Customer Service Agreement

Trusts, Wills, Lasting Powers of Attorney (‘LPA’s) and associated services

(1) Estate Planning Services Direct LLP (‘EPD’) agrees to provide the inclusive services as detailed in this Customer Service Agreement at the fee quoted and agreed with the Client, together with any VAT & disbursements that may be applicable

(2) The Client agrees to pay for the inclusive services agreed in full upon delivery of an Invoice by EPD or delivery of this Customer Service Agreement, whichever may be later

(3) EPD agrees that it may agree to limited deferral of payment of any Invoice delivered to the Client, or to payment in two or more tranches, to be discussed and agreed with the Client and, if applicable, set out in the Invoice

(4) EPD does not accept any liability or obligation to advise the Client of any changes in legislation or taxation, which may affect the Client either directly or indirectly and which may necessitate a review of their Will(s)/Asset Trust(s) or other documentation

(5) The Client agrees that upon the death of the Client any outstanding balance for the inclusive service applicable to the Client shall be payable in full from the proceeds of the Client’s estate prior to any distribution of the estate. The Client agrees that the Agreement shall remain valid even if an executor, administrator, or trustee of their estate should decide not to use any or all of the services which form part of the Agreement

The Client Declares and Agrees as follows:

(6) The information given to EPD is correct to the best of their knowledge and that is the basis upon which they have instructed EPD to draft their Will(s)/Asset Trust/LPA’s and/or provide ancillary estate planning services and they accept responsibility for any information written on their behalf

(7) They understand that they will be liable to be charged a fee in respect of services provided and that the fee is payable upon the signing of the Customer Service Agreement, as set out above

(8) They acknowledge that EPD does not accept responsibility for any errors or omissions that may arise as a result of incorrect information supplied by them to EPD or as a result of their failure to check the provisions of any Will(s)/Asset Trust/LPA’s or other documents drafted based on the information supplied

(9) EPD has explained to them the concept of ‘Deprivation of Assets’ and the Client fully accepts that no guarantee can be provided that action taken or advice given will not be challenged or disputed by a Local Authority or any other third parties.

(10) They understand that any information provided by them may be passed to EPD's advisors and they authorise those advisors to contact them with the object of discussing 2

and offering to them such services as it may provide and they agree to their contact details being disclosed to EPD's advisors for this purpose

(11) They agree to EPD and/or any of its associated professional advisors contacting any or all of the appointed Guardians, Trustees, Executors, Administrators and Attorneys for any purpose related to the Estate Planning of their estate to offer such advice and services as they may in their absolute discretion deem appropriate

(12) They understand that after the 7 day cooling off period, they have no automatic rights to a refund if they should change their minds. Any application for a refund must be made in writing to EPD for consideration and will be at the discretion of EPD. If EPD authorises a refund, a deduction for all costs incurred by EPD will be made

Estate Planning Direct LLP (‘EPD’) Declares and Agrees as follows:

(13) EPD will prepare a Will(s)/Asset Trust/LPA’s for the Client in accordance with the instructions given to it on the date hereof and on such other occasions as communicated to it by the Client in a timely manner

(14) EPD reserves the right to charge additional administration fees if The Client amend their instructions substantially or repeatedly from those originally provided after the initial drafting stage

(15) EPD shall deliver the said Will(s)/Asset Trust/LPA’s to The Client as soon as possible or within one calendar month (after the 7 day 'cooling off' period) from the date of the Customer Service Agreement or from the last communication of information relating thereto and subject to all necessary information having been supplied to EPD by The Client

(16) EPD is under no obligation to supervise the signing of the Will/s/LPA’s nor does it accept any responsibility for an unexecuted or improperly executed Will(s)/Asset Trust or for any losses suffered by The Client or any third parties as a result thereof

(17) EPD accepts no liability for losses or claims arising as a result of the failure of The Client to properly execute the deeds/Wills/documents in accordance with the instructions provided and in a timely manner

(18) EPD does not provide advice on taxation and The Client is responsible for taking their own independent financial advice concerning taxation and any potential liability

Cancellation Policy

(19) The Client has the right to cancel this agreement by written notification to EPD within 7 days from the date of the Invoice or delivery of this Customer Service Agreement (‘the cooling off period’) whichever may be later. The Client has no automatic right to a refund after the 7 day cooling off period. After the 7 day cooling off period has expired, EPD will treat all refund requests solely on their merits. 3

(20) During the 7 day cooling off period, the Client may cancel the Agreement by written notification delivered to EPD's Registered Office at The Old Cottage Lewes Road Laughton East Sussex BN8 6BQ within 7 days of the date of the Invoice or delivery of this Customer Service Agreement, whichever may be later. Upon receipt of a written request within the cooling off period, EPD will refund any fees paid under this Agreement.

(21) If a request for cancellation is received after the 7 day cooling off period, EPD reserves the right to undertake a further assessment of the Client's needs and requirements to ascertain whether additional support/information could be offered and to identify and resolve areas of concern. If following the assessment the Client still wishes to cancel the Agreement then any refund will only be made at EPD's discretion and a deduction for all costs incurred by EPD will be made.

Confidentiality

(22) EPD agrees that they will not disclose, divulge, reveal, report or use for any purpose, any Confidential Information which the EPD has obtained, except as authorised by the Client or under this Agreement and as required by law. These confidentiality obligations will apply during the validity of this Agreement and will continue in force upon termination of this Agreement. Confidential information (the ‘Confidential Information’) refers to any data or information relating to the business or personal circumstances of the Client including, but not limited to, client and accounting records, business records and processes. All written and oral information and material disclosed or provided to EPD by the Client under this Agreement is Confidential Information regardless of how it was provided or whether it was provided before or after the date of this Agreement.

Intellectual Property

All intellectual property rights and related material (the ‘Intellectual Property’) developed or produced by EPD under this Agreement is and shall remain the property of EPD.

Severability

In the event that any of the provisions of this Agreement are found to be invalid or unenforceable in whole or in part, all other provisions of the Agreement will nevertheless continue to be valid and enforceable and any invalid or unenforceable parts shall be severed from the remainder of this Agreement

Governing Law

This Agreement shall be governed by and construed in accordance with the laws and jurisdiction of England and Wales.

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