Checklists and preparation guides

Resources

Use these quick checklists to prepare for your consultation and speed up your matter.

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Resources

Consultation checklist

  • ID/passport and contact details
  • Contracts/correspondence relevant to the matter
  • Key dates and a short timeline
  • Desired outcome and constraints (budget/time)

Corporate onboarding

  • Company registration documents
  • Directors/shareholders details
  • Existing contracts and compliance needs
  • Brief description of operations and risks

Property & conveyancing

  • Offer to purchase / agreement drafts
  • Seller/buyer IDs and marital status info
  • Proof of funds / bond pre-approval
  • Rates/levy statements (where applicable)

Family law preparation

  • Marriage certificate and IDs
  • Children’s details and schooling info
  • Assets/liabilities list (where relevant)
  • Prior court orders/agreements

Dispute & litigation

  • Demand letters, summons, pleadings (if any)
  • Chronology of events
  • Key evidence documents
  • Any settlement proposals already exchanged