What your customers are trying to do
People planning their estate and families dealing with a death want to book an appointment.
A wills and estates practice website usually has to handle appointment booking for wills and probate, pre-appointment questionnaires and checklists for estate planning and probate.
Appointment booking for wills and probate: clients want a convenient time, often with family. Separate will appointments from probate and estate matters.
Pre-appointment questionnaires: asset and family details collected early shorten the meeting. Send the questionnaire after booking and store responses securely.
Checklists for estate planning and probate: families need to know what documents to gather. List documents to bring, kept general and dated.