Probate Attorney Client Intake Form

When a loved one passes away, navigating the probate process can feel overwhelming for families already dealing with loss. As a probate attorney, you need a reliable way to gather comprehensive estate information quickly and compassionately—and that's exactly what this Probate Attorney Client Intake Form delivers.

This template is designed specifically for probate and estate attorneys who need to collect detailed information about the decedent, estate assets, beneficiaries, debts, and executor designation in one organized, professional form. Instead of juggling multiple email threads, phone calls, and incomplete PDFs, you can guide clients through a structured intake process that captures everything you need to begin probate proceedings efficiently.

Paperform makes probate intake seamless with conditional logic that adapts questions based on whether a will exists, the complexity of the estate, and the number of beneficiaries involved. Your clients can complete the form at their own pace, upload critical documents like death certificates and will copies directly into the submission, and you'll receive all information organized and ready for case review.

For probate practices handling multiple cases, this form integrates beautifully with your existing workflow. Connect submissions to your legal practice management software, CRM, or case tracking system through Paperform's native integrations or use Stepper (stepper.io) to automatically create case files, send follow-up emails to executors, schedule initial consultations, and keep your team synchronized throughout the probate process.

The form's professional design and clear language help put grieving families at ease while ensuring you collect all necessary information—from real estate holdings and financial accounts to outstanding debts and beneficiary contact details. With secure, SOC 2 Type II compliant data handling, you can trust that sensitive estate information remains protected.

Whether you're a solo practitioner or part of a larger estate planning and probate firm, this template helps you deliver compassionate, efficient service from the very first client touchpoint. Customize the questions to match your jurisdiction's requirements, add your firm's branding, and embed the form on your website or send it directly to new clients via link.

Paperform is trusted by legal professionals worldwide for client intake, contract generation via Papersign (papersign.com), and workflow automation through Stepper—helping you spend less time on administrative tasks and more time serving families through difficult transitions.