Topics to discuss
- Family asset records and related agreements
- Background review for succession and legacy planning
- Communication and document preparation for family disputes
Before an initial conversation
- Relationship background and a list of questions for discussion
- Relevant asset records, agreements and existing arrangements
- An anonymised summary may be provided first; share complete sensitive documents only after an appropriate delivery method is confirmed
From understanding to a clear arrangement
An initial conversation helps clarify your concerns and potential scope. Acceptance depends on the records, conflict checks, availability and a written agreement. Begin with an overview and avoid sending confidential materials through an unverified channel.
These are proposed practice areas. Availability, scope and responsible counsel must be confirmed by the firm and recorded in a formal engagement.
Prepare a consultation brief