The concern
What happened, what the other person is asking for, and what you want to resolve.
The assets
Known property, accounts, businesses and debts; distinguish ownership from assumptions.
Important dates
Death, gifts, divorce, documents received and any impending transactions.
Available records
Contracts, title records, transfers, medical records relevant to the issue, and court documents.
Use the initial inquiry for a brief description. Sensitive originals should be shared through the channel agreed with the office.