What to discuss at the first meeting
Tell the lawyer whether the concern is about the validity of a will, provision for a person or the administration of an estate. These questions can require different evidence and legal steps.
Do not assume that disagreeing with an inheritance is enough to establish a claim; ask for an assessment of the actual grounds and costs.
Working with a firm in Barossa & Adelaide Hills
Mount Barker, Nuriootpa and Gawler provide different starting points across Barossa & Adelaide Hills. If a matter concerns land and a business together, identify the owner and operator separately.
For contested wills & family provision, ask which parts of the work the firm handles itself and whether it has relevant SA experience. Let the lawyer know if a property, employer, other party or existing proceeding is outside Barossa & Adelaide Hills. Your home address alone does not determine the applicable process.
How the engagement may progress
List family members, property, debts, companies, trusts and superannuation. Identify where original documents are held and which assets are jointly owned.
Ask what each document or application would achieve. Confirm which state rules and asset-ownership arrangements need to be considered.
Agree on signing, storage and future reviews, or on the executor’s responsibilities for records and distributions. Identify changes that should prompt further advice.
Fees and the scope of work
Compare a simple-will quote with more involved planning or estate administration. Ask about searches, applications, valuations and coordination with an accountant.
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
Provide the date of death and any estate correspondence promptly. Ask about relevant deadlines before distributing assets, signing a release or assuming a dispute can wait.