt and confirmation of your instruction we will refund any fees you have paid within 14 working days.

We will also allow you to cancel this agreement with us later than 14 days after the date of the Client Care Letter issued to you by writing to us at the postal address or the email listed below. However, work will have commenced on your instructions and drafting costs will have been incurred so, unless the cancellation is due to a delay on our part that is beyond the timescale referred to in section 5, we reserve the right to retain fees sufficient to cover any work undertaken.

How to make a complaint

The majority of complaints can be resolved quickly and satisfactorily by raising your concern with us .

Telephone contact is often the most effective way to resolve complaints quickly. You will find our telephone number on our website or any letter we have written to you.

Alternatively you can write to us, again our correspondence address can be found on our website or any letter we have written to you.

When you make contact please tell us the following information

  • Name address and postcode, telephone number and e-mail address (if you have one).
  • Your reference and the service your complaint is in respect of.
  • The reason for your complaint.

Any written correspondence (letter or e-mail) should be headed ‘COMPLAINT’ and you may include / attach copies of supporting material