Legal Tip of the Month: March

One thing that we continually tell our clients, family and friends is that if you want to save yourself time, money and frustration – keep excellent records.


As a lawyer I’m probably more organized than most, but it’s a good use of your time to at least do the following, should any legal or financial issues ever arise:

  • Keep all official correspondence from lenders, banks, government offices etc. for a minimum of three years.

  • Find out if you have access to online files, and keep printed copies going back three years if possible, to fill any gaps in your paper records.

  • Print out emails from lenders, banks, government offices etc.

  • Keep papers organized by year and month of receipt.


If you are involved in a legal situation where your word might be questioned at some stage, you can also:

  • Write down dates and descriptions of any phone calls you receive from banks, lenders or government offices in a diary, and keep this with your files.

  • Record phone calls from involved parties and save these files on your computer.


If you’re facing a legal issue and you’re not sure how to get started, call us for a free consultation or book now and we’ll walk you through it.