Retrieving Documents from Safe Custody

Why choose us for Safe Custody?

We have made it our mission to simplify the often-complex world of wills and estate planning. In this guide, we’ll walk you through the straightforward process of gaining access to your important documents held in safe custody by us.

We understand that the decision to entrust your important documents to a legal firm is not one to be taken lightly.

Accessing your documents.

Accessing your safeguarded documents is straightforward. Follow the steps below and we will guide you through the process promptly and securely.

Download
Download and complete the Safe Custody Retrieval Form (fillable PDF). Return it to us by email or bring it into our office.
You are here
Download
Request
Submit your completed form and any supporting documents in writing so we can begin processing your request.
Email Safe Custody
Verify
Provide copies of your identification with your form. We will verify your identity before releasing any documents to ensure your protection.
Retrieve
Our team reviews your request within two business days and contacts you to arrange collection or advise if anything further is required.

Here’s why we stand out.

Expertise: Our team of legal professionals are knowledgeable in wills and estate planning, ensuring your documents are in capable hands.
Security: Your documents are stored in top-notch, secure facilities.
Accessibility: We’ve streamlined the process, making it easy for you to access your documents when you need them most.

Examples of documents we may keep safe behalf of our clients include:

Estate planning documents such as Wills, Enduring Power of Attorney (EPA), Enduring Power of Guardianship (EPG)
Commercial documents such as loan agreements or trust deeds; and
Family law documents such as binding financial agreements and court orders.

Image Shows: table with bound documents on it, person hind table talking to one in foreground.

FAQ.

Common questions we hear.

To ensure the security and confidentiality of safe custody documents, there are certain requirements that must be satisfied before we can release any documents. This includes us being satisfied as to the identity of the person requesting the documents, by the provision of certified copies of identification.
Acceptable identification documents includes:
- Driver’s Licence;
- Birth Certificate & Photo ID;
- Passport;
- Marriage Certificate (if name has changed).
A ‘certified copy’ means a photocopy of your identification certified by a person authorised by Oaths, Affidavits and Statutory Declarations Act, such as a lawyer, medical practitioner, pharmacist, JP, accountant, or police officer. If you are collecting in person, you can bring your original photo identification to us at one of our office locations and we will certify it for you. Alternatively, you can email your certified identification to us.
We ask that requests for release of safe custody documents be made by the person whose documents they are. Where this is not possible (for instance, due to incapacity) there are additional requirements, as detailed in the release form.
When you have completed the form, please email through as a pdf, jpg or word document.
In addition to any documents prepared by HHG Legal Group, all documents previously held by Wheatleys, Kroon Legal and Kott Gunning are now safely stored within HHG Legal Group’s safe custody network. If you are looking to confirm the location of your documents or collect them, please complete the form and we will respond to your enquiry within two business days.

Local expertise. Multiple locations.

Our team of experienced lawyers operates from five locations across Perth and regional Western Australia. We’re local people who understand the area, backed by the expertise of one of WA’s most established firms. We take the time to listen, explain your options clearly, and guide you openly, providing reliable representation and quality advice at every step. Because every client deserves our full attention.

Office Locations