What to discuss at the first meeting
Identify the person who needs advice and whether the issue concerns accommodation, finances, decision-making or a dispute. A relative arranging the meeting is not automatically the lawyer’s client.
Ask how the lawyer will manage potential conflicts between relatives and protect the client’s independent wishes.
Working with a firm in Limestone Coast
Mount Gambier is the listed centre for the Limestone Coast. If a transaction, employment matter or family asset also involves Victoria, explain that connection when asking a lawyer to assess the work.
For elder law & aged care, 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 Limestone Coast. 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.