UPGRADE YOUR SYSTEM WITH OUR ONLINE QUESTIONNAIRE
Using an online questionnaire simplifies document drafting by using accurate data gathered directly from the client
AN Online Questionnaire is Better
Want to See What Your Client Will See?
Multiple Questionnaire Types In One Link
Gone are the days of maintaining a dozen or more questionnaire types. Your subscription includes access to three online questionnaire types ranging from a comprehensive version to an assets and liabilities refresh only.
It's a More Modern Approach
Estate planning has to change with the times, both in its approach and in reflecting our clients' lives and families. Our questionnaires include choices and language to reflect different relationship statuses, non-binary pronouns, community property and more. An online questionnaire is dynamic, using choices made by your client throughout.
Securely Obtain Personal Data
Emailing PDFs with personal information is not secure! Our questionnaires run on XpressDox technology, which is encrypted in transit and at rest. Further, we have designed the questionnaire to minimize disclosure of certain personal information.
Streamlines Your Intake Processes
Our software makes it easy to send a custom-branded questionnaire that you are then able to internally track to see whether a client has opened it, worked on it or completed it. No more time spent trying to remember if a questionnaire was sent or returned to the office.
Includes Well-Written Client Education
Estate Planning is its own language. Clients need help and context to be able to answer your questions effectively. Our online questionnaires come with links embedded throughout to provide FAQs, relevant educational topics, and content. Topics range from the basics of estate planning to how to choose a fiduciary to what to know when considering types of trust terms.
Includes a Customizable Hard Copy Backup
We know that not all of your clients will use an online questionnaire. Your subscription comes with the ability to create your own hard copy version that you can send as a PDF or print for use in your meetings.