Family, a tick list of what someone owns (no values or account details) and any wishes they already have. People without children skip the rest of the family questions, the guardian question only appears for children under 18, and on Pro a fixed fee for the first meeting goes through your own Stripe account.
Wills and estate planning lawyers who want the first meeting spent on decisions, not on filling in forms. The questionnaire collects facts; the advice stays with you.
Every question in this template
The pages as a respondent meets them. Pick any question to open it in the live preview above.
- Page 1Questions5 questions
- Page 2Family4 questions
- Page 3Your estate5 questions
- ThenThank you
We'll be in touch to book your meeting. Bring anything you'd like to talk through.
Conditional logic is already set up
Every answer, in one place
Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.
- Partial answers and drop-off by question, on every plan
- CSV, JSON and PDF on every plan, Excel on Pro
- Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforWill and estate planning questionnaire · just nowNew- Your name
- Maya Okafor
- Your email
- maya@northstar.co
- Your phone number
- +44 20 7946 0321
- What's your relationship status?
- Single
- Would your spouse or partner like a will too?
- Yes
- Do you have children?
- Yes
and 8 more answers
Three steps, a couple of minutes
- Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
- Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
- formkit.app/you/estate-planning-questionnaire3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
What this form can also do
Questions about this template
Can I keep the form private?
Yes. Any form can have a password, so only the people you send it to can open it. Answers travel over HTTPS, and you can delete responses whenever you need to.
How does the meeting fee work?
On Pro, connect your own Stripe account and the form takes the fixed fee as it is sent. The money goes to you, with no cut taken by Formkit. Change the amount, or remove it, in the form's settings.
Can couples fill it in together?
Each person fills in their own. A question asks whether a partner would like a will too, so you can book them in together.