Terms & Conditions
Last updated: 9 July 2026
These Terms and Conditions explain the rules for using this website and, where applicable, the terms on which Trentham Wills & Estate Planning provides will writing, Lasting Power of Attorney and estate planning services.
Please read these terms carefully before using this website or booking any services.
1. Who we are
This website is operated by Trentham Wills & Estate Planning.
Business owner: Mercedes Marrable
Trading name: Trentham Wills & Estate Planning
Website: www.trenthamwills.co.uk
Email: trenthamwills@gmail.com
Telephone: 07785562153
Business address: Trentham, ST4
In these terms, “we”, “us” and “our” means Trentham Wills & Estate Planning. “You” and “your” means the person using this website or instructing us to provide services.
2. Our services
We provide will writing, Lasting Power of Attorney document preparation, estate planning guidance and related services.
Our services may include, depending on the package or service agreed:
- discussing your wishes and circumstances;
- taking instructions from you;
- preparing draft documents;
- preparing final documents for signature;
- providing guidance on signing and witnessing;
- preparing Lasting Power of Attorney documents for submission to the Office of the Public Guardian;
- providing general estate planning information connected with wills and LPAs.
The exact services included will be set out in the quotation, package description, engagement letter, invoice, email confirmation or written notes agreed with you.
3. Important legal and professional status
Trentham Wills & Estate Planning is not a firm of solicitors and is not regulated by the Solicitors Regulation Authority.
Will writing is not currently a reserved legal activity in England and Wales. However, certain legal activities are reserved and may only be carried out by authorised or exempt persons. We do not provide reserved legal activities unless we are legally permitted to do so.
We do not conduct litigation, represent clients in court, prepare documents for contested legal proceedings, administer estates as a regulated probate practitioner, or provide regulated financial advice.
Where your circumstances require specialist legal, tax, financial, trust, probate, Court of Protection or contentious estate advice, we may recommend that you seek advice from an appropriately qualified professional.
4. Website information is general only
The content on this website is provided for general information only. It is not legal, tax, financial or professional advice tailored to your personal circumstances.
You should not rely on website content as a substitute for taking specific advice. Estate planning depends on your family situation, assets, wishes, tax position, capacity, domicile, relationship status and other personal circumstances.
We make reasonable efforts to keep website information accurate and up to date, but we do not guarantee that all content will always be complete, current or suitable for your particular needs.
5. No client relationship from website use
Using this website, submitting an enquiry form, sending an email or calling us does not automatically create a client relationship.
A client relationship only begins when we have accepted your instructions and confirmed the service to be provided, the fee payable and any relevant terms.
We may decline to act or stop acting where we reasonably consider that:
- we do not have sufficient expertise for your matter;
- your circumstances require specialist advice;
- there is a conflict of interest;
- we have concerns about capacity, undue influence, fraud, coercion or safeguarding;
- you do not provide the information we reasonably need;
- you do not pay agreed fees;
- continuing to act would be unlawful, inappropriate or contrary to our professional judgement.
6. Your responsibilities
You are responsible for giving us complete, accurate and up-to-date information.
This includes information about your identity, family circumstances, marital or civil partnership status, children, dependants, assets, liabilities, property ownership, business interests, pensions, life policies, previous wills, existing trusts, attorneys, executors, beneficiaries and any relevant health or capacity issues.
We are entitled to rely on the information you provide. We are not responsible for loss, delay, invalid documents, tax consequences, family disputes or other issues caused by incomplete, inaccurate, misleading or withheld information.
You must tell us promptly if your circumstances or wishes change before documents are finalised or signed.
7. Capacity, undue influence and safeguarding
For wills, LPAs and estate planning documents, we may need to consider whether you appear to have the necessary mental capacity and whether you are giving instructions freely.
We may ask to speak with you privately, particularly where another person is helping arrange the appointment, paying the fee, attending the meeting, translating, speaking on your behalf or appearing to influence your decisions.
We may pause or refuse to proceed if we have concerns about capacity, coercion, undue influence, abuse, safeguarding or fraud.
In some circumstances, we may recommend medical capacity evidence, a solicitor’s involvement, safeguarding advice, or another appropriate professional opinion before proceeding.
8. Prices and quotations
Prices shown on the website are guide prices unless expressly stated otherwise.
The final fee will depend on your circumstances, the documents required, the complexity of your instructions and any additional work requested.
We will explain the fee before starting chargeable work. Any additional work outside the agreed scope may be charged separately, but we will tell you before carrying out that additional work where reasonably possible.
