Availability and the responsible advocate are confirmed before professional engagement.
Questions to discuss
- Is there an existing will or earlier arrangement?
- What assets and wishes should be discussed?
- Who can give instructions and what further information is needed?
Documents to prepare
- Existing will if any
- Broad asset list without full account numbers
- Questions about family circumstances and intended arrangements
How the discussion may proceed
1
Organise your wishes and questions.
2
Confirm the drafting and review scope.
3
Discuss execution and safekeeping requirements with the advocate.
Scope and fees
Agree what is included, the professional fee, applicable taxes and approved expenses before work begins. Review, drafting, dispatch, filing and representation are separate tasks unless the engagement expressly includes them.