Estate Planning Client Intake


This app provides a model for conducting client intake for estate planning matters
Demo Client Intake
Federal / National
Areas of law
Estate planning and writing a will Power of attorney, advance directives, living wills Trusts Funeral and burial issues

For legal service pros

Duplicate this app and add it to your workflow.

Create your own copy of this app.
Customize with your branding.
Determine how / where data is stored.


This app can be used by lawyers to gather pertinent facts and documents from their estate planning clients. The app takes anywhere from 10 to 20 minutes for a typical client to complete and covers the following topics:

- Client Information (including contact information and employment)
- Spousal/Partner Information (including contact information and employment)
- Family Relations (including children and extended family like siblings and grandkids)
- Assets (including stock/bonds, savings/checking accounts, and real estate)
- Liabilities (including mortgages, loans, and support orders)
- Benefits (including pensions, profit-shares, IRAs, and 401k)
- Other Property Issues (including property of others and funereal arrangements)

This app is licensed under the MIT License by as of 2019.

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