Trust Litigation Attorney Intake Form

Professional Trust Litigation Intake Made Simple

Trust litigation cases are complex, emotionally charged, and require careful documentation from the very first client interaction. Whether you're representing beneficiaries challenging a trustee's actions, handling breach of fiduciary duty claims, or pursuing trustee removal petitions, gathering complete and organized information upfront is essential to building a strong case.

This Trust Litigation Attorney Intake Form template is designed specifically for estate and trust litigation attorneys who need to efficiently capture critical case details, trust documentation, and client concerns in one streamlined workflow. Built with Paperform, it transforms what would typically be a multi-meeting process into a single, comprehensive digital intake that your clients can complete at their convenience.

What Makes This Template Essential for Trust Litigation Practices

Trust disputes often involve multiple parties, decades of trust administration, complex accounting issues, and high-stakes family dynamics. This template helps you collect:

• Complete client and trustee information
• Trust document uploads (including amendments and restatements)
• Detailed breach of fiduciary duty allegations
• Trust accounting disputes and discrepancies
• Beneficiary rights violations
• Grounds for trustee removal petitions
• Supporting documentation and evidence

By digitizing your intake process, you'll reduce initial consultation time, ensure nothing is overlooked, and create a consistent record for every trust litigation matter that enters your practice.

How Paperform Elevates Your Legal Intake Process

As a SOC 2 Type II compliant platform, Paperform provides the security and reliability that legal practices require when handling sensitive client information and confidential trust documents. The form can be embedded directly on your law firm's website, sent via secure link, or accessed through your client portal.

The conditional logic built into this template ensures clients only see relevant questions based on their specific situation—whether they're concerned about accounting irregularities, self-dealing transactions, unauthorized distributions, or other breaches. This creates a more focused, less overwhelming experience for clients who are already navigating stressful family and financial disputes.

With file upload fields, clients can attach trust documents, account statements, correspondence with trustees, and other supporting evidence directly through the form. Everything is securely stored and linked to their submission, so your team has immediate access to the materials needed for case evaluation.

Streamline Beyond Intake with Papersign and Stepper

Once you've captured the initial intake information, Paperform's ecosystem can help you move the matter forward efficiently:

• Papersign lets you convert the intake information into engagement letters, fee agreements, and other contracts that clients can review and sign electronically—keeping the entire onboarding process digital and tracked in one place.

• Stepper can automate your post-intake workflow: route submissions to the right attorney based on case type or jurisdiction, create matters in your practice management software, send calendar invites for follow-up consultations, and update your CRM—all without manual data entry.

Built for Estate and Trust Litigation Attorneys

This template is specifically designed for law firms and solo practitioners focusing on:

• Trust and estate litigation
• Fiduciary litigation
• Beneficiary representation
• Trustee removal actions
• Trust accounting disputes
• Breach of fiduciary duty claims
• Will and trust contests

Whether you're a boutique trust litigation firm or part of a larger estate planning and probate practice, this template provides the professional structure and comprehensive questioning needed to evaluate trust disputes thoroughly from the first point of contact. It demonstrates your expertise while making it easier for distressed beneficiaries to clearly communicate their concerns and provide the documentation you need to assess their case.