Educational tool, not a law firm. Trust Sandbox does not provide legal advice. Consult a licensed attorney for your specific situation.
Client Intake Worksheet
Walk into your attorney meeting ready
A structured intake form that captures every data point an estate planning attorney typically asks for—organized, printable, and exportable.
This worksheet also powers the Trust Sandbox.
As you fill in family members, fiduciaries, and asset values, the Trust Sandbox updates automatically — no copy-paste, no export. Data stays in your browser.
Data stays in your browser. Nothing is uploaded.
Personal Data
Spouse
Children of current marriage
Prior Marriages & Existing Documents
Financial Information
Current-year income
Estimated total income: $0
Bank & investments
Real estate (full value)
Miscellaneous assets
Retirement & IRAs
Business interests
Life insurance (face value)
Fiduciary Designations
Executor (carries out your will)
Durable Power of Attorney — Financial
Durable Power of Attorney — Healthcare
Guardians for minor children
Trustee for minor beneficiaries
Before your attorney meeting
Gather Social Security numbers for every trustee and alternate trustee you name above. Your attorney will need them for trust tax filings and EIN applications.
Employment
Your employer
Spouse employer
Advisor Directory
Beneficiary Designations
Educational tool only. Not legal, tax, or financial advice. Review all entries with a qualified estate planning attorney.