Each proposed participant should provide the personal facts needed for their assessment through an appropriate confidential process.
Avoid a principal-only review
Do not assume the principal’s eligibility assessment covers a spouse’s or child’s separate circumstances. Ask counsel which records and questions apply to each participant. A household coordinator may help track outstanding items, but sensitive details should reach the professional responsible rather than being omitted because they are difficult to discuss as a family.
Ask each participant separately and ask again as circumstances change, because a household disclosure gathered once and in company is rarely complete. Each proposed participant should provide the personal facts needed for their own assessment through an appropriate confidential process, and the principal assessment does not cover a spouse or child separate circumstances. Ask counsel which records and questions apply to each participant, and arrange for sensitive details to reach the responsible professional directly rather than through a family discussion where they may be omitted because they are difficult.
A coordinator can track outstanding items without holding them. Agree a point at which each person confirms that nothing has altered. Ask counsel how a late disclosure would be handled, so nobody delays out of anxiety.
Keep the confidential channel open for the whole preparation period.