Organize your asset information before your estate planning meeting.
This guided intake helps collect the same information as the financial questionnaire, but in a step-by-step format. You do not need exact values — approximate numbers and best-known information are useful.
What you’ll enter
Real estate, accounts, retirement plans, insurance, business interests, vehicles, and other significant assets.
What’s okay
You can choose “I don’t know” anywhere. Uncertain answers become a checklist for your attorney.
What happens next
Your attorney receives a clean summary, asset inventory, flags, and follow-up questions.
Only collect what helps prepare the estate planning conversation.
This intake organizes information for attorney review. It does not provide legal advice or replace the attorney’s judgment.
Safe to collect in early pilot
- Institution or company name
- Account or asset type
- Approximate value or range
- Ownership and beneficiary status
- Document location and advisor contacts
Attorney review required
The output is a preparation aid. The attorney decides what matters legally, what follow-up is needed, and what should be kept out of the intake.
Start broad, then only ask details when needed.
Each section starts with a simple Yes / No / I don’t know gate question. That keeps clients from staring at a long blank questionnaire.
Real estate
Do you own any real estate?
Property 1
Helpful tooltip example
POD/TOD: Payable-on-death or transfer-on-death designations may allow assets to pass outside a will. If unsure, choose “I don’t know.”
Why this helps
The client can make progress without pretending to know legal ownership details. The uncertainty becomes structured follow-up.
Review uncertain or missing items before submitting.
The client can fix these now, add a note, or submit them as follow-up items for the attorney.
Items flagged for follow-up
Client note
Clean summary instead of a messy questionnaire.
This is the main value proposition: the office receives a structured inventory, planning flags, and follow-up checklist.
Estate Planning Intake Summary — Sample Client
Prepared from guided client responses · For attorney review only
Key planning flags
- Primary residence ownership type is uncertain.
- Retirement account beneficiary status unknown.
- Business interest listed; buy-sell agreement unknown.
- Digital asset listed; access instructions location unclear. No private keys collected.
Follow-up questions
- Can client provide deed or closing documents?
- Can client confirm current beneficiaries with institutions?
- Does ABC Holdings LLC have an operating agreement?
- Where are crypto access instructions stored?
Pilot ask
“If I digitized your current form and generated a clean asset summary from client responses, would you be willing to review it or test it with a small number of clients?”