Estate Planning Focus Group Recruitment Form Template

Are you conducting research on estate planning for aging adults? This comprehensive estate planning focus group recruitment form helps you identify and screen qualified participants who can provide valuable insights into legacy planning, asset management, and family dynamics.

Who This Template Is For

This form is perfect for:

Market researchers studying financial planning behaviors and attitudes
Financial advisors and wealth management firms developing new estate planning services
Legal professionals researching client needs and decision-making patterns
Academic researchers exploring intergenerational wealth transfer and family dynamics
Financial institutions creating products for retirement and legacy planning

What Makes This Template Effective

Estate planning research requires careful participant selection to ensure meaningful insights. This template helps you:

Screen for Asset Complexity: Identify participants with diverse financial portfolios including real estate, investments, business interests, and other assets that create planning complexity.

Assess Family Dynamics: Understand family structures, multigenerational considerations, and relationship factors that influence estate planning decisions.

Evaluate Planning Stage: Determine where participants are in their estate planning journey—from initial consideration to active revision of existing plans.

Identify Motivations: Capture legacy goals, concerns about wealth transfer, charitable interests, and other drivers that shape planning decisions.

Ensure Demographic Diversity: Collect age, location, and background information to build a representative participant pool.

Key Features

This recruitment form includes:

Comprehensive demographic and financial screening questions
Asset complexity assessment to identify qualified participants
Family dynamics evaluation including children, dependents, and beneficiary considerations
Estate planning experience and knowledge assessment
Legacy goals and concerns identification
Availability and compensation acknowledgment
Professional, respectful tone appropriate for sensitive financial topics

Streamline Your Research Workflow

Built on Paperform, this template seamlessly integrates with your research workflow:

Conditional logic shows relevant follow-up questions based on responses
Professional design builds trust with potential participants on sensitive topics
Mobile-friendly format allows participants to complete screening on any device
Integration-ready to connect with your CRM, scheduling tools, or research databases

After collecting responses, use Stepper (stepper.io) to automate your recruitment workflow—automatically screen candidates based on criteria, send calendar invites to qualified participants, update your research database, and trigger follow-up communications.

Why Focus Groups Matter for Estate Planning Research

Estate planning is deeply personal, involving complex financial decisions intertwined with family relationships and personal values. Focus groups provide rich qualitative data that surveys alone cannot capture—revealing the emotional factors, misconceptions, barriers, and decision-making processes that shape how aging adults approach legacy planning.

Whether you're a financial services firm developing new products, a legal practice refining client communication strategies, or a researcher studying intergenerational wealth transfer, this template provides the foundation for recruiting participants who can deliver the insights you need.

Get Started Today

This template is fully customizable to match your specific research objectives and screening criteria. Adjust questions, add your branding, and start recruiting qualified focus group participants in minutes—no coding required.

Trusted by researchers and professional services firms worldwide, Paperform is SOC 2 Type II and GDPR compliant, ensuring participant data is handled with the highest security standards.