Unless stated otherwise, prices do not include third-party fees, such as Office of the Public Guardian registration fees, Land Registry fees, solicitor fees, tax advice fees, medical capacity assessment fees, document storage fees, postage, printing or courier fees.
9. Payment
Payment terms will be confirmed when you instruct us.
We may require payment in full or part before starting work, releasing final documents, submitting documents to a third party, or arranging further appointments.
If payment is overdue, we may pause work until payment is received.
We reserve the right to charge reasonable costs and interest on overdue business debts where permitted by law. For consumer clients, we will only charge costs or interest where fair, reasonable and legally permitted.
10. Home visits and appointments
We may offer home visits by appointment, subject to availability and location.
You must provide a safe and suitable environment for any meeting. We may leave or rearrange an appointment if we reasonably feel unsafe, if the meeting environment is unsuitable, or if privacy cannot be maintained.
If you need to cancel or rearrange an appointment, please give as much notice as possible.
We may charge a reasonable cancellation fee or travel fee where an appointment is cancelled at short notice, where we have already incurred costs, or where we attend and you are unavailable, provided this is fair and proportionate.
11. Draft documents and amendments
We will prepare documents based on the instructions you give us.
You must check draft documents carefully and tell us promptly if anything is incorrect or does not reflect your wishes.
Reasonable amendments are usually included where they relate to correcting or refining your original instructions. Substantial changes, new instructions, complex restructuring or repeated amendments may be treated as additional work and may incur an additional fee.
We are not responsible for errors that remain in documents because you approved a draft containing inaccurate information or failed to tell us about a mistake.
12. Signing and witnessing documents
A will, LPA or other estate planning document may not be valid unless it is signed, witnessed and completed correctly.
We will provide guidance on signing and witnessing where relevant. You are responsible for following that guidance unless we have expressly agreed to supervise execution.
We are not responsible for invalidity, rejection, delay or loss caused by documents being signed incorrectly, witnessed incorrectly, altered after signing, damaged, separated, lost, or not completed in accordance with instructions.
For Lasting Powers of Attorney, the Office of the Public Guardian may reject documents if they are completed incorrectly, signed in the wrong order, amended improperly or otherwise fail to meet its requirements.
13. Lasting Powers of Attorney and third-party decisions
For LPA work, we may help prepare forms and provide guidance on the registration process.
The Office of the Public Guardian is responsible for registration decisions and timescales. We cannot guarantee that an LPA will be registered by a particular date or accepted without queries.
You are responsible for paying any Office of the Public Guardian fees unless we have expressly agreed otherwise.
If the Office of the Public Guardian raises a query or rejects an application because of an error caused by us, we will take reasonable steps to help correct the issue. If rejection or delay is caused by incorrect information, signing errors, changed circumstances, third-party actions or matters outside our control, additional work may be chargeable.
14. Tax, care fees and financial advice
We may provide general estate planning information, including general information about inheritance tax, property ownership, trusts, gifts, care fee considerations and family protection.
Unless expressly agreed in writing, we do not provide regulated financial advice, investment advice, tax planning advice, accountancy advice or advice on deliberate deprivation of assets.
You should seek specialist advice from a qualified solicitor, accountant, tax adviser or financial adviser where your estate, tax position, business interests, trusts, overseas assets, care funding issues, agricultural assets, inheritance disputes or family circumstances are complex.
We do not guarantee any tax saving, care fee outcome, probate outcome, inheritance result or avoidance of future family disputes.
15. Document storage
If we offer document storage, the terms of storage will be confirmed separately.
Unless we have expressly agreed to store original documents, you are responsible for keeping your signed documents safe and telling your executors, attorneys or trusted persons where they are held.
We are not responsible for loss arising because your documents cannot be found after death or when needed, unless that loss was caused by our failure to meet an express document storage obligation.
16. Changes in law and circumstances
Wills, LPAs and estate planning documents may need to be reviewed if the law changes or if your personal circumstances change.
Relevant changes may include marriage, civil partnership, divorce, separation, birth or adoption of children, death of an executor or beneficiary, moving house, acquiring or selling property, business changes, tax changes, family disputes, loss of capacity, moving abroad, or significant changes in assets.
Unless we have agreed an ongoing review service, we are not responsible for reviewing or updating your documents after the work has been completed.
17. Cancellation rights for consumers
If you are a consumer and you instruct us online, by telephone, by email, at your home, or anywhere away from our business premises, you may have a legal right to cancel within 14 days without giving a reason.
The cancellation period normally starts the day after the contract is made.
