STANDARD CLIENT LETTER

Dear [Client]

Thank you for instructing me to conduct genealogical / family history research on your behalf. This letter is to confirm the scope of the work I am to undertake, provide advice on any limitations there may be to that research and provide a copy of my Terms and Conditions for your agreement. My Terms and Conditions can also be viewed and downloaded from my website (https://ttgenealogy.co.uk/).

When you have read this letter and its enclosures, please sign and return the enclosed duplicate / reply to this email. In doing so, you confirm that you have read, and agree to, my Terms and Conditions. If you have any queries or comments, please do not hesitate to contact me.

Scope of Services
We have agreed that I will…

The results of my research will be presented as…

The following are not included in this contract…

Time scale
I will begin your as soon as possible after receiving:

your signed copy of this document, agreeing to my Terms and Conditions.

the family details you have agreed to provide. Please note that all the information you hold needs to be disclosed before I begin my research. Anything found during the course of the research which duplicates something you already know, or have found yourself but have not disclosed prior to research starting, will still be billed for. Details you have provided of previous research conducted either by you or by others are:

family background information you agreed to provide

your payment of £X, which constitutes 50% of the fee for this project.

I estimate the work will take XX days/weeks/months. It is, however, important to stress that genealogical / family history research can sometimes be protracted, with research results constantly under review to ensure the correct and fullest details can be provided. Timescales are therefore only estimates and it may be difficult to adhere to them. If I am unable to keep to this estimate I will contact you before the end of this period to provide you with an update and further time estimate.

Fees and expenses
As agreed, my fee for this work will be £XX. I will invoice you for 50% of this amount when I have received your signed letter. This must be paid before I can begin work on your project, and no later than 14 days after you receive this letter.

Once I have completed my work on your behalf, I will invoice you for the remaining 50% of my fee. This will be payable within 14 days. Once I receive this balance, I will send you the results of your research and any associated documentation, as detailed above.

My fee does not include the cost of items detailed in section 17 of my Terms and Conditions (attached). I will never incur such costs without your prior agreement, or without providing details of the costs concerned. These costs will be added to my final invoice, which must be paid before I can send you your completed project.

If, once I have completed the project outlined in this letter, you would like to contract me to conduct further research for you, this will be undertaken at a rate of £40 per hour (for a minimum of four hours’ work). I will agree the scope of this further research, and a number of research hours, with you in advance. Please see my Terms and Conditions for details of my research at an hourly rate.

Research reports
Family research can sometimes uncover potentially distressing and/or uncomfortable information regarding ancestors. It is my policy to include all information uncovered unless you specifically instruct me not to. I am happy to discuss any such information with you prior to commencing my research and/or if and when such information is uncovered, and in any event prior to completing my final report and it will be your decision whether such information is included.

Please do not hesitate to contact me if you have any queries about the terms of this letter or the attached terms and conditions. Please sign and date the enclosed copy of this letter / email and return it to me as soon as possible. By doing so you are agreeing to the terms set out in this letter and the attached Terms and Conditions which can also be found on my website (https://ttgenealogy.co.uk/).

If I have not received a signed copy of the letter / reply by email within 14 days I will assume that you do not wish to proceed, and will take no further action.

Thank you.

Yours sincerely,

Tania Taylor
Tania Taylor Genealogy

I confirm acceptance of the terms set out above and the attached terms and conditions.

Signed

Date