Choose the right starting point

A first will, a review of existing plans and an executor's enquiry are not interchangeable appointments. Tell the office which situation describes yours. If you are arranging a meeting for someone else, explain that and ask who the lawyer would be advising. Do not assume that organising or paying for a meeting makes you the client.

Describe the questions you want addressed without deciding which legal document solves them. A list of existing documents and where the originals are held gives the adviser a starting point. The lawyer can tell you what else is needed for an individual assessment.

Ask how the pieces will be considered

Moneysmart describes wills and powers of attorney as parts of planning and notes jurisdictional differences. Use that background to form questions for an adviser. Ask whether the proposed work considers the arrangements you want to discuss or is limited to preparing a particular document.

Reference: ASIC Moneysmart: wills and powers of attorney

Understand the stages before comparing prices

Ask whether the quote includes an initial discussion, drafting, revisions, an explanation of the draft and arrangements for signing. Find out what happens if further advice or another appointment is needed. A headline price is difficult to compare until those stages are clear.

For estate administration, ask what the proposed engagement covers and how further tasks would be authorised. For a dispute, ask about experience with that kind of contested matter and disclose any known dates promptly. This guide does not determine an entitlement, document validity or a limitation period.

Plan for access and the final handover

Discuss language, accessibility and attendance needs with the office beforehand. Ask how private information should be supplied and what the arrangements are for storing or returning documents. Avoid sending original documents until the office explains its process.

At the end of the work, ask what has been completed, what remains outstanding and who holds the final documents. Clarify how to arrange a later review rather than assuming the firm will monitor changes in your life. Keep a practical record of the contact and storage arrangements.