This legal template includes 13 fields. Comprehensive questionnaire for clients seeking estate planning legal services. Free to customize and use on ZenBuild.
Full Legal Name (text, required)
Date of Birth (text, required)
Email (email, required)
Phone Number (text, required)
Spouse/Partner Name (text, optional)
Marital Status (dropdown selection, required) — options: Single, Married, Divorced, Widowed, Domestic Partnership
Number of Children (number, required)
Children's Names and Ages (text, optional)
Estimated Estate Value (dropdown selection, required) — options: Under $500K, $500K-$1M, $1M-$5M, $5M-$10M, Over $10M
Assets to Plan For (checkboxes, required) — options: Primary Residence, Investment Properties, Business Interests, Retirement Accounts, Brokerage Accounts, Life Insurance, Valuable Personal Property, Digital Assets
Existing Documents (dropdown selection, optional) — options: None, Will Only, Will and Trust, Full Estate Plan (outdated), Full Estate Plan (current)
Own a Business (multiple choice, required) — options: Yes, No
