1. About us and these terms
1.1 Simply Wills & LPAs is the trading name of Sarah Jane Woodward, a sole trader (“we”, “us”, “our”). In these terms, “you” means the client or clients named on our quote or order.
1.2 Our contact details are: telephone 07570 848912, email sarah@simplywills.net. Our business postal address is given on your quote or order confirmation, and is available on request.
1.3 We are a full member of the Society of Will Writers and follow its Code of Practice. We are not a firm of solicitors and are not regulated by the Solicitors Regulation Authority.
1.4 These terms apply to all services and products we provide, together with any written quote, order or engagement letter. If anything in a quote or engagement letter conflicts with these terms, the quote or engagement letter applies.
1.5 We will give you these terms before we start work. You accept them when you have received them and then instruct us, pay us, or ask us to carry on with your work. You may also sign the acceptance box at the end, but you do not have to sign for these terms to apply.
1.6 Nothing in these terms affects your legal rights as a consumer.
2. Our services
2.1 We provide estate planning and related services, which may include wills, trust wills, Lasting Powers of Attorney (LPAs), will and LPA reviews, executor support, secure document storage, life admin support, and books and workbooks. The services you have asked for, and their price, are set out in your quote or order.
2.2 We will carry out our services with reasonable care and skill, and within a reasonable time. We will tell you if anything is likely to cause a delay.
2.3 Our advice is based on the law of England and Wales at the time we give it, and on the information you give us. We do not advise on the law of any other country.
2.4 We do not provide:
- financial, investment, pension, mortgage or insurance advice
- detailed tax planning beyond what is set out in your quote
- debt advice, immigration advice, or representation in court
- any legal service that only a solicitor or other authorised person may carry out
Where you need any of these, we will tell you and, if you wish, refer you to a suitable professional (see section 8).
2.5 For a will or LPA review, we review only the documents you give us and tell you what we find. A review is not a guarantee that a document is valid, and any new document is a separate service.
3. Your responsibilities
3.1 You agree to give us complete and accurate information, and to tell us promptly if anything changes. This includes your assets, your family circumstances, any previous wills or powers of attorney, and anything that could affect your wishes.
3.2 You must read every draft we send you carefully and tell us of any mistakes or changes before you sign. We are not responsible for errors you could reasonably have spotted and did not tell us about.
3.3 A will or LPA is only valid if it is signed and witnessed correctly. We will give you clear written instructions. If you sign without us present, it is your responsibility to follow those instructions exactly.
3.4 You must be making your own decisions, free from pressure from anyone else. If we have concerns about mental capacity or undue influence, we may ask for a medical opinion, speak to you alone, or decline to act.
3.5 We may ask to see proof of your identity and address before we act for you or certify documents.
3.6 An LPA must be registered with the Office of the Public Guardian (OPG) before it can be used. We are not responsible for delays or decisions made by the OPG, or for rejections caused by information that was wrong or missing when you gave it to us.
3.7 Your will should be reviewed regularly, and always after marriage, civil partnership, divorce, a birth or death in the family, or a move or major change in your finances. Marriage or civil partnership normally cancels an existing will in England and Wales.
3.8 All our services, documents, reviews and guidance are based solely on the information you give us. We do not independently check that information unless we agree to do so in writing. We are not responsible for any loss that results from information that is incomplete, inaccurate or out of date, or from anything you did not tell us.
3.9 Where you buy a template or a do-it-yourself product, you complete it yourself. We do not check the finished document unless you buy a separate review, and we are not responsible for how it is completed, signed, witnessed, stored or used.
4. Fees and payment
4.1 Our fees are fixed and set out in your quote or order before we start. We will not charge you more unless you agree to extra work in advance.
4.2 Our fees do not include third-party fees unless your quote says so. These include the Office of the Public Guardian’s registration fee for each LPA, Land Registry fees, and court fees. We will tell you about any third-party fees before you need to pay them.
4.3 Unless your quote says otherwise, payment is due when you instruct us, or by the date on your invoice. We accept the payment methods shown on your quote or our website.
4.4 If you ask for changes after you have approved a final draft, or if a document must be redone because of information that was wrong or missing, we may charge for the extra work. We will tell you the cost first.
