You are preparing a wills and estates consultation or review.
Beneficiaries, heirs, executors, family members, caregivers, and advisers preparing questions about a disputed will need will versions, signing facts, capacity records, witness details, and Master correspondence organised.
Not For
Final legal advice, deadline calculation, pleadings, settlement wording, or strategy decisions without a lawyer.
Documents
Current will copy
Earlier wills
Codicils
Death certificate
Medical records
Witness details
Attorney file notes
Master correspondence
Timeline
Correspondence
Official notices
Proof of delivery
Question list
Timeline
Before consultation: write the issue summary and collect core records.
During review: identify the controlling date, missing evidence, and route options.
Afterwards: calendar next dates and preserve original records.
Ongoing: update the pack as new documents arrive.
Tips
Use one dated timeline.
Label files by date and source.
Separate facts from assumptions.
Send one clean pack rather than scattered messages.
Warning Signs
A formal deadline is close.
A decision or notice affects rights, money, property, status, or authority.
Key records are missing or controlled by another party.
You are being asked to sign or respond urgently.
This checklist is for general information only and does not constitute legal advice.