Legal · free template

Power of Attorney Intake

Collects the details a firm needs before drafting a power of attorney: who is appointing whom, which powers, when it starts and who is told.

A ready-to-use legal & professional services form for law firms and in-house legal teams: 18 questions, 2 pages, 4 conditional rules.

Questions: 18
Pages: 2
Layouts: classic · card
Time to complete: ≈ 6 min
Conditional rules: 4

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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 2 — Who is appointing whom

The person making the appointment

Full legal name

Date of birth

Home address

Best contact number

Include your country code.

Email address

The people being appointed

First attorney: name, address and relationship to you

Second attorney: name, address and relationship to you

Do you want to name a replacement attorney?

NoYes

Replacement attorney name and address

Every question on this page is currently visible.

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.
Legal text not required — passingThis template collects neither health nor regulated financial information.
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

Power of Attorney 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 18 questions across 2 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.

9 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.
Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.

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 Power of Attorney 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 conditional hiding: if “Which decisions should the appointment cover?” is Health and welfare only, “Any limits on financial decisions?” is removed from the form and is never submitted.
Features conditional hiding: if “Must the attorneys act together?” is They must act together on everything, “Which decisions can an attorney make alone?” is removed from the form and is never submitted.
Features conditional validation: if “Do you want to name a replacement attorney?” is Yes, “Replacement attorney name and address” becomes mandatory before the form can be sent.
Features advanced show logic: if “When should the appointment start?” is Only if I lose capacity to decide, the form dynamically exposes “Anything the firm should know about current health or care?”. 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

Drafting an attorney document starts with facts a firm cannot guess: who is appointing, who is being appointed, which decisions the appointment covers and when it takes effect. This two-page intake gathers them before the first drafting hour is spent. The first page covers the person making the appointment and their contact details, then the people being appointed, in order, with addresses and how each relates to them. The second page is about the shape of the appointment: whether it covers property and money, health and welfare, or both; whether attorneys must act together or can act alone; when it should begin; and any limits or wishes the client wants recorded. There is space for replacement attorneys and for the people who should be notified. What this form does not do is tell anyone what to choose. Powers of attorney differ substantially between countries and states — the terminology, the registration step and who may witness are all local questions — so check the requirements that apply where the client lives before drafting. Signature and witnessing happen on the finished instrument, not here.

What this form asks

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

Page 1 — Who is appointing whom

Full legal namerequired
Date of birthrequired
Home address
Best contact numberrequired
Email addressrequired
First attorney: name, address and relationship to yourequired
Second attorney: name, address and relationship to you
Do you want to name a replacement attorney?required
Replacement attorney name and address

Page 2 — Scope and timing

Which decisions should the appointment cover?required
Must the attorneys act together?required
Which decisions can an attorney make alone?
When should the appointment start?required
Any limits on financial decisions?
Any wishes or instructions you want recorded?
Anything the firm should know about current health or care?
Who should be told that this document exists?
Upload any earlier document you have signed

18 questions in total.

Example of a completed power of attorney intake form

A sample submission shows the level of detail a firm needs before drafting the appointment.

Full legal name: Margaret Oduya
Date of birth: 14 March 1958
Home address: 22 Larkspur Road, Bristol, BS8 4RT
First attorney: name, address and relationship to you: Daniel Oduya, 9 Fern Close, Bristol, BS7 1AA — son
Second attorney: name, address and relationship to you: Priya Shah, 4 Elm Court, Bath, BA1 2QW — long-standing friend
Do you want to name a replacement attorney?: Yes
Which decisions should the appointment cover?: Both
Must the attorneys act together?: Together on some decisions, separately on others
When should the appointment start?: Only if I lose capacity to decide

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 “Which decisions should the appointment cover?”

Hides questions
If “Which decisions should the appointment cover?” is Health and welfare only, the form hides “Any limits on financial decisions?”, so nobody answers questions that don't apply.

Driven by “Must the attorneys act together?”

Hides questions
If “Must the attorneys act together?” is They must act together on everything, the form hides “Which decisions can an attorney make alone?”, so nobody answers questions that don't apply.

Driven by “Do you want to name a replacement attorney?”

Makes answers required
If “Do you want to name a replacement attorney?” is Yes, “Replacement attorney name and address” becomes required before the form can be submitted.

Driven by “When should the appointment start?”

Reveals questions
If “When should the appointment start?” is Only if I lose capacity to decide, the form reveals “Anything the firm should know about current health or care?”.

Set it up step by step

1
Send it after the first conversation
Clients answer the scope questions far better once someone has explained the difference between the two decision types, so use this to capture instructions rather than to teach.
2
Say which jurisdiction you draft for
One line above the form naming the country or state you work in saves a round of correspondence with clients who found you through search.
3
Ask for existing documents
The upload field regularly turns up an earlier appointment nobody mentioned, which changes what needs drafting.
4
Keep witnessing off the form
Capture instructions here and handle execution on the final document, where the local witnessing rules apply.

Mistakes to avoid

Treating a completed intake as the appointment itself, when it is only the instruction sheet for drafting.
Offering a single joint-or-several choice without a box for the decisions that should be treated differently.
Skipping replacement attorneys, which is the omission that most often sends a client back for a second document.

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

Route each submission to the fee earner opening the matter, attach it to the file as the instruction record, and confirm the scope answers in the client's own words before drafting.

Works in both layouts

Browse classic templates Browse card templates

Forms that overlap this one

These pages cover the same subject ground as the power of attorney intake, matched on the words people actually search for.

Privacy & compliance

This form collects health information. Keep access limited to the people who need it, turn on encrypted answers for the clinical questions, and set a retention window so records don't sit in the dashboard forever.

Frequently asked questions

Does this create a power of attorney?

No. It gathers instructions so a professional can draft one. The document itself has to be prepared, signed and witnessed under the rules that apply where the client lives.

How is it different from the estate planning intake?

The Estate Planning Intake looks at the whole picture — assets, beneficiaries, tax questions. This form is narrower and covers only the appointment of attorneys.

Can a family member complete it for someone?

They can help with the factual pages, but the scope answers should come from the person making the appointment, and the form asks for their contact details for that reason.

Should the form list the risks of each option?

No, and it deliberately does not. Explaining options is advice, and it belongs in the conversation with the client, not in a form's help text.

Is the Power of Attorney Intake template free to use?

Yes. You can preview and test Power of Attorney 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 Power of Attorney Intake template ask for?

It asks 18 questions across 2 pages, 9 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 Power of Attorney 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 conditional hiding: if “Which decisions should the appointment cover?” is Health and welfare only, “Any limits on financial decisions?” is removed from the form and is never submitted. Features conditional hiding: if “Must the attorneys act together?” is They must act together on everything, “Which decisions can an attorney make alone?” is removed from the form and is never submitted. Features conditional validation: if “Do you want to name a replacement attorney?” is Yes, “Replacement attorney name and address” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Power of Attorney 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 Power of Attorney 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 power of attorney intake.

Related categories

All Legal & Professional Services templates

Power of Attorney Intake

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