Terms and Conditions

“Customer (“you”) is the buyer of our Products displayed on this website: www.estateplannerstoolkit.co.uk and which is owned and operated by the Seller.

“Product” will be package of documents and the customising services you purchase from the website which includes the selection of PDF’s listed under the Core, Pro and Premier packages on our website.

“Intellectual Property” means any content or images displayed on the website or sold as part of the Products. We grant you a licence to use the Products and our Intellectual Property contained within them, based on these terms and those specified in the customer use section of the website, or additionally with our express prior permission given in writing.

“Price” is as advertised on our website at the time of purchase. The Price includes the Products and the customisation of the Products by our design team with your business logo and contact details. We do not offer any additional customisation of the documents within the Price, and such services attract additional charges.

“Seller” is The Estate Planners Toolkit Limited UK Registered Company 13310859 Brockley Road, West Bridgford NG2 5JY

 The Seller will sell the Products to you at the Price as follows:

Upon receipt of your order you will receive an email with details of where to send your business logo and contact details to so that your Products can be customised to include these details. Products are bespoke after the addition of your business logo and contact details and therefore are not returnable or refundable, unless faulty as a result of our negligence.

If you have provided incorrect information to us for the Products, we shall have no liability to refund or replace, nor for any additional losses suffered by you or any other party.

We strongly advise you to look at the sample Products displayed on our website to ensure that the quality and style suits your needs before purchasing.

Required information from the Customer will be a suitable logo, website, email address and telephone number that will be automatically requested by the Seller via email after online purchase.

A suitable logo is defined as being 300dpi for print quality. You should send your highest resolution or largest file size for (raster file) logos in JPG, PNG, GIF, and TIF, or vector format files (extensions include AI, PDF, EPS).

If a customer does not have a suitable logo, we may be able to offer a design service at an additional cost that will be agreed with the customer before commencement of work.

Purchases are to be made via the Stripe checkout facility on our website www.estateplannerstoolkit.co.uk  We require the Price to be paid in advance of the delivery of the Products and we do not receive nor store any financial information about your payment methods, or your bank details.

Our Products are designed for professionals offering will and estate planning services in England and Wales only.

The Seller will:

Aim to deliver the Products to the Customer by email within three working days of receipt of all the required information. We will take all reasonable steps to meet this target, however, we cannot guarantee that your Products will arrive within this time.

Treat your data confidentially and used it in line with our Privacy Policy displayed on our website.

Has used reasonable care and skill in creating the Products. If a Customer identifies a concern with the quality of the Product, they should immediately contact hello@estateplannerstoolkit.co.uk.

If the Seller agrees that the concern is valid, we will rectify this by providing a replacement of the Product or part of the Product, or a refund of the Price or part of the Price paid on a pro-rata basis for the Product.

The Seller’s decision of what constitutes a valid concern will be final.

Customer Obligations and Use of our Products

The Customer may use our Products to promote their own services and may print, email or upload to their own business website or social media sites.

The Customer may print the document but must not sell or loan or allow any replication of the Products to or by any third party.

The Customer must not copy, replicate, alter or reproduce the Products in any other way other than specified in these terms or without our express permission in writing.

The Product is for use by the Customer’s sole business use only. Further Products may be purchased if the Customer owns more than one business or has multiple agents who would like their individual contact details customised on the Products.


The Customer will have no claim against the Seller arising from any actions brought against you by your Clients or any third party whatsoever arising from the use of or the content of any of our Products.

The Customer assumes sole responsibility and entire risk as to the suitability of the Products and for any decisions made or actions taken based on information or data contained within.

The Seller cannot under any circumstances be regarded as supplying tax, legal or any other advice to you or your client. The Products are not intended to be a substitute for your exercise of proper professional judgment as may be required. The Seller used reasonable care and skill in creating the Products. The Seller makes no representation and give no warranty with respect to any of the Templates. We do not suggest any Product is suitable for your particular use.

These terms and any dispute arising from them shall be governed by the laws of England and Wales.