Client Questionnaires

Streamline Your Data Collection with Pre-Built, Context-Specific Questionnaires

Person typing on a laptop with digital checklist graphics overlaid.

I love that the questionnaire is responsive. It's definitely smoother than my fillable PDF Form.

Upgrade Your Workflow With Our Online Questionnaire

Upgrade your estate planning and probate processes with our secure online questionnaires. Designed to gather key client information efficiently, these intelligent forms eliminate back-and-forth emails and manual data entry. Client responses flow directly into document templates, ensuring accuracy and saving valuable time. With an intuitive, user-friendly interface, your clients can complete forms at their convenience—giving you more time to focus on providing them with legal guidance. 

Simplified Data Collection
Client-Friendly & Intuitive
Get Started with the Questionnaire

Why Use An Online Questionnaire?

Ditch paper or PDF forms and streamline document drafting with our secure, user-friendly online questionnaire. Designed to collect accurate client data while educating clients on key estate planning concepts, it saves time, reduces errors, and ensures the most comprehensive, up-to-date information for every plan.

Current Practice

  • Paper or PDF questionnaires
  • Maintaining Multiple Questionnaire Types
  • Back and Forth with Clients
  • Lack of Proper Context with Questions
  • No Way to Track Status

Future Practice

  • Modern and secure online interface
  • Multiple scenarios in one link
  • Easy-to-use, adaptable and responsive
  • Contextual education included inline
  • Manage and track status online
Get Started

Want to See What Your Client Will See?

Our online questionnaire simplifies the estate planning process by collecting accurate, client-specific data efficiently. It’s secure, easy to use, and ensures a seamless flow of information to create tailored estate plans quickly, and clients want to use them.

Person using a laptop showing an estate planning checklist form.

Experience the Client Journey Firsthand!

Step into your client’s shoes and see how our intuitive, educational questionnaire simplifies the estate planning process.

Send Me a Questionnaire!

Key Features of Our Client Questionnaires

Our online questionnaires are dynamic, using choices made by your client throughout to ask the next questions. Estate planning workflows needs to change with the times to continue providing the best client service.

Multiple Questionnaire Types in One Link

Access multiple types of questionnaires in a single link, simplifying data collection and reducing form management.

Modern Family Types

Our dynamic, client-friendly questionnaires reflect diverse families, with options like non-binary pronouns, unmarried couples, and community property.

Secure Data Collection

Protect client information with encrypted, secure data collection using XpressDox technology.

Streamlined Intake

Easily track questionnaire status—know when clients open, start, or complete their forms.

Built-in Client Education

Educate clients with embedded FAQs and helpful resources for better, informed responses.

Customizable Paper Backup

Generate a printable hard copy for clients who prefer traditional forms.

Why Did We Build an Online Questionnaire?

Click on the video below to see why we believe so strongly in using a pre-built, context-specific questionnaire system connected to our forms libraries.

Frequently Asked Questions

Please contact us at support@agile-ep.com if you cannot find an answer to your question.

A report from a leading consumer researcher found that 54% of people polled said they would always choose an automated option over human interaction if it saved them 10 minutes. Using online tools became even more popular during the pandemic. An online questionnaire allows clients to enter their information on their own time, at their own pace.

All data related to a client is saved in an “answer file” tied to that client’s name for easy identification. The answer file is saved in XpressDox cloud-hosted servers and is only available to users connected to your firm’s subscription. You can also download any client’s answer file and save it onto your local hard drive if you wish.

Not currently. But if you would like to add some questions, please send them to support@agile-ep.com and we will review and consider adding them. We are constantly updating the questionnaires based on user feedback.

We have included a full help screen, including estate planning topics, for your clients.   This is accessible to them in their questionnaire, but you can view it HERE. https://www.notion.so/agile-ep/Estate-Planning-Questionnaire-Main-Help-Page-e5875cc7d24d415faf1735328c7274e3

Yes, you have an option to choose whether or not they can download the completed questionnaire.

When you share the interview with the client, you have an option to email the completed questionnaire to someone at your office once the client has submitted the data.

Yes that’s one of the biggest advantages of using our online questionnaires. You do not have to enter any of the client information when you begin drafting documents!

Yes, when you share the interview with the client, you have an option to generate a PIN for the questionnaire link which you can share with them in separate communication.

Yes, you can choose to expire the link after a certain number of days.

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Privacy Policy

Last Revised on November 24, 2024

This Privacy Policy (“Policy”) describes how Agile Estate Planning, LLC, a Washington limited liability company (“Agile”, “we”, “us” or “our”) collects, uses and discloses your personal information when you interact with us, as set out in the Scope section below. 

We may change this Policy from time to time. If we make changes, we will notify you by revising the date above and, in some cases, we may provide you with additional notice, such as adding a statement to our homepage or sending you a notification.

