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Wills are suitable for property situated in England and Wales Only.
WillPlan Online offers you the opportunity to make Wills online with the care and guidance that you would expect from WillPlan.
You can choose Single Wills (for one person) or Mirror Wills (joint Wills for partners and married couples and civil partners) and if you have selected Mirror Wills you will be given the opportunity to upgrade to Discretionary Trust Wills and save tax. Please read the terms and conditions and then click on CONTINUE to go to the jargon free questionnaire. Answer the questions and then push the button to send the information to us.
The WillPlan difference is that we will then review your answers and use our considerable experience to ensure that you get the Will that you need. If we feel that something is not clear, or that you would benefit from doing something a different way, we will contact you and guide you through the process.
When everything is clear, we complete your Will, bind it and mail it to you within 72 hours together with instructions on signing and witnessing the Will. In the meantime after you have paid you will have immediate access to your will and an opportunity to check it and this will download instantly to your computer. Please inform us within 72 hours if you have made a mistake or wish to change something.
When completed, we ask you to send the signed and witnessed Will back to us to ensure that this is done correctly (and therefore legally) and to take advantage of our 12 months FREE STORAGE. If we feel that your estate is large enough to incur Inheritance Tax, we will contact you to show you how we could save you over £100,000 by taking some simple action.
Making your own DIY Wills online, with our professional assistance gives you the most competitive and secure way to complete your Will.
Wills Valid for England and Wales Only
Prices are as follows:
Single Will - £25.00 + VAT
Mirror Wills - £35.00 + VAT
Discretionary Trust Wills Available as an upgrade at £150.00 plus Vat and this includes changing the ownership of your main home to Tenants in Common if required.
You can select this option and save tax on the Property Distribution page by selecting the upgrade button.
Please read our Terms and Conditions prior to commencing your Will.
1. Definitions: The Term, 'we' shall mean WILLPLAN LIMITED with its registered office at Alder House, Alder Grove, Yateley, Hampshire GU46 6EN. The Term, 'the Client' shall mean you; the term 'you' and 'your' shall mean 'the Client'. The Society shall mean The Society of Will Writers and Estate Planning Practitioners For the purposes herein, Will or Wills shall include any other document as is prepared in accordance with your instructions. Jurisdiction The Online Wills service is designed only for use in England and Wales. 2. Your input and Payment (a) By completing the online wills questionnaire you will be providing information which will generate your Will(s). This will be made available to you to check that you have input this information correctly following payment of the appropriate fee by credit card. We undertake to: (b) Have a professional Will Writer review your final input to check with due care and skill that the Will(s) appear(s) to have been correctly prepared from the information you supplied, and is/are fit for purpose. In some cases this process may be followed by contact with you from our Will Writer giving further advice relating to your Will(s). In some cases this could be advice to draw up other documents, or take further action, and this could result in further fees should you opt to take the advice. In such cases full details of such charges will be given to you in advance and you are under no obligation to proceed with any ancillary services offered. We may, in some circumstances, ask you to sign a declaration stating that you are acting against the advice given. (c) To dispatch your professionally bound Online Wills by first class post within 72 hours of you completing your online instructions, along with information to assist you with the signing and witnessing of the Will. It is possible that there may be circumstances beyond our control from time to time that prevent us achieving our posting target. In these cases we will do our best to minimise any delay, although we cannot be held responsible for such delay. (d) To maintain the strictest confidentiality and not to pass on your name or details to any other organisation without your express written permission. The Company is registered under the Data Protection Act 1984, and therefore all information disclosed to us will remain totally confidential. (f) Should you require us to do so you may return the Online Wills to us after signature and we will make sure that the Will(s) have been signed and witnessed in a valid manner according to the laws of England and Wales. Wills Storage (g) Should you require us to do so we will offer you our free Will Storage service at our offices for a period of one year after your completion of the Will(s). We do not accept any liability or obligation to advise you of any changes in legislation or taxation which may affect you either directly or indirectly and may necessitate a review of your Will(s). However, we recommend that all Wills should be reviewed at least every three years and on the occasion of any material change in your circumstances such as divorce, marriage, the birth of children, the inheritance of a large sum of money etc, or when you become aware of any change in Inheritance Tax legislation. 