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Preparing a file for a property consultation

Gathering property documents, correspondence and dates.

Identify the matter

Briefly describe the sale, lease or ownership matter you wish to discuss. Note the basic property details and how the current relationship began.

Separate the documents

Group existing contracts, attachments and correspondence by type. Where a document has multiple versions, note their dates and which version is in use.

Prepare a meeting agenda

List the points you would like clarified and your expectations. The documents to be shared and the method of sharing can be agreed during initial contact.

General information only; not a substitute for legal advice on a specific matter.

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