Document Automation
Send clients a guided interview to collect everything you need before the first estate planning meeting. They fill at their own pace — you get a complete, signed questionnaire ready for your review.
What gets automated
Docuplete's visual mapper places answer boxes exactly where they appear on your PDF. Common estate planning questionnaire automation fields include:
How it works
Each client gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the form you already use — any standard PDF. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One field can map to multiple locations across pages.
Generate a unique link per client. They fill a guided interview — no account required. You get a completed, signed form.
Key features
Questions about a spouse, children, or dependents only appear if the client indicates they apply — keeping the questionnaire relevant.
Estate planning data is complex. Docuplete breaks the collection into logical sections — personal, family, assets, wishes — presented as a step-by-step interview.
Clients sign electronically with email OTP verification — producing a legally defensible audit trail for every completed questionnaire.
Pair the questionnaire with your engagement letter — both completed from one client link.
Completed questionnaires are automatically saved to your configured Google Drive folder after every submission.
Every completed questionnaire is stored with a full audit trail — access and download at any time.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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