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Estate Planning Questionnaire

It is important for your convenience to create an estate planning questionnaire to collect information about potential clients' assets and debts. Use the free estate planning questionnaire template to create an estate plan, customize it according to your needs, and collect the necessary information!

Estate Planning Questionnaire


What is an estate planning questionnaire?

An estate planning questionnaire is important for architects, engineers, and many businesses to gain insight into the client's current situation, goals, and priorities. The questionnaire includes questions about the client's current assets and liabilities, including real estate or other property owned by the client, as well as investments and other financial assets or liabilities.

In addition to financial information, the questionnaire may also ask about the client's family situation, including any children or other dependents, and any special wishes or instructions they have for the care of these dependents after they leave. The survey results can be used to advise the client and help them create an estate plan that meets their needs and aligns with their goals.

Creating online forms and surveys is much easier than ever before. Without needing to code a single line, you can simply create forms or surveys and customize its fields, design, and general options with just a few clicks through’s intuitive form builder interface. After that, you can share using one or more of many sharing options and start collecting responses immediately. 

Powerful features: 

  • Conditional logic 
  • Create forms with ease
  • Calculator for exams and quote forms
  • Geolocation restriction
  • Real-time data
  • Detailed design customization

Forms and surveys that are created on can be easily integrated with many third party applications via Zapier. You can integrate with more than 500 third party applications such as Slack, MailChimp and Pipedrive. For example, you can create contacts on MailChimp and send notifications to a specific Slack channel per submission you received through your forms.

It is alright if you don’t want to put in more time to create a survey from scratch. Jumpstart with one of many ready-to-use templates and get to the work of collecting responses without bothering yourself at all. If you would like to, you can customize your template’s form fields, design and adjust general survey settings.

You can share your surveys in any way you like. If you want to share your survey and collect responses through your form’s unique link, you can simply adjust privacy settings and copy-paste your form link anywhere. And if you would like to embed your form in your website, you can easily copy and paste embed code in your website HTML.

On, you can customize your form’s theme and design elements in depth. Once you switch to the ‘Design’ tab after getting your form done, you will see many different design customization options. You can change your form theme by choosing your own colors or picking one of many ready-made themes.