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Will Preparation Request Form

Will Preparation Request Form

Start the will preparation process online, capturing what clients want to include, identification, and contact details in one secure form.

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Description

The Will Preparation Request Form gives legal and estate firms a clear starting point for helping clients create a will. It captures the client’s full legal name and date of birth, along with what they would like to include, so your team understands their intentions before the first meeting.

A specify field captures particular wishes, while an ID upload supports identity verification from the outset. An additional notes field lets clients add instructions in their own words, and a signature confirms their request, giving your team a solid foundation to prepare an accurate draft.

Beginning the process through one structured form saves clients time and effort. Sign up for a free Fun Forms account to customize the fields and embed this request form on your website.

Form fields

Everything the Will Preparation Request Form above collects — 8 fields, so you can see exactly what it captures before you make it your own.

Will Preparation

Your Full Legal Name
Name
Your Date of Birth
Date
What would you like to include in your will?
Multi-Select
Please specify:
Short Answer
Upload ID (Passport or License)
Short Answer
Additional Notes or Instructions
Long Answer
Your Email
Email
Your Signature
Short Answer

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Template FAQs

Common questions about the Will Preparation Request Form — what it captures, when to use it, and how to make it your own.

What is a will preparation request form?

A will preparation request form is an online form clients use to begin the process of creating a will. It captures their legal name, date of birth, what they would like to include, and identification, so a legal or estate firm can prepare an accurate draft to discuss and finalize.

What can clients ask to include?

The form lets clients describe what they would like their will to include, with a specify option for particular wishes such as beneficiaries, guardianship, or specific bequests. Capturing this early gives your team a clear picture of the client’s intentions and a strong starting point for preparing the document.

Why is uploading identification needed?

An ID upload, such as a passport or license, supports identity verification from the very start. Confirming a client’s identity is an important part of preparing a legal document, and collecting it with the request means your team can proceed confidently without arranging separate checks later in the process.

Is the information kept secure?

The form gathers sensitive details in a single, structured submission that your firm can handle according to its own privacy and data protection practices. Collecting everything in one place rather than across scattered emails helps keep client information organized and supports the careful handling that legal matters require.

Can clients add specific instructions?

Yes. An additional notes field lets clients add instructions or context in their own words, capturing anything the structured questions do not cover. This gives your team valuable detail about the client’s wishes and helps ensure the draft reflects their intentions accurately before it is reviewed and finalized together.

Is the will preparation request form free?

Yes, this will preparation request form is completely free, and you can customize the fields to fit your firm, embed it on your website, and go live with no coding required. Just create a free Fun Forms account to start will requests online.

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