Estate Planning Intake Forms & Client Questionnaires
Estate planning intake is unlike other legal intake because you are not dealing with one dispute or one transaction. You are mapping an entire person's life: their family structure, every asset they own, every account with a beneficiary designation, every existing legal document, and their wishes for what happens when they die or become incapacitated. That is a lot of ground to cover, and a generic intake form misses most of it.
We have five forms that cover the full estate planning and probate spectrum, all designed by a licensed attorney admitted in New Jersey and New York. Each follows the standard 3-page litigation format and carries the CONFIDENTIAL — ATTORNEY-CLIENT PRIVILEGE stamp.
Five Forms Across the Spectrum
The Estate Planning intake is the core form. It captures marital status, children and grandchildren, real estate holdings, bank and brokerage accounts, retirement accounts (401k, IRA, pension), life insurance policies, business interests, existing wills, trusts, powers of attorney, healthcare directives, and beneficiary designations. The checkboxes cover will drafting, revocable and irrevocable trusts, powers of attorney, healthcare proxies, guardianship designations, asset protection planning, and charitable giving.
The Probate intake shifts focus to what happens after someone dies. It captures decedent information, date of death, whether there is a will, fiduciary details (executor or administrator), heirs and beneficiaries, estate assets and liabilities, and the probate court where the estate will be administered. Different case, different fields.
The Trust & Estate Administration intake covers the ongoing work of administering a trust or estate: trustee identification, trust terms, distribution schedules, accounting requirements, tax filing obligations, and beneficiary communications. This is the form you use when the planning is done and the administration begins.
The Elder Law & Medicaid Planning intake addresses the intersection of aging, healthcare costs, and asset preservation. It captures Medicaid eligibility factors, long-term care needs, asset transfer history (the 5-year lookback), income sources, and guardianship or conservatorship needs.
The Probate Litigation intake handles contested estates: will contests, undue influence claims, fiduciary removal petitions, accounting disputes, and trust disputes. When a probate case turns adversarial, you need litigation fields, not planning fields.
Pricing
Each form is $19.99 for the complete set (intake + questionnaire), $14.99 for intake only, or $9.99 for questionnaire only. All PDFs are fillable in Adobe Reader and password-protected against editing.
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Related Guides
Estate Planning Intake Form Guide · Estate Planning Intake Checklist · Intake Forms for Wills & Trusts · Elder Law Intake Form Guide · Elder Law & Medicaid Intake Guide · Probate Litigation Intake Guide · Trust & Estate Administration Intake Guide · Solo Practitioner Guide to Client Documents