Can the questionnaire be electronically signed?

Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided intent, consent, attribution, and retention requirements are met; certain testamentary documents may be excluded.

Do wills or POAs need notarization or witnesses?

Requirements depend on state law and document type; many states accept two witnesses for wills and require notarization for certain powers of attorney or deeds—confirm local rules before execution.

How is sensitive health information protected in intake forms?

If the intake collects protected health information, use a HIPAA-compliant platform with a signed BAA, limit access, and follow retention rules under 45 CFR §164.530(j).

What if I need to change information after submission?

Notify counsel promptly; minor corrections can often be logged and amended, but substantive changes may require revised drafts and a new execution cycle to ensure enforceability.

Who must sign the intake or final documents?

Clients or grantors must sign; agents, trustees, or witnesses sign where required. Attorneys typically do not sign intake forms but must approve final instruments before execution.

What happens if fields are left blank or inconsistent?

Blank or inconsistent responses can delay drafting, produce ambiguous provisions, or result in documents that fail to reflect client intent; counsel will request clarifications prior to finalizing documents.

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Estate Planning Intake Questionnaire

Estate Planning Intake Questionnaire

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

ESTATE PLANNING QUESTIONNAIRE FOR:

DATE:

PERSONAL INFORMATION

Name
Birth date		U.S. Citizen
Principal Residence
Any other Domicile:
Domicile in community property states(s) (if ever):
Birthplace:	Social Security Number
Dates of such domicile
Community property acquired
Business or profession
Still:	Active	Retired
Current marital status	Single Married Widowed Divorced
Prior Marriages (if any)
Name of former spouse(s)
Name and ages of children of prior marriages
How and when prior marriage(s) ended: (if divorce, get copies of any agreements and decrees)
Principal bank(s)
Personal Trust officer
Location of safe deposit box(es)
Accountant
Investment advisor
Insurance advisor

SPOUSE

Name
Date and place of birth		U.S. Citizen
Social Security Number
Date and place of marriage
Legally separated
When and where
Residence (if different from estate owner’s)
Business or profession

CHILDREN AND GRANDCHILDREN

(Designate which children or grandchildren, if any, are adopted, are stepchildren or are children of a prior marriage)

Name	Birth date	Relationship	Domicile	Name of Spouse

WHO WILL BENEFIT UNDER WILL

Name	Address	Age	Status (e.g. child, friend, employee)

FIDUCIARIES

Executor(s)
Name
Address
Successor(s)
Name
Address
Trustee(s)
Name
Address
Successor(s)
Name
Address
Children’s Guardian(s)
Name
Address
Successor(s)
Name
Address

GIFTS MADE DURING LIFE

(obtain copies of instruments of transfer and gift tax returns)

Donee
Date of Gift
Type of property given
Date of gift value
Outright or trust gift
Was gift split with spouse? If yes, who paid gift tax?

FINANCIAL INFORMATION

A. REAL ESTATE (including condominium, apartment)

Description or Address
Date Purchased

B. STOCKS AND BONDS

Name
Address

C. U.S. government bonds (e.g., Series “E” or “EE” bonds)

Payable on Death to
Face Value
Issue Date
Current Value

D. CASH

Name & Address Of Bank
Account Number
Checking or Savings
Trust Account Beneficiary

E. MORTGAGES AND PROMISSORY NOTES

Name of Mortgagor or Creditor
Unpaid Face Value
Repayment Balance
Interest Terms Rate

F. LIFE INSURANCE

Company	Policy Number	Name of Insured	Current Beneficiary	Date

G. GENERAL POWERS OF APPOINTMENT

Instrument conferring Power created	Date power subject to power	Value of property

H. ANNUITIES AND DEATH BENEFITS (Include Keogh plans and IRAs)

(get copies of contracts, plans, etc.)

Annuity or Lump sum Type of Plan	Estate Designated Payment	Owner’s Beneficiary	Approx. Contribution	Value

ASSETS: DESCRIPTION OF ALL ASSETS

(To avoid confusion at a later date, describe each item as clearly as possible.)

Cash (on hand)
Cash (in banks/credit unions)(From List Above)
Other Cash:
Stocks/Bonds (From List Above)
Other Stocks and Bonds
Notes (money owed to you in writing)
Money owed to you (not evidenced by a note)
Real estate: (From List Above)
Business Interests
Automobiles

LIABILITIES AND (To avoid confusion at a later date, describe each item as clearly as possible.)

