About this template
An estate planning intake form is a vital questionnaire attorneys use to gather comprehensive background information from new clients before drafting wills, trusts, and other legacy documents. This template helps law practices streamline client onboarding by collecting essential personal details, family hierarchy, professional advisor contacts, and high-level asset summaries in a single organized submission.
Designed specifically for estate planning professionals, this form ensures you capture critical data like marital status, children and grandchildren details, accountant or financial advisor contacts, and general asset categories prior to the initial consultation. By moving this process online, firms reduce repetitive paperwork, eliminate missing information, and establish a clear digital paper trail from day one. Doc2Form allows you to instantly convert or customize this template into a Google Form, making it effortless to send secure client questionnaires and automatically organize responses for your practice.
Key features
- Collect client personal and family details in one secure step.
- Gather accountant and financial advisor contact information effortlessly.
- Record preliminary asset, vehicle, and property categories.
- Standardize client intake to save time during initial consultations.
- Fully customizable questions to match your law firm's practice areas.
Use cases
New client onboarding for estate planning law firms and solo practiti…
New client onboarding for estate planning law firms and solo practitioners.
Pre-consultation questionnaires sent to clients before drafting wills…
Pre-consultation questionnaires sent to clients before drafting wills or trusts.
Gathering family tree and beneficiary data for legacy structuring.
Collecting preliminary financial asset inventories for comprehensive …
Collecting preliminary financial asset inventories for comprehensive estate reviews.
What this form collects
- Full Legal Name (Short answer)Enter your full legal name, including middle name.
- Phone Number (Short answer)Provide a reliable phone number where we can reach you.
- Email Address (Short answer)Enter your primary email address for correspondence.
- Residential Address (Paragraph)Enter your current street address, city, state, and ZIP code.
- Date of Birth (Date)Enter your date of birth.
- Marital Status (Dropdown)Select your current marital status.
- Spouse or Life Partner's Full Name (Short answer)If applicable, enter your spouse or partner's full legal name.
- Do you have children? (Multiple choice)Indicate whether you have children, including biological, adopted, or stepchildren.
- Children's Full Names and Ages (Paragraph)If you have children, please list their full names and current ages.
- Do you have grandchildren? (Multiple choice)Indicate whether you have any grandchildren.
- Grandchildren's Full Names and Ages (Paragraph)If applicable, please list your grandchildren's full names and ages.
- Professional Advisors (Paragraph)Please provide the names and contact details of your accountant, CPA, or financial advisor if you work with one.
- Asset Overview & Special Property (Paragraph)Briefly describe any significant assets, investment accounts, valuable collections, or real estate holdings you want included in your estate plan.
FAQ
What is an estate planning intake form?
An estate planning intake form is a questionnaire used by attorneys to collect essential background information from clients, including personal details, family members, professional advisors, and asset inventories needed to begin estate planning.
How does Doc2Form help me use this template?
Doc2Form instantly transforms document templates into ready-to-use Google Forms, allowing you to share the intake questionnaire with your clients in seconds.
Can I customize the questions on this intake form?
Yes. Once the template is in Google Forms, you can easily add, remove, or edit any fields to match your firm's specific intake requirements.
Is this form secure for sensitive client information?
Google Forms uses robust encryption standards in transit and at rest. You can also restrict form access to ensure only authorized clients and firm members view submissions.
Who should fill out this intake form?
New clients seeking wills, trusts, power of attorney, or comprehensive estate administration services should complete this form prior to their first formal consultation.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.