POLICY SCOPE

This Policy describes our practices in connection with personal information that we collect, use, and disclose:

  • When you access or use either of our websites (agile.xpressdox.com/Account/Login) and (agile-ep.com), and their respective subpages or subdomains, and other online services (collectively, the “Websites and Online Services”);
  • In connection with creating a user account, the information collected during signup and the information gathered from your account settings;
  • About individuals who communicate with Agile in a business capacity, such as vendors, professional service providers, adverse parties, and expert witnesses;
  • When you attend our events; 
  • When you apply for a job with us and, if your application is accepted, during the course of your employment with us; and
  • Through any other business interactions you may have with us.

Collectively, we refer to all of the above as the “Services.”

COLLECTION OF PERSONAL INFORMATION

The personal information we collect about you depends on how you interact with us or use our Services.  We describe below the categories of personal information we collect and the sources of this information.

++Information You Provide to Us.  We collect personal information you provide directly to us including when you subscribe to receive our emails, access or use any collaboration tools, participate in any interactive features of the Websites and Online Services, send us an email, fill out a form, respond to a survey, comment on a blog, register for or participate in a webinar or event, interact with us on social media, or otherwise communicate with us.  The types of personal information we may collect include:

 

  • Contact information, such as your first and last name, firm name, email address, billing and mailing addresses, phone number and social media profiles; 
  • Profile data, such as your username and password that you may set to establish an online account with us, age, gender, social security number, biographical details, interests, preferences, information about your participation in our events, promotions, contests, or surveys, and any other information about you or your law firm that you add to your account profile. 
  • Payment and transactional data needed to complete your orders on or through the Services (including name and payment information), and your purchase history.
  • Government-issued identification numbers such as social security number, driver’s license number, alien number, or state-issued identification number in connection with a job application or to provide Services;
  • Communications that we exchange with you, including when you contact us with questions or feedback, comments, ideas, and forms edits or examples that you provide to us in any format or forum,  through email or otherwise. Agile will treat any such feedback you provide to us as non-confidential and non-proprietary.
  • Marketing data, such as your preferences for receiving our marketing communications and email lists and details about your engagement with them; 
  • Research data that you provide when you agree to participate in our surveys or research activities, such as your survey responses;
  • Feedback, comments, ideas, and forms edits or examples that you provide to us in any format or forum, including postings on the Website or communications with us. Agile will treat any such feedback you provide to us as non-confidential and non-proprietary.
  • Photos, videos, and audio files that contain images or voice recordings; and
  • Other data not specifically listed here, which you choose to provide.

++Information We Collection Automatically. We may also automatically collect information about you when you use or access the Websites and Services, including:

 

  • Online Activity. Online activity data, such as pages or screens you viewed, how long you spent on a page or screen, the website you visited before browsing to the Website and Online Services, navigation paths between pages or screens, information about your activity on a page or screen, access times, and duration of access, and whether you have opened our marketing emails or clicked links within them.
  • Device Information. Device information such as your computer’s or mobile device’s operating system type and version, manufacturer and model, browser type, screen resolution, RAM and disk size, CPU usage, device type (e.g., phone, tablet), IP address, unique identifiers (including identifiers used for advertising purposes), language settings, mobile device carrier, radio/network information (e.g., WiFi, LTE, 3G), and general location information such as city, state, or geographic area.
  • Information Collected by Cookies and Other Tracking Technologies. We and our service providers may use various technologies to collect information about your use of the Services, including cookies, web beacons and other tracking technologies. Cookies are small data files stored on your hard drive or in device memory that help us to, among other things, improve the Websites and Online Services and your experience, see which areas and features of the Websites and Online Services are popular, and count visits. Web beacons (also known as “pixel tags” or “clear GIFs”) are electronic images that may be used on the Websites and Online Services or in our emails and help deliver cookies, count visits, understand usage and campaign effectiveness, and determine if an email has been opened and acted upon. For example, we use Google Analytics to help us understand user activity related to our Services. You can learn more about Google Analytics cookies at https://developers.google.com/analytics/resources/concepts/gaConceptsCookies and about how Google protects your data at https://support.google.com/analytics/answer/6004245.
  • For more information about removing or rejecting cookies, please see the Your Privacy Rights and Choices section, below. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of the Website and Online Services. 

 

++Information We Collect from Other Sources. We may also collect personal information about you from other sources, including:

 

  • Public sources, such as social media platforms, publications, and news sites, which we may combine that with information we collect through the Services. For example, we may use information from LinkedIn to update information about you in our contact database.
  • Data providers, such as information services and data licensors, that provide demographic and other information.
  • Marketing partners, such as companies that have entered into joint marketing relationships or other joint ventures with us.

