Wills
Prepare for a consultation about testamentary wishes, beneficiaries, family context and existing documents.
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Start with the matter, not the jargon.
Public evidence clearly supports wills and estate-planning work. Other matters are presented as general legal enquiries for assessment rather than as unverified specialist departments.
Estate planning
Organise the practical information an attorney may need to understand your estate-planning goals.
Deceased-estate enquiry
Start with death details, any existing will, known assets/liabilities and immediate family/contact information.
General legal assessment
Bring a concise chronology, names of the parties, relevant dates and documents so the matter can be assessed.
Document review enquiry
If a letter, agreement, notice or court document is causing concern, keep the full document and note any response deadline.
Urgent legal enquiry
When time matters, identify the exact deadline, hearing date, notice period or event that makes the issue urgent.
Matter prep desk
What are you dealing with?
Wills & estate planning
Bring your identity details, family/beneficiary information, asset overview and any existing will to the first discussion.