4.5 If a payment is overdue, we may pause work until it is paid. We will tell you before we do this.
4.6 Where we offer payment plans or subscriptions, the amount, how often you pay, and how to cancel will be set out when you sign up.
5. Your right to cancel
5.1 If you agreed to our services at your home, by phone, online or by email, you have the right to cancel within 14 days of the day you agreed, without giving a reason. This is under the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013.
5.2 To cancel, tell us clearly by email, post or phone using the details in section 1. You may use the cancellation form below, but you do not have to.
5.3 If you ask us to start work within the 14 days and then cancel, you must pay for the work done up to the time you tell us. If we have fully completed the service within the 14 days at your request, you will no longer have the right to cancel. We will ask you to confirm this before we start.
5.4 We will refund any money due to you within 14 days of your cancellation, using the same payment method you used.
5.5 After the 14 days, you may still end our services at any time by telling us. You will pay for the work done up to that point, and we will refund anything you have paid for work not yet done.
Cancellation form (only fill in and return this form if you wish to cancel)
To: Simply Wills & LPAs, sarah@simplywills.net
I/We hereby give notice that I/we cancel my/our contract for the supply of the following service or goods: ______________________
Ordered on / received on: ______________
Name(s): ______________________
Address: ______________________
Signature(s) (if sent on paper): ______________________ Date: ______________
6. Books and products
6.1 Printed books and workbooks are posted free to UK addresses, usually within 5 working days of payment. Any free items included with an order, such as a document folder and pen, are while stocks last and may vary.
6.2 Please check your order when it arrives. If anything is damaged, faulty or missing, please tell us as soon as possible and we will replace it or refund you. This does not affect your legal rights under the Consumer Rights Act 2015.
6.3 If you bought a printed item online or by phone, you may cancel and return it within 14 days of receiving it for a full refund of the price. Please return it in the condition you received it. We will refund you within 14 days of receiving it back.
6.4 Digital downloads, such as PDF books, are supplied as soon as you pay. When you buy one, you agree that it is supplied straight away and that you lose your right to cancel once the download starts.
6.5 Our books and workbooks give general information about the law of England and Wales. They are not legal or financial advice about your own situation.
6.6 All content in our books, workbooks and other materials is our copyright. You may copy pages for your own personal use, but not to share or sell.
7. Our liability
7.1 We are responsible for loss or damage you suffer that is a foreseeable result of our breaking these terms or failing to use reasonable care and skill.
7.2 We are not responsible for loss or damage that:
- was not foreseeable when we agreed to provide our services
- results from information you gave us that was wrong, incomplete or out of date
- results from a document not being signed, witnessed or registered as we instructed
- results from changes in the law, or in your circumstances, after the work was completed
- is caused by the acts or delays of third parties, such as the Office of the Public Guardian, the Land Registry, banks or the courts
- is caused by events outside our reasonable control
7.3 Our services are for your personal use. If you use them for business purposes, we are not responsible for any loss of profit, business or opportunity.
7.4 We hold professional indemnity insurance appropriate to our services. Details are available on request.
7.5 Nothing in these terms limits or excludes our liability for death or personal injury caused by our negligence, for fraud or fraudulent misrepresentation, or for anything else that cannot be limited or excluded by law. This includes your rights under the Consumer Rights Act 2015.
8. Partners, referrals and storage
8.1 We prepare your documents ourselves. Where we use a third party to help provide a service, such as a secure storage provider, we will tell you before we pass on any of your information.
8.2 We may introduce you to other professionals, such as independent financial advisers, mortgage advisers, insurance advisers or solicitors. Any advice they give is their responsibility, not ours. You are never obliged to use anyone we recommend.
8.3 We may receive a fee or commission for introducing you to another business or product. We will always tell you before you agree, and tell you the amount if you ask.
8.4 If you choose a storage service for your will or other documents, the storage terms will be given to you separately. You should tell your executors or attorneys where your documents are kept.
8.5 Original documents you lend us will be returned to you, or stored as you instruct, when our work is finished.
9. Your personal data
9.1 We handle your personal information in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. Sarah Jane Woodward, trading as Simply Wills & LPAs, is the data controller. ICO registration: applied for, November 2026.
