Online Intake Forms for Estates and Elder Law

The best in class online forms software, pre-loaded with a set of intake forms developed with nationally recognized lawyers in estates and elder law.  Branded to your firm, setup within 24 hours, 100% satisfaction guarantee.

For a representative law firm using the Questionnaires tab at

Explore our live sample forms using the following links: 
EP Intake, Probate Intake, Trust AdministrationGuardianship , Elder Law

The enabling forms app is far more powerful and easier to use than what is found in law firm practice management forms and our app integrates with many popular systems.

Form Features include:

Save & Resume –  Allow users to pick up right where they left off by saving their progress on partially completed form responses.

Calculations – Let your forms do the math for you—build powerful calculations that can total costs, compare dates and so much more. Dynamically calculates as

Conditional Logic – Control what fields your users see and when they see them with our easy-to-use conditional logic builder.

Integrations – payment processing , Zapier connections and MS Power Automate

Lookup Field – Think of it as a choice field with superpowers! Use it to populate drop-downs, perform calculations or display text from another form’s entries.

Document Merging – Create PDF and Word docs from your entry data, completely customized the way you want.

Repeating Sections & Tables – Collect as much or as little data as your customers can give, without any extra work or adding a lot of clutter.

Data Encryption – Keep your form data safe and sound when you enable entry data encryption and protect fields that contain sensitive information.

Electronic Signatures – Go paperless and collect signatures on every form and on any device.

Entry Sharing – Give your users the ability to update their entries even after they’ve already been submitted.

File Uploads – Capturing multiple files at once, setting file size and type limits—it all comes free with every single Cognito Forms account.

Multi-Page Forms – Get more responses to your complex surveys and long forms with page breaks, progress bars and conditional pages.

Payment – Accept secure credit card payments with PayPal, Stripe or Square. Create payment forms, order forms or collect donations.

Analytics & Tracking – Connect your Google Analytics account to gain user insights, optimize multi-page forms, and improve PPC campaign performance.

Import Form Entries – Use Excel to add entries to your forms. Save time when populating Lookup field data and moving forms between accounts.


             Analytics & Tracking

             Card on File

             Countries, Languages & Currencies

             Data Reporting

             Email Notifications

             Entry Management

             Form Confirmations

             HIPAA Compliance

             Import Form Entries

             Lookup Field

             Quantity Limits

             Rating Scales

             Responsive Forms

             Security

             Spam Prevention

             Style Customization

             Template Sharing

             Unlimited Forms & Fields

             Website Embedding