The questionnaire
Answer once; every document your attorney drafts draws from it.
The questionnaire is how the firm collects what your documents need: family details, fiduciary choices, assets, healthcare wishes. You answer once, and the answers feed every document in your plan, so nothing gets re-asked because it lives in a different file.
How it works
You'll receive a link by email (or find the questionnaire under Forms in the portal). It opens section by section, with anything the firm already knows filled in. When you return by the same link, anything the firm already has on file is filled in for you. Answers you've typed but not yet submitted aren't saved between visits, so submit before you step away; you can always reopen it and send more. Some sections only appear when they apply to you or to the documents in your plan, so don't be surprised if your spouse sees a question you didn't.
A few questions ask for a list rather than a single answer, like specific gifts you want to leave or people you'd prefer to leave out of your plan. For those you add a row per item and can remove any you change your mind about.
For couples
Spouses share one questionnaire. Shared facts, like the home or the children, are answered once by either of you. Personal choices, like who serves as your healthcare agent, are asked of each of you separately. You can both work on it, at the same time if you like, without undoing each other's answers.
After you submit
Your answers go to the firm for review: a person looks at every change before it becomes part of your record, and the firm follows up where something needs clarifying. If you realize you need to correct something after submitting, reopen the questionnaire from the same link or task and send the update; it goes through the same review.