Client Questionnaires
Client questionnaires that become reviewed drafting data.
Statular questionnaires are built for estate planning law firms, not generic intake. Clients provide the information behind wills, trusts, powers, healthcare directives, probate matters, and trust administration — and you review every response before it syncs into the attorney interview.
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matter types: estate planning, probate, and trust administration.
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reviewed sync from questionnaire to attorney interview.
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client questionnaire languages, including Spanish and Korean.
What Clients Provide
Every fact a plan depends on, gathered once.
Client & spouse
Names, contact details, marital history, and the core identity facts every plan depends on.
Children & family
Children, relationships, guardianship preferences, and family circumstances that shape distribution.
Fiduciaries
Executor, trustee, and agent candidates along with the roles and successor order the client prefers.
Beneficiaries & gifts
Specific gifts, charitable intentions, and how the client wants the estate distributed.
Assets & liabilities
Real property, accounts, business interests, and supporting documents uploaded in context.
Healthcare & HIPAA
Advance directive preferences and HIPAA authorization choices for medical decision-making.
Probate & administration
Decedent, heir, and trust administration facts for post-death matters.
From Submission to Draft
How questionnaire syncing works.
Client responses cut down on retyping, and the matter history records each sync. You stay in control of every field that becomes drafting data.
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Client completes intake
The client answers guided prompts through the firm portal or a questionnaire link, with progress saving and document uploads along the way.
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Firm reviews the submission
Attorneys and staff review every response before syncing. Questionnaire comparison shows what changed and what to accept.
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Answers populate the matter
Approved responses flow into the attorney interview and matter record, so drafting starts from data you already trust.
Keep Exploring
The rest of the client experience.
Secure client intake
Encrypted questionnaires, in-context uploads, and portal messaging that replace the email thread.
Learn moreMultilingual intake
Questionnaires clients can complete in English, Spanish, Vietnamese, Korean, and Simplified Chinese.
Learn moreHow we keep it secure
AES-256 at rest, TLS 1.2+ in transit, MFA, and a SOC 2-aligned security program.
Learn more