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Client Intake Questionnaire Bundle
$45.00
Essential Intake Forms for Probate, Trust Administration & Estate Planning Clients
Essential Intake Forms for Estate Planning & Post-Death Administration Clients
This Client Intake Bundle includes four professionally designed questionnaires used by estate planning and probate attorneys to onboard new clients efficiently and thoroughly. Whether you’re creating a new estate plan, preparing an Advance Health Care Directive, or assisting a trustee or executor post-death, these forms help ensure you capture the key information needed to move the matter forward.
Each form is attorney-drafted and client-ready—designed to save time, reduce back-and-forth, and maintain a polished intake process across your practice.
What’s Included:
✔ New Estate Planning Client Questionnaire – Individual (8 Pages)
Designed for solo clients. Collects personal information, family dynamics, asset types, fiduciary nominations, and distribution preferences.
✔ New Estate Planning Client Questionnaire – Couple (9 Pages)
Tailored for married or partnered clients planning jointly. Helps capture shared and separate assets, coordinated goals, and blended family considerations.
✔ Probate / Trust Administration Client Questionnaire (3 Pages)
Use this form when assisting a client with post-death administration. It covers decedent details, will and trust status, family members, real property, debts, and key dates—ideal for both probate and trust matters.
✔ Advance Health Care Directive Questionnaire (3 Pages)
Helps clients articulate their health care agent nominations, treatment preferences, end-of-life care wishes, and organ donation instructions. Great for use during estate planning or as a standalone document for health care directives.
Why Attorneys Use This Bundle:
✅ Streamlines the Intake Process – One-stop resource for gathering key client data across practice areas.
✅ Client-Friendly Language – Clear, plain-English forms that uphold your firm’s professionalism.
✅ Reduces Errors & Omissions – Ensures no critical detail is overlooked at the beginning of the matter.
✅ Fully Editable – Provided in Word and PDF formats for easy firm customization and branding.
📥 Instant Download – Fully Editable & Ready to Use
Upgrade your intake system and improve client experience—Download the Client Intake Questionnaire Bundle today.
Vendor Information
- Store Name: Estate Ace
- Vendor: Estate Ace
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