Legal · free template

Estate Planning Intake

Three-page estate planning questionnaire covering family and dependants, assets and debts, existing documents and what the client wants to happen.

A ready-to-use legal & professional services form for law firms and in-house legal teams: 29 questions, 3 pages, 4 conditional rules.

Questions: 29
Pages: 3
Layouts: classic · card
Time to complete: ≈ 11 min
Conditional rules: 4

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Client intake

Full legal name

Date of birth

Home address

Best contact number

Include your country code.

Email address

Marital or partnership status

Live preview of page 1 — 29 questions in total.

Try it

Compliance checklist

Ready to publish

Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

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.

1Press “Use this template” — a fresh copy of Estate Planning Intake lands in your workspace, ready to edit.
2Rename or delete any question, and change what is required. Nothing here is fixed.
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.
4Check the upload limits on the file question so respondents can attach what you actually need.
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.
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.

About this template

An estate planning meeting is far more useful when the paperwork arrives first, because most of the first hour otherwise goes on listing accounts and relatives. This three-page questionnaire is designed to be filled in across two sittings, at home, with statements to hand. The first page covers the client and their household: marital or partnership status, children and their ages, anyone financially dependent on them, and any family circumstances that matter, such as a second marriage or a relative who needs long-term support. The second page is the balance sheet — property and how it is owned, savings and investments, pensions and death benefits, business interests, life cover, and debts including mortgages. The third page turns to intentions: who should benefit, anything specific that should pass to a named person, guardianship wishes, charitable gifts, existing wills and appointments, and any worries the client wants to raise first. Tax treatment, ownership rules and the effect of marriage on an existing will vary by jurisdiction, so nothing here states an outcome. The answers give the adviser a full picture; the advice comes in the meeting.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — You and your family

Full legal namerequired
Date of birthrequired
Home address
Best contact numberrequired
Email addressrequired
Marital or partnership statusrequired
Children and their ages
Do you have children under 18?required
Who would you want to care for them?
Is anyone financially dependent on you?required
Tell us about anyone who depends on you
Any family circumstances we should know about?

Page 2 — What you own and owe

Property you own, and how each is ownedrequired
Savings, investments and cash accounts
Pensions and any death benefits
Do you own a business or a share of one?required
Business name, your share and who else is involved
Life insurance policies
Mortgages, loans and other debts
Roughly what do you think everything is worth?
Upload statements or valuations you already have

Page 3 — What you want to happen

Who should benefit, and roughly in what shares?required
Anything specific that should go to a named person?
Any charitable gifts?
Do you already have a will?required
When was it made, and where is it kept?
Do you already have any of these?required
Is there anything you are worried about?
How soon do you want to meet?required

29 questions in total.

Example of a completed estate planning questionnaire

This sample answer set shows how a household summarises its situation before a first planning meeting.

Full legal name: Thomas Renner
Marital or partnership status: Married or in a civil partnership
Children and their ages: Two children, ages 9 and 12
Property you own, and how each is owned: 12 Maple Street, jointly owned, roughly £310,000
Savings, investments and cash accounts: Joint savings account and a small stocks and shares account
Do you own a business or a share of one?: No
Who should benefit, and roughly in what shares?: Everything to my spouse, then equally between our children
Do you already have a will?: No
How soon do you want to meet?: In the next month

Sample data — no real people, addresses or records are shown.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Do you have children under 18?”

Reveals questions
If “Do you have children under 18?” is Yes, the form reveals “Who would you want to care for them?”.

Driven by “Do you own a business or a share of one?”

Makes answers required
If “Do you own a business or a share of one?” is Yes, “Business name, your share and who else is involved” becomes required before the form can be submitted.

Driven by “Do you already have a will?”

Makes answers required
If “Do you already have a will?” is Yes, “When was it made, and where is it kept?” becomes required before the form can be submitted.

Driven by “Is anyone financially dependent on you?”

Reveals questions
If “Is anyone financially dependent on you?” is Yes, the form reveals “Tell us about anyone who depends on you”.

Set it up step by step

1
Let people finish it in two sittings
Enable save and resume; the asset page needs statements, and a client who cannot pause will abandon it halfway.
2
Ask for rough figures
The wording asks for approximate values on purpose — a client who feels they must be exact will stop and never return to the form.
3
Read the worries box first
The last question tends to name the real reason someone booked, which is what should shape the meeting agenda.
4
Send it with the appointment confirmation
Attach it to the booking so the questionnaire arrives with a date already in the diary.

Mistakes to avoid

Demanding precise valuations, which stalls the form and adds nothing at the planning stage.
Asking about assets before asking about family, so the questionnaire opens like a bank application.
Stating tax thresholds in help text, when they change and differ by jurisdiction.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Attach the completed questionnaire to the matter file, flag the business and existing-will answers for the adviser, and use the timing question to sequence the first meetings.

Works in both layouts

Browse classic templates Browse card templates

Forms that overlap this one

These pages cover the same subject ground as the estate planning intake, matched on the words people actually search for.

Privacy & compliance

This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.

Frequently asked questions

Is this a will?

No. It is the fact-gathering step before advice. Drafting instructions for a will are captured separately in the Will Instruction Form, and the document itself is prepared by the firm.

Do clients have to answer every asset question?

No. Blanks are informative too, and an adviser can fill gaps in the meeting. Only the household and intention questions are set as required.

Will the form tell a client whether their estate is taxable?

No. Thresholds and reliefs differ by jurisdiction and change over time, so the form collects facts and leaves the analysis to the adviser.

Can a couple use one form?

It is written for one person, and two linked submissions keep the record cleaner where interests differ. Note the partner's details in the family section.

Is the Estate Planning Intake template free to use?

Yes. You can preview and test Estate Planning Intake on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Estate Planning Intake template ask for?

It asks 29 questions across 3 pages, 13 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Estate Planning Intake form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this legal & professional services form work?

4 conditional rules ship with the template: 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. All rules are editable in the Logic tab.

Where do responses to the Estate Planning Intake form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Estate Planning Intake form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.

More forms teams pair with the estate planning intake.

Related categories

All Legal & Professional Services templates

Estate Planning Intake

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