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Family property decisions

Clearer conversations around a shared property.

A structured process for owners and family members with different priorities.

01

Create a shared fact base

Identify the owners, interests, documents and outstanding questions. Refer legal authority and entitlement questions to a lawyer.

02

Understand each person’s needs

Separate immediate cash needs, emotional attachment, housing needs and different time horizons.

03

Compare practical options

Discuss holding, selling and other lawful pathways without assuming a sale is the default solution.

04

Record decisions and next steps

Make the agreed process, responsibilities and points needing professional advice clear to everyone involved.

Property transition planning and standalone mediation are scoped separately. Discuss mediation enquiries with Justin. Legal and regulated financial advice require the appropriate professional engagement.

Your next step

Bring the whole move into focus.

Start with your current home, your priorities and the decisions ahead.

Start a Transition Review