Create your Estate Planning Questionnaire from scratch

Step 1: Access DocHub to set up your Estate Planning Questionnaire.

Begin by logging into your DocHub account. Explore the pro DocHub functionality at no cost for 30 days.

Step 2: Go to the dashboard.

Once logged in, go to the DocHub dashboard. This is where you'll create your forms and handle your document workflow.

Step 3: Design the Estate Planning Questionnaire.

Hit New Document and select Create Blank Document to be redirected to the form builder.

Step 4: Set up the form layout.

Use the DocHub tools to add and configure form fields like text areas, signature boxes, images, and others to your document.

Step 5: Insert text and titles.

Add necessary text, such as questions or instructions, using the text field to lead the users in your document.

Step 6: Customize field properties.

Adjust the properties of each field, such as making them mandatory or arranging them according to the data you plan to collect. Designate recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Estate Planning Questionnaire, make a final review of your document. Then, save the form within DocHub, export it to your selected location, or distribute it via a link or email.