Service
Property and Asset Situation Assessment
A structured first engagement that establishes what is actually known about your matter, what is missing, and which paths are realistically open to you.
Most matters are stuck because nobody has set out, in one place, what is established and what has merely been said. This is the preferred starting point for complicated matters: before anyone negotiates, spends money or takes a position, you should be able to see the situation clearly and on paper.
What the work includes
- Understanding the issue as you experience it, including the family context around it
- Reviewing the documents you hold — title deeds, tax receipts, wills, agreements, correspondence
- Mapping the stakeholders: heirs, occupants, tenants, brokers, advisers and counterparties
- Identifying the facts that are missing and the claims that are unverified
- Establishing the practical risks, including risks of delay
- Comparing the possible options and what each one would require of you
- Recommending a next step, including where qualified professional advice is needed
What you receive
- A written assessment in plain language, free of legal jargon
- A stakeholder map and a timeline of how the matter reached this point
- A comparison of realistic options with their practical implications
- A recommended next step and an honest view of what it will involve
Typically suited to
- Owners who have inherited property and do not know where matters stand
- Families holding partial documents and conflicting accounts of the same events
- Anyone who has been given advice from India that they cannot independently evaluate
Process
Where this sits in the engagement
Work usually begins with a confidential enquiry and a suitability call, followed by a paid situation assessment and a written resolution plan.
Start with a brief, confidential conversation
Tell us what you are dealing with. If we are not the right fit, we will say so and point you in a more useful direction.