What to discuss at the first meeting
Explain what you want the plan to achieve, including family needs and business interests. A more complex structure should be justified by its purpose and ongoing administration, not chosen merely because it is available.
Clarify whether tax and financial advice are included or must be obtained separately before implementing the plan.
Working with a firm in Alice Springs & Central
Alice Springs, Tennant Creek and Katherine are combined in this broad directory area and are not all nearby to one another. The best starting point is a service that can clearly explain how it will work with you where you are.
For estate planning & testamentary trusts, ask which parts of the work the firm handles itself and whether it has relevant NT experience. Let the lawyer know if a property, employer, other party or existing proceeding is outside Alice Springs & Central. 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.