3. Your Obligations are: (a) In order for the Company to provide accurate advice and to produce an effective legal document you are required to disclose all relevant facts within the questionnaire. You are also required to have sufficient mental capacity at the time you complete the questionnaire. We will not accept liability in respect of information which was not input within the questionnaire, and therefore not documented, which comes to light at a later date as being of relevance or which may effect the validity or content of your Will(s). (b) To read through the Will(s) to confirm that it/they correctly reflect(s) your wishes as to the distribution of your estate and that the names and addresses of the persons mentioned in your Will(s) are correct. (c) To accept that you have no right to cancel after your credit card has been processed as the Will(s) have been electronically generated and made available to you. 4. Client Care (a) We are committed to providing you with a high quality service. An essential part of that service is that we will communicate appropriately with you at all times. (b) We operate a full Customer Care Service of which all our staff are fully aware and proud. We maintain a full complaints procedure to which any complaint should first of all be addressed. If the matter cannot be resolved to your satisfaction you may refer it, in writing, to The Director General, The Society of Will Writers. Eagle House, Exchange Road, Lincoln LN6 3JZ 01522 687888 (c) The Company complies with the Society's Code of Practice of which a copy is available upon request WillPlan privacy policy: WillPlan Limited recognises the importance of your privacy. This policy explains how we will collect information about you and your use of this website, how we use this information, to whom that information is sent and how you can view and amend the information we hold about you. When we refer to 'personal information' in this privacy policy we mean information which identifies you as an individual or is capable of doing so. How do we collect information about you and your use of the website? We may collect information about you or your use of the Website: (a) when you agree to complete the online wills and give us information including contact details, date of birth, payment methods, bank detail, etc; (b) when you communicate with us/our Customer Services; (c) when you subscribe to our newsletters, or promotions; (d) when you take part in surveys or provide us with feedback. How do we use your personal information? We may use this information to: (a) provide you with the products or services you requested and collect payment; (b) to inform you about promotions or offers and if you enter into such, to manage that competition or promotion; (c) let you know about any changes to our services or our site; (d) manage our network; (e) prevent and detect criminal activity, fraud and misuse of or damage to our network; (f) for other administrative purposes Whom do we disclose the information to? From time to time we will compile aggregate statistics about the Website and we may share them with reputable third parties. These statistics will not contain information that would enable any third party to identify you personally. We may disclose your personal information to third parties, but only to the extent necessary to provide and operate the services/products you requested, or as otherwise provided by this privacy policy. We will disclose personal information to comply with all applicable laws and lawful requests by the appropriate authorities. How long do we keep the data? Unless there is a specific legal requirement to keep the information, we will retain your personal data for no longer than necessary for the purposes for which the data has been collected or for which it is to be further processed. How can you find out what personal information we hold about you? If you want to know what personal information we hold about you, please contact our Customer Services (by emailing enquiries@willplan.co.uk ) and enclose a cheque for the administration fee of £10 made payable to us. Please give us any relevant details to help us find the information you require. How you can amend your personal information? You can at any time ask us to amend your personal information if this is incorrect by emailing enquiries@willplan.co.uk. How do we protect your personal information? We will protect your personal data by all appropriate security measures including the use of secure servers and encryption. Third party sites Third party sites that you can access from our website are not covered by our privacy policy and we accept no responsibility or liability for use of personal information by operators of these sites. Changes to our privacy policy We may make changes to our privacy policy from time to time. Your continued use of our website and our services/products indicate your agreement to the use of your personal information as set out in this privacy policy. Enjoy using our service and the peace of mind that comes once your Online Wills are completed
Please read Standard Provision prior to commencing your Will.
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Step Standard Provisions
(These standard provisions are entered into all of WillPlan's Wills.)
I/We have read and agree to the WillPlan Terms and Conditions.
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