As a member of New Leaf Will Writers Federation (NLWWF) based in Essex we abide by their code of conduct.
We conduct all of our activities professionally and with integrity. We take great care to be completely objective in our judgement and any recommendations that we give, so that issues are never influenced by anything other than the best and proper interests of our clients.
We always conduct our services honestly and honourably, and would ask our clients to return the courtesy. Our advice, assistance and the methods imparted through our professional training, take proper account of ethical considerations, together with the protection and enhancement of the moral position of our clients.
We will never suggest or accept any invitation to be an executor, attorney or beneficiary in respect to any Will, Trust or Power of Attorney that we are drafting.
Duty of Care.
Our actions and advice will always conform to relevant UK law, and are aimed at providing the maximum benefit to our clients in the most economical way possible, but always at the highest possible standard. We will assist each of our clients in making informed and balanced decisions regarding any of their estate or power of attorney needs.
Berkeley Will Writers will always take reasonable steps to confirm to their own satisfaction that the client is acting freely, without coercion or undue influence, and with sufficient understanding to make an informed decision. If a client decides not to proceed with their contract, the Will Writer should make reasonable efforts, appropriate to the circumstances, to satisfy themselves that any cancellation is of the client’s free choice and without coercion. The Will Writer should also clearly establish proof of identity before completion of any Will or Power of Attorney.
We are committed to maintaining the highest degree of integrity in all our dealings with potential, current and past clients. This applies to confidentiality, and the protection of all personal information received in the course of providing the services we offer. We extend the same standards to all our client’s families and any other individual we may be asked to contact.
We will not contact anyone named in any document produced by a Berkeley Will Writer unless:
♣ Required to fulfill a contractual obligation.
♣ Client has given consent e.g: to inform attorney(s) and executors(s) of their role and responsibilities
♣ To obtain outstanding paperwork required to complete our obligation to the client.
The Elderly, the Disabled and the Infirm.
Our Will Writers will always attend a client meeting with the view that the individual has sufficient mental ability or capacity to understand the topics to be discussed. If however it becomes evident that the individual is under stress, or is struggling to gain sufficient understanding to make an informed decision the Will Writer will suspend the meeting, and advice the need to involve others to assist the client.
It is our policy to always recommend that family or friends are present when appropriate and involved at all client meetings irrespective of the clients age, marital status or situation.
Our prices are extremely competitive and personally tailored to meet individual needs. It is always our practice to agree our prices and payment method clearly in advance of work carried out by way of our Terms of Business. Once agreed our prices are fixed and without hidden extras, and we will standby that price, provided all relevant and pertinent information has been disclosed.
We always aim to be as helpful as possible but if we are to continue offering such competitive prices we must insist, as a minimum on a 50% deposit on agreement of work to be done, and the balance upon completion of the documentation. Payment of the deposit implies acceptance of our terms.
Quality Assurance and Guarantee.
We maintain the quality of what we do through constant ongoing review of our practices. With regard to any application for registration of a Lasting Power of Attorney, handled fully by a Berkeley adviser, that is rejected by the Office of the Public Guardian any resulting loss of registration fee and the subsequent re-write of forms will be borne by the adviser.
Equality and discrimination.
We always strive to be fair and objective in our advice and actions, and we are never influenced in our decisions, actions or recommendations by issues of gender, race, creed, colour, age or personal disability. Likewise we will never refuse to provide products and services for reasons of gender, race, creed, colour, age or personal disability.
We retain the ownership of all intellectual property that we create until fully paid for by the client.
♣ Berkeley Trusts and Wills offers a specialist Will Writing and Lasting Power Of Attorney (LPA) service throughout the Essex community, predominately operating within the Southend, Leigh-on-Sea, Chelmsford, and Brentwood corridor.
♣ Home, care home and hospital appointments are available outside regular working hours.
Berkeley Trusts and Wills is an appointed representative of New Leaf (WWF) Ltd. Company registration number 7891401.
Will writing in Southend, Essex.
Lasting Power of Attorney Rochford
Lasting Power of Attorney Billericay