Start with what you want to understand.
Ask how a real firm would review your circumstances, what existing information it needs and how options would be explained.
- Private preparation
- Keep existing documents and personal details for the actual firm’s secure process.
- Scope to confirm
- Jurisdiction, services offered and whether the firm can consider the matter.
- Before engagement
- Understand the proposed scope, fees and terms directly.
Do I need to choose documents myself?
Ask a qualified lawyer how the relevant planning options would be considered. This site does not choose documents or provisions for you.
Can an earlier plan be reviewed?
Ask the real firm what it would need to review and whether that work falls within its scope.