Due Diligence Summary

Elephant Legal provides non-reserved legal services in England and Wales, including:

• Wills for individuals and couples
• Lasting Powers of Attorney
• Will and LPA reviews
• Letters of Wishes
• Basic estate-planning and property-planning support

Elephant Legal does not undertake reserved legal activities, contentious matters or work outside its competence, insurance or defined service scope.

Complex matters are paused and referred to an appropriate specialist where necessary.

Rick Burt holds a Postgraduate Diploma in Law from the University of Law, completed in 2025, and a Master’s degree in Education.

He has 25 years’ professional experience across teaching, consultancy, curriculum development and leadership.

Professional indemnity insurance is held with Hiscox Insurance Company Limited, arranged through Arthur J. Gallagher Insurance Brokers Limited.

Evidence of professional indemnity insurance can be provided where reasonably required.

Elephant Legal is not a firm of solicitors and is not regulated by the Solicitors Regulation Authority.

Elephant Legal provides non-reserved legal services and does not undertake reserved legal activities.

Clear fixed fees are published wherever possible.

The fee, scope of work, optional services and any third-party charges are explained before paid work begins.

elephantlegalservices.co.uk/services-prices

Elephant Legal aims to complete drafting and processing within 14 working days of receiving all required information and instructions.

Time awaiting client responses, external registration or third-party action is excluded.

Clients receive draft documents for review before completion.

Amendments, signing and witnessing instructions, execution support and LPA registration assistance are provided where included in the service.

Additional care is taken where there may be vulnerability, capacity concerns, undue influence or pressure.

Work is paused where valid instructions cannot be established safely. Medical evidence or specialist advice may be recommended where appropriate.

Client information is handled under the UK GDPR and Data Protection Act 2018.

Controls include secure storage, encryption, multi-factor authentication, restricted access, secure disposal and documented breach procedures.

Complaints are normally:

• acknowledged within 2 working days;
• investigated carefully;
• answered in writing within 14 days.

Further options are explained where a client remains dissatisfied.

Referrals may be made by warm introduction, email or direct client contact, with the client’s permission.

The referring professional may remain involved where appropriate, but Elephant Legal will communicate directly with the client about instructions, scope, fees and confidentiality.