A
Build a chronology
Use dates. Separate what you know from what you assume. Keep it short enough to explain in a few minutes.
Home / Prepare
Prepare for a consultation
Arrive with the facts that matter.
A short, structured brief can save time and make the first legal conversation more useful.
B
Keep the originals
Do not edit, annotate or discard important contracts, notices, messages or court papers. Preserve the source documents.
C
Flag deadlines
Write down court dates, response deadlines, notice periods or any event that creates urgency.
For wills
Think about people before paperwork.
- Who depends on you?
- Who should benefit?
- Who could take responsibility if children are involved?
- What major assets and liabilities should be discussed?
- Do you already have a will?
For estates
Gather facts before conclusions.
- Deceased’s identification and death details
- Existing will, if located
- Immediate family/dependants
- Known property/accounts/policies
- Known debts and obligations