Liability Description	Monthly Payment	Current Amount Owed

Summary of Assets and Liabilities

Total Assets
Less Total Liabilities
Net Worth

Retirement Accounts

Account Number	Current Fair Market Value

Income of Husband (Monthly)

Salary
Dividends

Worksheets

(Who will receive your property)

Do you want all property to go to spouse, or if spouse not alive to your children?	Yes If no please continue. If yes, stop.
Who is to receive home?
Describe who you desire to receive other property.
Name of Person to Receive Property	Description of Property

Describe any other last wishes

ADDENDUM

(For Additional Information)

Signature: ______________________________

Print Name:

Date:

What the Estate Planning Intake Questionnaire Is

The Estate Planning Intake Questionnaire is a structured form used to gather personal, family, asset, and legal preference information needed to prepare wills, trusts, powers of attorney, and related estate planning documents. It consolidates identity details, beneficiary designations, asset schedules, existing legal documents, and specific disposition wishes so an attorney or planner can draft accurate instruments without repeated follow-ups. Completing a thorough intake questionnaire reduces drafting errors, clarifies client intent, and helps identify tax, guardianship, and probate issues early in the process.

Why a Complete Intake Questionnaire Matters

A complete questionnaire speeds document drafting, reduces follow-up time, and helps ensure beneficiaries and asset transfers reflect the client’s intent. Accurate intake data also highlights tax consequences and possible probate exposures so legal counsel can design appropriate fixes.

Who Typically Completes and Uses the Questionnaire

Collating answers in a single intake form reduces errors, centralizes supporting documents, and serves as a reference during periodic reviews.

Estate attorneys and law firms who draft wills, trusts, and ancillary documents for clients.
Financial advisors and CPAs coordinating beneficiary designations and tax-sensitive asset transfers.
Individual clients and family members supplying information and documenting wishes for counsel.

Essential Sections Included in a Professional Intake Questionnaire

A professionally designed intake questionnaire groups information into consistent sections so attorneys can work from a complete, organized record and avoid iterative data-gathering.

Personal Details

Full legal name, aliases, dates of birth, Social Security number, citizenship, and contact details needed to identify clients and prepare legal descriptions.

Family & Relationships

Spouse, prior marriages, children, adopted or dependent persons, and stepfamily details with dates and birthplaces to establish beneficiary and guardian relationships.

Assets and Liabilities

Detailed asset inventory (real property, bank accounts, retirement plans, business interests) and liabilities required for property schedules and tax planning.

Existing Documents

Copies and summary of any current wills, trusts, powers of attorney, beneficiary forms, and deeds to avoid conflicting provisions and ensure proper amendment or restatement.

Wishes & Dispositions

Specific bequests, residuary dispositions, charitable gifts, and special instructions including contingent distribution plans and funeral preferences.

Agents & Guardians

Names, contact details, and alternates for executors, trustees, attorneys-in-fact, and guardians with any limits or successor provisions noted.

Step-by-Step: Completing the Intake Questionnaire

Follow these sequential steps to gather and submit accurate information for drafting.

01

Gather Documents: Collect IDs, deeds, account statements, and existing estate documents.
02

Enter Information: Complete each field carefully using specified formats and attachments.
03

Review with Counsel: Attorney reviews entries and identifies legal or tax issues.
04

Sign and Submit: Consent, signatures, and notarization are completed as required.

How the Questionnaire Moves from Intake to Legal Documents

A clear routing workflow ensures the questionnaire becomes actionable drafting instructions for counsel and administrators.

Client Completes: Client fills form and uploads supporting documents.
Attorney Reviews: Counsel flags issues and requests clarifications.
Draft Prepared: Draft instruments based on intake data and legal analysis.
Execution: Signatures obtained, notarization performed, and copies stored.

Recommended Online Workflow Settings

Configure the questionnaire platform to capture required data, enforce field rules, and integrate with document generation and storage.

