Quick answer
Avoid signing, admitting liability, missing a deadline, deleting evidence, or sending a long response before the documents are checked. If you want to set up a family trust, the safest first step is to organise facts and get route-specific advice.
Key takeaways
- Avoid signing, admitting liability, missing a deadline, deleting evidence, or sending a long response before the documents are checked. If you want to set up a family trust, the safest first step is to organise facts and get route-specific advice.
- Create a one-page summary with names, dates, documents received, money involved, deadlines and the outcome you want. Put the strongest source document first. If there is a court date, referral date, expiry date, complaint deadline or payment deadline, place that date at the top of the file.