Trust & Estate Administration
Client Intake Form + Client Questionnaire
Fiduciary duties demand organized records. This is where they start.
Just need one? Intake only $14.99 · Questionnaire only $9.99
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About this form
Comprehensive enough for a seasoned partner, clear enough for a first-year associate. Covers trust funding, distributions, accountings, beneficiary notices, and fiduciary compliance. Purchase once, save as a template, duplicate for each client or matter, and drop it in the case folder. One modest purchase delivers years of consistently organized files — for the life of your practice.
Built by a lawyer for lawyers. Pairs with the companion client questionnaire to cover everything before and after engagement — and to get the client's own disclosures on paper in their own hand.
Why professionals choose this form
- Professional on both sides of the desk: Signals competence to your client and sets expectations from minute one.
- Protects your file: Client-completed questionnaire creates a written record in the client's own hand — documentary cover on scope, disclosures, and consent.
- Modest one-time purchase, lifetime workflow: One small purchase, reused for every new matter for the life of your practice.
- Everything in one place: No running around your digital kingdom on side-quests — every detail of the engagement lives in one document.
- Fillable PDF: Type directly into fields in Adobe Reader — no Canva account or monthly software needed.
Ready to get organized?
Get Both PDFs — $19.99