Checklist

This list will help me to tailor my advice to you when we meet. Completing it may also help you to feel as though you are taking steps forward in gaining some objectivity and control.

In order to assist me in advising you it would be helpful for you to attend your first appointment with me, with the information and documents referred to in the Checklist appearing below. Please don’t be daunted by the list as not all of it will apply to your matter. The list is designed to help you turn your mind to the type of information that may be needed to fully advise you. It may even help you to remember things you had forgotten that may improve your position in negotiations.

I suggest you download and print the Checklist off to guide you in gathering together information and important documents that will assist in the progress of your matter.  The list is not exhaustive and if there are any other documents of a financial nature that you may need to rely upon in the course of your matter such as copies of Caveats or loan documents, then these should also be brought with you.

This list will help me to tailor my advice to you when we meet. Completing it may also help you to feel as though you are taking steps forward in gaining some objectivity and control over the relationship ending.

Download Client Checklist 2012 (PDF, 89 KB)

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