A practical tool / No account needed

Take better questions into your first conversation.

Choose the legal-service topic, select the questions you need and print a plan to use with each office. Keep personal documents and the answers in your own private records.

What kind of help are you comparing?

This tool uses topic choices and checkboxes only. It does not ask for your case details, send an enquiry or save a private file. Selections clear on reload.

01 / Choose the questions

What do you need to ask?

Whom would you act for, and what establishes their authority to instruct you?Does the proposal stop at a grant or continue into administration?Which tasks remain with the executor, applicant or another person?Who coordinates accounting, tax or valuation assistance?How are court questions or disputes outside the initial scope priced?Who receives progress updates and how often?

02 / Gather what you have

Prepare an index, then ask what to send

Your connection to the deceased and the capacity in which you are seeking help.
The will and any later documents you know about; ask how originals should be handled.
A high-level asset and liability list, including assets in another jurisdiction.
Known institutions or advisers involved, without putting account numbers into public searches.
Existing correspondence, applications or disagreements and any dates already notified.

Keep the index in your own private notes. Ask each office for its intake and secure document process before sharing material.

03 / Your enquiry plan

Estate administration: questions for first contact

0 of 6 questions selected.

Select the questions above to create your plan. You can then print it or save it as a PDF using your browser.

Keep these tasks separate when asking about scope

Initial estate review. What information is needed before the office can advise about a grant?
Grant application assistance. Are responses to court questions included? What happens after the grant?
Administration or disputed estate work. Who handles assets, tax input, communications and any dispute?

Record the office’s answer privately

Office / person contacted: ____________________________________

Date and proposed task: ______________________________________

Included work and exclusions: _________________________________

Costs, assumptions and next step: ______________________________

This is a preparation worksheet, not legal advice or a recommendation. Confirm identity, scope, fees and acceptance directly. An enquiry does not pause a deadline.

Read the full estate administration guide →Find relevant providers →