Estate planning client intake that captures complete information.
Collect asset inventories, beneficiary designations, and family information accurately. Reduce back-and-forth and start with comprehensive client details.
Set up in minutes. No integrations required.
Estate planning intake challenges
- Comprehensive asset inventory requires organized collection
- Beneficiary designations must be documented clearly
- Family tree information is essential for estate distribution
- Existing documents (wills, trusts, powers of attorney) must be tracked
- Healthcare directive preferences need careful documentation
- Multiple family members may have conflicting interests
How Weavelyn helps
Client completes intake
Online form captures all details
Auto-route to attorney
Routing rules assign the right person
Review & qualify
Triage submissions in your pipeline
Collaborate & follow up
Notes, alerts, and status tracking
Convert to client
Move qualified leads to signed engagement
Client completes intake
Online form captures all details
Auto-route to attorney
Routing rules assign the right person
Review & qualify
Triage submissions in your pipeline
Collaborate & follow up
Notes, alerts, and status tracking
Convert to client
Move qualified leads to signed engagement
What you get
Custom intake forms
Build forms tailored to wills, trusts, and estate matters
Public intake link
Share a simple link for prospective clients to submit details
Submissions inbox
All inquiries organized and easy to review
Assignment to attorney
Route cases to team members based on complexity or specialty
Status pipeline
Track each case from intake through document execution
Notes & activity timeline
Document consultations and keep complete case history
Recommended intake questions for estate planning
Our estate planning template includes these sections. Customize as needed for your practice.
Personal Information
- Full legal name and any prior names
- Date of birth and Social Security number
- Current address and contact information
- Citizenship status
- Occupation and employer
Family Information
- Spouse or partner information
- Children (names, ages, addresses)
- Grandchildren (if applicable)
- Parents (living or deceased)
- Any dependents with special needs
Assets & Property
- Real estate (homes, land, rental properties)
- Bank and investment accounts
- Retirement accounts (401k, IRA, pension)
- Life insurance policies
- Business interests and ownership
- Vehicles, jewelry, and valuable personal property
Existing Documents & Goals
- Current will or trust documents
- Powers of attorney (financial, healthcare)
- Beneficiary designations on accounts
- Healthcare directives or living will
- Estate planning goals and concerns
Who it's for
Solo estate planning attorneys
Collect comprehensive information without administrative overhead
Estate planning firms
Standardize intake across multiple attorneys and case types
General practice with estate planning
Create specialized forms for estate matters alongside other areas
Ready to streamline your estate planning intake?
Start your free trial today. No credit card required.
Frequently asked questions
Can I create different forms for different estate planning needs?
Yes. Create separate intake forms for wills, trusts, powers of attorney, healthcare directives, or any other estate planning matter. Each form can have its own set of questions.
Can clients complete the form at their own pace?
Yes. Clients receive a link they can access anytime. They can gather documents and information before completing the form, reducing incomplete submissions.
How does this help with asset inventory?
Structured forms with clear categories help clients organize their assets systematically. You receive organized information that's easy to review and discuss.
Can I collect information for multiple family members?
Yes. Add sections for spouse, children, grandchildren, and other family members. The form can capture details for everyone involved in the estate plan.
Is the information secure?
Yes. All data is encrypted in transit and at rest. Estate planning involves sensitive personal and financial information, and we treat security seriously.
Can clients fill this out on mobile?
Yes. The intake form is fully responsive. Clients can complete it on phone, tablet, or computer—whatever is most convenient for them.
Do I need integrations to use this?
No. Weavelyn Intake works standalone. Just create your form, share the link, and start receiving organized submissions.
Can I assign cases to different attorneys?
Yes. When a submission comes in, assign it to any team member. Useful for routing by complexity, specialty, or availability.
Weavelyn is workflow software for law firms. It does not provide legal advice.