 

++Personal Information We Derive.  We may derive information or draw inferences about you based on other types of personal information we collect. For example, we may infer your location based on your IP address, or that you are interested in participating in an event based on your browsing behavior on our Websites and Online Services. 

++Data about Others. Users of our Services may have the opportunity to refer friends or other contacts to us and share their contact information with us. Please do not refer someone to us or share their contact information with us unless you have their permission to do so.

HOW WE USE YOUR INFORMATION

We use the personal information we collect from and about you for the following purposes: 

 

  • Service delivery. We use your personal information to:
    • Provide, operate, and improve the Services and our business;
    • Process your payments and complete transactions with you;
    • Establish and maintain your user profile on the Services;
    • Enable security features of the Services, such as by sending you security codes via email, and remembering devices from which you have previously logged in;
    • Communicate with you about the Services, including by sending announcements, updates, security alerts, and support and administrative messages;
    • Provide support for the Services, and respond to your requests, questions and feedback.
  • Service improvement and analytics, such as to personalize and improve your experience on the Websites and Online Services; monitor and analyze usage, trends, and activities related to the Websites and Online Services, and identify, report, and repair errors that impair the functionality of the Websites and Online Services;
  • Marketing, such as promotional external messaging and marketing, to send newsletters, updates, and other communications we think will be of interest to you, including about our services, programming, and events unless you have opted out of such communications (see Opting Out of Marketing Communications for more information) and to administer surveys and promotional drawings. Additionally, we may use anonymized feedback content for external marketing purposes to highlight user experiences and promote our services;
  • Firm-sponsored events, such as to fulfill your event registration requests and provide services, including the provision of seminars and other events, and to facilitate any continuing legal education credits earned;
  • To manage our hiring and recruiting activities, such as to assess your skills, qualifications, and suitability for a particular role or opportunity, communicate with you about the recruitment and hiring process, respond to your requests, inquiries, and comments, verify your information, complete your reference and/or background checks (where applicable) if we offer you a position or other opportunity with us, and improve our recruitment and hiring process more generally;
  • Contractual purposes, such as to enter into or carry out contracts;
  • Communication purposes, such as communicating with you about professional services you provide to Agile and about the Services we provide, responding to your questions, comments, and requests when you contact us, and providing information or services you request and sending you related information;
  • Legal and compliance purposes, such as to implement internal policies, detect, investigate, and respond to suspected fraud, security incidents, or other activity that is illegal or violates our policies, exercise a legal claim, cooperate with law enforcement investigations, and comply with applicable laws, regulations, legal processes, or governmental requests; and
  • To enable solely internal uses in a lawful manner that are reasonably aligned with your expectations based on our interactions with you and that are compatible with the context in which the information was provided to us.
How We Share Your Personal Information

We may disclose your personal information as follows or as otherwise described in this Policy: 

 

  • To related entities, including our affiliates, subsidiaries, and other companies under common control and ownership.
  • To service providers that provide services on our behalf or help us operate our business, including web hosting, information technology, customer support, print and mail fulfillment, email delivery, marketing, website analytics and payment processors). These service providers and contractors may also include our support vendors, as well as experts, consultants, and other professionals that assist in connection with us providing Services. For example, the Website is hosted by XpressDox Publisher (https://publisher.xpressdox.com/) and utilizes XpressDox document automation software (https://xpressdox.com) in connection with the provision of Services accessed on the Website. You will therefore be subject to the privacy policy (https://xpressdox.com/policies/privacy/) and end-user license agreement (https://xpressdox.com/policies/eula/) of XpressDox when accessing the Website. 
  • To professional advisors, such as lawyers, auditors, bankers, and insurers, in the course of the professional services that they render to us.
  • To business and marketing co-sponsors, such as third parties with whom we co-sponsor events.
  • To authorities and others, when we believe disclosure is in accordance with, or required by, any applicable law or legal process, including lawful requests by public authorities to meet national security or law enforcement requirements.
  • Disclosures to enforce our agreements or policies, if we believe your actions are inconsistent with our agreements or policies, or to protect the rights, property, and safety of us or any third party.
  • To business transferees, such as in connection with, or during negotiations of any merger, financing, divestiture, restructuring, reorganization, dissolution, or other sale of Agile’ assets or acquisition of all or a portion of our business to another company (including in connection with a bankruptcy or similar proceedings).
  • With your consent or at your direction, including if we notify you that your personal information will be disclosed in a particular manner, and you provide such personal information.

We may also share aggregated or de-identified information, including user feedback, which cannot reasonably be used to identify you for external marketing purposes to highlight user experiences and promote our services.

