Use our comprehensive estate planning questionnaire to collect everything you need to work on a client’s case.

This questionnaire provides attorneys with an online form to gather information for a client’s estate planning case. We’ve included sections to gather the client’s personal information, marriage information, a detailed list of children and dependents, financial information, designations for their will, special wishes, and general acknowledgments and consent. Each question is specifically intended for estate planning clients, but they can easily be customized to meet the unique requirements of your law firm.

Repeating Sections and Tables make this form easy for your clients to add as much information as needed without requiring additional work from you. You can also allow your clients to revisit a partially completed form at a later time using our well-loved Save & Resume feature.