Field Configuration	Required fields, MM/DD/YYYY format, and validation for numeric entries.
Conditional Logic	Show or hide fields based on marital status, trust election, or asset ownership.
Signer Authentication	Use email verification, SMS code, or stronger KBA for identity assurance.
Reminders & Deadlines	Automated reminders for incomplete sections and signature deadlines.
Attachments Allowed	Accept PDF, DOCX, and image uploads for existing legal documents.

Technical Considerations for Digital Completion

Confirm platform compliance needs (HIPAA, 21 CFR Part 11) and retention policies before collecting sensitive client data.

File Formats: PDF | DOCX | JPG supported
Integrations: Salesforce | NetSuite | Google Workspace
Authentication: Email, SMS, or KBA

Timing: Reviews, Updates, and Typical Processing Expectations

Establish a schedule for initial intake, attorney review, document drafting, and periodic updates to keep estate plans current.

Initial Intake Completion:

Client should return questionnaire within 7–14 days of engagement.

Attorney Review Window:

Counsel typically reviews responses within 5–10 business days.

Draft Delivery:

Draft documents delivered within 10–30 business days depending on complexity.

Execution Period:

Allow 7–21 days for signing, notarization, and witness availability.

Periodic Review:

Recommend review every 3–5 years or after major life events.

Key Milestones from Intake to Execution

Track these sequential milestones to monitor progress and meet client expectations.

01

Intake Submitted

Client completes form and uploads supporting documents for counsel review.

02

Clarification Requests

Attorney asks follow-up questions to resolve inconsistencies or missing items.

03

Document Drafting

Counsel prepares will, trust, or POA drafts based on the intake.

04

Signing & Authentication

Parties sign, notarize, and witness as required for validity.

Common Mistakes to Avoid When Preparing the Questionnaire

Providing incomplete asset details, omitting account numbers or titling information, which can cause probate complications and drafting delays.
Using nicknames or inconsistent legal names that differ from government ID, leading to notarization problems or beneficiary mismatches.
Failing to list contingent beneficiaries or successor agents, creating unintended intestacy or guardianship disputes if primary nominees cannot serve.
Uploading old or unsigned versions of existing documents, which can produce conflicting provisions and require redrafting.

Consequences of Inaccurate or Incomplete Intake Information

Probate Delay: Longer estate administration timelines

Tax Exposure: Unaddressed tax liabilities or missed elections

Document Invalidity: Wills or POAs challenged or rejected

Beneficiary Disputes: Increased litigation risk among heirs

Missing Signatures: Delayed or voided execution

Privacy Breach: Sensitive data exposed without safeguards

Security Protections and Compliance Considerations

Encryption: TLS 1.2/1.3 in transit, AES-256 at rest

Certifications: SOC 2 Type II and ISO 27001 available

HIPAA Support: BAA available for protected health data

Audit Trail: Complete timestamps, IP, and action logs

Access Controls: Role-based permissions and SSO support

21 CFR Compliance: Supports 21 CFR Part 11 controls

eSignature Pricing and Feature Comparison for Intake and Execution Workflows

Vendor pricing and feature availability differ; the table below shows starting price and common capabilities with signNow listed first for platform comparison.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions About the Estate Planning Intake Questionnaire

Answers to common practical and legal questions when completing, submitting, or authenticating intake information for estate planning.

Need help? Contact support

Can the questionnaire be electronically signed?
Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided intent, consent, attribution, and retention requirements are met; certain testamentary documents may be excluded.
Do wills or POAs need notarization or witnesses?
Requirements depend on state law and document type; many states accept two witnesses for wills and require notarization for certain powers of attorney or deeds—confirm local rules before execution.
How is sensitive health information protected in intake forms?
If the intake collects protected health information, use a HIPAA-compliant platform with a signed BAA, limit access, and follow retention rules under 45 CFR §164.530(j).
What if I need to change information after submission?
Notify counsel promptly; minor corrections can often be logged and amended, but substantive changes may require revised drafts and a new execution cycle to ensure enforceability.
Who must sign the intake or final documents?
Clients or grantors must sign; agents, trustees, or witnesses sign where required. Attorneys typically do not sign intake forms but must approve final instruments before execution.
What happens if fields are left blank or inconsistent?
Blank or inconsistent responses can delay drafting, produce ambiguous provisions, or result in documents that fail to reflect client intent; counsel will request clarifications prior to finalizing documents.

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