Inheritance
Preparing questions about wills, reserved shares and estate distribution
Who this helps
For assessing a testamentary provision or distribution dispute using the full wording and the family and financial circumstances.
What to prepare
You can attend even if documents are missing. Flag any deadline or urgent notice at the time of booking.
Essential to explain your situation
- Say whether you are planning your succession or assessing an existing estate.
- The full will or distribution proposal, if any.
- Relevant family relationships and known assets or debts.
Useful if already available
- Records of previous gifts, distributions or agreements.
- Residence, nationality and any international connections.
Only if requested and relevant
- Valuations and records needed to identify the applicable law and disputed transactions.
Questions to take to the appointment
- Which law applies to this succession?
- Which people and provisions must be considered before calculating shares?
- What would signing or accepting the proposal mean?
Common preparation mistakes
- Applying a general share without checking the law and circumstances.
- Comparing amounts without reviewing debts, valuations and relevant gifts.
Final checklist
Tick items on this page or print this checklist. Selections are not sent or saved.
This guide helps you prepare an appointment. It does not determine the outcome of a matter or replace individual legal assessment. Do not send sensitive documents through public forms or links.