Crown Legacy Wills and Estates — Terms of Business - Online services

1. Professional Status & Regulatory Disclosure

Crown Legacy Wills and Estates is a trading name of David Gouldstone MSWW. David Gouldstone is a qualified practitioner and a Full Member of The Society of Will Writers (Member Number: . As a member, the practice strictly adheres to the mandatory Society of Will Writers Code of Practice. For your complete protection and peace of mind, all estate planning advice and document drafting services are fully backed by £2 Million in Professional Indemnity Insurance (PII).

 

2. Scope of Online Services & Fixed Pricing

Our fixed-price online drafting fees (£89.00 for a Single Will and £149.00 for Mirror Wills) apply strictly to standard, non-complex estates.

  • An estate is considered complex if you own business assets, agricultural property, foreign assets, have complex trust requirements (such as protecting vulnerable or disabled beneficiaries), or require advanced Inheritance Tax planning.
  • If we discover during your instruction consultation that your estate is complex, we reserve the right to cancel your online application, issue a full refund via Stripe, and provide a separate, bespoke quote for our comprehensive estate planning services.

 

3. The Onboarding Process & Client Duties

  • Payment & Contact: Once your payment is safely cleared via Stripe, we will contact you within 24 business hours to collect your detailed family and asset instructions.
  • Identity Verification: To comply with professional self-regulatory rules, you must provide valid proof of identity (such as a driving licence or passport) during our review process.
  • Accuracy: You are solely responsible for ensuring that all names, relationships, asset values, and instructions provided to us are entirely accurate.

 

4. Distance Selling Regulations & Your Right to Cancel

Under UK consumer protection laws, you are entitled to a 14-day cooling-off period starting from the day after you make your online payment, during which you can cancel your order for a full refund.

  • Express Request to Start Work: By filling out your instruction questionnaire or booking your consultation before the 14 days have lapsed, you are giving us your explicit instruction to begin drafting your legal documents early.
  • If you choose to cancel after we have started drafting but before completion, a deduction will be made from your refund to fairly cover the professional time and costs incurred. Once your documents are fully drafted, your right to cancel is waived.

 

5. Document Delivery & Execution Indemnity

  • Turnaround Times: We aim to deliver your completed draft Wills for review within 7 to 10 business days following the successful completion of your instruction consultation.
  • Attestation (Signing): A Will is only legally valid in the UK if it is signed and witnessed perfectly according to strict legal rules. We provide comprehensive, step-by-step signing instructions alongside your final documents. Crown Legacy Wills and Estates holds absolutely no liability for Wills that are rendered void due to improper signing, faulty witnessing, or client alteration after delivery.

 

6. Data Protection & Complaints

  • Privacy: All personal data and financial records collected during your application are kept strictly confidential and processed in complete compliance with UK GDPR guidelines.
  • Complaints: We aim to provide an exceptional level of professional service. If you are dissatisfied, please contact David Gouldstone directly to resolve the matter. If we cannot reach a resolution internally, you have the absolute right to escalate your complaint directly to The Society of Will Writers Professional Standards Board.

 


Last updated: October 2026