Estate Intake FAQs

What is the Estate Intake?

Estate Intake allows you to streamline your Estate intake process with the following innovative features:

- Email an Estate Intake form directly to an estate trustee to collect deceased, beneficiary, executor, asset, and liability information

- Estate Trustees can access and submit completed forms through a simple email link

- Import completed intake forms directly to matters

- Automatically populate all form data into relevant fields/tabs in the matter

Is Estate Intake available on Essentials?

No, Estate Intake is only available on Core plans and up. Upgrade to Core today to streamline your Estate intake process

Why do I have to upgrade to Core to use Estate Intake?

Estate Intake is only available on Core plans and up. Upgrade to Core today to streamline your Estate intake process.

How do I send the Estate Trustee the password?

How you share the password with the Estate Trustee is up to you. We do encourage you to share the password in a secure way such as text or by phone.

Can I assign the Estate Intake form to more than one Estate Trustee?

No, the Estate Shareable Intake can only be assigned to one Estate Trustee. If there is more than one Estate Trustee, assign the Estate Shareable Intake to the Estate Trustee most likely to have the most information and likely to complete same in a timely manner.

Are passwords to the Estate Intake Intake Form autogenerated?

No, After you click the Email Estate Intake button, you will be asked to create a password which you will then share with the Estate Trustee either by SMS or phone.

Why can I not enter my own email address to receive the Estate Intake Intake?

Since your email address is already assigned as an agent on the file, you will not be able to use the same email address. Enter a different email address, such as a personal email, to proceed.

Why can only assign the intake to one Estate Trustee/Executor?

At this time, the Estate Intake can only be shared with one Estate Trustee/Executor at a time.

I have entered Estate Trustees/Executors on the contacts page, why do I not see them in the drop down to send them the Estate Intake form.

If you have not entered an email address for any Estate Trustee/Executor on the Contacts tab, they will not appear in the dropdown.

I have mistakenly removed the link to the Estate Intake form in the email how can I get it back.

If you mistakenly delete the link, you can use CTRL+Z to undo your action to retrieve the link. If this does not work, you will have to Cancel and resent the link.

Why can’t I send the password to the Estate Trustee/Executor in the email?

Including a password in an email to a link is not best practice for securely delivering a password. How you deliver the password is strictly up to you. We recommend establishing a process that works for your firm.

How would you recommend delivering the password to the Estate Trustee/Executor in the email?

In person: If possible, hand the password over in person. Secure Calls: If in-person isn't an option, consider a phone or video call using end-to-end encrypted services. Note: How you deliver the password is strictly up to you.  We recommend establishing a process that works for your firm.