Estate Planning Attorney Intake Form

Streamline Your Estate Planning Practice with Professional Client Intake

For estate planning attorneys serving high net worth individuals, the initial consultation is crucial. You need to gather comprehensive financial, familial, and strategic information while making a strong first impression. This Estate Planning Attorney Intake Form template is designed specifically for law firms specializing in estate planning, wealth transfer, and tax optimization for affluent clients.

Capture Complex Client Information with Confidence

High net worth estate planning involves intricate details—from business ownership structures and diverse asset portfolios to multi-generational family dynamics and philanthropic goals. This intake form helps you collect everything you need before the first meeting: current estate value, real property holdings, business interests, retirement accounts, life insurance policies, and existing estate documents.

By using Paperform, you can create an on-brand intake experience that reflects the professionalism your clients expect. The form's conditional logic adapts based on responses—if a client indicates they own a business, additional questions about entity structure and succession planning appear automatically. This intelligent approach saves time while ensuring no critical details are missed.

Built for Legal Professionals Who Value Efficiency

Unlike generic form builders, Paperform gives you the flexibility to handle sensitive financial information with the polish and security that estate planning clients demand. The platform is SOC 2 Type II compliant and offers robust data security features, so you can confidently collect confidential client information.

Once submitted, you can route intake forms directly to your practice management software, send automatic follow-up emails, or use Stepper (stepper.io) to trigger your client onboarding workflow—scheduling the initial consultation, assigning the case to the right attorney, and preparing preliminary documents.

For firms managing multiple attorneys or client segments, Paperform's Agency+ plan makes it easy to create branded forms for different practice areas while maintaining centralized oversight and reporting.

Enhance Client Experience, Improve Conversion Rates

When prospective clients complete a well-designed, thoughtful intake form, they feel heard and understood before the first conversation. This estate planning template demonstrates your expertise and attention to detail, helping convert leads into long-term clients. With Paperform, you can embed the form on your website, share it via email campaigns, or send it as a secure link after an initial phone inquiry.

Whether you're a solo practitioner, boutique estate planning firm, or wealth management attorney, this template provides the foundation for more productive consultations and better client outcomes.