9.2 We collect the information we need to provide our services. This may include names, contact details, dates of birth, family details, financial information, and details about the people you appoint or leave gifts to. For LPAs and some other services, it may include health information.
9.3 We use your information to provide the services you ask for, to meet our legal and regulatory duties, and to keep proper records. Where we hold health or other sensitive information, we do so with your explicit consent, or where the law allows it.
9.4 We only share your information where needed to provide our services, or where the law requires it. This may include the Office of the Public Guardian, document storage providers, professionals you ask us to introduce you to, and the payment, email and website providers we use. These include SumUp, which processes payments, and Netlify, which hosts our online forms and stores the answers you send through them. Some of these providers may store information outside the UK, with safeguards in place as the law requires. We never sell your information.
9.5 We keep your information only for as long as we need it. Records relating to wills and LPAs are kept for at least 15 years, because they may be needed long after the work is done. We keep other records, such as enquiries, orders and payments, for 6 years.
9.6 We keep your information secure. Paper files are stored securely and digital files are protected by passwords and secure systems.
9.7 We will only send you marketing, such as newsletters or offers, if you agree. You can unsubscribe at any time.
9.8 You have the right to ask for a copy of your information, to have it corrected or deleted, to restrict or object to how we use it, and to withdraw your consent at any time. We will reply within one month. Some information may need to be kept for legal reasons.
9.9 If you are unhappy with how we handle your information, please tell us first. You can also complain to the Information Commissioner’s Office: ico.org.uk, telephone 0303 123 1113.
10. Complaints
10.1 We want you to be happy with our service. If you are not, please tell us so we can put it right. You can complain by phone, email or post using the details in section 1. Please tell us what went wrong and what you would like us to do.
10.2 Sarah Jane Woodward will deal with your complaint personally. We will:
- respond to you within 7 working days of receiving your complaint
- give you our outcome in writing within 14 days of receiving your complaint
If we need longer because the matter is complex, we will tell you why and when you can expect our outcome.
10.3 If you are not happy with our outcome, you can refer your complaint to the Society of Will Writers. The Society will normally only look at a complaint once it has been through our own procedure, and it must be made in writing.
The Society of Will Writers
Chancery House,
Whisby Way, Lincoln LN6 3LQ
Telephone: 01522 687 888
Website: willwriters.com
(online complaint form available)
10.4 Complaints about how we handle your personal information can also be made to the Information Commissioner’s Office (see section 9.9).
10.5 Using our complaints procedure does not affect your legal rights, including your right to take legal action.
11. General terms
11.1 Ending our services. We may stop acting for you if you do not pay, do not give us the information we need, behave abusively, or if continuing would break the law or our professional code. We will give you reasonable notice in writing and charge only for work done.
11.2 Vulnerable clients. If you have any extra needs, such as hearing or sight difficulties, or would like a family member or friend present, please tell us and we will help. For some services we may need to see you alone for part of the meeting, to make sure the decisions are yours.
11.3 Safeguarding. If we believe someone is at risk of harm or abuse, we may share information with the relevant authorities where the law allows or requires it.
11.4 Gifts. We do not accept gifts in wills, or appointments as executor or attorney, from clients, unless you are a family member.
11.5 Changes to these terms. We may update these terms from time to time. The version given to you when you instructed us applies to that work.
11.6 Transfer. We may transfer our rights and duties to another business if our business is sold or reorganised. We will tell you in writing and make sure your rights are not affected.
11.7 If part of these terms is invalid, the rest of the terms still apply.
11.8 Third parties. Only you and we have rights under these terms.
11.9 Law. These terms are governed by the law of England and Wales. You may bring legal proceedings in the courts of England and Wales.
12. Acceptance
By instructing us, paying us, or asking us to continue with your work after receiving these terms, you accept them. Signing below is optional, but confirms that you have received, read and agree to these terms.
| Client 1 | Client 2 (if applicable) | |
|---|---|---|
| Full name | ||
| Signature | ||
| Date |
☐ I/We ask you to start work within the 14-day cancellation period. I/We understand that I/we must pay for work done if I/we cancel, and that I/we lose the right to cancel once the service is fully completed.
| For Simply Wills & LPAs | |
|---|---|
| Name | Sarah Jane Woodward |
| Signature | |
| Date |
Please keep a copy of these terms for your records.