1: How do I create the right Medicaid Questionnaire for my firm?
Your questionnaires should be unique to you and your law firm. They should be based not only on the information you need for the legal service you are being hired for, but should be designed to give you the information you need to have a successful first client appointment.

Specifically, with regard to your probate practice, two considerations should be added to this questionnaire:

● When the new probate is an existing estate planning client you should endeavor to ensure that you do not overburden the family in gathering information that you already have. You may need to go ahead and complete much of the information, if you have it on hand. Also, depending on your relationship, or if the decedent was in your Client Maintenance Plan, you may want to take additional steps to express your condolences.

● There will be more information you need to gather as a part of the administration. It may help you and your team to include a document checklist that can ensure you have the information you need in front of you at the time of the first meeting. This can be especially helpful when you are working with a Personal Representative who may not be local and have a limited amount of time in person.

3: Your Sample Probate Questionnaire

As we said before, what works best for you may not be what works best for your colleague. You need to ensure that you have what works best for your ecosystem.

4: Law Practice Management Software Considerations

Law practice management software may be able to assist you with your questionnaire as a part of your Active Intake process. There are types of law practice management software available now that offload much of the intake process to the potential client. From filling our names correctly and adding the names of multiple decision makers or providing critical information on decisions and personal information, you are able to automate much of this process, while also allowing for your employees to assist a potential client within law practice management software.

If you would like to learn more about this process, take a look at the training resources in our Law Practice Software Library section.