To cancel, you must tell us clearly by email, post or another clear statement.
If you ask us to start work during the 14-day cancellation period, you agree that we may begin providing the service before the cancellation period ends.
If you then cancel after work has started, you may have to pay a fair and proportionate amount for the work carried out up to the point of cancellation.
If the service has been fully completed during the cancellation period at your express request, and you acknowledged that you would lose the right to cancel once the service was completed, you may lose the right to cancel.
This does not affect your statutory rights where services are not provided with reasonable care and skill.
18. Refunds
Refunds will be considered in line with your statutory rights and these terms.
You will not usually be entitled to a full refund where:
- we have carried out work at your request;
- we have prepared documents based on your instructions;
- you have changed your mind after work has started;
- you gave incorrect or incomplete information;
- you failed to sign or register documents correctly;
- a third party caused delay or rejection;
- you decide not to proceed after receiving advice or draft documents.
Where a refund is due, we will process it within a reasonable time and normally using the same payment method used for the original payment.
19. Complaints
We aim to provide a professional and helpful service. If you are unhappy, please contact us as soon as possible so we can try to resolve the issue.
Complaints should be sent to:
Email: [insert complaints email]
Post: [insert complaints address]
Please include your name, contact details, what has gone wrong, what you would like us to do, and any relevant documents or dates.
We will acknowledge your complaint and aim to respond within a reasonable time.
If we are a member of a professional body or scheme at the time of your complaint, we will provide details of any relevant complaints process that may apply.
20. Website availability
We try to keep the website available and working properly, but we do not guarantee uninterrupted access.
We may suspend, withdraw, amend or restrict access to all or part of the website at any time for business, security, maintenance or legal reasons.
We are not responsible for loss or damage caused by the website being unavailable, delayed, interrupted or affected by technical issues beyond our reasonable control.
21. Website links
This website may include links to third-party websites, including government websites, professional bodies or useful resources.
Links are provided for convenience only. We are not responsible for the content, availability, accuracy, security or privacy practices of third-party websites.
A link does not mean that we endorse or accept responsibility for that third-party website or service.
22. Intellectual property
All website content, branding, text, images, graphics, design, layout, logos and materials belong to us or are licensed to us unless stated otherwise.
You may view and print website pages for personal, non-commercial use.
You must not copy, reproduce, edit, distribute, sell, publish, scrape, upload, reuse or commercially exploit any website content without our written permission.
23. Acceptable website use
You must not misuse this website.
You must not:
- use the website unlawfully or fraudulently;
- attempt to gain unauthorised access to the website or server;
- introduce viruses, malware or harmful code;
- copy or scrape website content without permission;
- submit false, abusive, defamatory, offensive or misleading information;
- interfere with website security, availability or performance.
We may block access, remove content, report activity or take legal action where website misuse occurs.
24. Limitation of liability
Nothing in these terms limits or excludes liability where it would be unlawful to do so. This includes liability for death or personal injury caused by negligence, fraud, fraudulent misrepresentation, or your statutory rights as a consumer.
Subject to the above, we are not responsible for:
- loss caused by inaccurate, incomplete or misleading information provided by you;
- loss caused by your failure to follow signing, witnessing, registration or storage instructions;
- loss caused by changes in law or your circumstances after our work is completed;
- loss caused by third-party delay, rejection, error or decision;
- loss caused by events outside our reasonable control;
- indirect, consequential or unforeseeable losses;
- business losses, loss of profit, loss of opportunity or loss of goodwill where you use our services as a consumer.
Our total liability for any claim connected with a paid service will not exceed the fee paid for that service, except where such limitation would be unlawful or unfair under consumer law.
25. Events outside our control
We are not responsible for delay or failure caused by events outside our reasonable control, including illness, accidents, extreme weather, transport disruption, postal delays, IT failure, cyber incidents, government action, changes in law, third-party delays, power failure, or acts of God.
We will take reasonable steps to minimise delay where possible.
26. Changes to these terms
We may update these Terms and Conditions from time to time.
The version published on this website will apply to website use from the date shown above.
For paid services, the terms agreed when you instruct us will normally apply unless we agree otherwise or a legal change requires an update.
27. Governing law
These terms are governed by the laws of England and Wales.
The courts of England and Wales will have jurisdiction, except where consumer law gives you the right to bring proceedings elsewhere in the UK.
28. Contact us
If you have any questions about these Terms and Conditions, please contact:
Trentham Wills & Estate Planning
Email: trenthamwills@gmail.com
Telephone: 07785562153
