Please have all relevant information together before beginning. We suggest that before you sit down to complete your agreement, you make sure you have details of all the property you want to cover off in the agreement. If that includes:
a) bank accounts, have the account numbers and balances;
b) properties, have the addresses and values of those properties to hand, as well as your latest mortgage statements;
c) cars, make sure you know the registration numbers;
d) shares, make sure you know how many shares there are, what companies they are in, and what their approximate value is.
You can still complete the agreement without this information, but in our experience, the process is simpler and faster if you have this information ready before you start.
Accurate information is essential!