Will Intake Packet

Organize your will information into a clean, attorney-ready intake packet. No legal advice. No document drafting. Just structured preparation.

What you get

Will preparation

Will Intake Forms

Guided steps to collect the details attorneys commonly request for a will consultation.

Personal & family info
Executor selection
Guardians (if applicable)
Beneficiaries & distributions
Notes for your attorney

Attorney-Ready PDF

Download a clean PDF summary to print or email to your attorney. Your information stays in your browser and is not stored on a server.

Single organized document
Easy to review
No account required

Price

One-time payment. Immediate access after checkout.

Purchase Will Packet – $99

After payment, you’ll be redirected to your Will access page to start the intake and download your PDF.

Important Disclosure

Read before use

TrustPrep is not a law firm and does not provide legal advice. TrustPrep does not draft legal documents and does not create attorney-client relationships. This tool is intended solely to help individuals organize information commonly requested by attorneys.