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Wills & Probate

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Client Charter: Why choose a WIQS accredited firm?

1 – Understand the options and get advice that meets your needs

  • We will not make any misleading claims about the advantages of making a will, or pressure you into buying more complex advice that is not in your best interests.
  • We will help you understand the issues in preparing a will or seeking probate advice to make a more informed choice from the outset.
  • Our dedicated wills and probate service is tailored to your needs. We will explain the process, options, costs, and likely timescales.

2 – Receive a quality service and be kept up to date

  • We will provide you with the name(s) of the person(s) responsible for your matter.
  • We will agree how you want us to contact you and how often.
  • We will communicate with you in plain English, explaining any legal terminology.
  • We will reply to your questions within 48 hours or provide a timeframe for more complex issues.
  • We will tell you when unforeseen issues affect the original cost estimate and timeframe

and explain the impact.

  • We will treat you with dignity and respect at all times.

3 – Trust practices with WIQS

  • WIQS is only open to law firms or other organisations that are authorised and regulated by the Solicitors Regulation Authority (SRA).
  • The Senior Responsible Officer or Head of Department must have at least three years’

experience of will drafting and estate administration.

  • Accredited solicitors and other staff complete mandatory training on the WIQS standard and show compliance through annual re-accreditation and ongoing enforcement checks by the Law Society.
  • If you are not happy with our service or the advice received, contact our Client Care Partner.

If you are not happy with our response, you can find further information about progressing your complaint on the Solicitors Regulation Authority’s website – www.sra.org.uk. The Law Society will await a decision from the regulator before taking any action.

To give you further confidence and protect you against fraud, the Law Society’s accreditation process includes checking the identity of our practice and all individuals delivering wills and probate advice, regulatory and insurance checks, and proof of financial and risk management procedures. Check that we are authorised and regulated by the Solicitors Regulation Authority and are WIQS accredited by searching for us on the Law Society’s Find a Solicitor website:

www.lawsociety.org.uk/findasolicitor.

We are also involved in the National Free Wills Programme and are part of a national network of local law firms offering Will writing services to supporters of UK charities.

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SRA Information

SRA No: 646191

Authorised and regulated by the Solicitors Regulation Authority.

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