What clients usually ask
What information should I prepare?
List material assets, debts, policies, business interests, trusts, dependants and existing testamentary documents.
The usual first steps
- Map the family, asset and liability position.
- Identify succession, liquidity and administration concerns.
- Coordinate the appropriate will, trust or ownership steps with relevant advisers.
What to bring
Bring the agreement, court papers, notices, messages, dates and records that show what happened. Preserve original documents and electronic evidence without altering them.