Estate planning questionnaire template
This five-step estate planning questionnaire asks whether there is a will, marital status, children and property ownership, followed by the contact details. You can clone this template into your Growform account and add the questions your attorneys ask.
What the form asks, step by step
Nothing confidential is asked on the website. The detailed questionnaire follows once the consultation is booked.
-
Step 1: “Do you currently have a will?”
An existing will separates new clients from updates, and “Not sure” is common.
-
Step 2: “What’s your marital status?”
Marital status changes the intestacy position and any spousal provisions.
-
Step 3: “Do you have any kids?”
Guardianship and trusts for minors follow from a yes.
-
Step 4: “Do you own any real estate properties?”
Owning property is the usual reason for a trust conversation rather than a simple will.
-
Step 5: “How shall we contact you?”
Name, email and phone come last.
-
After submitting
The customer sees a standard thank-you message, which a firm would replace with what happens before the consultation.
Who it’s for
This template is written for the estate planning attorney, elder-law firm or financial planner who offers a free first consultation and wants the booking request to carry the four facts that shape that meeting. As an estate planning intake form it is deliberately short and asks nothing sensitive. Asset values, beneficiaries and health questions belong in the confidential estate planning client intake form sent after the consultation is booked.
Why this structure converts
- Will, marital status, children and property are facts people state without hesitation, and the contact details come last.
- Each answer visibly narrows what the firm will discuss, so the form reads as preparation rather than paperwork.
- Married, children, property and no will is the classic urgent case, and the submission alone identifies it.
14-day free trial, no credit card
Make it yours
-
Send the full questionnaire later
Keep this one short for the website. Send a longer, confidential estate planning questionnaire template covering assets, beneficiaries and executors once the consultation is booked.
-
Ask about the trigger
“What prompted you to think about estate planning now?” with options such as a new child, a house purchase, a bereavement or retirement is a useful fifth step for the attorney.
-
Send to your practice software
Connect the form so each request creates a contact and matter in Clio, Lawmatics or PracticePanther rather than an email.
Frequently asked questions
What questions should an estate planning questionnaire ask?
For a first contact it should ask only the questions that shape the consultation, which are whether there is an existing will, marital status, children and property ownership, and then how to reach the person. Asset details, beneficiaries and executors belong in a confidential follow-up questionnaire.
Is this suitable for a law firm website?
Yes. It is a public intake form that asks nothing confidential, works embedded on any site or as a hosted link, and sends each submission to your email or legal CRM. The guide to legal intake forms covers the next level of detail.
Can I add questions with conditional logic?
Yes. You could show “Do you have a trust as well?” only when the visitor says they have a will, or ask for the number of children only after a yes.
Which legal CRMs does it connect to?
Clio, Lawmatics, PracticePanther and Filevine are supported, along with HubSpot and Google Sheets.
What happens next?
-
Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
Start your free trial
Build multi-step forms just like this one. 14-day free trial, no credit card required.