Your Privacy Rights and Choices

You have the following choices with respect to your personal information: 

 

  • Opt-out of marketing communications. You may opt-out of marketing-related emails, including newsletters, by following the opt-out or unsubscribe instructions at the bottom of the email, or by contacting us. You may continue to receive service-related and other non-marketing emails.
  • Cookies. Most browser settings let you delete and reject cookies placed by websites. Many browsers accept cookies by default until you change your settings. If you do not accept cookies, you may not be able to use all functionality of the Service and it may not work properly. For more information about cookies, including how to see what cookies have been set on your browser and how to manage and delete them, visit www.allaboutcookies.org. You can prevent the use of Google Analytics relating to your use of our sites by downloading and installing a browser plugin available at https://tools.google.com/dlpage/gaoptout?hl=en.
  • Local storage. You may be able to limit use of HTML5 cookies in your browser settings. Unlike other cookies, Flash-based local storage cannot be removed or rejected via your browser settings, but you can adjust the settings of your Flash player to block it. Blocking Flash storage may impede the functionality of Flash applications, including those employed by our Services. For more information on Flash local storage visit https://helpx.adobe.com/flash-player/kb/disable-local-shared-objects-flash.html.
  • Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.
  • Decline to provide information. We need to collect personal information to provide certain Services. If you do not provide the information we identify as required or mandatory, we may not be able to provide those Services.
Data Retention

  To determine the length of time that Agile retains personal information, we consider numerous factors, including legal, ethical, and regulatory obligations or whether retention of personal information is needed to resolve disputes, make and defend legal claims, conduct audits, pursue legitimate business purposes, and/or enforce agreements.

SECURITY PROCEDURES

We take reasonable measures to protect your personal information in an effort to prevent loss, misuse, and unauthorized access, disclosure, alteration, and destruction. However, like other companies, Agile cannot guarantee 100% the security or confidentiality of the information you provide to us. If you have reason to believe that your interaction with us is no longer secure, please notify us by sending an email with the subject line “Security Concern” and a description of the concern to the email address below or by calling our office.

Additional Information

Additional information about miscellaneous privacy-related practices includes the following: 

 

  • Other sites and services. Our Services may contain links to websites, mobile applications, and other online services operated by third-parties. In addition, our content may be integrated into web pages or other online services that are not associated with us. These links and integrations are not an endorsement of, or representation that we are affiliated with, any third-party. We do not control websites, mobile applications or online services operated by third-parties, and we are not responsible for their actions.
  • Third-party features, advertising and websites. Third-parties interact with our Services in various ways. These third-parties are independent of us and this privacy policy does not apply to the information they may collect about you and your interaction with them through our Services. Our privacy policy does not apply to, and we are not responsible for, third-party cookies, web beacons or other tracking technologies. In addition, these third-party websites may solicit personal information from you and may provide your information to third-parties for uses that are different than the ways in which we use your information.
  • Social Media or sharing features. Our Services may offer social sharing features or other integrated tools (for example, Linked In), which let you share actions you take on our Services with other media, and vice versa. When you use these features and tools, you may share information with your friends or the public, depending on the settings you establish with the third-party that provides the social sharing feature. For more information about the purpose and scope of data collection and processing in connection with social sharing features, we encourage you to read the privacy policies of the third-parties that provide these features.
  • Location information. The settings of your Internet browser or mobile device may allow you to stop sharing your precise location with us or others. You can also stop our collection of location information in connection with mobile applications by following the standard uninstall process.
  • Children’s privacy. We do not intentionally or knowingly collect personal information from children under the age of 13 without verifiable parental consent. If we become aware that a visitor under the age of 13 has submitted personal information without verifiable parental consent, we will remove his or her information from our files. If you become aware that a child under the age of 13 has provided us with personal information without verifiable parental consent, please email us at the email address below.
  • United States law. We are based in the United States and the information we collect is governed by United States law and the states where our attorneys are licensed to practice law. By accessing or using our Services or otherwise providing information to us, you are consenting to the transfer, processing, usage and storage of your information in the United States.
  • California Privacy Rights. Under California’s Shine the Light law (California Civil Code Section 1798.83), California residents may ask companies with whom they have formed a business relationship primarily for personal, family or household purposes to provide the names of third parties to which they have disclosed certain personal information (as defined under the Shine the Light law) during the preceding calendar year for their own direct marketing purposes and the categories of personal information disclosed. You may send us requests for this information to info@agile-ep.com. In your request, you must include the statement “Shine the Light Request,” and provide your first and last name and mailing address and certify that you are a California resident. We reserve the right to request additional information to confirm your identity and California residency. Please note that we will not accept requests via telephone, mail, or facsimile, and we are not responsible for notices that are not labeled or sent properly, or that do not have complete information.
Contact 

If you have any questions, comments, or concerns about this Policy or about our privacy practices, please contact us at info@agile-ep.com. 

You may also send your privacy-related comments or questions to the following address: 

Agile Estate Planning, LLC

Attention: Privacy Policy Compliance

600 1st Ave, Suite 330, PMB 25952

Seattle, Washington 98104