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Now, more than ever, clients need properly qualified will draftsmen to prepare their Wills and associated documents. Family structures have become increasingly complex over the years and private wealth has grown significantly. These factors are beginning to focus the spotlight on the competence of will draftsmen and the threat to the public of poorly drafted Wills. The client, or the client’s family, may not appreciate the risk until it is too late.
In 2011, aware of these concerns, the Society of Trust and Estate Practitioners (STEP)* launched the STEP Advanced Certificate in Will Preparation at the level of the STEP Diploma, the gold standard and a benchmark qualification in the field of trusts and estates education to validate the competence of will draftsmen.
For pace of mind please ensure that your will draftsman is properly trained and qualified.
Arnold Harrison ACIB
Chairman of Steele Rose & Co
Freephone 0800 0352 781
www.steelerose.co.uk
They are a family firm who have prepared legal documents including Powers of Attorney, Wills, Trusts, Advance Decisions, First Property Registrations, Severance of Tenancy, Deputyship Documents, Legal Document Storage etc. for over 14 years.
The Steele Rose principal Will Draftsman is subject to the Society of Trust and Estate Practitioners (STEP) Code of Professional Conduct and there has never been a negligence claim against their £2,000,000 professional indemnity insurance.
They do not carry out or charge a fee in advance for probate nor like solicitors do they appoint themselves executors of your estate.
Steele Rose support any future arrangement for voluntary oversight by the Legal Ombudsman."
Clients have a 7 day legal option to cancel their instructions without penalty.
Family Company established in 1997.
Instructions normally taken within three days of making an appointment.
Instructions may be taken and Wills returned the same day in an emergency.
Trained Consultants throughout England and Wales.
Legally Trained Staff (not solicitors).
Members of The Professional Association of Legal Services, The White Ensign Association, The Federation of Small Businesses, The Society of
Will Writers and Corporate Members of (patron )
Over 30,000 clients throughout the UK.
£2,000,000 Professional Indemnity Insurance.
Normally two visits to clients in the comfort and privacy of their own home to ensure Wills and other documents are signed and witnessed correctly.
Fixed fees. Far less than most other Legal Service Providers providing a comparative service.
Never a claim against the company for negligence.
They maintain their own and
Authorised Legal Service Providers for and Affinity Partners of They require their staff and consultants to comply (where relevant) with the
Registered under the Data Protection Act. Data Protection Act 1998: We will not disclose your Personal data to any third party or transfer it outside of the European Economic Area unless legally obliged to do so.
Members, Student Members and Affiliate Members of the Institute of Legal Executives (ILEX) or the National Association of Licenced Paralegals or the Society of Trust and Estate Practitioners (STEP).
PROBATE - Although Steele Rose may provide free telephone advice to executors, they do not charge a fee for carrying out probate services nor do they nominate themselves as executors in your Will(s).
Probate Support provided by Kings Court Trust Corporation Plc.
Legal Support for Deputyship Services provided by Parker Bullen Solicitors.
Legal Support for real property transfers (coveyancing) by Parkes Browne Solicitors.
Will Draftsmen for BPL Solicitors.
Upon return of Will(s) Steele Rose provide a photocopy of the Will(s), cards advising executors of the location of the Will (if stored with Steele Rose) and offering free executor advice, they also provide cards advising witnesses of the legal requirements for witnessing a Will, all in an envelope bearing Steele Rose contact details and information concerning the appropriate action and circumstances when a Will might be revoked or require re-writing.
Salisbury
Please click on the blue links above for further information.
Steele Rose & Co Limited are Members of The Professional Association of Legal Services, Corporate Members of the Institute of Paralegals, Members of the Society of Will Writers and appointed Legal Service Providers for the Forces Pension Society.
Legal Services Office: 7 Deans Farm, Stratford sub Castle, Salisbury SP1 3YP.
Registered Office: The Parsonage, Stratford sub Castle, Salisbury SP1 3LH.
Regional Offices throughout England and Wales*
Registered in England No. 3392519 (in 1997) - VAT No. 750 5846 22
Tel: 01722 410009 - Fax: 01722 411666
email: src@303.org.uk
*London, Newcastle, Liverpool, Manchester, Hull, Southport, Colchester, Salisbury, Plymouth, Ashford, Tonbridge, Bath, Bristol, Birmingham, Andover, Winchester, Southampton, Bournemouth, Penn, Weymouth, Sherborne, Taunton, Hereford, Exeter, Milton Keynes, High Wycombe, Windsor, Romsey, Gerrards Cross, Devizes, Grantham, Eastbourne, Havant, Dorchester, Wimborne, Lincoln, Cambridge.
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