Welcome to Our Estate Planning Intake Portal

Estate planning is a personal and often complex process. To assist our attorneys in crafting a plan tailored to your needs, this secure digital questionnaire will guide you through the key information required for the development of your estate plan. You will be asked to provide details about your family, your assets, your fiduciaries, and your wishes for the future.

While this form is fully compatible with mobile devices, we strongly recommend completing it on a desktop or tablet. Due to the volume and complexity of information required, most users find it significantly easier to navigate on a larger screen.

If preferred, a printable version of the intake form is available as a downloadable PDF to help you gather and organize information before completing the digital version.

Your privacy and your time are important to us. Thank you for entrusting Robinson & Lawing with your estate planning needs.