# 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.

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.

Canonical: https://reuily.com/templates/estate-planning-questionnaire
Use this template: https://reuily.com/form/from-template/estate-planning-questionnaire
Collections: Requests & Intake, Professional Services, Legal
Last updated: 2026-10-24

## Questions

- Question 1: What's your full legal name? (Short Text, required)
- Question 2: What's your email address? (Email, required)
- Question 3: What's your phone number? (Phone, required)
- Question 4: What's your date of birth? (Date, required)
- Question 5: What's your marital status? (Single Choice, required). Options: Single; Married; Domestic partnership; Divorced; Widowed
- Question 6: What's your spouse or partner's full name? (Short Text, optional)
- Question 7: List your children and their ages (Long Text, optional)
- Question 8: Which of these do you own? (Multiple Choice, required). Options: Home; Other real estate; Retirement accounts; Investment accounts; Life insurance; A business; Valuable personal property
- Question 9: Roughly what is your estate worth? (Single Choice, required). Options: Under $250,000; $250,000 to $1 million; $1 million to $5 million; Over $5 million; Not sure
- Question 10: Which documents do you need? (Multiple Choice, required). Options: Will; Revocable living trust; Financial power of attorney; Health care directive; Not sure yet
- Question 11: Who would you like as your executor? (Short Text, required)
- Question 12: Who should care for your minor children? (Short Text, optional)
- Question 13: Who should receive your estate? (Long Text, required)
- Question 14: Upload any existing wills, trusts or deeds (File, optional)
- Question 15: Anything else your attorney should know? (Long Text, optional)

## 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

## 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.