Find an answer on your questions on the EPA Website and more useful information.

Our FAQs page has been set up to help you to find an answer to your questions on the EPA. It also provides other useful information about the EPA.

Is the EPA a government agency?

No. The EPA is a self-regulatory certification body dedicated to ensuring member practitioners in the estate planning industry provide exemplary standards of product and service to the public. The body was set up to maintain and raise standards of product and service by obliging its members adhere to a stringent Code of Practice as well as structured grievance and disciplinary procedures.

Can the EPA intervene on a consumer’s behalf when they disagree with the decisions of an accredited member?

Yes. The EPA can intervene and implement an investigation, mediation and conciliation process after the accredited member has performed its own investigative process and attempted to resolve the matter independently. After the consumer has deemed the outcome of that process to be unsatisfactory, the EPA is able to implement the aforementioned process in order to resolve the matter. However, the EPA does not have power to award compensation and not all grievances brought to its attention result in disciplinary action taken against an EPA member.

Can the EPA help me with my court case?

No. The Estate Planners’ Authority has no remit in respect to court cases. However, Her Majesty’s Courts and Tribunals Service provides information on the courts system and how to deal with cases. You can access this guidance through the HMCS website.

Can the EPA help me get Legal Aid?

The Legal Aid Agency (LAA) is the body responsible for running the legal aid scheme in England and Wales. Their website can be accessed using the following link www.gov.uk/government/organisations/legal-aid-agency. The EPA does not deal with any legal aid issues.

What is the Ombudsman?

Ombudsman Services was established in 2002 to provide independent dispute resolution between consumers and companies signed up to its scheme across a range of industry sectors. Its service is free and impartial. Its decisions are based on the evidence submitted by both parties. More information about the Ombudsman Services is available at www.ombudsman-services.org. Continue reading to find an answer to your questions on the EPA website.

Can the EPA help a consumer resolve a dispute with an estate or funeral planning business which is not a member of the EPA?

The EPA can only assist with a complaint against an estate or funeral planner and subject an estate and funeral planner to its investigation, mediation and conciliation processes if that estate or funeral planner is an accredited, fully paid-up member of the EPA, and subsequently bound by its Code of Practice.

How is the EPA paid for?

The EPA is required to impose an annual levy on its approved members to cover the full cost of running the EPA.

Does the EPA cover the entire United Kingdom?

No. The EPA is the oversight regulator for legal services in England and Wales. Its remit does not extend to Scotland or Northern Ireland.

Is the EPA really independent?

The EPA is independent both of government and the professions it services. Our Board has a lay Chairman and a lay majority, meaning that its membership brings to the table the perspective of non-planners.

If you cannot find an answer to your questions on the EPA website, and would like more useful information, please email us at enquiries@estateplannersauthority.org

Find an answer on your questions on the EPA Website and more useful information.

Our FAQs page has been set up to help you to find an answer to your questions on the EPA. It also provides other useful information about the EPA.

Is the EPA a government agency?

No. The EPA is a self-regulatory certification body dedicated to ensuring member practitioners in the estate planning industry provide exemplary standards of product and service to the public. The body was set up to maintain and raise standards of product and service by obliging its members adhere to a stringent Code of Practice as well as structured grievance and disciplinary procedures.

Can the EPA intervene on a consumer’s behalf when they disagree with the decisions of an accredited member?

Yes. The EPA can intervene and implement an investigation, mediation and conciliation process after the accredited member has performed its own investigative process and attempted to resolve the matter independently. After the consumer has deemed the outcome of that process to be unsatisfactory, the EPA is able to implement the aforementioned process in order to resolve the matter. However, the EPA does not have power to award compensation and not all grievances brought to its attention result in disciplinary action taken against an EPA member.

Can the EPA help me with my court case?

No. The Estate Planners’ Authority has no remit in respect to court cases. However, Her Majesty’s Courts and Tribunals Service provides information on the courts system and how to deal with cases. You can access this guidance through the HMCS website.

Can the EPA help me get Legal Aid?

The Legal Aid Agency (LAA) is the body responsible for running the legal aid scheme in England and Wales. Their website can be accessed using the following link at the Legal Aid Agency. The EPA does not deal with any legal aid issues.

What is the Ombudsman?

Ombudsman Services was established in 2002 to provide independent dispute resolution between consumers and companies signed up to its scheme across a range of industry sectors. Its service is free and impartial. Its decisions are based on the evidence submitted by both parties. More information about the Ombudsman Services is available at www.ombudsman-services.org. Continue reading to find an answer to your questions on the EPA website.

Can the EPA help a consumer resolve a dispute with an estate or funeral planning business which is not a member of the EPA?

The EPA can only assist with a complaint against an estate or funeral planner and subject an estate and funeral planner to its investigation, mediation and conciliation processes if that estate or funeral planner is an accredited, fully paid-up member of the EPA, and subsequently bound by its Code of Practice.

How is the EPA paid for?

The EPA is required to impose an annual levy on its approved members to cover the full cost of running the EPA.

Does the EPA cover the entire United Kingdom?

No. The EPA is the oversight regulator for legal services in England and Wales. Its remit does not extend to Scotland or Northern Ireland.

Is the EPA really independent?

The EPA is independent both of government and the professions it services. Our Board has a lay Chairman and a lay majority, meaning that its membership brings to the table the perspective of non-planners.

If you cannot find an answer to your questions on the EPA website, and would like more useful information, please email us at enquiries@estateplannersauthority.org