Estate Planning & Wills Questionnaire — Kickoff intake form (public) for Legal. Standalone version — a hosted mini landing page (an embeddable twin is also available).

A confidential questionnaire to help us prepare your wills, trusts, and estate documents. Share what you can now — we will fill in the rest together. Submitting this does not create an attorney–client relationship.

What it collects (by section):

• About you — First name [short text]; Last name [short text]; Email address [short text]; Capacity / Representation Role [dropdown: Self / Parent/Guardian / Executor/Personal representative / Attorney-in-fact/Agent / Officer/Owner of entity / …]; Representation Scope (legal) [dropdown: Full representation / Limited-scope / Consultation only / Document review / Drafting only / …].
• Your goals — Desired Outcome (client-stated) [long text]; Facts Summary (legal) [long text]; Risk Tolerance (strategy) [dropdown: Conservative / Balanced / Aggressive / Unsure].
• People in your plan — Third-Party Stakeholders [long text]; Names for Conflicts Screening (legal) [long text].
• Working together — Privilege / Confidentiality Channel [dropdown: Client portal / Encrypted email / Phone / In-person / Mixed]; Confidential Handling Instructions (case) [long text].

Required: Email address, Desired Outcome (client-stated) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Legal. Deployment: standalone.

Best for / surface when: Legal client workflow — estate planning & wills questionnaire.