Arrangements for families
across generations

The consultation begins with a review of any documents you share beforehand. We then have an unhurried conversation covering the matters you wish to raise. Afterwards, we prepare a written summary that you can share with other family members. There is no expectation that you will engage us for anything further.

Yes. We work with both frameworks and can discuss the implications of each for your particular family circumstances. Some families find that a combination of instruments best reflects their intentions; we are able to assist with that discussion.

The engagement is deliberately paced. A first draft is typically prepared within two to three weeks of the initial discussion. We then allow time for you to review the document with your family before returning with any comments or revisions. Most engagements conclude within six to eight weeks.

The estate map identifies each asset held by the family and sets out the considerations that apply to each — including ownership structure, any existing instruments, and the questions that will need to be resolved before arrangements can be finalised. It is a working document, not a legal instrument in itself, and is intended to support clear family discussion.

Each checkpoint is conducted as a written briefing. We summarise progress to date, note any outstanding matters, and indicate what the next phase involves. Family members are encouraged to raise questions in writing between checkpoints, and we respond in kind. Meeting in person is always available but is not required at each stage.

Yes. All matters discussed and all documents prepared are treated with the same standards of professional legal confidentiality that apply to any solicitor-client relationship. We do not discuss client matters outside the engagement, and all documents are stored securely.

A brief note about what you are hoping to address is sufficient. If you have existing documents — a previous will, property titles, or a record of business interests — you are welcome to share these in advance so that we can prepare. Nothing is required, however, and some families prefer simply to begin with a conversation before sharing documents.