Lawyers · Estate Planning

Estate planning starts with better client data.

Estate planning questionnaires are comprehensive, sensitive, and time-consuming to collect manually. Clients need time to gather asset details, think through beneficiary choices, and locate account information. Docuplete turns your estate planning intake into a structured digital interview — clients fill at their own pace with autosave, and you receive complete information ready for drafting.

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The problem

Why estate planning intake creates so much back-and-forth.

Complex questionnaires requiring research

Estate planning intake covers real property, financial accounts, business interests, beneficiaries, trustees, executors, and healthcare directives — information clients can't provide off the top of their head.

Multiple follow-up rounds

Clients submit incomplete questionnaires, requiring follow-up calls before drafting can begin.

Sensitive information via insecure channels

Clients are asked to email SSNs, account numbers, and asset values — data that should never travel in plain-text email.

Manual re-entry into drafting tools

Paralegal time spent copying information from questionnaires into will, trust, and POA templates.

How it works

Clients fill at their own pace. You receive complete intake.

Upload your estate planning questionnaire

Upload the comprehensive intake form you use for will, trust, and estate planning engagements.

Build a guided, structured interview

Each section — personal information, family, assets, beneficiaries, preferences — becomes a guided interview. Autosave lets clients stop and return.

Send clients a secure unique link

Clients receive a tokenised link and complete the interview over days if needed — gathering account statements, locating deeds, and considering their choices.

Receive the completed intake document

Download the pre-filled questionnaire with all fields complete. Begin drafting from structured, verified data.

What the interview covers

Every section of a comprehensive estate planning intake.

Client and spouse/partner personal informationChildren and dependents (names, DOBs, relationships)Real property (address, ownership form, estimated value)Financial accounts (institution, type, approx. value)Retirement accounts (IRA, 401k, pension)Business interests and ownership %Life insurance (carrier, policy number, death benefit, beneficiary)Vehicles and personal propertyExisting trusts or estate plansDesired executor and successor executorTrustee and successor trusteeGuardian preferences for minor childrenHealthcare proxy / medical POAFinancial POASpecial bequests and charitable giftsClient signature

Autosave included: Clients can start, pause, and return to the interview over multiple sessions — important for a questionnaire requiring research and reflection.

Start estate planning engagements with complete client information.

Upload your questionnaire once. Every new estate planning client fills a guided, structured intake.