Jeffery Spellerberg (Customer) asked a question.
Where is the client intake form for estate planning for a trust? this isn't the same thing as probate, and its not the same thing for trust administration? So what do you use and send?"
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There isn't one you gain send a form that will get clients basic info and other they would like to have linked to the case but that it is it.
@Jeffery Spellerberg (Customer) The client intake form for estate planning for a trust can be accessed using the LEAP Client Connect app. This app allows you to request detailed matter information from your client via LawConnect. The information provided can be imported directly back to their matter for use in forms and other documents. Client Connect is currently available for Estate Planning and Probate matter types in all states. Information can be requested from the following table types: Assets and Liabilities, Children, and Additional Contacts.