1. Advisors
  2. Using the Online Platform

Condensed Paper Intake Form

All client information is submitted to the attorney via the online questionnaire.  There may be situations where access to the online interview is impossible, or it is easier for the advisor to take the information using a physical form.  The physical intake form is NOT used to create documents directly. Rather, it is a guide to assist you in gathering the necessary data to complete the online questionnaire following your appointment with a client.

If you opt to use the paper intake form, you should anticipate that you will likely need to contact your client via the phone to gather additional information while you fill out the online form.

We recommend having a copy of the paper intake form with you at every fact-finding appointment that you can use as necessary.

Click on the link below to download a copy of the Paper Intake Form. 

Estate Planning Questionnaire.pdf