Before you contact a lawyer 0/3 completed Define the matter type Write whether the issue is setup, review, dispute, compliance, authority, transaction, enforcement, or urgent risk. Not started › Identify parties and authority List people, companies, trustees, directors, creditors, beneficiaries, institutions, advisers, and who may give instructions. Not started › Flag deadline risk List response dates, renewal dates, filing dates, payment dates, court dates, statutory dates, and signed-document risks. Not started ›
Need help with this checklist? Get support from a lawyer who works with family law matters.
Book a ConsultationBefore the consultation 0/5 completed Collect identity and authority records Prepare IDs, company or trust records, resolutions, mandates, powers of attorney, appointment letters, and signing authority. Not started › Collect core matter documents Prepare Marriage certificate, Antenuptial contract, Settlement drafts, Asset list, Debt list, Bank statements, and any record that shows the issue or transaction. Not started › Collect official records Prepare Court papers, Family Advocate records, pension-fund correspondence, property records, maintenance records, and lodged settlement documents where relevant, register searches, official correspondence, lodged forms, approvals, notices, and proof of submission where relevant. Not started › Collect money records Prepare invoices, statements, bank records, payment proof, valuations, asset lists, liability lists, and cost estimates. Not started › Prepare fee and scope questions Ask what first review, drafting, negotiation, filing, registry work, court work, or ongoing representation would include. Not started ›
During the consultation 0/3 completed Ask what should be reviewed first Confirm which record controls authority, ownership, debt, risk, deadline, or the next legal step. Not started › Ask what is missing Confirm missing official records, authority documents, financial records, and third-party records. Not started › Ask about next route Ask whether the next step is advice, document correction, filing, negotiation, formal notice, application, court process, or settlement. Not started ›
Save final versions Keep signed, lodged, filed, or approved versions separate from drafts. Not started › Calendar next dates Track renewals, reporting dates, court dates, filing dates, payment dates, and lawyer follow-ups. Not started › Keep a document index Maintain a simple list of file names, dates, sources, and missing records. Not started ›
When It Applies You need a clean family law document pack before a first consultation.
Spouses, parents, mediators, and advisers preparing divorce settlement discussions need marriage, property, income, debt, child, maintenance, pension, and draft-agreement records organised.
Not For Drafting legal documents, choosing a legal route, or making binding decisions without tailored advice. Documents Marriage certificate Antenuptial contract Settlement drafts Asset list Debt list Bank statements Pension records Child expense records Identity records Authority records Official records Financial records Correspondence Question list Timeline Before consultation: collect identity, authority, core matter, official, and money records. During review: confirm controlling records, missing documents, and next route. Afterwards: save final versions and calendar next dates. Ongoing: update the document index as records change. Tips Send documents in date order. Keep draft and final versions separate. Name who has authority to instruct the lawyer. Ask what can be handled remotely and what needs original documents. Warning Signs Authority to sign or instruct is unclear. An official deadline or filing date is close. Records conflict with each other. A document is being pushed for urgent signature.