Simple Will Intake/Questionnaire


A simple five page questionnaire that you can use on your initial intake. More questions may arise either during the consultation or once you begin preparing the documents.

It is written in a way that will hopefully go with the natural flow of the conversation and can help make the client comfortable in talking to you. Talking about the client and their children is usually a nice way for them to get comfortable and loosen up before discussing more sensitive matters.

This document does NOT contain questions regarding living wills and healthcare proxies.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Peter Ryan | Attorney Advertising

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