Estate Planning Client Intake Form

Streamline Your Estate Planning Practice with a Professional Client Intake Form

Estate planning is deeply personal work that requires gathering sensitive financial information, family details, and end-of-life wishes from clients. This Estate Planning Client Intake Form gives attorneys and law firms a structured, professional way to collect everything needed for wills, trusts, powers of attorney, and healthcare directives—all before the first consultation.

Why Estate Planning Attorneys Choose Paperform

Traditional intake processes often involve lengthy PDF questionnaires, multiple email exchanges, and incomplete information that delays case preparation. With Paperform, you can create a branded, easy-to-complete online form that guides clients through complex questions about assets, beneficiaries, guardianship preferences, and healthcare wishes.

The intuitive interface makes it simple for clients of all ages to provide comprehensive information at their own pace. Conditional logic reveals relevant follow-up questions based on their answers—asking about business interests only if they own a business, or trust preferences only if they're interested in trust planning.

Built for Professional Services Workflows

This template covers all essential estate planning intake areas: personal and family information, detailed asset inventory (real estate, financial accounts, business interests, digital assets), beneficiary designations, executor and trustee selection, healthcare directive preferences, power of attorney designation, guardianship for minor children, and specific distribution wishes.

Once submitted, you can use Papersign to seamlessly convert intake information into engagement letters and retainer agreements for eSignature, creating a smooth path from inquiry to retained client. For firms managing multiple cases, Stepper can automatically create matter files in your practice management system, send confirmation emails, schedule initial consultations, and notify the right team members—all triggered by form submission.

Secure, Compliant, and Client-Friendly

Paperform is SOC 2 Type II compliant and offers the security features law firms need to handle sensitive client information responsibly. Custom branding ensures the intake experience feels like a natural extension of your firm, building trust from the first interaction.

Whether you're a solo practitioner or part of a growing estate planning practice, this template provides the professional foundation for efficient, thorough client intake that sets the stage for excellent service.