This practice note sets out the importance of documenting client discussions in order to avoid negligence claims in the area of wills and estates. It includes a list of common causes for claims, such as lawyer/client communication failures, time and deadline-related errors, and clients accompanied by a major beneficiary. It explains best practices for the initial client discussion, such as the use of information sheets, and sets out tools to avoid a conflict of interest (including the lawyer's duties under the Rules of Civil Procedure). It also provides best practice tips for the initial in-person consultation, and explains client discussions documentation, the retainer agreement and the non-engagement letter. Last, it discusses termination provisions in the retainer, the contents of a will instruction checklist, documenting inventory of assets, estate trustee appointment, and custody and guardianship of minors.