This app can be used by lawyers to gather pertinent facts and documents from their estate planning clients. The app takes anywhere from 10 to 20 minutes for a typical client to complete and covers the following topics:

Client Information (including contact information and employment)
Spousal/Partner Information (including contact information and employment)
Family Relations (including children and extended family like siblings and grandkids)
Assets (including stock/bonds, savings/checking accounts, and real estate)
Liabilities (including mortgages, loans, and support orders)
Benefits (including pensions, profit-shares, IRAs, and 401k)
Other Property Issues (including property of others and funereal arrangements)

This app is licensed under the MIT License by Community.lawyer as of 2019.