Estate Planning Questionnaire Template
A free estate planning questionnaire for attorneys. Clients share family, assets, wishes and documents online before you draft a will or trust.
Customize the pages and design to fit your needs.
About this template
Collect each client's family, assets, chosen executor, guardians, beneficiaries and the documents they need in one estate planning questionnaire. Clients can upload existing wills or deeds, so the first meeting starts with the facts.
Common uses
- Estate planning attorneys
- Wills and trusts intake
- Before the first planning meeting
Key features
- Family, assets and wishes
- Document uploads
- Executor and guardian choices
What this template asks
What's your full legal name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
What's your date of birth?
Date
What's your marital status?
Single Choice · Single, Married, Domestic partnership, Divorced, Widowed
What's your spouse or partner's full name?
Short Text · Optional
List your children and their ages
Long Text · Optional
Which of these do you own?
Multiple Choice · Home, Other real estate, Retirement accounts, Investment accounts, Life insurance, A business, Valuable personal property
Roughly what is your estate worth?
Single Choice · Under $250,000, $250,000 to $1 million, $1 million to $5 million, Over $5 million, Not sure
Which documents do you need?
Multiple Choice · Will, Revocable living trust, Financial power of attorney, Health care directive, Not sure yet
Who would you like as your executor?
Short Text
Who should care for your minor children?
Short Text · Optional
Who should receive your estate?
Long Text
Upload any existing wills, trusts or deeds
File · Optional
Anything else your attorney should know?
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What does an estate planning questionnaire ask?
It asks about the client's family, children, assets, rough estate value, chosen executor and guardians, beneficiaries and which documents they need, such as a will or trust.
When should clients fill it in?
Send it after they book a planning meeting. You get their answers and any existing documents before you meet, so the meeting is spent on decisions, not paperwork.
Can clients upload their current will?
Yes. There is an upload for existing wills, trusts and deeds, saved with each response.