Availability, professional scope and the responsible advocate are confirmed before an engagement.
What this topic may involve
- Will preparation and review
- probate or succession proceedings where required
- estate-related disputes
- guidance on supporting documents
Documents to organise
Basic family details; existing will if any; death certificate where relevant; asset description and available ownership records.
Important context
Full account numbers and identity documents should not be shared through the initial form. The correct procedure and effect of a document depend on the facts and applicable law.
Before you share documents
Prepare a factual timeline and flag known dates. Share only basic details initially. The office should request confidential records through an approved channel after screening.
Consultation preparation guide ↗