Terms & Conditions

These Terms and Conditions ("Terms") govern your use of the Rohleder & Co website at rohlederandco.co.uk (the "Website"), the client portal, and any will writing and estate planning services provided by Rohleder & Co ("we", "us", "our").

By accessing or using our Website, client portal, or engaging our services, you agree to be bound by these Terms. If you do not agree with any part of these Terms, you should not use our Website or services.

Rohleder & Co is a wills and estate planning practice led by Katie Rohleder, a Chartered Legal Executive and member of the Chartered Institute of Legal Executives (CILEx).

Rohleder & Co provides will writing, estate planning, lasting powers of attorney, and related legal services. Our services include but are not limited to:

• Drafting and preparation of wills
• Estate planning advice and documentation
• Lasting Powers of Attorney
• Estate planning for families
• Related consultations and advisory services

All services are provided subject to a separate engagement letter or service agreement where applicable. The specific scope, deliverables, and timelines for your matter will be confirmed in writing before work commences.

We reserve the right to decline any instruction at our discretion. We are not a firm of solicitors, and our services are limited to those areas in which we are qualified and authorised to practise.

We provide a secure online client portal that allows you to complete will questionnaires, upload identity verification documents, communicate with us, and track the progress of your matter.

When using the client portal, you agree to:

• Provide accurate, truthful, and complete information in all forms and questionnaires
• Keep your login credentials secure and not share them with any third party
• Notify us immediately if you become aware of any unauthorised access to your account
• Use the portal only for its intended purpose in connection with your engagement with Rohleder & Co

We reserve the right to suspend or terminate access to the client portal at any time, with or without notice, if we reasonably believe that these Terms have been breached.

Our fees will be communicated to you clearly before any work is undertaken. A fee estimate or fixed fee will be provided in writing as part of our engagement letter or service agreement.

Payment is due in accordance with the terms set out in your engagement letter. We may require payment in full or a deposit before commencing work, depending on the nature of the service.

If payment is not received by the due date, we reserve the right to suspend work on your matter until payment is made. Outstanding amounts may be subject to interest at the rate permitted by law.

All fees quoted are inclusive of VAT where applicable. We will inform you if VAT applies to your services.

All content on this Website, including text, graphics, logos, images, and software, is the property of Rohleder & Co or its licensors and is protected by copyright and other intellectual property laws.

You may not reproduce, distribute, modify, or create derivative works from any content on this Website without our prior written consent.

Upon full payment of our fees, you will own the final documents we prepare for you (such as your will or lasting power of attorney). However, our underlying templates, precedents, and working methods remain our intellectual property.

While we take every reasonable care to ensure the accuracy and quality of our services, our liability is limited to the extent permitted by law.

We shall not be liable for any indirect, consequential, or special loss or damage arising from or in connection with our services, the use of our Website, or the client portal, including but not limited to loss of profit, loss of data, or loss of opportunity.

Our total liability to you in respect of any claim arising out of or in connection with our services shall not exceed the total fees paid by you for the relevant service.

Nothing in these Terms shall exclude or limit our liability for death or personal injury caused by our negligence, fraud or fraudulent misrepresentation, or any other liability that cannot be excluded or limited by law.

We take the protection of your personal data seriously. All personal information you provide to us, including through the client portal, is handled in accordance with our Privacy Policy, the UK General Data Protection Regulation (UK GDPR), and the Data Protection Act 2018.

By using our services and the client portal, you acknowledge that you have read and understood our Privacy Policy and consent to the collection and processing of your personal data as described therein.

Either party may terminate the engagement by providing written notice to the other party. If you terminate the engagement, you will be liable for fees in respect of any work already completed up to the date of termination.

We reserve the right to terminate our engagement with you if:

• There is a conflict of interest that cannot be resolved
• You fail to provide instructions in a timely manner
• You fail to pay fees that are due
• You behave in an abusive or unreasonable manner towards our staff

Upon termination, we will return any original documents you have provided to us, subject to our right to retain copies as required by law or professional obligations.

These Terms shall be governed by and construed in accordance with the laws of England and Wales. Any disputes arising out of or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of England and Wales.

If any provision of these Terms is found to be invalid or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

If you have any questions about these Terms, please contact us: