Prepare for Your Legal Consultation

A brief enquiry is enough to start. These are consultation preparation, not prerequisites for an initial enquiry.

• Marriage certificate and any antenuptial contract.
• Existing summons, applications or court orders.
• A summary of assets, debts and monthly expenses.
• Relevant retirement-fund and business information.
• A factual summary of the arrangements for children.
• Write down the issues you most want to resolve and any court date or papers received.

Preparing for the initial call: be ready to explain the stage you have reached, the main issue, whether you have received papers and any stated date. A brief outline is enough for the initial enquiry. Keep sensitive documents available rather than sending them through a general website message; the firm will explain the appropriate next step.

Ticking items is only for your preparation; it does not send information to the firm.

A brief enquiry is enough to start. These are preparation questions for a planning discussion, not signing instructions.

• Any existing will, codicil, trust deed or relevant planning document.
• A broad list of assets, liabilities and countries where assets are held.
• Marriage or relationship arrangements relevant to the discussion.
• The people or organisations you wish to provide for.
• Questions about executors, guardians or trustees.
• Business interests and policy or beneficiary arrangements you want considered.

Ticking items is only for your preparation; it does not send information to the firm.

A brief enquiry is enough to start. Keep the relevant information below available for the consultation where possible.

• Death certificate, original will and any codicils.
• Marital-status information and identity documents when requested.
• A summary of estate assets and liabilities.
• Details of the relevant institutions and any existing appointment letters.
• Correspondence with the Master, executor or other parties.
• Note your role in the estate, what has been done and what remains unclear.

Ticking items is only for your preparation; it does not send information to the firm.

A brief enquiry is enough to start. These are preparation questions, not steps for dismissing an employee.

• Employment contract, role description and applicable policies.
• A factual chronology of the issue.
• Grievance, performance, disciplinary or retrenchment documents already received.
• Relevant correspondence and records you may lawfully use.
• Any CCMA, bargaining-council or court papers and dates.
• Your role and the practical outcome you need advice on.

Ticking items is only for your preparation; it does not send information to the firm.

A brief enquiry is enough to start. The company-focused checklist below is for a business; a separate note covers personal matters.

• Current accounts, cash-flow information and proposed funding.
• Creditor and employee information.
• Material contracts and security arrangements.
• Resolutions, notices and any liquidation papers.
• Any proposed rescue plan and details of an appointed practitioner.

For a personal insolvency enquiry, prepare an outline of your income, assets, debts, creditor action and existing orders rather than company documents.

Ticking items is only for your preparation; it does not send information to the firm.

A brief enquiry is enough to start. Tell us whether you seek an independent mediator or advice for one side. This checklist does not assess suitability or promise an appointment.

• The broad nature of the dispute and the parties involved.
• Whether you seek an independent mediator or advice for one side.
• Whether a discussion about mediation has already taken place.
• A short summary of the issues and practical outcomes sought.
• The relevant agreement, notices or court papers, if any.
• Any deadline, accessibility requirement or concern about participating safely.

Ticking items is only for your preparation; it does not send information to the firm.