Estate Planning Intake — shared by the community

Who this template is for

Estate Planning Intake is built for law firms and in-house legal teams who need to intake a matter with the facts, parties and consent recorded.

• Law firms and in-house legal teams working in legal & professional services.
• Teams who need to intake a matter with the facts, parties and consent recorded without writing code or paying for a custom build.
• Anyone replacing conflict checks delayed by missing intake detail with one structured record per enquiry.
• Respondents are clients and claimants — the form asks them 29 questions across 3 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of conflict checks delayed by missing intake detail and turns each submission into a record your team can act on immediately.

• 13 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It accepts a document or photo upload as evidence.
• It pins the request to a specific date.
• It captures a full postal address.
• It allows multiple selections without free text.
• Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Estate Planning Intake lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

• Features advanced show logic: if “Do you have children under 18?” is Yes, the form dynamically exposes “Who would you want to care for them?”. Otherwise that question never appears.
• Features conditional validation: if “Do you own a business or a share of one?” is Yes, “Business name, your share and who else is involved” becomes mandatory before the form can be sent.
• Features conditional validation: if “Do you already have a will?” is Yes, “When was it made, and where is it kept?” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Is anyone financially dependent on you?” is Yes, the form dynamically exposes “Tell us about anyone who depends on you”. Otherwise that question never appears.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.