Wills, trusts, and powers of attorney all start with a long, personal questionnaire. Superforms turns yours into a guided form that reads every question aloud and explains the legal terms, so clients complete it instead of stalling on the hard parts.
We rebuild the intake you already use, so it gathers the same things, just in a form clients can get through. A typical one covers:
Spouse, children, and other people who should inherit, in the order the client wants.
Property, bank and investment accounts, retirement, life insurance, and business interests.
Who carries out the plan, who manages any trust, and who cares for minor children.
Who makes medical and financial decisions if the client cannot, and their wishes.
Any current will, trust, or directive to review, so nothing is missed or duplicated.
An estate plan asks people to think about death, family, and money all at once, in language most have never seen. It is long, it is emotional, and it often lands with an older client alone at a kitchen table with a paper form. So it comes back half done, or not at all.
Same questions, delivered so people finish them. Every plan includes:
Every question is spoken, so a client who struggles with dense forms does not stall on one.
The jargon in your form is explained in plain words on tap, so you field fewer confused calls.
It opens in a browser on any device. No download, no account, no password to reset.
Your name, logo, and colors throughout. To your client, it looks like you built it.
A long intake can be done in more than one sitting, so a client is never forced to finish in one go.
Clients upload the files the matter needs right inside the form, so nothing is chased by email.
Where your form uses a word only a lawyer would know, the client can tap it and hear it in plain English. For this practice that includes:
Superforms is the intake front door, not another case manager. Clients fill out the guided form, and the finished intake hands off to the software your firm already uses, such as Clio or MyCase, so the answers land where your team works. You add one thing instead of replacing your practice.
It is the questionnaire a firm sends a new client to gather everything needed to draft a will, trust, or power of attorney: their family, their assets, who should inherit, and who should act for them. Superforms rebuilds that questionnaire as a guided form that reads each question aloud and explains the legal terms, so clients finish it.
Yes. It opens in a browser on any phone with no app, no login, and no password. Every question is read aloud and explained in plain words, which is exactly what an older or first-time client needs.
Yes. We rebuild your existing intake, whatever it covers, so it can gather everything for simple wills through revocable trusts, guardianship, and health care and financial powers of attorney.
Yes. You send us the intake you already use as a PDF or Word document, and we rebuild that same content as a guided form. There is no new questionnaire to write.
The finished intake hands off to the case system you already use, such as Clio or MyCase, so the answers land where your team already works instead of in a separate inbox.
Send us the intake you use today and we will build a guided version for free. You only pay once it is live for your clients.