Trust & Estates Attorney New Client Intake Form (Hard Copy)

A thoughtfully designed, downloadable template that simplifies the client onboarding process for your practice. This form captures critical information, including client contact details, family structure, asset inventory, and specific estate planning needs. Tailored for trust and estates attorneys, it ensures you have all the necessary information upfront, saving time and minimizing follow-up. With this easy-to-use and customizable template, you can focus on what matters most—providing personalized guidance and peace of mind to your clients. Download now to streamline your intake process!

PLEASE NOTE: After completing purchase, please use this email to send your firm’s name and logo to customize the form.