Attendance Note Flashcards
How should an attendance note open?
Client: Name (initials)
Attended by: Name (initials)
Matter:
Date:
What is the first heading?
Background
What should go under the first heading?
Brief summary of facts
Summary of advice sought
Reference the Appendix
What is the second heading?
Advice Required
What should go under the second heading?
More specific summary of the issues in a legal context - i.e. Can client act alone as executor? Is IHT payable?
What is the purpose of the second section?
Highlight the legal questions that you are going to answer - not to answer them
What is the third heading?
Legal Advice and Analysis
What should go under the third heading?
The answer and analysis of the issues highlighted in the second section - i.e. can the client act alone as executor?
Highlight unknowns
What is the fourth heading?
Next Steps
What should go under the fourth heading?
Client’s next steps
My / firms next steps
What is the final section?
The Appendix
What should go in the final section?
Housekeeping information
i.e. the key background information picked out at the start of the interview
What information should be picked out at the start of the interview?
Confirmation of name
Confirmation of address
Confirmation of email
Confirmation of deceased’s name, address, age, cause of death
