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What to bring to a first meeting

This applies to any file. If you do not have everything, come anyway: the meeting is there to take stock.

Other sheetsWhat to bring to a first meeting

When printed, the on-screen explanations drop out: only the list remains, to tick by hand.

Understanding more

Before you start

What happens at the first meeting

It is used to establish the facts: what you want to achieve, your family and financial situation, your deadlines. The notary then tells you what is possible, what is not and what will need to be obtained. There is no bad question, and you do not need the vocabulary.

The notary also checks your identity and that you understand what you will sign: that is what makes the deed hard to challenge later.

How to get the most out of the meeting

Bring your documents, even incomplete: better to learn that a paper is not needed than the reverse. Write your questions down beforehand, because the unwritten ones are the ones you forget.

Give your preferred language at the first contact (French, English or Spanish): understanding exactly what you sign is what makes consent valid.

To prepare

The list to gather

Always

  • Valid photo identification.
  • Up-to-date contact details, including an email you actually check.
  • A clear idea of what you want to achieve.

Depending on the file

  • Documents relating to the property, for a transaction.
  • Any earlier wills or mandates.
  • Your marriage contract or common-law agreement.
  • Any relevant judgment: divorce, custody, tutorship.

Useful but not required

  • A list of your questions, written down before you come.
  • The names of the other professionals involved: broker, accountant, adviser.
  • Your preferred language, so the meeting can be held in it.

This list is indicative. Depending on your situation, other documents may be required or some may not apply. It does not replace the instructions you will be given for your own file.

Official sources

Last updated:

This page provides general information and does not constitute legal advice. Every situation must be assessed individually.

Next step

A question about your situation?

Write to us or call the office. We will tell you which steps to follow and which documents to prepare.

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