Service 08

Estates and Family Law

Estate administration and division, and representation of heirs in related property and financial matters.

About the service

Assessing the matter before choosing a course of action

Estate and family-law matters require gathering documents and understanding the parties’ capacities and the assets and rights involved. We review the matter and identify the procedures and steps within the service scope.

When might you need this service?

Initial situations that help identify the relevant area

  • Identifying estate assets and documents.
  • Property or financial assets requiring attention.
  • Arranging division or settlement between heirs.
  • A dispute relating to an estate or family right.

Scope of work

What may the service include?

  • 01

    Reviewing documents, parties’ capacities and rights involved in the request.

  • 02

    Organising available information on assets and liabilities.

  • 03

    Preparing documents or applications within the engagement scope.

  • 04

    Representing heirs in related property or financial cases as agreed.

The final scope is defined after reviewing the request and documents and agreeing with the client. It may differ from the general items above.

Service process

A clear path from request to follow-up

  1. 01

    Understand the request

    Listen to the facts and identify the objective and initial information needed for assessment.

  2. 02

    Assess the matter

    Review relevant documents and laws and identify issues requiring attention.

  3. 03

    Define the approach

    Present the assessment, alternatives and proposed scope before proceeding.

  4. 04

    Implementation and follow-up

    Carry out the agreed service scope, follow up on procedures and communicate developments.

Initial documents

What helps us begin the assessment?

  • Documents establishing the parties’ capacities.
  • An initial inventory of known assets, rights and liabilities.
  • Relevant deeds, contracts, statements or correspondence.
  • Previous related agreements or judgments.
Important notice

This is an initial, non-exhaustive list. Do not send sensitive documents before agreeing on a delivery method and scope of service. Submitting a request does not create a lawyer–client relationship until the engagement is accepted and the agreement finalised.

Frequently asked questions

Initial answers about Estates and Family Law

What is the first step in assessing an estate matter?

Assessment begins by identifying the parties with standing, gathering available documents and forming an initial picture of the estate’s assets, rights and liabilities.

Service information or preparation guidance, not a legal provision or an official requirements list.

Can settlement between heirs be considered?

Settlement can be assessed once rights, assets and parties’ positions are clear. The documents and procedures needed can then be identified if an agreement is reached.

Service information or preparation guidance, not a legal provision or an official requirements list.

How should I organise initial estate information?

List known assets, liabilities and available estate-identification documents or wills, and explain agreed and disputed points. Do not infer inheritance shares or distribute assets on this basis; facts and documents must first be examined.

Service information or preparation guidance, not a legal provision or an official requirements list.

The information here is general and is not legal advice for a specific matter.

Request this service

Start by sharing an initial summary

The service scope and requirements will be determined after reviewing the initial information.

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