Retrieve Documents from Safe Custody

Accessing your documents with HHG Legal Group

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.

Why Choose HHG Legal Group for Safe Custody?

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

Accessing Your Documents – A Step-by-Step Guide

Please read the steps below, and then download and print our form for completion and return to us (it is a fillable pdf form). You can email the form to us or bring the form into our offices.

Download Safe Custody Retrieval Form

Step 1: Requesting Access

We need to receive all requests for access to documents in writing. To make this request simpler for you, we have developed the form, which provides us with the information we require from you and any supporting documentation you might need to supply.

Email Safe Custody

Step 2: Verifying Your Identity

Before we can grant access to your safeguarded documents, we need to ensure your identity is confirmed. Rest assured, it’s for your protection. Copies of your identity documents can be provided with your Request to Release Documents and these will then be checked in person before any documents are handed over.

Step 3: Document Retrieval

Now, it’s our turn to work behind the scenes. Our dedicated team will assess your request within two business days and contact you to advise of any further requirements or arrange a time to meet with you to hand over the requested documents

Notes

1. Release requirements and identification

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.

2. Collecting documents on behalf of the owner

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.

3. Acceptable file types

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, Nicholson Clement, 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 below and we will respond to your enquiry within two business days.