IntellEstate Survey

Section 1

Practice Profile

What type of legal practice do you work in?*

Solo practitioner

Small firm (2-5 lawyers)

Medium firm (6-20 lawyers)

Large firm (21+ lawyers)

In-house/institutional

Where do you primarily practice?*

What is your role?*

Lawyer

Legal Assistant/Paralegal

Office Manager

Other

What percentage of your practice is dedicated to wills and estates?*

Less than 25%

25-50%

51-75%

More than 75%

Section 2

Will Volume & Complexity

On average, how many wills does your practice complete per month?

Enter approximate numbers for each complexity level

Complexity	Number per month
Simple wills
Medium complexity
High complexity

How do you typically define a "simple" will?

Select all that apply

Single beneficiary or straightforward distribution

No business interests or complex assets

No blended family considerations

No establishment of ongoing trusts

No deviation required from your standard template

Other

What factors make a will "complex" in your practice?

Select all that apply

Multiple beneficiaries with conditional distributions

Business succession planning

Blended families/multiple marriages

Trust creation (spousal trusts, lifetime benefit trusts)

Cross-border assets or beneficiaries

Tax planning considerations

Disabled beneficiaries (Henson trusts)

Agricultural/farm succession

Other

Section 3

Pricing & Revenue

What do you typically charge for each type of will?

Enter your typical fee range in dollars

Will Type	Minimum	Maximum
Simple will
Medium complexity
High complexity

How do you structure your will fees?

Flat fee

Hourly rate

Combination (base fee + hourly for complexity)

Value-based pricing

Other

Do you bill disbursements separately for will preparation?

Yes

No

What is your typical disbursement amount per will?

Under $25

$25-50

$51-100

Over $100

What disbursements do you typically include?

Select all that apply

Document storage/filing

Copies and printing

Courier/registered mail

Software/technology fees

Title searches

Other

Section 4

Time & Efficiency

On average, how much total time is spent on each will type?

Enter time in hours (e.g., 1.5 for 1 hour 30 minutes)

Will Type	Lawyer Time	Assistant Time
Simple will
Medium complexity
High complexity

What part of the will preparation process is most time-consuming?

Tap items in order from most time-consuming to least. Tap again to deselect.

- Initial client intake and information gathering Tap to select

- Drafting the will document Tap to select

- Client review and revisions Tap to select

- Execution and witnessing appointment Tap to select

- Document storage and file management Tap to select

- Client communication between intake and execution Tap to select

What are your biggest frustrations or pain points in the will preparation process?

Select your top 3

Gathering complete client information

Clients not understanding their options

Document drafting and formatting

Managing revisions and version control

Scheduling execution appointments

Secure document storage

Client communication and follow-up

Integration with other practice software

Other

Section 5

Current Technology

What software tools do you currently use for will preparation?

Select all that apply

Word processors (Word, Google Docs)

Practice management software (Clio, PCLaw, etc.)

Will-specific software

Document automation tools

Client portals

E-signature platforms

None/paper-based

Other

Which will-specific software do you use?

If using practice management software, which one?

Clio

PCLaw

Soluno

CosmoLex

Other

None

How satisfied are you with your current will preparation process?

Very satisfied

Somewhat satisfied

Neutral

Somewhat dissatisfied

Very dissatisfied

Section 6

Value & Pricing Sensitivity

If a software tool could reduce your will preparation time by 50%, what would that time savings be worth to your practice monthly?

Under $100

$100-250

$251-500

$501-1,000

Over $1,000

What pricing model would you prefer for will preparation software?

Tap items in order of preference. Tap again to deselect.

- Per-will fee Tap to select

- Monthly/Annual Subscription (unlimited wills) Tap to select

- Tiered pricing based on volume Tap to select

Assuming a comprehensive will preparation platform could streamline your process by 50% (client intake, document generation, and execution), what monthly fee would you consider:

Enter dollar amounts for each price point

Price Point	Amount ($)
Too cheap (would question quality)
A bargain
Getting expensive
Too expensive (would not consider)

Would you be interested in a tool that allows clients to provide intake information before their appointment?

Very interested

Somewhat interested

Neutral

Not interested

Would you be willing to participate in a beta program for a new will preparation platform in exchange for discounted pricing?

Yes, very interested

Maybe, would need more information

No

Section 7

Stay Connected

Would you like to learn more about IntellEstate's electronic will platform?

Yes, please contact me

Yes, add me to your newsletter

No, thank you

Any additional comments or feedback? (Optional)

Contact Information

We'll only use this to follow up on your survey responses

Name

Email

Firm (optional)

Legal Practice Survey

Practice Profile

Will Volume & Complexity

Pricing & Revenue

Time & Efficiency

Current Technology

Value & Pricing Sensitivity

Stay Connected

Thank you!