Elder Law Attorney Client Intake Form

Streamline Your Elder Law Practice with a Professional Client Intake Form

Elder law is a specialized field that requires gathering detailed information about clients' financial situations, healthcare needs, and family circumstances. This Elder Law Attorney Client Intake Form template is designed specifically for law firms and solo practitioners who focus on Medicare and Medicaid planning, asset protection, long-term care planning, and veteran benefits.

Why Elder Law Firms Need Digital Intake Forms

Traditional paper intake forms can be time-consuming, difficult to read, and prone to incomplete information. With Paperform, you can create a professional, branded intake experience that clients can complete from home at their own pace. The form includes conditional logic to show relevant questions based on each client's specific situation—whether they're planning ahead, facing an immediate crisis, or somewhere in between.

Key Features for Elder Law Practices

This template covers all the essential areas of elder law intake:

• Medicare and Medicaid planning needs including current coverage and anticipated healthcare costs
• Long-term care assessment for nursing home, assisted living, or in-home care needs
• Asset inventory and protection goals to understand what clients want to preserve
• Spend-down strategy considerations for Medicaid eligibility planning
• Veteran benefits screening to identify potential VA Aid & Attendance eligibility
• Family situation and decision-makers including powers of attorney and healthcare proxies

Automate Your Client Onboarding Workflow

Once a prospective client submits this form, you can use Stepper to automatically create matter files in your practice management system, send welcome packets, schedule initial consultations, and assign intake review tasks to paralegals or associate attorneys. This automation means your team can focus on providing expert legal counsel rather than administrative data entry.

Secure, Compliant, and Professional

Paperform is SOC 2 Type II certified and offers data residency controls, making it suitable for law firms that handle sensitive client information. While not HIPAA compliant, Paperform provides enterprise-grade security appropriate for attorney-client privileged information when configured properly. You can customize the form's design to match your firm's branding, embed it on your website, or send it as a standalone link.

Perfect for Elder Law, Estate Planning, and Special Needs Attorneys

Whether you're a solo practitioner, small firm, or larger practice with multiple attorneys, this intake template helps you gather consistent, complete information from every new client. The form adapts to each situation—showing veteran-specific questions only when relevant, diving deeper into asset details when necessary, and capturing the nuanced family dynamics that often influence elder law planning decisions.

Start with this template and customize it to match your firm's specific intake process, then connect it to your existing tools to create a seamless client onboarding experience.