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.
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?
02 / Gather what you have
Prepare an index, then ask what to send
- Existing wills and related documents, with dates.
- A broad asset and ownership outline, including business or trust interests.
- People or organisations you want to discuss, and any changed circumstances.
- Questions about future decision-making and who might take on responsibilities.
- Appointment, interpreter or access requirements.
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
Wills & estate planning: 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
- Will preparation or review. Are draft discussion, changes and signing arrangements included?
- Planning for decisions during life. Which jurisdiction's documents and what scope of advice?
- Coordination of complex arrangements. Who supplies tax or financial advice, and under which engagement?
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.