What to discuss at the first meeting
A useful assessment starts with the full financial picture, not only the family home. Explain ownership, liabilities and any business or trust interests so the lawyer can identify the information still needed.
Ask whether transfers, refinancing and tax advice are included or need separate professionals and budgets.
Working with a firm in Mornington Peninsula
Mornington and Rosebud are useful starting points for comparing Peninsula firms. If a matter concerns a home used by relatives, a holiday property or an estate, explain the ownership and any informal arrangements.
For family property settlement, ask which parts of the work the firm handles itself and whether it has relevant VIC experience. Let the lawyer know if a property, employer, other party or existing proceeding is outside Mornington Peninsula. Your home address alone does not determine the applicable process.
How the engagement may progress
- 01
Explain the relationship history, current arrangements and outcome you want. Identify immediate concerns and provide every existing order or agreement.
- 02
Discuss negotiation and family dispute resolution. Parenting applications generally involve prior dispute resolution unless an exception applies; ask the lawyer to assess the appropriate process.
- 03
Ask how an agreement would be documented and implemented. Clarify who handles related transfers, finance and estate-planning work.
Fees and the scope of work
Ask for separate estimates for advice, negotiation, document preparation and court work. A fixed divorce-application fee does not necessarily cover parenting or financial disputes.
Ask for a written scope identifying the work you are authorising, the person responsible and when costs will be reviewed. If you only want advice on one step, say so before the firm begins wider work.
Dates to raise at first contact
Highlight court dates, proposed travel or relocation and any planned property sale. Ask which time limits apply to your particular issues rather than assuming there is one deadline for everything.
