Please complete this Estate Planning Client Intake Form to the best of your knowledge 2025

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What 5 forms of information should clients be provided with in an intake? Scope. Clearly outline the legal services the firm will provide, including specific tasks and objectives related to the clients case. Fee structure. Billing. Client responsibilities. Confidentiality and communication.
A client intake form is a questionnaire designed to collect screening information about prospective customers. Its usually the first step in the client onboarding process. The questions typically cover necessary details such as the clients contact information and why they need your services.
Some of the most important reasons for having an estate plan boil down to two main functions: protecting your beneficiaries when you die and protecting yourself if you become incapacitated.
This form typically includes sections on personal details, medical history, insurance information, lifestyle factors, and the reason for the visit. This is a crucial tool for gathering data that helps diagnose, treat, and manage patients effectively.
Intake forms examples and templates you can use for your clients Basic information: Full name. Company name. Contact details (phone, email, address) Service requirements: Type of service required. Goals or expectations from the service. Budget (optional) Additional notes or questions: Free text field.
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Full name, contact information, date of birth, Social Security number, and emergency contact information. Client background information. Occupation, employer, marital status, dependents (if applicable)

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