Estate Planning PDF Personal Information Form – Sample

estate_planning_questionnaire-generic-fillable-pdf

Wouldn’t it be great if …
your clients could enter their own data, send it to you prior to their initial meeting, and have that data entered into Time Matters without having to re-key it into Contact and perhaps Asset record forms.

Watch Premier’s video below – ClientConnectPDF – Automated Client Intake
Streamline your client intake process by enabling new clients to enter their personal information into a fillable PDF, easily submit the completed form to a private online database and import form contacts and assets into your practice management system.