Estate Planning Intake Questions
Customize intake questions for wills, trusts, and estate planning. Include family information, asset inventory, and existing documents. Download as PDF or DOCX.
What this includes
- Personal and family information
- Asset inventory (real estate, accounts, retirement)
- Existing estate documents
- Beneficiary preferences
- Healthcare directive wishes
Customize Questions
Preview
18 questionsEstate Planning Intake Questionnaire
18 questions across 4 sections
Please complete all fields below. Required questions are marked with an asterisk (*).
Personal Information
1. Your Full Legal Name*
2. Email Address*
3. Phone Number*
4. Date of Birth*
5. Current Address*
Family
6. Marital Status*
7. Spouse/Partner Name (if applicable)
8. Do you have children?
9. Children's Names and Ages
10. Do you have any dependents with special needs?
Assets
11. Real Estate (homes, land, rental properties)
12. Bank and Investment Accounts
13. Retirement Accounts (401k, IRA, Pension)
14. Life Insurance Policies
Existing Documents & Goals
15. Do you have an existing will?
16. Do you have an existing trust?
17. Do you have powers of attorney in place?
18. Estate Planning Goals*
This questionnaire is for informational purposes only and does not constitute legal advice.
How to use this tool
Review the questions
Browse through the pre-built sections and questions tailored for your practice area.
Customize as needed
Toggle questions on/off, edit the text, mark as required, or add your own questions.
Download and distribute
Export as PDF to print, or DOCX to edit further. Share with clients during consultations.
Frequently asked questions
What questions should I ask in an estate planning intake?
Essential questions include family structure, major assets (real estate, investments, retirement accounts), existing estate documents, and the client's goals for their estate plan. This template covers all key intake fields.
Why ask about existing estate documents?
Knowing about existing wills, trusts, and powers of attorney helps you understand the client's current situation and whether documents need to be updated or replaced. It also prevents conflicting documents.
Should I ask about special needs dependents?
Yes. Special needs planning requires different strategies, such as special needs trusts, to preserve government benefits eligibility. Identifying this early ensures proper planning.
Is this tool free to use?
Yes. This intake questions builder is completely free. Customize the questions, download as PDF or DOCX, and use them in your practice. No account required.
Can I edit the questions?
Yes. Click on any question text to edit it inline. You can also toggle questions on/off, mark them as required, and reorder them within sections.
What file formats can I download?
You can download your customized intake questionnaire as either a PDF or DOCX file. Both formats are ready to print or share with clients.
Do you save my customizations?
No. This tool does not save or store any data. Your customizations exist only in your browser session. Download your questionnaire before leaving the page.
Can I collect these forms online instead of on paper?
Yes. Weavelyn's intake software lets you create online forms based on these templates. Clients fill them out securely, and you receive submissions in a centralized dashboard.
Ready to streamline your estate planning intake?
Turn this questionnaire into an online form. Clients submit securely, and you manage everything in one dashboard.